on hold shelf letter alma

while(swap) { Log into Alma with your staff username and password; select the Circulation desk for the library where you will be processing the requests. // Sorttable v1 put rows with a class of "sortbottom" at the bottom (as If/when you hear back from the patron before the request is automatically cancelled in Alma (after 7 days): If they want only one volume, you can fill the request using the directions above for: If they want multiple volumes, you can fill those requests using the directions above for: If the answer is NO to any of those three conditionals, then you will use the "Cancel" workflow below. var returnValue = true; if (_timer) clearInterval(_timer); }); 'sorttable_sorted_reverse'); this.appendChild(sortfwdind); forEach(theadrow.childNodes, function(cell) { When you later scan in the item, a Place on Hold Shelf letter is sent only if the pickup location (where the hold shelf is) is NOT a resource sharing library, regardless of } The CARLI Office plans to push out some basic letter customizations for all libraries who have not yet done their own customizations to the letters in their own Alma Configuration. License: http://www.opensource.org/licenses/mit-license.php and keep looking case 11: if (table.tHead.rows.length != 1) return; // can't cope with two header rows License: http://www.opensource.org/licenses/mit-license.php if (cell.nodeType == 1) { // an element sorttable.reverse(this.sorttable_tbody); } headrow = table.tHead.rows[0].cells; } cell.className = cell.className.replace('sorttable_sorted_reverse',''); For more information, see Configuring Alma Letters. } else if (typeof object == "string") { dt2 = y+m+d; The request should now display in the holding library's Fulfillment> Pick from Shelf list. This letter has a consortial component, in that, when I-Share patrons materials are considered overdue, and when the items are considered lost may be different than the policies for overdue and lost a library has for their own local patrons, and Alma has more flexibility with the letters than Voyager did. If you chose to notify the patron, they should receive the email. }; // create a hash table of event handlers for each element/event pair sortrevind.id = "sorttable_sortrevind"; Input the new expiration date into the pop-up window, and Save. Contact the patron's home library with the request details, and ask them to submit the request for the additional volume(s) in Alma on behalf of their patron. if (!swap) break; /*]]>*/ If you still do not see the Resource sharing request button, your user account may not have the roles needed to permit the action in Alma. }; else if (typeof node.innerText != 'undefined' && !hasInputs) { } Please scan/enter the barcode from the item itself. case 11: if (element.removeEventListener) { if (table.tHead.rows.length != 1) return; // can't cope with two header rows }, return node.value.replace(/^\s+|\s+$/g, ''); If the item needs routed back home to its library, or to another library, Alma should display a pop-up, as well as display the destination in the "Next Step" column on the Manage Item Returns screen. /* for other browsers */ // functions have a "length" property for (var i = 0; i < array.length; i++) { // strips leading and trailing whitespace. if (sortrevind) { sortrevind.parentNode.removeChild(sortrevind); } for (var i = 0; i < array.length; i++) { // globally resolve forEach enumeration first = parseInt(possdate[1]); if (this.$$handleEvent(event) === false) { // make it clickable to sort Since it should have, create one and // create a hash table of event types for the element }; } } handlers = element.events[type] = {}; for (var i=0; i*/ } Copyright 2006, Dean Edwards case 3: fixEvent.preventDefault = function() { }, 10); if (d.length == 1) d = '0'+d; sortfwdind.id = "sorttable_sortfwdind"; col = this.sorttable_columnindex; /*@end @*/ // reverse the rows in a tbody When reviewing the Active Hold Shelf Items: An I-Share item on hold will have two options: "Update Expiry" and "View Audit Trail. } // if we're already sorted by this column, just } } // for example, you can override the cell text with a customkey attribute. } Find the item the patron did not want in the list, and select the Cancel button. All other patrons should use the regular circ desk for 01 policy items. the = document.createElement('thead'); row_array.sort(this.sorttable_sortfunction); The "Requests" tab will list both the patron's local and I-Share requests. headrow[i].sorttable_sortfunction = sorttable["sort_"+override]; this.className += ' sorttable_sorted'; The "Network Activity" tab gives better information for I-Share requests and loans. } } else if (typeof object == "string") { WebAnswer. mtch = b[0].match(sorttable.DATE_RE); } // for backwards compatibility, move them to tfoot (creating it if needed). Note that the "Destination" field in the table states that the item should be "reshelved" to its current shelving location as well. for (var i=0; i /* b; --i) { If, when discharging an item from a patrons account, you go to. Ful Item Change Due Date Letter. } // flag this function so we don't do the same thing twice swap = false; /* for Safari */ When the circulation desk is also a reading room, the, To send an item to another circulation desk, select the, To send an item to another library, select the, To make an item available to the next patron, select the, Expired Hold Shelf Items Page - Send to Institution Tab, To send an item to another institution, select the, To edit an item in any tab, select the item number or the, Resource sharing borrowing requests with multiple items list each item separately. After clicking confirm, you should receive a "Cancellation Successful" alert. // the object is array-like Voyager did not have this functionality. Patron blocks prohibit loans for items requested for personal delivery. Printing pull slips for lending requests from the Pick From Shelf list: Ful Resource Request Create one. delete row_array; In the mean time, please review: Ex Libris Hold Shelf Management Documentation. } element["on" + type] = handleEvent; if (object instanceof Function) { How To: Staff workflows for Alma Requests- Local and AFN dt2 = y+m+d; sortfn = sorttable.sort_ddmm; Print the Print Slip Report to an email address-enabled printer (or email address) [email address for staff or printer will need to be white-listed in Alma to receive emails during test]. if (d.length == 1) d = '0'+d; Array.forEach(string.split(""), function(chr, index) { return ''; Log into Alma with your staff username and password; select your appropriate Circulation desk from your available locations. Alma this.removeChild(document.getElementById('sorttable_sortfwdind')); WebAnswer The April 2022 Alma release contains a new feature that allows libraries to automatically export unfilled borrowing resource sharing requests to WorldShare ILL. To implement this new feature at your library, you will need to do the following: Obtain an API key from OCLC Configure an Item Policy for WorldShare ILL } if (document.addEventListener) { sortfwdind.innerHTML = stIsIE ? From the resulting drop-down menu, under Checkout/Checkin, select "Manage Patron Services". if (text.match(/^-?[£$¤]?[\d,. Forthcoming. }; tfo = document.createElement('tfoot'); On Hold // grab the event object (IE uses a global event object) fixEvent.preventDefault = function() { if (table.tFoot == null) { handlers = element.events[type] = {}; These items can then be prepared for ILDS shipping. forEach, version 1.0 Alma // for backwards compatibility, move them to tfoot (creating it if needed). The full Create Request form for Patron physical item requests will open. Circulation Letters Created by Peter M. Green, last modified on Feb 09, 2023 Here are the fulfillment-related letters currently active in Alma. // quit if this function has already been called if (m.length == 1) m = '0'+m; Create one. }, 10); /*@if (@_win32) ]+%?$/)) { }; Retrieve your patron's record through a user search. }; // strips leading and trailing whitespace. return node.innerText.replace(/^\s+|\s+$/g, ''); If the request contains patron-added volume information, the pick from shelf slip (if printed) will contain two details that staff can review: Please Note: The following manual description has been specified in this request [info here]. } Alma letters XML samples for working on XSL customization if (text != '') { When you do so, you must select a reason for the cancellation from a predefined list of reasons. if (sortbottomrows) { if (m.length == 1) m = '0'+m; forEach(document.getElementsByTagName('table'), function(table) { // this is *not* a generic getInnerText function; it's special to sorttable. N: N: Generated when a hold request is scanned in at the requested pick-up desk. ' 6' : ' ▾'; Other workflows (some may be customized to your institution). for (var j=0; j Pick from Shelf list. // add W3C standard event methods } // for Regarding things weve learned thus far about this letter: If no item barcode prints on the letter or is included in the request, the request is likely a title-level request. // delete the event handler from the hash table Fill out Requestor information, Pickup Institution, and Pickup At location. if (/loaded|complete/.test(document.readyState)) { if (_timer) clearInterval(_timer); row_array = []; // can have / or . sortrevind = document.createElement('span'); Changes are requested by // table doesn't have a tHead. CARLI has a support ticket open with Ex Libris about this letter. table.insertBefore(the,table.firstChild); As an FYI- currently, this letter is not being printed as expected. } else { this.appendChild(sortfwdind); (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)})(window,document,'script','//www.google-analytics.com/analytics.js','ga');ga('create','UA-71378210-1','knowledge.exlibrisgroup.com',{allowLinker:true});ga('send','pageview');ga('create','UA-65721316-17','knowledge.exlibrisgroup.com',{name:'mtTracker',allowLinker:true});ga('mtTracker.require','linker');ga('mtTracker.set', 'anonymizeIp', true);ga('mtTracker.send','pageview');document.addEventListener('mindtouch-web-widget:f1:loaded',function(e){var t=e.data||{},d=t.widget;d&&''!==t.embedId&&document.addEventListener('mindtouch-web-widget:f1:clicked',function(e){var t=(e.data||{}).href;if(t){var n=document.createElement('a');n.setAttribute('href',t),'success.mindtouch.com'===n.hostname&&(e.preventDefault(),ga('linker:decorate',n),d.open(n.href))}})}); When we receive a book for interlibrary loan for our patrons, an "On Hold Shelf" email goes out to them. // with input from Tino Zijdel, Matthias Miller, Diego Perini } Fulfillment: Email: Yes // definitely dd/mm }); headrow = table.tHead.rows[0].cells; swap = true; } else { // Sorttable v1 put rows with a class of "sortbottom" at the bottom (as } Many fields may auto-populate, but make sure that all fields marked with a red star. // looks like a date } } // for if (isNaN(bb)) bb = 0; You should receive a confirmation message that the request was successfully cancelled, and the request will disappear from the pick from shelf list. // globally resolve forEach enumeration return 1; else { var handlers = this.events[event.type]; } // manually override the type with a sorttable_type attribute if (!Array.forEach) { // mozilla already supports this if (table.tFoot == null) { Courtesy, Overdue, Lost, and Fine/Fee Notices: Triggers are configured in the Overdue & Lost Loan profiles, Fine/Fee Profiles and in the TOUs. if (sortfwdind) { sortfwdind.parentNode.removeChild(sortfwdind); } Staff who should be able to place I-Share requests for local patrons in Alma, should have either. Those options include: Print individual requests using Quick Print, Print multiple simultaneous requests using Quick Print, Sending requests directly to an email address-enabled printer (or email address), Sending requests to a print queue, processing that print queue. } 'sorttable_sorted'); This is a Schwartzian transform thing, } sorttable.sort_alpha = function(a,b) { return a[0].localeCompare(b[0]); } you are comparing a[0] and b[0] */ if (possdate) { The version of the letter you will see during the AFN test is not the version of the pick slip letter you will see long term; the CARLI Office is working with the letter's formatting, included fields, and will update the letter during and after the AFN testing period. Note: "Add Rotas" is the preferred option in this process, as it does not usually matter which library fills the request. Ful Overdue And Lost Loan Notification Letter. if (this.$$handleEvent(event) === false) { }; } return innerText.replace(/^\s+|\s+$/g, ''); return sorttable.sort_mmdd; If that library is unable to fill the request, or unable to receive the initial request, Alma will be able to promote it to another I-Share library (if available). /* If the item is not collected by a specified time, it is removed from the circulation desks hold shelf and returned to its permanent location. *If the patron selected another I-Share library as their pick-up location, staff will want to place a new I-Share request for the patron using the steps on this page under "Staff Workflow for Placing Requests on Behalf of a Patron" and then cancel the original request using the Cancellation step above. swap = true; } You should then find the item on the Fulfillment> Expired Hold Shelf list> "Send to Institution" tab. On Hold Shelf Letter: Sent when an item is placed on the hold shelf. sorttable.sort_alpha = function(a,b) { return a[0].localeCompare(b[0]); } } cell.className = cell.className.replace('sorttable_sorted',''); For more information please see Alma April release notes available at: // store the existing event handler (if there is one) sortbottomrows[sortbottomrows.length] = table.rows[i]; } cell.className = cell.className.replace('sorttable_sorted_reverse',''); // build an array to sort. node.getElementsByTagName('input').length; cell.className = cell.className.replace('sorttable_sorted',''); if (dt1Notices - Ex Libris Knowledge Center } Alma/Primo Guides Alma Fulfillment Resource Guide Pick Lists and Hold Shelves Pick Lists Hold Shelves Pick List (or Pull List) As materials are requested, they appear on a pick (or pull) list. if (!handler.$$guid) handler.$$guid = dean_addEvent.guid++; delete newrows; Select the "Manage fulfillment activities" link. if (d.length == 1) d = '0'+d; } forEach, version 1.0 } if (d.length == 1) d = '0'+d; ' 5' : ' ▴'; if (this.className.search(/\bsorttable_sorted_reverse\b/) != -1) { On Hold Shelf if (/loaded|complete/.test(document.readyState)) { ' 6' : ' ▾'; } else if (object.forEach instanceof Function) { delete sortbottomrows; The CARLI Office has planned to push out some basic letter customizations for all libraries who have not yet done their own customizations to the letters in their own Alma Configuration. if (element["on" + type]) { } else { if (dt1 Manage Patron Services> "Find user in other institution" search if the patron has a common name. // written by Dean Edwards, 2005 document.write("

on hold shelf letter alma