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FSCJ Library Technical Services

An informative guide for library staff

How to Check Items in Transit

A PDF of these instructions is available along with a six minute recording.

Reviewing the in transit list is one of the most important tasks to complete. I suggest performing this task weekly, but if this feels too often, then complete monthly. Because we have so many items being transferred from one location to the next, items being sent from LTS, and items being received from vendors, it is very easy to miss clearing the transit status. When we do not clear the transit status, the items will show up as “not available” in Primo and patrons cannot place holds on items.

Please note: The In Transit List is pulled from Alma Analytics. Alma Analytics is only updated once a day, usually overnight. So, if you clear a transit status and go to check the list again to see if the status has been removed, the report will still include that item until the next day after Alma Analytics has been updated.

1. First click on the Analytics tab on the left hand side of the screen and then enter the word Transit in the Search Analytics Objects search bar. You will see the In Transit List in the Search Results. You can click on the report title to be taken to the report.

2. You will next be taken to a new tab with all items that have an In Transit status in Alma. I first recommend sorting the list by Transit to Library Name - just click on the up arrow to sort ascending.

3. You can also export this list to Excel - scroll all the way down to the bottom of the page and you will see these options below:

4. The request type explanations are as follows:

  • Acquisition technical services - this is a request type applied if an item needs further acquisition work; rarely used
  • Patron physical item request - this is when a patron has requested an item and it is being transferred from the original location to the pickup location
  • Send to Cataloging - this is a process type applied if item needs to be sent to LTS
  • Transit for reshelving - this is used in two circumstances:
    • when a patron has returned an item and it is being returned to its original location from the location it was returned
    • when an item has had their order received from either LTS or a vendor but the second step of clearing a transit status has not been performed

Below is a screen shot of how the report looks in Alma Analytics. This was taken April 26, 2022.

In the third to last column (Permanent Call Number), items with a brief call number may have been sent to LTS for a cataloging record (call number circled).

In the second to last column (Barcode), any items that have a brief barcode number (starting with fscj - barcode circled) could either mean they have not been cataloged yet or LTS forgot to update the barcode number. In such a case, check if the item is on the shelf and if located, let LTS know the barcode number.

In the last column (Event Start Date), you will see some items that most likely should have already been received at the campus and been properly checked in (dates circled).

For items with a request type of Transit for reshelving that do not have a transit from library, these items are more than likely at your campus. What happens is the order has been received in Alma but someone has forgotten to clear the transit status. In such cases, locate the item in the library and clear the transit status.

For items with a request type of Transit for reshelving that do have a transit from library location, wait 1-2 weeks for the item to arrive at your location before looking for it on the shelf.

5. If you find an item that has the transit status but is available at your location, you will want to first verify that your login to Alma is set to your location’s Circ Desk. In the upper right portion of the screen is the Location Menu. If you click on this option you can set the location from a drop-down menu. You may have only one location to choose from, or several, depending on how your Alma profile is structured and what permissions your account has. There is also a check box that allows you to choose if the location is displayed or not.

6. Once your location is set, click on the Fulfillment tab and then the Scan in Items link under Resource Requests section.

7. On the next screen, verify you are in the Scan in Items tab, scan or enter the item’s barcode number in the Scan item barcode field, and verify the Destination where the item should be shelved. In this instance, the item would be shelved in the Bestsellers collection.