Post-imaging Workflow for OTC Order Deposits

Owned by Emilie Hardman (Unlicensed)
Last updated: May 07, 2019 by Dorothy Berry (Unlicensed)

Post-Imaging Workflow Outline

  1. Receive and open DRS reports in Outlook.
  2. Save DRS reports and pull relevant data (detailed in  DRS Reports).
  3. Test links
  4. Link material in Alma or ArchivesSpace.
  5. For orders marked "c-l" in the tracking spreadsheet, send an email to the patron with URNS copied in placeholder.
    1. Non restricted orders use the "HOU - Link Delivery" template under the "Email" pull down in Aeon
    2. Restricted orders use the "HOU - Link, 2-week" template under the "Email" pull down in Aeon
  6. Update tracking spreadsheet.