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?

Resource Sharing

Borrow Direct

• Not yet configured

Interlibrary Loan

• Not yet configured

Work Orders

Preservation Review

1. With item in hand that needs conservation care, scan barcode in physical item search to retrieve item record

2. Click on ellipses (the "More Actions" button?) and select Work Order

3. Process type - Preservation workflow

4. Managing department - Collections Care (Widener)* there will be a separate managing department for each unit that does not fall under Widener collections care (not yet configured)

Ordered-Received (625 fulfillment workflow) 

FUWG documentation reads: Need to work with ASWG

Process Incoming Materials from Bins

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.

• Items can be selected individually to be moved to their next step in their workflow.
• For the sake of accuracy it is probably better to only check books in this screen that are in hand.