Mapping Aleph Item Process Status to Alma Workflows and Work Orders

XB

On Exhibit

TBD - Actually On Exhibit would be temporary location, but may need a Work Order to process items going to that temp location

WI

Withdrawn

Items are moved to the “Withdrawn” library by collections services staff.

UA

Temporarily Unavailable

TBD - Depends on how people want to use this.  66 items migrated with this status from Aleph. 

TS

Sent to Technical Services

Work Order Candidate

Creating a Work Order for Collection Services with statuses that are not requestable. Requests can be fulfilled more quickly if sent through ILL.

SU

Suppressed

Items cannot be suppressed in Alma, only bibs and holdings.

Not supported in Alma. If an item should not display in discovery, generally the holding should be suppressed.

SL

Sent to LSC from TS

Items being sent to the LSC will be scanned into a work order. CaiaSoft will clear the item from the work order upon accession into CaiaSoft.

SC

Preservation - Scribe Proj.

Work Order to be created

SA

Sent to Circulation

This is more of a transit indicator, and should be set up in Alma with that understanding. From a Collection Services department, running the Bulk scan in app would put items in transit to the owning service desk. Also marking an item "done" in a work order would put it in transit in the same way

Use Alma’s built-in function:

If an item is in a work order, and the work order is marked done, Alma will put it in transit to its home desk. This includes Acquisition work orders.

RO

In Route

Reports will be run on June 7 to capture and clean up items in this status

RC

In process

Four items migrated with this IPS - needs investigation.

Clean-up

RB

Ready to Bind

Binding workflows exist natively in Alma. DUL Bindery Work Order created for tracking.

Investigation ongoing.

PX

Preservation - Disaster Resp.

Conservation Services Work Order has multiple statuses used for tracking repairs, item evaluation, disaster recovery.

PV

Preservation

Conservation Services Work Order has multiple statuses used for tracking repairs, item evaluation, disaster recovery.

PT

In process - Outsourced cat.

Will be handled in the DUL Collection Services Work Order.

PS

Preservation - SCL

Jacquie and Beth considering adding this to the DUL Conservation Services Work Order.

Investigation Ongoing

PD

In process - Documents

This process was no longer used, and we did not create a workflow for it in Alma.

PC

In process - Cataloging

Will be handled in the DUL Collection Services Work Order

Waiting on DUL Collection Services Work Order creation

PB

Bindery - Boxing

Binding workflows exist natively in Alma. DUL Bindery Work Order created for tracking.

Investigation ongoing.

OS

Out of Stock

TBD

OP

Out of Print

TBD

OO

On Order

Alma has a “process type” of ACQ - “Acquisition” - that will have the same function as the Aleph IPS ‘OO’ in discovery tools.

Use Alma’s built-in functionality.

OI

Order Initiated

TBD

OB

Out to Bindery

Binding workflows exist natively in Alma. DUL Bindery Work Order created for tracking.

Investigation ongoing.

NP

Not Published

2 items migrated with this state in Aleph. Needs further discussion - EN

NA

Expected

16 migrated with this status. Might just need record cleanup? Needs further discussion.

MI

Missing

Alma has a “Missing” status that can be applied with “Toggle Missing Status” from the Item search or “Mark as Missing” from a request search.

See Lost and Missing Items for DUL libraries.

LO

Lost

Items that we expect are lost and will not be returned will be moved to the “Lost Items” library.

See Lost and Missing Items for DUL libraries.

LM

Lost/Missing

LM was used for missing items search processes in Aleph. In Alma, search processes are represented as steps in a work order.

See Lost and Missing Items for DUL libraries.

IL

Document Delivery

Items loaned in ILLiad will continue to be managed through dummy patrons in Alma until we have capacity to investigate ILLiad addon workflows.

Items loaned to BorrowDirect or ReShare will use temporary locations in the Resource Sharing Library.

Use Alma’s built-in functionality or dummy patrons.

IB

In process - Binding

Items are in the Acquisitions Technical Services work order, with a status of “Binding.”

FM

In process - Flex M Binding

Items are in the Acquisitions Technical Services work order, with a status of “Binding.”

EX

Expected

~5688 migrated in this status. Needs further discussion. - EN

DD

Delivery Delayed

This process was no longer used, and we did not create a workflow for it in Alma.

CL

Claimed

Likely not since claiming is built into Alma - but ~1,180 items migrated in this IPS, so it does need further discussion. UPDATE: 700 items that were set to SU in Aleph were previsously CL. So, those have been flipped back to CL for resolution in Alma based on communication with Virginia  (4/17/2027 - JS)

CD

Collection Development

Needs more discussion with the CS folks.

CB

Commercial Bindery

Binding workflow - native representation in Alma? Is work order type necessary?

CA

Cancelled

~7500 items migrated with this IPS, needs more discussion.

BD

Sent to Binding

Binding workflow - native representation in Alma? Is work order type necessary?

AR

In process

If the item is being kept in Collection Services after being received, it will be in the “ACQ” work order type.

If the item is received and then sent to its home service desk, it will go into a ‘Transit’ process status until it is scanned in at its home library

Use Alma’s built-in functionality.

AP

ADS - Awaiting Processing

This was used in Aleph for ADS to process items. In Alma, this will be done with a work order.

This will become an Alma Work Order. See Access Services Processing

PM

In process - MPU

This process was no longer used, and we did not create a workflow for it in Alma.

ND

Publication Delayed

This process was no longer used, and we did not create a workflow for it in Alma.