Course Reserves Acquisitions Workflow

This workflow should be used by units who wish to track course reserves acquisitions requests in Alma.

Some units may choose to place Acquisitions requests outside of Alma and not track this in Alma. Some units may choose a hybrid approach, where requests are communicated outside of Alma, but the purchase statuses are recorded by reserves staff in Alma.

1. Reserves Staff
   
   1. Go to Fulfillment >> Citations to see the full list of citations, or the Citations search type and a criteria/term to find a specific citation
   2. Use filters on the left to limit the list to the unit
   3. Mark citation request(s) with status Purchase for Reserve
      1. To mark multiple requests at once, tick the boxes to the left of each request and then change the Citation status using the drop-down at the top of the list
      2. To mark an individual request, tick just that box and use the drop-down at the top. The row action item list menu does not include the ability to change the citation status.
   4. Follow local practice for notifying Acquisitions staff of the purchase request (outside of Alma)
2. Acquisitions Staff
   1. Go to Fulfillment >> Citations
      
   2. Use the facets on the left to filter for Citation status = Purchase for reserves
   3. Review requests and place orders
   4. Update Citation status to Reserves Requests Placed
   5. Material arrives, is received, cataloged, end processed, and sent to library
3. Reserves or Circ Staff at library scan in item
4. Reserves Staff
   
   1. Go to Fulfillment >> Citations
   2. Use filters on the left to limit the list to unit and Citation status = Reserves Requests Placed
   3. Mark Citation status = Complete

Location of the Citation status Drop-down Option