How do I configure new personal delivery options and allow users to update their addresses while submitting personal delivery hold requests?
Answer
Alma's personal delivery feature allows users to ask that requested items be delivered to their home or office address. Information on how to configuring and use personal delivery function can be found here:
By default, Alma can only deliver items to a home or office address. The November 2023 Alma release gives us the ability to configure additional personal delivery options for hold requests. It also allows users to update their addresses while submitting personal delivery hold requests. Details on how to configure these new features are below. You will need the Fulfillment Administrator and Discovery Administrator roles to do this configuration work. All of this configuration work should be done at the institution level.
Note: This new feature only works for hold requests (i.e. requests for items held at your library). It does not currently work for resource sharing requests.
Configuring a New Personal Delivery Option
Note: If you are configuring a new personal delivery option for an address type that isn't currently included in your user records, you will need to allow users to update their addresses while submitting personal delivery requests. You will also need to make sure that the Personal Delivery policy in the relevant Request TOU is set to "Personal Delivery - All" regardless of whether the new personal delivery address type that ist currently included in your user records.
1. Go to Configuration | Fulfillment | Patron Configurations | Additional Personal Delivery Address Types
2. Enable one of the new personal delivery address types, edit the Description field for that personal delivery address type, and then click the Save button. Once you do this, the value you enter into the description field will start appearing as a personal delivery option in the reqeust pickup location dropdown in Alma and Primo.
Allowing Users to Update Personal Delivery Addresses
1. Go to Configuration | Discovery | GetIt Configuration | Hold and Booking Request
2. Change the Display to Public setting to "Yes" and check the Mandatory box for the following fields:
- addressLine1
- city
- stateProvince
- postalCode
You may also chnage the Display to Public setting to "Yes" for some or all of the other addressLine fields, but you should not make those fields mandatory. Once you do all of this, these fields will display on the request form if the user selects one of your personal delivery pickup locations. If the user already has an address in their user record for the personal delivery option they selected, that address will appear on the form. If they edit the address and submit the request, the address in their user record will be updated. If they don't have n address in their user record for the personal delivery option they selected, the address fields on the form will be blank. If they enter an address and submit the reqeust, that address will be added to their user record.
