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  1.  We start by verifying that our location: Widener Library – WID Circulation.
  2. From the main Fulfillment menu, choose “Pick from Shelf”
    1. The list displays items that were requested by a patron or department.
    2. Choices may be narrowed down using the facets on the left
  3. Click “Print Slip Report”
  4. The resulting dialog box gives me 3 choices for what to do with the results: print them, email them, or download them as a file.
    1. If I wanted to print the results directly, I’ll click the “Printer” radio button.
      1.  This asks me choose the printer.
      2. But I don’t actually want to print now so I’ll select “User”
    2. If I wanted to email the list to someone, I’d enter a staff name, then click “Send” 
      1. The user you are sending to has to be on the “include” list for that specific Pick List
    3.  Today I’m going to get the results in a file so I’m selecting Excel and clicking “Download”
      1. In this next dialog, I’m choosing to “Open with Excel” so I click “Open”
  5. I now have a pull list for Widener.
    1. Work remains to simplify the lists with fewer columns, ones I would need for pulling, for example, title, call number, description.
  6. Once you have a list, either printed or electronic, the items can be pulled.
  7. After books are retrieved from the stacks, I’ll select “Return Items” from the Fulfillment menu like this and scan the books.
  8. Local workflows will determine how to transfer materials or place items on hold shelves

Alma doesn’t email patrons directly so third-party software is being set up to do that automatically.

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  1. shelves 

Marking Items Missing on a Pick List

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