Required training (for role authorization)

Several processes/functions in Alma write files to the Uploads server, some of which are retrieved manually and would require direct access to the /exports subdirectory in the Alma directory in Uploads. Previously, all the processes which wrote to /exports were managed by Systems and Discovery, but now we are in the process of handing off some work, including processes which write to /exports, to specific staff members in the Collections Services Division (CSD).

This document contains the processes and use cases for deleting item records which were created recently in error. This document does not cover deletion for catalog maintenance nor what are traditionally considered as withdrawals.

Fulfillment training videos covering basic transactions including viewing patron records, checking items out and in, using pick from shelf lists, placing holds, and clearing the hold shelf.

UC Berkeley Resource Management training slides, recordings, Q&A, and additional resources where available.

Guiding principles, pathways for requesting roles, supplemental information, and resources are outlined to assist supervisors navigating the roles requesting process for new and existing Library staff.