Change pickup location for hold when on hold shelf
When a book is already on the hold shelf at Library A but a patron wants to pick it up at Library B instead, we should be able to edit the request to make that change.
Currently, the hold must be cancelled and then re-requested with the new pick-up location. This can be an issue in the event there is another request on the item or the item needs to go back to a different library.
Ashley
shared this idea
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Stacey van Groll
commented
It is possible to change the pickup location without cancelling the hold, but it requires manual intervention.
This is because if a pickup location is changed when an item is on the holdshelf already there is very little indication in Alma. Alma has no notice mechanism to advise staff of any need to take action. Ex Libris has responded to a Support case in this area to advise this is expected by design. The only visible place is via Active Hold Shelf > and then noticing that the Pickup Location is different from the ‘Currently at...’ location eg the item is on the CEN Active Hold Shelf and yet the Pickup Location is HML
As such, these are the steps I’ve provided to our staff:
Step 1: Search item or request > click on Requests (1) to access the Request Queue > … > Edit > Change Pickup Location > Submit
Step 2: Phone or email the staff at the Library for the original pickup location to request that they retrieve the item from the holdshelf, Scan In to put the item In Transit, and put in the post
Step 3: When the item is received in the post in the new pickup location, the item must be Scanned In to clear the In Transit request, to issue the patron with a new email notice for pickup (re-starting the holdshelf period), and place the item on the holdshelf