CSU+ Lending Processing

Owned by Natalya Magazino
Last updated: May 06, 2020
1 min read

Basic workflow for processing CSU+ lending requests. Outgoing requests should be processed at least once daily.

Instructions

  1. In the ALMA drop down menu, go to Resource Sharing and select Lending Requests.

  2. Narrow the results by Status: Being Processed.

  3. Select the Print Slip Report button at the top of the screen. Make sure the following are selected:
    i. Choose Type = Printer
    ii. Format Type= Excel

  4. Select Download to download the book straps. An Excel file will open. Select “Enable Editing” and save the file.

  5. Open the CleanSlips webpage: slips.calstate.edu. Choose your campus and slip type and “Submit”. Locate and select the file you saved in the previous step. Select “Submit” and download the file. Print your slips/stickers.

  6. Pull materials from stacks and attach corresponding slips/stickers, noting the item’s condition on the straps/stickers if applicable. See: CSU+ Item Condition Policy.

  7. In the ALMA drop down menu, go to Fulfillment -> Resource Sharing and select Shipping Items.

  8. Before scanning a barcode for updating, describe any pre-existing damage in the Note to Partner field. See: CSU+ Item Condition Policy.

  9. Scan the barcode for each item until all items are shipped. If request is for multiple volumes, select the checkbox for “multiple items”, scan the barcode of each volume and select “Okay”.

  10. Prepare items for shipment using CSU+ bags and flip cards.

  11. To clear items after they have been returned, go to Resource Requests -> Scan in Items. Repeat for each item.