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FSCJ Library Technical Services

An informative guide for library staff

How to Process Holds (Pick from Shelf) (written by Phil Arroyo)

A PDF of these instructions is available.

The “Pick From Shelf” in Alma is a listing of items that are currently available, at your campus, that have been requested to be held. The Pick From Shelf list should be checked first thing in the morning and then can be monitored throughout the day for any new requests.

Printing List

  1. Go to FULFILLMENT in ALMA.
  2. Under RESOURCE REQUESTS, select PICK FROM SHELF
  3. In the top right corner click on the icon that looks like a sheet of paper with an arrow
  4. In the drop down menu that appears, select EXCEL (CURRENT VIEW)
  5. Download the excel file “requestTasksUIList”
  6. Open the excel file and make sure to select ENABLE EDITING
  7. Delete columns until you are left with only TITLE and CALL NUMBER
  8. Set the document to landscape and PRINT
  9. Use the list to collect the requested items from the collection.

Processing Items

  1. Go to PICK FROM SHELF in ALMA
  2. On the left hand side under FACET pay attention to the REQUEST/PROCESS TYPE filter
    1. PATRON PHYSICAL ITEM – These are items being requested within FSCJ
    2. SHIP PHYSICALLY – These are ILL items going to other colleges or universities
  3. Set aside any items that show up under SHIP PHYSICALLY
    1. These items must be processed through RESOURCE SHARING in FULFILLMENT
    2. Place them on the ILL HOLDS shelf to be processed later
  4. Go to RETURN ITEMS under CHECKOUT/CHECKIN within FULFILLMENT

  1. Take the items that were under PATRON PHYSICAL ITEM and scan their barcode into SCAN ITEM BARCODE.
  2. Follow any prompts and process the item accordingly.
  3. If you accidentally scan in an ILL item (SHIP PHYSICALLY) you will get a red popup in the top right corner letting you know that it requires a specific process.
    1. Set this item on the ILL HOLD shelf to be processed later

 8.  Recycle the HOLD LIST when done.