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Garfield ALMA Guide

HOW TO PLACE A HOLD (REQUEST) ON AN ITEM

Search for an item by title or call number using the persistent search box at top of screen, that is, the search box that is always visible on the top of the ALMA home screen:  IMPORTANT: Make sure the selection in the drop down under Physical items is Physical titles

Fill in request form by going to the ellipsis on the right side of the results box of the requested title (More actions) and select Request. 

Note: if you receive a message indicating that the request cannot be completed because it is against policy, this means that there is supposed to be a copy of the title on the shelf that is available to be checked out.  If you cannot find this copy, a request cannot be made until the copy is marked missing.  Please get the student's information and send this and the title information to Shelley.

  1. ‘Request Type’ to “Patron Physical Item Request".  NOTE: name of this type is to be changed to Patron Request.
  2. Select either title or call number and type in either in the search box.
  3. ‘Requester’ to patron requesting item
  4. ‘Pickup At’ to “Garfield Campus Library"
  5. Click ‘Submit’ to continue.

In the NOTE box, add the student's telephone #, if this is a number where we can leave a message and your initials.

A message will pop-up from right side of the screen to confirm the request.

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NOTE: You may also submit a request when you are in the patron record:

Go to Fulfillment, Manage Patron Services and enter patron name or ID.  Select the tab "Submit Request" on the top right and to the right of the resulting dialog box, you will see an icon of 3 horizontal lines .  Select this icon and another dialog box will appear where you will type in the requested title and get a results list.  Select the requested title from this list and another dialog box will appear.  In this box, select the "Patron Physical" box and then the Request screen appears where you type in the patron's telephone # and select pick up at Garfield and then submit.

REQUESTED TITLE IS RETURNED TO THE LIBRARY

When a title that has a request is returned to the library, after check-in, a message that this item should be placed on the hold shelf will appear. 

NOTE: a hold slip should automatically print but that function does not always work.  When it does, the expiration date (three 'business" days) is printed on the bottom of the form.  Call the student to advise them that their hold has come up and give them the last date they can pick up the item.  If no answer, leave a message with same.  Note what you did iwth your initials on the bottom of the form and put it in the book on the hold shelf.

If however, the hold slip does not automatically print, go to Manage Requests...under fulfillment.  If the list of items on the hold shelf is too long to easily find the title you're looking for, then In the left column labeled Facets, select On Hold Shelf under Workflow Steps and then select Garfield under Pick-up location.  Locate the pertinent title and click on Print Slip to the right of the title to get a print-out of the information including the note field with telephone number for this hold.

CANCEL A HOLD

The second method below is the method of cancelling holds from the original ALMA training, but because Garfield has such a limited number of holds, it is easier to use the method that is listed first below:

First method: Under Fulfillment, select Active Hold Shelf amd a short list of the items being held at Garfield will appear.  Hit the cancel request button for the appropriate item.  Note: please use the reason "Unable to contract patron or leave voicemail" if you were not able to contact the patron.  Then check the book in so that it's location can be appropriately updated.  NOTE: Richmond is exploring whether there is a better process to handle getting the item's location status updated, but for now, please check the book in after cancelling the hold so the system will show it's on the shelf.

Alternative method to cancel holds:

Go to Monitor Requests..under fulfillment.  If the list of items on the hold shelf is too long to easily find the title you're looking for, then In the left column labeled Facets, select On Hold Shelf under Workflow Steps and then select Garfield under Pick-up location.  Locate the pertinent title and click on Cancel.  Then check the book in so that it's location can be appropriately updated. 

 

Third method to cancel holds:

  1. Access the patron record and click the tab for Requests
  2. Look for the title in question; at the end of the line for that title, click on the three-dots icon
  3. Select/click "Cancel." "Unable to contract patron or leave voicemail" if you were not able to contact the patron. 
  4. Check the book/title in, so that the location will be appropriately updated.

 

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