Set

To find articles and book chapters in need of processing you will probably want to make sets for various stages of the workflow. For article processing you will probably want a Set for selecting the correct volume before printing the slip (Select Copy (Digital) and Fill Electronic Set) and a Set for printing pull slips (Print Pull Slips Set).

Processing Physically owned Requests

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After the books and journals are pulled the articles and book chapters need to be scanned and delivered. Scan the items using your library scanner and save them as the External Identifier (printed as a scannable barcode on the pull slip) in a shared drive or folder.

The Resource Sharing Manager is currently testing an API that will automatically send the request to the borrowing library at this point. Until the API is added the request will still need to be processed.

Go to Alma → Fulfillment → Resource Requests → Deliver Digital Documents to start delivering scanned items. Scan the External Identifier barcode on the pull slip and upload the file from your shared drive or folder. Check the preview to ensure you attached the correct item and click Done. The request will now be delivered.

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Depending on the publisher, this will either take you directly to the article or a page where you can search for the article. Either way, find the article and download the PDF and save it in your shared drive.

The Resource Sharing Manager is currently testing an API that will automatically send the request to the borrowing library at this point if it is saved as the External Identifyer. Until the API is added the request will still need to be processed.

After downloading and saving the article/book chapter, go back to the Select Copy (Digital) and Fill Electronic Set and click the ellipses (…) next to the item you want to deliver. Select Ship Item Digitally and upload the PDF. Review the preview and click Ship to deliver the item.

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