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Routing Lists application

Routing list is an ordered list of interested readers that want to retrieve a specific library item, usually a serial.
Library user can sign up to a specific routing list. He will be added to the end of the list.
When the item is received, the routing list readers will retrieve the item, one after the other, according to their order in the routing list. After the last user has finished using the item, it will be returned to the library.

This article describes a routing lists application and its interaction with Alma.

Alma does not handle the routing list itself. Hence, routing list management is done in the routing list application level. This includes the following actions:

  • Create new routing list
  • Delete routing list
  • Add patron to routing list
  • Remove patron from routing list
  • Remove patron from all routing lists

When item is received the check-in action is done in Alma, using the standard Alma Receive screens. The PO line contains a note that this subscription is related to a routing list.
After the receive is complete, the operator turns to the routing lists application interface to manage the routing list. The following is done using Alma APIs:

  • Bibliographic and holding information is pulled from Alma using the item barcode .

See Retrieve BIB record in https://developers.exlibrisgroup.com/alma/apis/bibs

  • Information is pulled from Alma for each patron of the routing list.

See get user details in https://developers.exlibrisgroup.com/alma/apis/users

  • A routing list is printed
  • The item is checked out.

See create user loan in https://developers.exlibrisgroup.com/alma/apis/users

There are 2 ways to approach the loaning of the item by the routing list members:

  1. Keep track of the exact user from the routing list that is currently using the item:
  • The item will be loaned to the first patron from the routing list
  • In addition, hold requests will be created for all following patrons of the routing list
  • When the item is returned, Alma takes care for loaning the item according to the created hold requests
  1. Loan the item to a general pseudo-patron, representing the routing list. This way there is no indication in Alma where the item exactly is.The item is returned by the last patron of the list.

The following diagram illustrates the workflow and the relevant API calls to Alma:

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