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Alma Fulfillment

WHEN TO SEND AN ITEM TO THE HOLD SHELF

WHEN TO SEND AN ITEM TO THE HOLD SHELF

  1. If an item has a hold on it, during check in a pop-up will appear alerting you that the item needs to go on the hold shelf.
    An image of the check in pop up alert
    The hold status will also be displayed on the Manage Item Returns screen.
    An image of the Manage Item Returns screen with Next Step On Hold Shelf highlighted
  2. Place the item on the hold shelf in accordance with your institution's policies.

 

MANAGING ACTIVE HOLDS

MANAGING ACTIVE HOLDS

  1. To view and manage active item holds, select "Active Hold Shelf" from the Fulfillment menu.An image of the main Alma screen with the Fulfillment menu deployed and Active Hold Shelf highlighted
  2. The Active Hold Shelf Items screen will open. Actions you can take from this screen include:
    • Sorting the list of items on the hold shelf.
      1. Click on the drop down arrow included in the "Sort by" field.
        An image of the Active Hold Shelf Items screen with the Sort by field highlighted
      2. Select your preferred sort order from the menu.
        An image of the Active Hold Shelf Items screen with the Sort by drop down menu deployed
    • Canceling hold requests.
      1. To cancel a hold, click on the "Cancel Request" button in the item listing.
        An image of a item hold record with the Cancel button highlighted
      2. The Confirm Request Cancellation pop-up will appear. Click the drop down arrow located in the "Cancellation reason" field.
        An image of the confirm request cancellation screen with the cancellation reason drop down arrow highlighted
      3. Select the reason for cancellation from the drop down menu.
        An image of the confirm request cancellation screen with the cancellation reason menu deployed
      4. If appropriate, 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
    • Changing hold expiration dates.
      1. To change an expiration date, click on the the "Update Expiry" button in the item listing.
        An image of a item hold record with the Update Expiry button 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
    • Marking a held item as missing.
      1. To mark an item on the hold shelf as missing, click on the "More Actions" ellipsis.
        An image of a item hold record with the more actions ellipsis highlighted
      2. Click on "Mark as Missing".
        An image of an item hold record with the more actions menu deployed and Mark as Missing highlighted
      3. A Confirmation Message pop-up screen will appear. Click the "Confirm" button.
        An image of the Confirmation Message pop up with the confirm button highlighted

MANAGING EXPIRED HOLDS

MANAGING EXPIRED HOLDS

  1. To view and manage expired holds, select "Expired Hold Shelf" from the Fulfillment menu.An image of the main Alma screen with the Fulfillment menu deployed and Expired Hold Shelf highlighted
  2. The Expired Hold Shelf Items screen will open. Actions you can take from this screen include:
    • Sorting or filtering items. You can click on options under "Facets" or choose an option from the "Sort by" drop down menu to filter or sort the items that have expired on the hold shelf.
      An image of the Expired Hold Shelf Items screen with the Sort by field and the Facets section highlighted
    • Sending items to be reshelved. Items that are expired and can be reshelved are found under the "Reshelve" tab. To convert an item's location status in Alma from the hold shelf to in place, there are two methods:
      1. Clicking the "Reshelve" button for each item you wish to remove from the hold shelf.
        An image of the Expired Hold Shelf Items screen with an item's Reshelve button highlighted
      2. Clicking the "Select All" box or the individual item selection boxes, and then clicking the "Reshelve" option located above the list of items.
        An image of the Expired Hold Shelf Items screen with the Select All and item check boxes and the primary Reshelve button highlighted
    • Updating the expiration date. You can extend an item's stay on the hold shelf by clicking the "Update Expiry" button and choosing a date sometime in the future.
      An image of the Expired Hold Shelf Items screen with the Update Expiry button highlighted
    • Editing the item hold, marking the item as missing, or viewing the audit trail. These options can be found in the drop down menu deployed by clicking on the ellipsis.
      An image of a section of the Expired Hold Shelf Items screen with the ellipsis highlighted and the drop down menu engaged
    • Forwarding items to another circulation desk or library. If an item has expired on the hold shelf and should be forwarded to another circulation desk or library, it will appear under the "Send to Circulation Desk" or "Send to Library" tabs. This function operates in a manner similar to the Reshelve function, but in this case you will click "Transit" instead of "Reshelve".
      An image of the Expired Hold Shelf Items screen with the Send to Circulation Desk tab, send to library tab, and two transit buttons highlighted
    • Activating the next hold on an item. If an item on the hold shelf has other patrons waiting for it to become available, it will appear under the "Activate Next" tab. This function operates in a manner similar to the Reshelve function, but in this case you will click "Activate Next" instead of "Reshelve".
      An image of the Expired Hold Shelf Items screen with the Activate Next tab and Activate Next buttons highighted