The picklist contains items requested by UW-Whitewater patrons, patrons from other UW-System schools, and patrons from libraries outside of UW-System. The whole picklist is pulled once per day (M-F) in the morning. Student workers process the items marked LOCAL by scanning them in. The items requested for UW-Whitewater patrons will print a slip and you'll put these items on the hold shelf. Items for UW-Rock Co patrons also need to be processed and the slips printed. Then Rock Co. items and items marked RS (for Resource Sharing) go to Beth Elam (ILL). Beth usually works the first circ desk shift of the day and will take the Rock Co. & RS items directly from you.
During the school year, Local Pull is done more than once. You will still retrieve the picklist, but you'll only pull and process the items that say LOCAL.
local pull picklist pick list resource sharing
Occasionally, there is the need to place items in locations other than where they are meant to be permanently shelved. This maybe for a specific purpose, such as Course Reserves, or to highlight materials on the New Arrivals Island or in a display or taken to an outreach event. When these changes occur, the designated location is intended to be temporary.
The temporary location designation is done in Alma and most staff have the appropriate roles to perform these actions. If you do not, but need to put items in a temporary location, please contact the head of Systems & Technical Services to have this ability added to your Alma account. It is assumed that whoever assigns a temporary location is responsible for managing it in Alma. This means that person, or their designee, who adds the temporary location is responsible for removing the temporary location when it is no longer required.
Remember that temporary locations are only meant for a bounded period of time. If an item needs to be shelved permanently in a different location, consult with the head of Systems & Technical Services about making that change.
When changing the temporary location for a number of items or if this action is being done outside of Systems & Technical Services, it is recommended to use the Scan in Items option to add or remove a temporary location.
Verify that you are at the correct circulation desk.
Then select Scan in Items from the Fulfillment option.
In the Scan in Items screen, click the “Change Item Information” tab.
To add a temporary location, verify that “Change Type” is Temporary, if not, click in the box or on the black triangle to display the change options. Then click in the Location box, or click the black triangle, to display the location options.
Select the location then click in the barcode box and scan item.
Leave the “Check Requests” box checked
The item can then be shelved in the appropriate temporary location.
A list of items scanned can be exported if that is necessary.
To remove a temporary location, on the Change Item Information tab, change the “Change Type” to Restore. Again, leave the “Check Requests” box selected.
Click in the barcode box and scan the barcode
Items assigned to the temporary locations of "Display" or "New Arrivals" require additional steps. Because the intent of placing items in these locations generally to encourage patrons to check them out, it is important for staff to be able to identify them when they are returned. This is done by affixing a transparent colored label over the call number. (Note: the colored label must be removed before the item is returned to its regular location.) Labels can be found in the User Services area on the Display Item return shelf (see below). If you notice the supply of labels is getting low, please notify either the head of User Services or the head of Systems & Technical Services.
Please also note that items being designated as "New Arrivals" will commonly be being sent to the Circulation Desk from Technical Services. When that is the case, the steps outlined in Receiving Items From TechServices must also be followed.
Blue = New Arrivals
Green = Display
When items that were designated as New Arrivals or Display are returned, they will be placed on the designated shelves in Access Services. These shelves are located among the Browsing locations pre-shelving shelves, near the student break area. It is expected that any staff, or their designee, who have placed items on Display will regularly monitor this location to either remove returned items from display or return them to the display. An Alma widget [TBD: link to adding widget page] can also be added to used to monitor the return of display items.
Items assigned to the New Arrivals are managed by an User Services staff member. Questions about managing those items can be directed to them or the head of User Services.
For Systems and Technical Services staff, it may sometimes be more convenient to add/remove a temporary location from within an item record. This method is not recommended to be used by staff outside of that department.
Adding a temporary location can be done from either a circulation desk or the technical services location, go to the item record of the item.
In the General Tab, scroll towards the bottom of the page to the Temporary Location Information section. Then click either in the Temporary Location box or on the black triangle to display the entire location list. Select the appropriate one and click “Yes” for the Item is in temporary location and save the record. Please note that this option must be selected for the temporary location to be applied.
To remove a temporary location, go in the item’s Alma record. Then uncheck the in temporary location button and remove the temporary location. The location can be cleared by scrolling to the bottom of the list and clicking in the blank space.
