This page is not intended to serve as a policy, training or instruction document. It has links to workflow resources for Rush Orders that have been created since Alma went live in July 2018. Some have been finalized and others are in draft form.
Please contact the wiki page creator/contributors with any questions. Please also add links to this page for any workflows not represented.
General request info
- Reference info on title versus item level requests: https://wiki.harvard.edu/confluence/x/-Ii1DQ
Ordering & Receiving patron requests
- Placing a patron request order: https://wiki.harvard.edu/confluence/x/8g6fDQ
- Adding a patron physical item hold request: https://wiki.harvard.edu/confluence/x/9g6fDQ
- Receiving a patron request order: https://wiki.harvard.edu/confluence/x/Dg_fDQ
- Copy cataloging & routing (this isn’t specific to patron request materials, but covers the basic steps): https://wiki.harvard.edu/confluence/x/6gmrDQ
Sending materials out “Cat Review”
(in the event the patron needs an item quickly and cataloging it would delay access, we let the patron use the item first and then catalog it after patron use)
- Cat Review processing instructions: https://wiki.harvard.edu/confluence/x/ckSfDQ
Interested user option
(for cases when the patron only wants to be notified of when something arrives or is activated, like an e-book or e-resource – they do not need to physically borrow the item from the library)
- Documentation on using the interested user feature as part of the e-book workflow: https://wiki.harvard.edu/confluence/x/yRefDQ
Notification of pending requests
- Finding out if In Process or In Transit materials have requests: https://wiki.harvard.edu/confluence/x/WQ_fDQ
- Locating request on materials still on order (process type: Acquisition): see this folder in Analytics: Shared Folders > Harvard University > _WGs > FuWG > Jaime's folder > Testing On Order requests