How does Alma's personal delivery feature work?

Answer

Alma's personal delivery functionality allows users to have requested items delivered to either a home or office delivery if the following conditions are met: 

  • the user has a home and/or work address listed in their Alma user record
  • the pertinent Request or Borrowing Resource Sharing TOU allows for personal delivery
  • the circulation desk where the item is being scanned in or received supports personal delivery

Users can select personal delivery as a pickup option when placing either hold or resource sharing requests. Staff can also select personal delivery when creating hold or resource sharing requests in Alma.

When an item requested for personal delivery is scanned in, it will be automatically checked out to the user. The user will receive the Ful Personal Delivery Letter, which states that the item they requested will be shipped to their home or work address, and the Ful Resource Request Slip letter will print.  That letter can be edited to include a personal delivery shipping label.

For information on configuring personal delivery and editing letters related to personal delivery, please see https://sunyolis.libanswers.com/faq/339478.

Notes:

  • A personal delivery hold request cannot be converted unto a resource sharing request (you will get an error message).  To get around this, you can change the hold request's pickup location to a library, convert the hold request into a resource sharing request, and then change the resource sharing request's pickup location back to personal delivery.
  • Personal delivery doesn't work for resource sharing requests exported to ILLiad.

 

Submitting a Personal Delivery Request in Primo

To request personal delivery via Primo, select either "Home Address" or "Work Address" from the Pickup Location dropdown on the hold request or resource sharing request form. 

Note: The "Personal Delivery," "Home Address," and "Work Address" labels can be changed by editing the ViewIt Labels table.  For more information on how to do this, please see https://sunyolis.libanswers.com/faq/339478#Labels

choose pick-up location

 

Submitting a Personal Delivery Request in Alma

To request personal delivery while creating a hold or resource sharing request in Alma, select either "Home Delivery" or "Office Delivery" from the Pickup Location dropdown. 

Alma pick-up location

 

Filling Personal Delivery Requests

Personal delivery requests behave the same as regular requests up to the point where the requested item is either scanned in (hold requests) or received from the lending library (resource sharing requests). Once an item requested for personal delivery is either scanned in or received at a circulation desk that supports personal delivery, it will be automatically checked out to the user. The user will receive the Ful Personal Delivery Letter, and they will also receive the Loan Receipt Letter if your circulation desk is configured to print loan receipts. The Ful Resource Request Slip will also print when an item requested for personal delivery is scanned in or received. 

Note: If an item requested for personal delivery is scanned in or received at a circulation desk that doesn't support personal delivery, it will be put in transit to a circulation desk that does support personal delivery.

 

Scanning In a Personal Delivery Hold Request

  • "The item was loaned to user" message displayed in upper right corner.
  • "Home Address" or "Office Address" listed in Destination.

scan in items

 

Receiving a Personal Delivery Resource Sharing Request

  • "The item was loaned to user" message displayed in upper right corner.
  • "Print slip is not required..." message informs you that the Resource Sharing Receive Slip Letter will not print.
  • "Home Address" or "Office Address" listed in Destination.
  • Status of borrowing request changes to Loaned Item To Patron

receive requests

loaned to patron

  • Last Updated Aug 24, 2023
  • Views 1528
  • Answered By Timothy Jackson

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