Alma- Requesting Workflow Review 2/5

Recording

Planned topics:

• Logging in and Retrieving Requests
• Processing Requests that Can Be Filled
  • Processing Requests that Need Additional Attention
• Processing Requests that Cannot be Filled
• Preparing Filled Request for Sending
• Route Items in for the Hold Shelf
• Charging Materials from the Hold Shelf to the Patron
• Return Items to Item's Home Library
• Route Items in to "Return Home"
• Review of documentation on these topics:
  • Determining the current status of your patron's request
  • Staff Workflow for Placing Requests on Behalf of a Patron
  • Best Practices: Alma Hold Shelf Maintenance
  • Best Practices: Handling Local/AFN Requests When Library is Closed

We plan for these sessions to be "hands on" with examples provided to attendees so they can follow along.
If the Alma Sandboxes are too slow for this in real-time (we will find out!), attendees will be asked to watch during the session, and will be provided with a recording of the session to do the examples on their own time (contacting CARLI staff with questions).