Automatically set citation to "Complete" after "Resource Locate"; and to "Ready for Processing" after "Detach from Repository" in Alma
User Story:
As a Library staff who needs to process Reading List Citations in Alma, I want Citation to be automatically set to Complete following a "Resource Locate", as these resources are within the Institutional Alma Repository. This would resolve the additional "Set Complete" clicking required for each citation, and improve the work efficiency of Library staff.
I also want completed Citations to be automatically set to Ready for Processing following "Detach from Repository", as they may require follow up actions. This can reduce any chance of an unprocessed citation remaining "Complete" status, and reduce frustration for the reading list users.
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Yuan Zhong commented
This enhancement request has been implemented in July 2018 release. Citation statuses can now be configured and automatically set to the values we want when doing "Resource Locate" or "Detach from Repository" in Alma. Thanks!
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lsheedy commented
Whilst agreeing with the first part of the idea, it would be counter to our workflow if "Detached from Repository" citations automatically set themselves to "Ready for Processing". I feel it is therefore worth mentioning that It would be preferred that if this idea was adopted that it was configurable in two parts, for different institutions.