Work Orders Staff Documentation - Job Aids

All units - sending to Collections Care (Preservation Work Order) with piece in hand

 If an item is in an Acquisitions or other Work Order, you should create the new Preservation Work Order before marking the item as Done.

1) Create the new Work Order via the Item "Actions menu" from any of these paths:

a) Use a Physical Item search with the Barcode search criteria and scan in the item barcode.

b) Access the List of Items by searching All or Physical Titles, then choosing Items, or, via View Items in the Metadata Editor.

c) Upon check-out or upon return

d) Within the item record (in testing – there are some caveats with this method)

2) When the Work Order form opens: 

1. 1. For Process type, select Preservation Work Order
   2. Leave Do not pick from shelf checked (because you have the piece in hand)
   3. Add a note describing the issue (for example, "Some pages are loose")
   4. For Managing department, select Collections Care (Widener) or other appropriate location
   5. Click Submit button

Access Services Staff - Shared Services - to send for Shelf Prep or Cataloging Work

1. Create a Work Order
2. For Process type, select Technical Services Work Order and relevant Managing department
3. Make sure the note completely describes what work needs to be done

Circulation Desk Staff - Local Services

For in-house cataloging, collection development, and shelf prep, your unit may have Temporary Locations, in which case you can follow the documentation for setting Temp Locs. 

Digitization Staff

1. Scan In Item and choose status
2. When complete, Scan in Item and mark as Done

Preservation: Collections Care Staff

1. Scan In Item and choose status
2. When complete, Scan in Item and mark as Done

Weissman Preservation Staff

1. Scan In Item and choose status
2. When complete, Scan in Item and mark as Done

Technical Services: Widener Area Studies Staff

1. Receive item, click Keep in Department, choose status
2. When ready for Shelf Prep:
   1. Scan in Item
   2. Choose status Shelf Prep (ITS 625)
   3. Send to Shelf Prep

Technical Services: ITS Receiving/Acquisitions Staff at 625

1. Receive item, click Keep in Department, choose status
2. When ready for Shelf Prep or Metadata Creation:
   1. Scan in Item
   2. Choose status: Shelf Prep (ITS 625) or Cataloging (ITS 625)
   3. Send to Shelf Prep

OLD: Shelf Prep at 625 Staff 

1. For incoming material from 625, item has already been changed to a status for Shelf Prep so you do not need to scan it in until you are Done. See Marking Work Orders as Done.
2. For incoming material from any other Tech Services department as part of the Acquisitions workflow, item has already been changed to a status for Shelf Prep, and you need to scan it in to transfer work order to your department at 625. When complete, mark as Done. 
3. For incoming material from Widener Area Studies, change your Currently At to that Tech Services Unit before you mark as Done.
   
   1. Alternatively you can scan it in while you are "at" 625 ITS, but then you have to scan it in again when you are Done. 

Metadata Creation at 625 Staff

For incoming material from any Tech Services department as part of the Acquisitions workflow, item has already been changed to a status for Cataloging so you do not need to scan it in on receipt.

Example scenarios where work is initiated by ITS staff (e.g 625 or Langdell)