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Place a request on an item for a patron

Once logged in, navigate to the Alma button, click select Physical Items from the drop-down and navigate to Resource Management → Search → Repository Search

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Select Physical Items from the first drop down list. In the second drop down, select the criteria type that you are using to search (Title, Keyword, Call Number, etc). In the third box, enter the criteria. Click Go.

Image Removedmenu in the search box. Be sure to select Physical Items and not Physical Titles.

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Then select the criteria for your search and enter your search term. This list is in alphabetical order. So, if you're looking for "Title", you will need to scroll to the bottom of the list. Click the search button to continue. Image Added

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On the left side of the screen, select "Ambler Campus Library" to limit to items only available at Ambler.

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Look at the first item. First, notice that this item has a status of "Item in place." That means that the item is available. Second, notice the Item policy as "Normal Circulation per location". Click the Request link at the bottom of the record.

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On the Create Request, select "Patron physical item request" from the drop-down menu. Click enter on your keyboard.

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This will open additional fields. Next, scan the patron's ID card, enter their ID number of type the patron's name. Then select the Pickup At location from the drop down list. Click Submit to library. This will open the list of specific locations. Select the pickup location. Click Submit in the upper right hand corner to place the request.

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You will see a confirmation at the top of the screen. 

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Retrieve the item from the shelf at Ambler

At the top of the screen, ensure that the "Currently At" Image Added is set to Ambler Campus Library - Ambler Circulation Desk.

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Click on the Temple Logo in the top left corner. In the Tasks menu, select Requests - All - pickup from shelf

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Then look under the task list and Other Requests → Pickup from shelf 

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You can print an individual slip by checking the box next to the item and then selecting Print Slip from the individual record. Or you can print all items by selecting Print Slip Report in the upper right corner.

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Complete the fields in the Print Slip box. Select User as the Type and Excel as the Format Type. Then locate the email address that the report should be sent to, likely your intra email account. Then click Send.

Image RemovedYou can also select the three dots on the item and select Print Slip.

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If you select Print Slip Report, you will be prompted to select the type, format type and User. 

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The Requests Report Email with the attached Excel spreadsheet will arrive in your email inbox. 

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Once you have retrieved the items from the stacks, open Alma and navigate to the Alma button, click the drop-down and navigate to Fulfillment → Resource Requests → Scan on the star icon Image Added → Fulfillment → Scan-in Items

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Scan in your barcode and click Ok.

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This will automatically generate a transit slip that is emailed and/or printed.

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When the person at Paley Library receives the item,  open open Alma and navigate to the Alma button, click the drop-down and navigate to Fulfillment → Resource Requests → Scan on the star icon Image Added → Fulfillment → Scan-in Items

Scan the item barcode and select Yes next to Place directly on hold shelf and Automatically print slip. Click Ok to continue. 


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You will now see the item with a status of On Hold Shelf

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The following letter is sent to the patron to alert them of their item on the hold shelf. 

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