1. Care and Feeding of Alma Resource Sharing Queues
Heidi Nance & Meghan Williams
University of Washington Libraries
Alliance Summer Meeting July 12, 2016

2. https://flic.kr/p/8vT9yB
To speed turnaround time for your local users, and users at other Summit Libraries.
To discover and investigate technical problems while they are still small.
To clean up records in preparation for Annual Account Reconciliation (AAR).
To discover lost items in time to report them to the courier.

3. Borrowing Request Statuses
Daily
Weekly
Monthly

4. Borrowing Request Statuses Daily
Active Notes
Active General Messages
Ready to be Sent
Returned by Patron
Locate Failed (rare)
Locate in Process (rare)
Waiting for Cancel Response (rare)

5. Borrowing Request Statuses Weekly and Monthly
Shipped Physically
Request Sent to Partner
Returned Item to Partner
Monthly
Request Completed (analytics)

6. Lending Request Statuses Daily and Weekly
Being Processed
Created Lending Requests
Locate Failed
Active Notes
Active General Messages
Weekly
Shipped Physically
Returned by Partner

7. Our Libraries UW Bothell Suzzallo Art UW Tacoma
Resource Sharing Library
UW Bothell
Suzzallo
Art
UW Tacoma
Physics/Astronomy Reading Room
Odegaard
Health Sciences
Engineering

8. Our Libraries UW Bothell Suzzallo Art UW Tacoma
Resource Sharing Library
UW Bothell
Suzzallo
Art
UW Tacoma
Physics/Astronomy Reading Room
Odegaard
Health Sciences
Engineering

9. Our Libraries Summit Staff @ Resource Sharing Library Heidi Nance
UW Bothell
Suzzallo
Art
UW Tacoma
Physics/Astronomy Reading Room
Odegaard
Health Sciences
Engineering
Summit Resource Sharing Library
Heidi Nance
Bernie Noll
Jennie Rossie
Jason Cabaniss
~ 7 student employees

10. Our Libraries Summit Staff @ Resource Sharing Library Heidi Nance
UW Bothell
Suzzallo
Art
UW Tacoma
Physics/Astronomy Reading Room
Odegaard
Health Sciences
Engineering
Summit Resource Sharing Library
Heidi Nance
Bernie Noll
Jennie Rossie
Jason Cabaniss
~ 7 student employees
Each Circulation Desk
Students
Staff

11. So how do we do queue maintenance in such a distributed system?

12. 1. Only staff at the Resource Sharing Library do queue/request maintenance.

13. 2.We incorporated Jesse’s instructions into our local procedures in our staff intranet (Staffweb).

14. Staffweb

15. 3. We use the ToDoist task management tool to assign tasks to Summit staff. This accommodates out of office issues, too.

17. Notes / link to Staffweb
Due
Assigned to
Priority
Task
Notes / link to Staffweb
Tags

20. 4. We each have somewhat unique roles, but are cross-trained on the basics.

21. Testing + Troubleshooting
Policy
Testing + Troubleshooting
Day to day processing
Training
Queue maintenance
Problem solving

22. Analytics - Extra
In Transit Too Long
Missing Titles
Very Old Requests