Access Services Processing

1. From the “Physical Items” search, locate the item you are processing. From the “More Actions” menu, select “Work Order.”

2. From the “Place Item in Process” menu, choose process type “Access Services Processing.”

3. The screen will refresh.

   1. If you have the item in hand, check the box for “Do not pick from shelf.”

   2. If you need the item to be pulled and sent to you, make sure “Do not pick from shelf” is unchecked.

   3. Add a note if needed.

4. Click Submit to create the work order.

Alma will return to the item screen. You should see a link to the request for the item, and a green success message in the top right corner.

If the option to “Do not pick from shelf” was left unchecked, then Alma will create a request to pull the item at the home library that will appear under Fulfillment > Resource Requests > Pick from Shelf.

After the item has been pulled, go to Fulfillment > Resource Requests > Scan In Items to scan the barcode.

If you have Enable Quick Printing checked under your location, a transit slip will print.

Alma will tell you that the item destination is “Access Services Processing Department.”

1. If you have not already done so, set your location in the top right of Alma to “Access Services Processing Department.”

2. Go to Fulfillment > Scan in items. For “Set Status to” choose “Processing for Collection Spotlight.” Scan the item barcode.

3. Alma will receive the item at the Access Services Processing Department. and you will see the destination set to “Manage Locally.”

When you go to Fulfillment > Manage In Process Items, you will see the item is now showing as in process at the department.

At this point, the item is not requestable by patrons because it is being processed.

1. If you have not already done so, set your location in the top right of Alma to “Access Services Processing Department.”

2. Go to Fulfillment > Scan in items

3. If the item is not yet at the temporary Collection Spotlight location, you’ll need to do that step here.

   1. Click on the “Change Item Information” tab.

   2. Set Change Type to “Temporary”, library to “Perkins/Bostock”, and location to “Collection Spotlight”.

   3. Set the “Due Back” time to 30 days after the end of the Collection Spotlight month. This will ensure that you have restore requests generated to clean up temporary locations for any items that were not cleaned up prior to that date.

   4. Scan the item barcode(s).

      1. If “Check Requests” is checked, Alma will warn you that the items have requests on them because the work order is still open. That is OK - you can continue.

4. Finish the Work Order

   1. Click on the “Scan In Items” tab.

   2. Set “Done” to “Yes”.

   3. Scan the item barcode(s).

Alma will finish the work order and set the item for reshelving at Collection Spotlight.

1. If you have not done so already, set your location to “Access Services Processing Department.”

2. Go to Fulfillment > Scan in items

3. Click on the “Scan in items” tab.

   1. Set “Automatically print slip” to “No”.

   2. Set the status to “Processing for New & Noteworthy and Duke Authors”.

   3. Set “Done” to No.

Scan the item barcodes. Alma will put the item into the work order status.

1. If you have not already done so, set your location in the top right of Alma to “Access Services Processing Department.”

2. Go to Fulfillment > Scan in items

3. Finish the Work Order

   1. Click on the “Scan In Items” tab.

   2. Set “Done” to “Yes”.

   3. Scan the item barcode(s).

Alma will finish the work order and set the item for reshelving at New & Noteworthy.