Place a request on an item for a patron
Once logged in, navigate to the Alma button, click the drop-down and navigate to Resource Management → Search → Repository Search
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.
On the left side of the screen, select "Ambler Campus Library" to limit to items only available at Ambler. 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.
On the Create Request, select "Patron physical item request" from the drop-down menu. Click enter on your keyboard.
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 place the request.
You will see a confirmation at the top of the screen.
Retrieve the item from the shelf at Ambler
At the top of the screen, ensure that the "Currently At" is set to Ambler Campus Library - Ambler Circulation Desk.
Click on the Temple Logo in the top left corner. In the Tasks menu, select Requests - All - pickup from shelf
You can print an individual slip by selecting Print Slip from the individual record. Or you can print all items by selecting Print Slip Report in the upper right corner.
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.
The Requests Report Email with the attached Excel spreadsheet will arrive in your email inbox.
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 in Items
Scan in your barcode and click Ok.
This will automatically generate a transit slip that is emailed and/or printed.
When the person at Paley Library receives the item, open Alma and navigate to the Alma button, click the drop-down and navigate to Fulfillment → Resource Requests → 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.
You will now see the item with a status of On Hold Shelf
The following letter is sent to the patron to alert them of their item on the hold shelf.
Step-by-step guide
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