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1. Double click on the blank area near the bottom of the request screen to leave an internal note. Enter the reason for the restriction 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.

   
   
   

2. Cancel the request and notify the user

   1. From the Home ribbon in the request screen, click on the Cancel button. Under Reason for Cancellation, choose “Restricted Material.” Check the box for “Send Email" and then click on the Cancel Request button. 

      Note
      The “Edit Email” box should be checked automatically after you check the "Send Email" box, but double check that "Edit Email" is checked before you hit the Cancel Request button.

      
      
      

   2. The cancellation notice email template will appear. There’s a lot of text in this email with all of the potential reasons why a request could be cancelled. Delete all of the text that’s not relevant under the “Reason for cancellation” heading until you are left with a statement explaining that the material is restricted and when it will open. When you’re done, click on the Send Email button, which will close the request screen. 
       

      Note
      Make a note of the Aeon transaction number (the digits that follow "Transaction Number (TN)" in the email template) before you click on the Send Email button.

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3. Route the request to the appropriate Awaiting Pickup/Reshelving queue and reshelve
   1. Start by searching for the Aeon transaction number for the request from the Home menu.
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   2. The request screen for the transaction will appear. Note in the Location field whether the box is stored at the ASC or HD. 
      1. If the box is stored at the ASC, route the request to the Awaiting ASC Reshelving queue. Put the box on the blue ASC cart. 
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      2. If the box is stored at HD, route the request to the Awaiting HD Pickup queue. Put the box in the HD returns shelving area.  
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4. Place a pink "Restricted" folder sticker on the box.

Box is partially open

1. Double click on the blank area near the bottom of the request screen to leave an internal note. Enter a brief note indicating that the box is partially open and how many folders are restricted. If the restricted folders are grouped together at the back of the box, indicate this, as well. Click Add.
   

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2. Route the request and reshelve, if applicable
   1. If the folder the user requested is restricted and it does not seem like they would be interested in any other materials in the box, cancel the request, notify the user, route the request, and reshelve the box following Steps 2-3 in the “Entire box is closed”

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1. 1.  instructions. 

   2. If the folder the user requested is open, or if the specific folder they requested is restricted but you think

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1. 1. there are other

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1. 1. materials in the box that the user may be interested in, route the request using the Place on Hold button as indicated in Step 2 of the “Entire box is open” instructions.
       

      Note
      If you're uncertain if the user will still want to see the box even if their specific requested folder is restricted, air on the side of routing the request to Place on Hold rather than cancelling the request.

      
      

2. Place a yellow “Check for restricted materials” sticker on the box. If the folders in the box are not clearly marked as “ok” or restricted, write those indications on the folders.
   
   

Only requested folders reviewed

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