Yoel Kortick Senior Librarian

Slides:



Advertisements
Similar presentations
1 Yoel Kortick Senior Librarian Alma Product Management How to create a scheduled report from an Alma Analytics report to be sent to Alma and non- Alma.
Advertisements

© 2016 Ex Libris | Confidential & Proprietary Publishing non-preferred terms to Primo Harvard University April Yoel Kortick Senior Librarian
How to send Serial claims to vendor (Batch) Version 16 Yoel Kortick.
1 Yoel Kortick | Senior Librarian Example of the shelf report stock taking inventory management job.
© 2015 Ex Libris | Confidential & Proprietary Yoel Kortick| Senior Librarian How to use the output of one Alma Analytics report as the input for a subsequent.
1 Yoel Kortick Senior Librarian Alma Product Management Inter- institutional fulfillment in a collaborative network.
1 Yoel Kortick Senior Librarian Working with the Alma Community Zone and Electronic Resources.
© 2016 Ex Libris | Confidential & Proprietary How to use an indication rule to retrieve all records with no language in the 008 field Yoel Kortick Senior.
© 2015 Ex Libris | Confidential & Proprietary Alma Social Login Yoel Kortick Senior Librarian.
How to reduce extra line spaces in xsl forms Yoel Kortick.
1 How to manually package PO Lines Yoel Kortick Alma Global Support Manager.
© 2015 Ex Libris | Confidential & Proprietary Conservation Laboratory Work Orders Harvard University April Yoel Kortick Senior Librarian
Yoel Kortick Senior Librarian
Conservation Laboratory Work Orders Harvard University April 18-19
Using the “Available For” Group Settings
How to separate semicolon delimited values to separate columns
Indication rules and set filtering Harvard University April 18-19
Yoel Kortick Senior Librarian
How to add a non-Analytics widget to the Alma Dashboard
New and emerging acquisitions workflows Purchase requests
An article in an anthology and derive new record
The acquisitions shared services unit High level diagrams and survey
How to create an analytics widget and add it to the Alma dashboard
Yoel Kortick Senior Librarian Alma Product Management
Overview of Acquisition Claiming in Alma
Yoel Kortick Senior Librarian
Creating links from an Alma Analytics report to an external web page
Patron Driven Acquisition (PDA) Demand Driven Acquisition (DDA)
Receiving New Lending requests
Digitization Requests Flow
Integration of Analytics in Alma Viewing usage data in Alma
New and emerging acquisitions workflows Item search in Amazon
Yoel Kortick Senior Librarian
Yoel Kortick Senior Librarian
Prediction Patterns and Serial Check-in
Yoel Kortick Senior Librarian
Relative Date Filters in Alma Analytics
Alma Analytics Usage Yoel Kortick | Senior Librarian.
Real-Time Acquisition (RTA) integration with OASIS platform
Publishing to OCLC Yoel Kortick Senior Librarian.
Alma Consortial Analytics
How to duplicate (merge) cells per column in an Alma Analytics report
Alma Link Resolver Usage
Yoel Kortick Senior Librarian
Metadata Editor Introduction
Yoel Kortick Senior Librarian Alma Product Management
Standing Orders in Alma
Benchmark Analytics Yoel Kortick Senior Librarian
Yoel Kortick Senior Librarian Alma Product Management
Integrated ILL GUI desktop
Yoel Kortick Senior Librarian
An article in an anthology and derive new record
Letter Configuration and XSL Customization
Yoel Kortick Senior Librarian
Yoel Kortick Senior Librarian
Lippincott’s Nursing Procedures and Skills
Designing and Using Normalization Rules
Binding Serial Issues with a Work Order
Letter s How to change fixed text labels in the letters
Contributing to and Contributed By in the Alma Community Zone.pptx
User Manual - Applicant
Evaluations and Trials in Alma
Parent-Teacher Conference (for Students and Parents)
Feed Order System Manual
Yoel Kortick. Senior Librarian
Alternate graphic representation 880 field
Creating sets in Alma from Alma Analytics Reports
Prediction Patterns and Summary Holdings
Yoel Kortick Senior Librarian
Presentation transcript:

Yoel Kortick Senior Librarian Routing lists in Alma Yoel Kortick Senior Librarian http://gwk.udk-berlin.de/wp-content/uploads/2012/11/TU-Universitaetsbibliothek.jpg

Routing lists It is often the case that serial issues need to be “routed” to various users, in a specific order, when they are received. While this may also be the case for monographs or other “one-time” type orders, it is more typical for serial issues. When a serial issue needs to be routed to various users when it is received, the POL should have the checkbox “Routing during Receiving” checked. The “Routing during Receiving checkbox” is in the “Additional” section of the POL

Routing lists The “Routing during Receiving checkbox” indicates that when an item is received for the POL (selecting Actions > Receive) then a message will display indicating that the order is marked for routing. Typically after being informed that the order is marked for routing the receiving operator will print the interested users list. To print a list of interested users (for PO lines that are Marked for Routing), select “Actions > Print Interested Users List” for the relevant PO line

Routing lists This is POL-44116 for serial title “Journal of women's history”. It contains an indication that it needs to be “Routed during receiving”

Routing lists There are 8 interested users

Routing lists We will now do “Actions > Receive” from the receiving workbench for POL-44116 title “Journal of women's history”.

Routing lists Now the staff user receives the following message: “Cancel” will cancel the receiving process. The staff user may wish to print the list before receiving the item. “Confirm” will continue the receiving process.

Routing lists To print the routing list we will choose “Print interested users list” for the specific POL

Routing lists A message appears that the letter has been sent successfully It is sent to the printer defined for the desk where the staff user is located.

Routing lists The list is printed and typically inserted in the serial issue as it goes from user to user

Yoel Kortick Senior Librarian Thank you Yoel Kortick Senior Librarian http://israelvalley.s3-eu-west-1.amazonaws.com/files/000/011/391/original/big-data.png?1406714586