Item Maintenance: Technical - Migration Process Status

Overview

In Alma, item records may carry two types of statuses, base status and process status. During migration from Voyager, multiple Voyager item statuses were mapped to a single option, "Technical - Migration" status, with details on the status added to an item record note. This document provides information on ways to identify these items, along with processes modify these items in bulk to use analogous statuses in Alma.

Background

In Alma, item records may carry two types of statuses. All items have a base status, which represents whether the item is on the shelf or not on the shelf. Some items may also have a process status, which may identify one or more additional conditions behind an item's base status. Possible process statuses include the following:

• Acquisition
• Claimed Returned
• Hold Shelf
• Loan
• Lost
• Managed by Department
• Missing
• Not in Process
• Resource Sharing Request
• Technical - Migration
• Transit

Some of the above statuses may be set directly on items, while other statuses may only be applied by moving items through a functional workflow, e.g., via a work order, via the resource request monitoring list, or via the manage patron services and return items screens. The Technical - Migration status was applied to items during the migration from Voyager for items that had one or more of the following Voyager item statuses:

• At Bindery
• Catalog Review
• Circulation Review
• Claims Returned
• Damaged
• In Process
• Lost-System Applied
• Lost-Library Applied
• Missing

Many of the above Voyager statuses do not have direct analogues in Alma, and the different ways that libraries may have applied some of the statuses make them difficult to map into new options. For instance, Alma provides only one status option for "lost." The analogous options for Catalog Review, Circulation Review, and In Process are work order and request statuses.

If an item in Voyager had one or more of these statuses, details on that status was added to the Alma item record in Internal Note 3. Internal Note 3 may be searched in the Alma repository using an advanced search of Physical Items. Using this type of search, or by creating Analytics reports, library staff may locate these items and begin the process of updating the process status to Alma equivalents.

Process for Clearing "Technical-Migration" Status for a Single Item

Items with the Process Status of "Technical-Migration" will have a base status of "not on shelf." The basic way to clear these statuses is to scan in the item as if it was being returned from a loan or handled through a request process. 

1. Make sure your location is a circulation desk.
2. Go to Fulfillment > Checkout/Checkin > Return Items.
3. Enter or scan in the barcode to the Scan item barcode box. Click OK if needed.

Alternately:

1. Make sure your location is a circulation desk or acquisitions unit.
2. Go to Fulfillment > Resource Requests > Scan in items.
3. Enter or scan in the barcode to the Scan item barcode box. Click OK if needed.

Process for Items with Voyager Status of "Missing"

Items that were marked in Voyager as Missing are the easiest to modify in Alma, as both systems have a Missing status, and the status may be applied directly to item records manually or in bulk. The process description below identifies the bulk update method.

1. Perform an Advanced Search for Physical Items: Select the Physical Items search type, then click the Advanced search button. 
   • In the first search row:  Physical Item: Process Type Equals “Technical-Migration;”
   • Add a second search row: Internal Note 3 Contains “Missing.”
   • Click Search.
      
2. Click the Save Query button. This will open the Create Set screen. 
3. Provide the set a name, e.g., "Technical Migration Status Fix Missing." Optionally add a description and notes to the set.
4. For the Private option, select No.
5. Click Save. The Manage Sets screen should appear, along with a notification that the set has been saved.
6. Go to the Admin menu, then select Manage Sets.
7. Click on either the My Sets or Public Sets tab and locate the set you created above.
8. Click the actions menu (...) button, then choose Itemize.
9. Review the settings, then click Save. The Manage Sets screen should appear, along with a notification that job has been created to itemize the set. You may monitor the progress by refreshing the Manage Sets screen, or going to Admin > Monitor Jobs.
10. Once the itemized set is available, go to the Admin menu, then select Run a Job.
11. Locate the Change Physical Items job. You may type “Physical Item” or “Item Information” in the job description box to filter the list.
12. Select the button to the left of the job name, then click Next.
13. Locate the itemized set of items you created in steps 8 and 9. Click the button to the left of the set name, then click Next.
14. On the Enter Task Parameters screen, scroll to the bottom of the Update Item section. Locate the row for Missing Status. Tick the box for the row, and select Missing in the drop-down list. Click Next.
15. Review your selected options, then click Submit.
16. You will be prompted to confirm the changes to the number of records found in the set. Click Confirm. The Monitor Jobs screen will appear along with a message that the job has been created.
17. You may click the Refresh button on the Monitor Jobs screen to follow the progress of the job. Jobs with small numbers of items may only be listed briefly. Larger sets, may require several minutes to a few hours to complete. Alma will send you a System Job Message via email when the job has completed.
    
18. When the job is complete, you may search specifically for Process Type equals Missing.

Process for Items with Voyager Status of "Damaged"

Item records have a separate field for the Physical Condition of an item.

Physical condition may be set using the same process as that for Missing items above. Modify the steps above as follows:

• In Step 2, change the search of the second row to Physical Item: Internal Note 3 Contains "Damaged"
• In Step 14, on the Enter Task Parameters screen, scroll to the bottom of the Update Item section. Locate the row for Physical Condition. Tick the box for the row, and select Damaged in the drop-down list. Click Next.

Process for Items with Voyager Status of "Lost-Library Applied" or "Lost-System Applied"

Alma only offers a single status of Lost, which may only be applied to an item that is currently on loan. If an item in Alma is still charged to a patron, then you may do the following:

1. On the Patron Services page (see Selecting a Patron), select the Loans tab.
2. In the Loan display drop-down list, select All and then select the item that is lost.
3. For the lost item, select Lost from the row actions list. The Lost Item dialog box opens with the fine/fee information.
4. Select OK. The details of the loan are added to the Loan Status column of the Patron Services page, and to the Fines/Fees tab of the User Details page.

If items are no longer loaned to a patron, the Lost status cannot be applied. Library staff will need to decide whether to mark the item as missing, or to remove the item from the system.

Process for Items with Voyager Status of "In Process"

Coming soon.

Process for Items with Voyager Status of "Catalog Review"

Alma does not have an equivalent status for Catalog Review. In Voyager, some libraries marked items as "catalog review" at the time an item was circulated so that the circulation client would alert staff when the item was returned, then send the item to cataloging. CARLI staff believe that the similar result might be accomplished using work orders. More information coming soon.

Process for Items with Voyager Status of "Circulation Review"

Alma does not have an equivalent status for Catalog Review. In Voyager, some libraries marked items as "circulation review" at the time an item was circulated so that the circulation client would alert staff when the item was returned, then send the item to cataloging. CARLI staff believe that the similar result might be accomplished using work orders. More information coming soon.

Process for Items with Voyager Status of "At Bindery"

Coming soon.

Process for Items with Voyager Status of "Claims Returned"

In Alma, the Claims Returned status may only be applied to an active loan charged to a patron. More details on Claims Returned status are available on the Alma Managing Patron Services document.

To claim an item was returned:

1. On the Patron Services page (see Selecting a Patron), select the Loans tab.
2. In the Loan display drop-down list, select All and then select the item that is claimed to have been returned.
3. Select Claimed return from the row actions list. The value of the Loan Status column changes to Claimed returned.

If items are no longer loaned to a patron, the Claims Returned status cannot be applied. Library staff will need to decide whether to mark the item as missing, or to remove the item from the system. 

Process for Items with Voyager Status of "Withdrawn"

How-To: Withdrawing Inventory and Deleting Records

Process for Items with Voyager Status of "In Transit"

Alma has an In Transit status that identifies when physical items are being moved between circulation desks, either at the same or different institutions. However, items that migrated from Voyager with the "In Transit" or "In Transit Discharged" statuses should not be placed back into those statuses. Instead, library staff should shelf-search these items. Any items found on the shelf should be processed as returns.

To return an item:

1. Be sure to select a circulation desk location as your working location.
2. Go to Fulfillment > Return Items.
3. On the Manage Item Returns screen, enter the item barcode in the Scan item barcode box. Click OK if needed.