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Requests will automatically be routed to the Needs Staff Review queue if some variation of the word “restrict” (e.g. restricted, restriction) appears in the Conditions Governing Access note at the collection level (or if there’s a note at the archival object or series level, that’s the note that Aeon will draw from). Therefore, in some cases, you may be able to cancel a request without reviewing the materials (e.g. if an entire collection is restricted). Check the access status in the finding aid first. If you need to cancel a request, see the instructions in Step 4 for when an entire box is closed. If the restriction status is unclear or says that the collection needs to be reviewed, proceed to Step 3.
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Once you have reviewed the materials, follow the instructions below based on your scenario:
Entire box reviewed
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Entire box is open
Double click on the blank area near the bottom of the request screen to leave an internal note. Enter “Entire box is open” and click Add.
Note Depending on your screen scale, it may be difficult to see the blank area near the bottom of the request screen. It you cannot see the blank area, try reducing the scale in your display settings (e.g. from 150% to 125%) or doing restrictions review when working at a docking station with a larger monitor.
Route the request using the Place on Hold button in the Home ribbon. If the request is for an activity, the request will just be routed to the activity automatically when you click on the Place on Hold button. If the request is a reading room request or on hold for reference scanning or imagining by the scanning lab, select the appropriate Item On Hold queue from the drop down options.
Place a green “Open for research” sticker on the box.
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