Work Orders Relais/Worldshare Physical Lending

WORK ORDERS RELAIS/WORLDSHARE PHYSICAL LENDING

A work order is an internal library request to route physical materials to a specific department for internal processing. A work order sends an item to a department (marking it as not available on the shelf), where it can be managed according to internal statuses. Departments and statuses can be configured according to a library’s local needs.

For Interlibrary Loan Materials that we require from Federated Colleges we will place a work order on the item so that it is routed from their library to Interlibrary Loans Department.

Alma

• Create a Work Order:
  • Search for Item
  • Click Items

• Find Correct item
• Click Ellipsis (…)
• Click Work Order

• Process Type: Interlibrary Loans
• Do not pick from shelf:
• No Check Mark – means the item will appear on a pick from shelf list for the required Library, and staff will retrieve the item – select this option
• Check Mark – Item does not need to be retrieved from shelf
• Place note: Example: Please send to Interlibrary Loans for ILL Lending.
• Managing Department: Interlibrary Loans
• Click Submit

• Request has been placed

• Federated College will monitor pick from shelf list and process the requests,see Work Orders- Federated Colleges

• When the item is received in Collections Services:
• Ensure you are at Interlibrary Loans Desk
• Click Fulfillment>Resource Requests>Scan in Items

• Ensure Set Status to is set to Interlibrary Loan
• Ensure Done is set to: No
• Scan Item Barcode

• Click Ok

• Item will be added to Interlibrary Loan Desk

• Item will appear in Items In Department Task List
• Click In department to see list

• Notes: Hover over Green Arrow – will display notes placed on item

• Follow regular Interlibrary Loan Lending procedures for Relais/Worldshare
• When the item is signed out in Relais it still remains in Interlibrary Loan- In Department but has the Library as Resource Sharing

• When the item is received back from the borrowing library it must be returned in Relais/Worldshare first in order for it to connect to Alma and complete the resource sharing request
• The item should still remain in the Task Lists>Items>In Department

• The status in Alma should still be Resource Sharing

• To transit the item back to the Federated College:
• Ensure you are at Interlibrary Loans Desk
• Click Fulfillment>Resource Requests>Scan in Items

• Set Status To: Interlibrary Loan (this should not affect the process so can be blank as well)
• Ensure Done is set to: YES
• Scan Item Barcode

• Status will be Transit for Reshelving to the owning library

• Item can be returned to the owning library

Cancelled Work Orders by Federated Colleges

• If the Federated College cannot fill the request they will cancel it using the system
• The staff member who placed the request will receive a cancellation notification via email to their personal email address, forward these emails to interlib@uregina.ca so Cheryl can handle accordingly