New I-Share Libraries: Requesting Workflow Review, Session 4

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Friday, June 14, 2024 - 11:00am to 1:00pm

Note that these sessions were created for the five 2024 new I-Share libraries, so their staff have had the first chance to register. As such, I will try to update the event description with “waitlist only” when registration is reached for a particular session of a lesson.

To Register: Use the "Register" tab at the top of this page.

The same content is presented 4 times. You do not need to register for more than one session, unless you want to repeat the training.

  • Tuesday, June 11, 2024 - 10:00am to 12:00pm (Session 1)
  • Wednesday, June 12, 2024 - 12:00pm to 2:00pm (Session 2)
  • Thursday, June 13, 2024 - 3:00pm to 5:00pm (Session 3)
  • Friday, June 14, 2024 - 11:00am to 1:00pm (Session 4 - this session)

Planned topics:

  • Logging in and Retrieving Requests
  • Processing Requests that Can Be Filled
  • Processing Requests that Need Additional Attention
  • Processing Requests that Cannot be Filled
  • Preparing Filled Request for Sending
  • Route Items in for the Hold Shelf
  • Charging Materials from the Hold Shelf to the Patron
  • Return Items to Item's Home Library
  • Route Items in to "Return Home"
  • Determining the current status of your patron's request
  • Staff Workflow for Placing Requests on Behalf of a Patron
  • Best Practices: Alma Hold Shelf Maintenance
  • Best Practices: Handling Local/AFN Requests When Library is Closed

We plan for these sessions to be "hands on" with examples provided to attendees so they can follow along.
If the Alma Sandboxes are too slow for this in real-time (we will find out!), attendees will be asked to watch during the session, and will be provided with a recording of the session to do the examples on their own time (contacting CARLI staff with questions).