Fulfillment Work Orders

About Work Orders

For detailed information on work orders, see the Work Orders documentation and Work Orders Job Aids.

A brief overview of work orders:

  • A work order is an internal library request to route physical materials to a specific department for internal processing
  • Work orders are based on context and are often automatic, that is, the next step in an item's journey.
  • How work orders are implemented is informed by local practices.
  • There are separate Managing Departments within each work order type (e.g., Collections Care, Technical Services, etc.). Make sure you choose the correct Managing Department for your work order.
  • Note that you can initiate a Work Order to Preservation for a book that you are circulating so that when it's returned, it will route directly to Preservation.


To Send to Preservation Review

  1. For an item in hand that should be reviewed by Preservation staff, scan the barcode in Physical Item search to retrieve item record

  2. Click on the ellipsis or More Actions button and select Work Order

  3. For Process type, select Preservation Work Order

  4. Leave checked Do not pick from shelf
  5. Add a note, such as "Some pages are loose"
  6. For Managing Department, select Collections Care (Widener) or other appropriate Collections Care unit

  7. Click Submit  

 To Send for Cataloging Work

  1. Same as above, except for Process type, select Technical Services Work Order and relevant Managing Department
  2. Make sure the note completely describes what work needs to be done