Knowledge Base

When a patron asks to pick up their requested item at a different library after it has already arrived at your location, follow these steps:

At Your Library (Holding Library)

1. Call the owning library and let them know that you need their help to transfer a hold to another library
   • "Hi, this is [name] from [holding library]. I have one of your items here on hold, but the patron would like to pick it up at [new pickup location] instead. Could you help me process this transfer? We'll walk through the steps together—I have both the item barcode and patron ID ready."
2. While on the phone with the owning library:
   1. Share the barcode of the item and the EMPLID & name of patron
   2. Go to Fulfillment > "Resource Requests": Active Hold Shelf
   3. Find the item and click Update Expiry
      1. Set expiry date to a past date
      2. Uncheck "Notify patron"
      3. Click Save
   4. Go to Fulfillment > "Resource Sharing": Expired Hold Shelf > Send to Institution (tab)
   5. Find the item and click Transit to put the item in transit
   6. Do not print or save the transit slip

At Owning Library

1. While on the phone with the holding library:
   1. Go to Fulfillment > "Resource Requests": Scan In Items and enter the barcode you got from the other library to "receive" the item
   2. Do a Physical Item Search for the item using its barcode
   3. Click ... > Request (not "Resource Sharing Request")
      1. Select Patron Physical Item Request as "Request Type"
      2. Enter patron's EMPLID as "Requester"
      3. Select new pickup institution and library
      4. Click Submit
   4. Confirm request appears in Fulfillment > "Resource Requests": Pick from Shelf
   5. Go to Fulfillment > "Resource Requests": Scan In Items and enter the barcode to put it into transit to the new pick-up location
   6. Save the transit slip as a PDF and email it to the person on the phone

At Your Library (Holding Library)

1. Confirm with the owning library that you've received the new transit slip
2. End the phone conversation
3. Pack item with transit slip (received from the owning library) in blue delivery bag
4. Send to new pick-up location