How to Manually Withdraw Items in Alma

How to Manually Withdraw Items in Alma

Scope: Describes how Resource Description (RD) department staff withdraw items from the Alma repository (<10) once the decision is made in Collection Strategy & Development (CSD) to withdraw.  A complimentary page describes the process for withdrawing items in batch (>10).  Information on the CSD steps for physical processing of withdrawn materials is also available.

Contact:  Natalie Sommerville

Unit: Resource Description Department

Date last reviewed: Jan 29, 2026

Date of next review: Jul 1, 2026


Before proceeding with withdrawing an item:

  • Review policies and end-state information for withdrawing items from Alma

  • Confirm item is owned by Duke University Libraries (DUL)

  • Confirm barcode has been de-accessioned in Caiasoft if it has an LSC location

  • Confirm item is not committed to a print retention program as evidenced by presence of a holdings record with KEEPR location code

Instructions

  • Scope the Alma repository search to Physical items

  • Find the item by searching on the barcode

  • Edit to item to add an internal note 2 from the approved rubric of structured notes

Important: Do not use internal note 2 for any other purpose except withdrawn items.

  • Click the ellipsis on the right side of the screen and select “Withdraw”

Withdraw Function on Item.jpg
  • When withdrawing the last item in a location or on a bibliographic record, Alma prompts the user with options.  Chose the option to delete the holdings and/or bibliographic record as appropriate.  Note that Alma will move deleted records to Analytics as follows:

    • Scenario 1: the item record when other copies remain on the related holdings record

    • Scenario 2: the item record and its related holdings record when the item is the last one at library and location

    • Scenario 3: the item record and its related holdings and bibliographic records when the item is the last or sole copy in the Duke University Libraries (DUL) collections

  • If the withdrawn item is the last or sole copy in DUL (scenario 3 above), delete holdings in WorldCat

Notes:

  • Items to be withdrawn may have a process type of Acquisition Technical Services (CSD), as shown in the screen capture above.  This means that the item is in the Collections Services work order with a process status of CSD.  The item does not need to be exited from the CS WO before being withdrawn.  Using the withdraw feature in Alma does this automatically

  • Remember to update summary holdings when deleting serial issues or multi-part monographs