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Alma Fulfillment

REQUESTING AN HCC ITEM FOR A PATRON

REQUESTING AN HCC ITEM FOR A PATRON

  1. Search for the item using the persistent search bar.
    An image of the persistent search bar
  2. Once you find the item the patron would like to request, click on the "Request" button.
    An image of an item record with the request button highlighted
  3. The Create Request screen will open. Click on the "Request Type" drop down arrow.
    An image of the create request screen with the request type drop down arrow highlighted
  4. Select "Patron physical item request" from the drop down menu.
    An image of the Create Request screen with the Request Type drop down menu deployed and Patron physical item request highlighted
  5. More fields will appear in the Create Request screen. Fill out the "Requester" and "Pickup At" fields, along with any other fields appropriate for the request.
    An image of the Create Request screen with additional fields and the Requester and Pickup At fields highlighted
  6. Click the "Submit" button.
    An image of the Create Request screen with the Submit button highlighted

 

EDITING OR CANCELING A PATRON REQUESTS

EDITING OR CANCELING PATRON REQUESTS

  1. Navigate to the Patron Services screen as if you were going to check out items to the patron, then click the "Requests" tab.
    An image of the Patron Services screen with the Requests tab highlighted
  2. For the item request you wish to work with, click the ellipsis. A drop down menu will appear.
    An image of items in the Requests tab with the ellipsis highlighted
    • To Edit
      1. In the drop down menu, click "Edit".
        An image of the Item Requests drop down menu with Edit highlighted
      2. The Create Request screen will open. Make any necessary changes, then click the "Submit" button.
        An image of the Create Request screen with the Submit button highlighted
    • To Cancel
      1. In the drop down menu, click "Cancel".
        An image of the Item Request drop down menu with Cancel highlighted
      2. The Confirm Request Cancellation screen will open. Click on the drop down arrow found in the "Cancellation reason" field to deploy a menu of reasons for cancellation.
        An image of the Confirm Request Cancellation screen with the Cancellation reason drop down arrow highlighted
      3. Select a reason for cancellation from the menu.
        An image of the Confirm Request Cancellation screen with the Cancellation reason menu deployed
      4. If desired, add a cancellation note or uncheck the "Notify user" box. Click the "Confirm" button.
        An image of the Confirm Request Cancellation screen with the Confirm button highlighted
    • To Update Expiry
      1. In the drop down menu, click "Update Expiry".
        An image of the Item Requests drop down menu with Update Expiry highlighted
      2. The Update Expiration Date screen will appear. Enter the new date into the "Expiration Date" field, or click on the calendar button to deploy the calendar drop down for your selection.
        An image of the Update Expiration Date screen with the drop down calendar deployed and the calendar button highlighted
      3. Click the "Save" button.
        An image of the Update Expiration Date screen with the Save button highlighted