How do I implement a curbside pickup service at my library?

Answer

In order to create a curbisde pickup service at your library, you will need to do the following:

  1. Make sure your Fulfillment Unit On Shelf Request Policy settings allow requesting and your desired pickup locations
  2. Make sure your Request Terms of Use do not conflict with your On Shelf Request Policy. 
  3. Hide the Request Link if the Item is Unavailable (optional)
  4. Rename Your Request Link (optional)
  5. Edit your Hold Notification Letter (optional)

In order to do do this work, you will need the Fulfillment Administrator (steps 1-3), Discovery Administrator (step 4), and Letter Administrator (step 5) roles.

 

Changing Your Fulfillment Unit On Shelf Request Policy

In order for your users to request items from your collection via Primo, your Fulfillment Unit On Shelf Request Policy should be set to Request for Pickup Anywhere Regardless of Availability.  This will allow your users to place requests on all items within the Fulfillment Unit and pick those items up at any of your libraries.  For information on how to change a fulfillment unit's On Shelf Request Policy, please see https://sunyolis.libanswers.com/faq/316393

 

Making Sure Your Request TOUs Do Not Conflict With Your On Shelf Request Policy

Requestability and pickup location options can also be set by the Is Requestable and Pickup Locations fulfillment policies, both of which are part of Request TOUs.  If there is a conflict between your On Shelf Request Policy and your Request TOUs, the most restrictive policy will be applied.  For example, if your On Shelf Request Policy is set to "Request for Pickup Anywhere Regardless of Availability" but your Request TOU applies an Is Requestable policy of "Not Requestable", the item will not be requestable. 

To make sure your users can submit requests in the way you desire, you'll need to check your Request TOUs to make sure they're not overriding your On Shelf Request Policy.  You may also wish to create new Request Fulfillment Unit Rules to apply the desired Request TOUs.  For details on configuring fulfillment policies, TOUs, and fulfillment unit rules, please see the following FAQs:

Note: If you would like to make exceptions to your On Shelf Request Policy, you can use Request Fulfillment Unit Rules to apply more restrictive Request TOUs to items within a fulfillment unit.  Please note that Request Fulfillment Unit Rules that are not applied to a specific user group will impact resource sharing, so please be sure that the Is Requestable for Physical Resource Sharing and Is Requestable for Digital Resource Sharing fulfillment policies being applied do not block resource sharing requests for items that should be requestable through resource sharing.

 

Hiding the Request Link if the Item is Unavailable (Optional)

When an item is unavailable, the resource sharing request link appears in Primo.  If you'd like to prevent your users from submitting hold requests for items that are unavailable, you can use a display logic rule to hide the hold request link whenever the resource sharing request link appears.  For instructions on how to do this, please see https://sunyolis.libanswers.com/faq/316924

 

Rename Your Request Link (Optional)

By default, the Alma request link is named "Request" in Primo.  You may want to rename that link to something like "Request Curbside Pickup" so your users have a better idea of how the service works.  For instructions on how to change the name of the request link, please see https://sunyolis.libanswers.com/faq/316435

 

Edit Your Hold Notification Letter (Optional)

When an item is placed on hold, the On Hold Shelf Letter is sent to the user.  You may want to edit that letter so it contains information on what users must do in order to pick up items.  Here is an example of code you could add to the body of your On Hold Shelf Letter.


 

<tr><td><b>Please click the following link to schedule a curbside pickup time.</b></td></tr>

<tr><td><b><a href="https://xxx.libcal.com/calendar/curbsidepickup">Schedule a curbside pickup time</a></b></td></tr>

<tr><td><b>When you arrive for your curbside pickup appointment, please call 518-555-5555.  Please wear a mask and be prepared to show a photo ID.</b></td></tr>

For information on editing letters, please see https://sunyolis.libanswers.com/faq/277717

Topics

  • Last Updated Jul 25, 2023
  • Views 246
  • Answered By Timothy Jackson

FAQ Actions

Was this helpful? 1 0