Binding (Merging) items - Alma

List of Items

There are a few ways you can view a list of items to bind:   

Option #1 - Conduct a physical title search for the title, click on the row action item list icon, select Edit record, click on the View Inventory icon, select View items under the appropriate holdings record. Click the checkbox to the left of each item you wish to merge into one bound item, then click the Actions drop-down menu above the list of items and select Bind items. 

Option #2 - Conduct a physical title search for the title, click on the row action item list icon, select Items (or click on the items within the Physical inventory summary). This will bring you to the List of Items page, where you should check off the boxes to the left of each item you wish to bind, click on the Actions drop-down menu at the top left side of the screen, and select Bind Items.  .

Option #3 - Conduct a physical items search; click on the row action item list icon and choose Items; this will bring you to the List of Items page. Check off the boxes to the left of each item you wish to bind, click on the Actions drop-down menu at the top left side of the screen, and select Bind Items. 

Option #4 - During the receipt process from the Receive New Material page: Click on the row action item list icon and choose Manage items next to an existing or newly created item, then click on the row action item list icon and choose Edit inventory item.The Physical Item editor will open for that item; click on View all items in the description area at the top right side of the screen. This will bring you to the List of Items page, check off the boxes to the left of each item you wish to bind, click on the Actions drop-down menu at the top left side of the screen, and select Bind Items.

Bind Items

After following one of the options above, proceed as follows:

1. The Bind Items - Items List appears
2. Click Next
3. The Bind Items - Generate Work Order page appears
4. Select the Work Order Type of Preservation Work order and the Work Order Department that will oversee the binding 
5. Add any notes in the Note field
6. Click Create, then Confirm
7. Now you will receive the following message at the top of the Physical Item Editor screen: Items have been successfully bound into new volume with barcode almaXXX (Item pid: XXXXXXXXXXXX).
8. Scroll down to edit the item record for the bound volume. Edits to the bound item record may include: scanning in the physical piggyback barcode, adding the item policy, removing a temporary location (if one was applied) by clicking the Item is in temporary locationNo button (permanent location automatically updates in item later), updating the enumeration/chronology, and updating the item description.  
9. Click Save at the top of the screen when you have completed editing the bound item. You will receive a confirmation message:
   Please note the following:
   The item is in work order, moving the item will cancel the requests if the item not requestable in the new location.
   The description may need to be updated as well (using the Generate button)
   Are you sure you want to perform this action?
10. Click Confirm

The bound item now appears in the List of Items with Status Item Not in Place and with the new Process Type (e.g. Binding).

Binding During Receiving

• There is an option to put a check mark next to Binding during Receiving in the Ordered Items section of the POL.
• If selected, a confirmation message appears when receiving the PO line, informing the operator that the order is marked for binding and must be sent for binding.

Updating the Holdings Record

Once you have bound and edited the item record, update the holdings record:

1. Click on View all holdings at the top of the List of Items screen
2. Click on the row action item list icon for the holdings record you want to edit
3. Select Edit to open the record in the Metadata Editor
4. Make any necessary edits to the holdings record, such as updating the 863 field
5. Click Save and Release Record from the File drop-down menu

See Holdings - Creating, Editing, Suppressing, and Deleting for more information on working with holdings records.