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JCU Library Experience Procedures ALMA: Fulfilment

Cancelling a hold request

Cancelling a hold request

Purpose:

To be able to cancel a hold request

Alma Role required:

Circulation Desk Operator
Fulfillment Operator
Requests Operator

Responsibility:

All Frontline staff

Cancelling a request from the Monitor Request and Item Processes page

Sign into ALMA
Location should be [Your campus]- Circulation desk
Go to Fulfilment > Resource Requests > Monitor Requests & Item Processes
It will bring up this page:

Locate the item you want to cancel and click Cancel
Fill out the pop up that appears on the screen

Use the drop down box to select the reason for cancellation e.g. couldn’t locate the item, item is missing etc.

Fill in the Cancellation notes field if needed
Make sure that the Notify user box is checked and click confirm
On the right hand side of the screen, you will see a notification that the request was cancelled

Cancelling a request from a person’s account:

Sign into ALMA
Location should be [Your campus]- Circulation desk
Go to Fulfilment → Checkout/Checkin → Manage Patron Services
Scan the person’s card or search for their name in the Patron Identification search bar
Search for the item under the Requests tab and click on the button showing three dots
From the drop down menu, click on Cancel

Fill out the next screen
- Use the drop down box to select the reason for Cancellation e.g. couldn’t locate the item, item is missing etc.
- Fill in the Cancellation notes field if needed
- Make sure that Notify user box is checked

Click confirm
On the right hand side of the screen you will see a notification that the request was cancelled

Cancelling a request from the Pick from Shelf list

Sign into ALMA
Location should be [Your campus]- Circulation desk
Go to Fulfilment > Resource Requests > Pick from Shelf

Click on Cancel Request
Fill out the pop up that appears on the screen

Use the drop down box to select the reason for cancellation e.g. couldn’t locate the item, item is missing etc.

Fill in the Cancellation notes field if needed
Make sure that the Notify user box is checked and click confirm
On the right hand side of the screen, you will see a notification that the request was cancelled

Extending the expiration of a hold request:

Extending the expiration of a hold request:

Purpose:

To be able to extend the expiration of a hold request

Alma Role required:

Circulation Desk Operator
Fulfillment Operator
Request Operator

Responsibility:

Librarian (Library Experience)
Team Leader, Library Experience

We only do this in extenuating circumstances. Discuss with Client Services Team Leader before extending any holds.

From the Active Holds list:

Sign into ALMA
Location should be [Your campus]- Circulation desk
Go to Fulfilment → Resource Requests → Active Holds list
It will bring up this page

Find the item that you want to extend and click Update Expiry

Select the new date and click SAVE

From a person’s account:

Sign into ALMA
Go to Fulfilment → Checkout/Checkin → Manage Patron Services
Search for the item under the Request tab and click the … at the end and select Update expiry

Select the new date and click SAVE

Checking holds status

Checking holds status

Purpose:

To be able to check the status of a hold, either from a patron's account, or the Monitor Requests & items process page and to find out how many requests have been placed on a specific book.

Alma Role required:

Circulation Desk Operator
Fulfillment Operator
Requests Operator

Responsibility:

All Frontline Staff

Sign into ALMA
Go to Fulfilment → Resource Requests → Monitor Requests and Item processes
It will bring up this page

The third column will tell you where the book is in the workflow, and which library it is in.

Sign into ALMA
Location should be [Your campus]- Circulation desk
Go to Fulfilment → Check out/ Check in → Manage Patron Services
Scan the Patron’s library barcode or search for their account

Go to Requests (If the Patron has any requests it will be dog eared)

Under Task it will tell you at point the Request is;
- Pickup From Shelf = Still needs to be collected
- On Hold Shelf = Ready for collection

Log into ALMA
Go to Fulfillment → Resource Requests → Monitor Requests and item processes
Export the page to a excel document

Open the document
Filter on Request Type so only Patron Physical Item Requests appear

Sort “Z-A” on Queue so that it shows the larger number.

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