Borrowing Request Receive a Returnable
Borrowing Request Receive a Returnable
When an item has been delivered to your library that next step is to Receive the item. The Receive can be done from the specific request or using the bulk Receive form. When a Receive is done, an item record is created. The item can be loaned to the patron.
Receive a request from a request
Access borrowing request from "Fulfillment" then "Resource Sharing" and then "Borrowing Requests."
Physical items, like books or dvds, will have a status of "Shipped Physically." The Facet of "Shipped Physically" can be used to narrow the requests to the items that have been sent by the lending library.
Click on "More Actions"
From the dropdown menu click on "Receive."
The "Receive" form displays
Check the title and the External Identifier against the item you have.
"Received format" if this is a physical/returnable item the format should be "Physical."
"Temporary barcode" scan the barcode on the item. Staff may enter in a barcode such as the institution or delivery code and the request number. The barcode entered in this field will be used to loan the item to the patron.
"Automatically print slip" should be set to No.
"Automatically notify patron" check this box to send an email notice to your patron. This notice is the hold shelf notice.
"Location" should default to the correct location.
"Due Date" should be the date given by the lending library.
The other fields in the form are not mandatory to complete.
Click on "Go" in the upper right corner to Receive the item.
After receiving the request, use "Refresh" to showupdated request status.
After the "Refresh" is done the request shows that it was updated to "Physically received by library."
The item can be placed on a hold shelf.
When the patron picks up the item, it can be loaned to the patron using the item barcode used to Receive the item.
Receive a request using bulk Receive
Access borrowing requests and the bulk Receive from "Fulfillment" then "Resource Sharing" and then "Receiving Items."
A pop-up box "Received Items" displays
Select "External Identifier"
"Received format" select the correct format. "Physical" is used for a returnable item.
"Automatically notify patron" select the checkbox to send an email notice to your patron.
"External Identifier" scan the borrowing request scannable barcode from the slip. This barcode is on the right side of the slip.
Click on "OK"
A "Receive Items" form displays.
Make sure the title and External Identifier matches the item you have.
"Due date" should be the due date from the lending library.
"Temporary barcode" you may scan the barcode from the item. This is the barcode you will use to loan the item to the patron.
"Automatically print slip"
"Location" should default to the correct location.
Click on "Save" in the bottom right corner to Receive the item. Click on "Cancel" to not receive the item.
After receiving one item the Receive form is displayed ready for you to receive another item. The request that was received is displayed below the "Received Items" form.
When you have completed receiving the shipped items, use "Clear List" to clear the display of Received items.
Use "Cancel" to stop using the bulk "Receive."
A shipped request received from the specific request or using the bulk Receive will have a status of "Physical Received by library."
These requests may be loaned to the patron using the barcode that was entered/scanned into the "Receive" form.
Related Articles
Chart Basic Returnable request cycle
The attached document shows the basic returnable request cycle as a chart. Click on the "Attachment" tab to view.Alma Borrowing Request Staff Create a Returnable Request for a patron
Staff Create a Request Create a Returnable request Staff can create a returnable request for a patron using a blank form. From "Fulfillment" select "Borrowing Requests" Then click on "Create Request" Then click on "Manually" and then "Book" The form ...Borrowing Library Staff Create a Request
Introduction Library staff can create a physical request for a patron by searching the network zone or by entering a request using a blank request form. Search the network zone Staff can search the network zone for a bibliographic record to use to ...Lending Ship Returnable Request
Lending library Ship a Returnable Request When a request is sent to a lending library, the lending locate process attempts to find a matching record. When an available item is found, the request status updates to "Being Processed." When the lending ...Borrowing Return an ILL request
Borrowing Library Return an item After a patron brings back their interlibrary loan back to the library, staff will need to Return the item to the lending library. Item Loaned to the patron When the patron brings the item back, staff can use ...