Course Reserves in ALMA

Adding materials to reading lists

Now that you have your Reading List set up, you're ready to add items to your list.

Four options for adding materials to readings lists are outlined below.

• Option 1: Adding physical items from your library's permanent collection, method 1: Scan in items directly to list.
• Option 2: Adding physical items from your library's permanent collection, method 2: Add from list, then scan.
• Option 3: Adding physical items NOT in your library's permanent collection (Personal copies).
• Option 4: Adding e-resources.

1. Start in the "Scan In Items" (Fulfillment > Course Reserves > Scan In Items) page. Begin by gathering the books you wish to add to the reading list. Physically prepare the books for the reserve shelf. (Add "Library Use Only", "Reserve", and Class ID labels.)
2. From the top ribbon, select the campus library where the reserve will be housed.

3. Select the Change Item Information tab.
   1. Make appropriate changes to the fields described below before scanning items:
      • Change Type: Select "Temporary"
      • Due Back: Enter the last day of the semester if items are to be re-shelved.
      • Location: Select "Reserve Desk"
      • Item Policy: Select "Reserve Item"
      • Reading List: Select the reading list from the drop down menu, or, start typing the name of the reading list and select it when listed.
      • Check Requests: Box should be checked.
4. Scan in the items you want to add to the reading list and move to the reserve shelf and click Exit when done.

1. Start in the "Reading List Task List" (Fulfillment > Course Reserves > Reading Lists) page.
2. If you know the unique code for the reading list you are looking for, you can enter it into the persistent search box, which will have automatically been set to "Reading lists." Otherwise, search for the desired reading list under one of the four tabs available on the Reading Lists Task List page.
3. Selecting the desired reading list will open the Edit Reading List page. Scroll down to find Add Citation and click to deploy the drop down menu. Click on Add Repository Citation.
   
4. The Repository Search screen will open. Search for the title you wish to add to the reading list in the persistent search bar.
   
5. Check the box next to the title you wish to add to the reading list, then click Select.
   
6. The title has been added to the reading list, but now you must manually change the physical location of the item to the Reserves Desk at the appropriate campus library and physically prepare the books for the reserve shelf. (Add "Library Use Only", "Reserve", and Class ID labels.)
7. Now that the books are physically prepared for the reserve shelf, go to the "Scan In Items" (Fulfillment > Course Reserves > Scan In Items) page.
8. From the top ribbon, select the campus library where the reserve will be housed.

9. Select the Change Item Information tab.
   1. Make appropriate changes to the fields described below before scanning items:
      • Change Type: Select "Temporary"
      • Due Back: Enter the last day of the semester.
      • Location: Select "Reserve Desk"
      • Item Policy: Select "Reserve Item"
      • Reading List: Leave blank as items have already been added to the appropriate list.
      • Check Requests: Box should be checked.
10. Scan in the items you want to move to the reserve shelf and click Exit when done.

1. Start in the "Reading List Task List" (Fulfillment > Course Reserves > Reading Lists) page.
2. If you know the unique code for the reading list you are looking for, you can enter it into the persistent search box, which will have automatically been set to "Reading lists." Otherwise, search for the desired reading list under one of the four tabs available on the Reading Lists Task List page.
3. Select the desired reading list to open the "Edit Reading List" page. Scroll down to find Add Citation and click to deploy the drop down menu. Click on Add Brief.  (Note: do NOT choose Non-Repository Citation. These do not display in Primo VE.)
   
4. A pop-up screen will appear. Select either "Physical Book" or "Physical Article," then click Choose.
   
5. The Quick Cataloging screen will open. There are several fields you will need to fill out.
   • For "Placement of new record," select "Institution" for inclusion in your institution's catalog or "Network" to be included in the shared catalog. For professor's personal materials, always select "Institution".
   • Under "Resource Information," the "Title" field is required. At minimum, fill out "Author" and "Publication Date".
   • Do not check the box next to "Suppress from Discovery." This will ensure that the item is discoverable in a search of the course reserves in your discovery layer.
   • Using the drop down menu, set the "Copyright Status" field to "Not Required."
   • In both the "Citation Parameters" and "Item Information" sections, use the drop down menus to set the appropriate "Material Type" for the item you are entering.
   • Using the drop down menu, set the "Location" field to the appropriate Reserves Location.
     • e.g. Beltline Campus Library: Reserve Desk (RESERVES)
   • Using the drop down menu, set the "Item Policy" field to "Reserve Item".

6. Scan the item's barcode into the "Barcode" field under "Item Information." This will automatically take you back to the course reading list. Alternately, enter the barcode manually and click the "Save" button.

1. Start in the "Reading List Task List" (Fulfillment > Course Reserves > Reading Lists) page.
2. If you know the unique code for the reading list you are looking for, you can enter it into the persistent search box, which will have automatically been set to "Reading lists." Otherwise, search for the desired reading list under one of the four tabs available on the Reading Lists Task List page.
3. Select the desired reading list to open the "Edit Reading List" page. Scroll down to find Add Citation and click to deploy the drop down menu. Click on Add Brief.  (Note: do NOT choose Non-Repository Citation. These do not display in Primo VE.)

A pop-up screen will appear. Select "Electronic Article," then click Choose.

4. The Quick Cataloging screen will open. There are several fields that you will need to fill out.

   • For "Placement of new record," select "Institution" for inclusion in your institution's catalog or "Network" to be included in the shared catalog.

   • Under "Resource Information," the "Article/Chapter title" field is required. Fill out as many additional fields in this section as necessary.

   • Check the box by "Course Restricted." This will ensure that the item will only appear in a search of course reserve materials, rather than a general discovery search.

   • Do not check the box next to "Suppress from Discovery." This will ensure that the item is discoverable in a search of the course reserves in your discovery layer.

   • Using the drop down menu, set the "Copyright Status" field to the appropriate value.

   • "Material Type" has the default value of "Electronic Article" but can be adjusted using the drop down menu if necessary.

   • Using the drop down menu, set the "Location" field to the appropriate Reserves Location.
     • e.g. Beltline Campus Library: Reserve Desk (RESERVES)

• In the "Portfolio URL" field enter the URL for the resource. The URL must start with http:// and can be a link to a website, article database, pdf saved to an institutional drive, etc. Double check that there are no spaces in your file or folder name, as Alma will automatically remove spaces from the URL.

5. When you have finished, click Save.