Page Comparison

If using the Keep in department Work order status function

During the receiving process for physical material, choose the Keep in department option at the top of the Receiving list, and select the next workflow step from the dropdown list .

Locating Items marked "Keep in Department"

Go to Acquisitions > Post-receiving processing > Receiving department items:

• • the list of Receiving department items allows you  can be used to update the item items in various ways such as, changing the status, edit the item, print an arrival slip,or mark the status as Done
  • the The list of items has various search indexes as well and filters to help limit and locate in process items

These items Items in this list have the following values

• • Status: Item Not in place
  • Process type: (<the work order status such as: Cataloging (ITS 625), etc>)

Printing an Arrival slip 

If the item was received and marked as Keep in department, there are two ways to Print a slip: 

1) from the Received items list (via the Manage items command from the order on the Receive New Material page

• • Select Print slip from the ellipsis action icon
  • The slip will be emailed to the printer associated with the Receiving department

2) The item can be called up in the In Process Items screen (Acquisitions > Post-Receiving Processing > Receiving department items) where there is an option to Print a slip in the ellipsis action icon

• • •  The slip will be emailed to the printer associated with the Receiving department, if this functionality has been configured.
      

Changing Work Order status

Changing an item's Work Order status (post-receiving)

To manually update an item's Work Order status:

click

• Click the box to the left of the item in

the In

• the In process

items list

• items list

choose 

• Choose Change Status

 from the Upper menu bar

•  at upper right of the list, and select the Status that represents the new step or

location 

• location (e.g "Shelf Prep – ITS 625")

Marking the item as Done moves it into:

Status:  Item Not in place

Process type:

 Transit

 This will usually be done by Binding and Shelf Preparation, and not Acquisitions or Cataloging staff.

When the item is accessioned and shelved at the owning library or repository, the item will change to:

Status: Item in place

Process type

: <blank>

Printing an Arrival slip 

If the item was received and marked as Keep in department, there are two ways to Print a slip: 

> From the Received items list (via the Manage items command from the order on the Receive New Material page

> From the In Process Items screen (Acquisitions > Post-Receiving Processing > Receiving department items)

In either location, select Print slip from the ellipsis action icon. The slip will be emailed to the printer associated with the Receiving department

If not using Keep in Department Work order status function

When Receiving One time orders

• If the Keep in department option is not used during receipt of a One time order, the item automatically moves into the Transit process type; Status: Item not in place (which indicates that it is en route to be added to the Library stacks or remote storage)

• Items in the Transit status are scanned in at the Circulation desk to remove this status, and then shelved

When Receiving Continuous orders

If the Keep in department option is not used during receipt of a Continuous Order, the item does NOT move into to the Transit process type.

The item will remain coded as:

• • Status: Item in place
  • Process type: <blank>

For this reason, it is important to send the item to be shelved/deposited as soon after receipt as possible