COURSES
Remove courses that are no longer needed/no longer running. (No point doing the other checks if you’re going to be getting rid of it anyway! 😊)
These are likely to be courses that do not have reading lists. To identify these courses, navigate to Courses (Fulfillment > Course Reserves > Courses), then filter by the Associated Lists facet: “None.”
To remove a course, click the ellipses, then “Delete.”
Confirm that courses have all necessary elements:
Code: Course code
Section: Campus name
Name: Course name
Academic Department
Processing Department: “Courses – Processing Departments”
All current courses should have Active in the status field.
This is determined by the End Date of the course. Set this date out far in advance if this is a regularly running course.
For courses that will return, an Inactive status is appropriate. If the course is no longer being offered at your campus/at NOVA, then it can be deleted.
READING LISTS
Confirm that all reading lists have all necessary elements:
Code: Campus + Course ID (i.e. LO ENG 111)
Name: Course name
Status: Though not necessary for catalog findability, it is helpful for your own record keeping to toggle reading lists to “Complete” as you have finished them.
Assignee: CR specialist at your campus
Due back date: Set far in the future
CITATIONS
Status: Though not necessary for catalog findability, it is helpful for your own record keeping and filtering to toggle citations to “Complete” when finished.
When creating a new citation within a reading list, the following must be included:
Title
Author
Edition
ISBN: must type in/do not scan
Publication date
Publisher
Course Restricted checked
MB suggests including call number (course code, i.e. ENG 111)
Then, under item:
Location
Barcode: enter this last if scanning
Material type
Item policy
Public note: info from item policy
ITEMS
Within Alma, pull up a list of all items on reserve at your campus through an Advanced Search. (Physical items – Location – Equals – YOUR CAMPUS – Reserves). Sorting this list by Accession Number – Asc. will give you the oldest records first.
Confirm there are no calculators/headphones in the Reserves location in Alma. If there are, move them to Equipment.
Identify all items that are unnecessarily suppressed (i.e. should be findable). ENTER DIRECTIONS FOR UNSUPPRESSING ITEMS
Identify items that have been removed from your reserve collection.
If returned to instructor/given away/trashed: edit it and move to “Withdraw” location. LTS will then withdraw it from Alma. DO NOT click the Withdraw button.
If returned to circulating collection: confirm item is on the shelf, then move item record location to “Circulating.”