[Wactclc-alma] Withdrawing items in batch by scanning barcodes

[Guidry, Wade]

I think the method of creating and deleting items and titles from a managed set works pretty well.

But of course, libraries should use the workflow most appropriate to their use-cases and volumes.


Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of McGaughey, Colleen
Sent: Tuesday, August 25, 2020 1:54 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Withdrawing items in batch by scanning barcodes

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.


Thanks Wade.

I found and reviewed that link earlier this morning. It seems like that method requires a lot of steps in order to withdraw material, and that withdrawing item by item might be just as affective.

I briefly tried out the method you showed in this morning's meeting. I created an itemized list, keyed in the barcode (I don't have a working barcode scanner). I checked the box next to the item. I then selected to add the item to an existing list, and then I had to select the list I wanted to add the item to. I think searching for the physical item by barcode, and clicking on ... and selecting withdraw is much simpler, and faster than creating a list and having to tell Alma every time which list you want to add the item.

The old system I am used to let you create a record set. From within the record set, you simoly  scan away to your hearts content, and when you were done you simply saved the file. You then simply selected that you wanted to put the items into withdrawn status and select okay. The software did the rest. If there were any issues during the withdrawal process, you would be able to review them at the end - such as an item not withdrawing because of the status of the item - the item had an in-transit status, or the item had a hold request, etc.

Thank you for your help.

Regards,
Colleen McGaughey
________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> on behalf of Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Tuesday, August 25, 2020 11:02 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Withdrawing items in batch by scanning barcodes


I'll add this one to today's meeting notes, but just wanted to highlight for Colleen and others...



If you're pulling items off the shelf to weed, and can scan the barcodes into a text files, you can run the 'withdraw items' job against that file, as follows:



https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_delete_items_in_batch#:~:text=Run%20the%20%22Withdraw%20items%22%20job,%22Withdraw%22%20from%20the%20dropdown.









Wade Guidry

WACTCLC

Library Consortium Services Manager

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

http://www.wactclc.org<http://www.wactclc.org/>

509.760.4474



Pronouns: he/him/his




-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200825/ae3c7a8e/attachment-0002.html>