Prerequisite: Circulation #1. (This is effectively the Circulation #2 class)

First Pass. Left to do here:

• go through Fulfillment documentation to see if anything there is not yet reflected in class 1 or 2
• find, request or create documentation for gaps (noted in red)
• clean up for accuracy
• add any necessary screen shots?

Prerequisite: Circulation #1. (This is effectively the Circulation #2 class)

First Pass. Left to do here:

• go through Fulfillment documentation to see if anything there is not yet reflected in class 1 or 2
• find, request or create documentation for gaps (noted in red)
• clean up for accuracy
• add any necessary screen shots?

These topics not yet moved to new locations:

Resource Sharing

Borrow Direct

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Red or Green bins. Need documentation (none yet)

Clear Hold Shelf

This last section needs rework: can we edit to produce a step-by-step flow?

Note: Fulfillment group asked peers best practice of workflow from start to finish, as there are a number of ways to process these – waiting for responses.

- some libraries do this visually, by looking at the date on the hold slip

- some libraries do this using reports

Alma sorts items into 4 tabs / next steps

Reshelve / Send to Circulation Desk / Send to Library / Activate Next

This is the explanation of the 4 tabs from Ex Libris:

Reshelve - Displays all expired requests for items belonging to the current circulation desk and for which there is no other request in the queue.

Send to Circulation Desk - Lists all requests for items belonging to a different circulation desk in the same library or that are requested for pickup at another desk within the same library.

Send to Library - Lists all requests for items belonging to a different library or that are requested for pickup at another library.

Activate Next - Activates the next request in the queue, which cancels the first request and makes the item available to the next requester.

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