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 (Digital) Set).
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Processing Physically owned Requests
Select Copy or Volume
Go to your Set for items waiting to be attached to specific copy or volume record. Look through the Set for items that you currently hold Physical copies of.
Items in this Set that are currently held physically need to be attached to a specific copy or volume of the item to make the pull slips print the correct information. After you find an Item held physically, click into the item to open the record view. From the record view you should see the Request form (as filled by requester). This section will let you know what copy the patron wants. In the example below the patron is requesting an article from volume 134 issue 1.
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With this in view click the record ellipsis (…) and select Create Move Request. On the resulting popup, check Choose Specific Item, if possible, and select the correct volume/year. If the Choose Specific Item box does not appear select any available record instead to choose a copy. Click Create Request to route the request to the Being Processed status where you can print the pull slip.
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Pull Slips (Digital)
The Digital items with a Being Processed status will all appear in the Pull Slips (Digital) Set. To print the pull slips select all the items in the set, or all the items you want to print, and select Print Slip.
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Your requests will now print if you had Enable Quick Printing selected, or they will have a pending status in the Printouts Queue. For more information on printing see our printing guide (coming soon)To access the Printouts Queue go to Alma → Admin → Printing → Printouts Queue. You will need the Printouts Queue Manager or Printouts Queue Operator role to access this section.
Scanning and Processing
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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