Page Comparison

Using Keep in Department

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 .

If you check Keep in Department:

• When you receive just one item at a time, you will get a notification if that item has a hold.
• When you receive multiple items at once, you will get a generic message that does not specify which title(s) have the hold.

Note: LTS has logged an Alma request for ExLibris to specify which title which has the request in this message.

Locating Items

Marked Keep in Department

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

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

Items in this list have the following these values:

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

 

Changing

Item Work Order

Status (

Post-

Receiving)

To manually update an item's one or more items' Work Order status:

1. Go to Acquisitions >> Post-Receiving Processing >> Receiving Department Items
    
2. Click the box to the left of the item(s) in the In process items list
   

3. Choose Change Status at upper right

1. 
   

2. Select the status that represents the new step or location (e.g "Shelf Prep – ITS 625")

1. Click on Change Status
   

Marking the item as Done moves it into:

Status:  Item Not   Item not in place

Process type: Transit Transit

 This will usually be done by Binding and Shelf Preparation staff, and not by 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  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 row action item list icon. The slip will be emailed to the printer associated with the Receiving department. 

If

Not Using Keep in Department

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).

There will be no pop-up message about pending requests until the item is scanned in at its Circulation Desk.

Items in the Transit status are scanned in at the Circulation desk to remove this status, and then shelved or sent to fulfill a request.

When Receiving Continuous

Orders

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

The item will remain coded as:

• Status: Item in  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. Also, there will be no pop-up message about pending requests until the item is scanned in at its Circulation Desk.