Lending Physical Items

Printing Pull Slips

Before items can be loaned to other libraries they need to be pulled from the library shelves. All incoming items will come into the Print Pull Slips Set to make them easy to find and print. This Set looks for items at two statuses: Being Processed and Created Lending Request. These two statuses are functionally the same and can be processed together without issue.

To print the pull slips in shelving order for easy sorting change the default Sort By setting from Creation Date to Shelving Location. Items will now appear in call number order. You are now ready to print. Select all the requests and click the Print Slip button on the right side of the screen. This will generate the prints and send them to the Printing Multiple Slips Per Page cloud app. Click the Cloud App Center icon (four small squares making one larger square) and select the Printing Multiple Slips Per Page cloud app. Use the app to release the prints to print two pull slips on every page. Cut the slips and pull the corresponding books from the shelves.  

Shipping Materials

Once the items have been pulled from the shelf it is time to process them as shipped. In Alma, go to Fulfillment > Resource Sharing > Shipping Items to begin processing. Scan the item's barcode and the item will be moved to the Shipped status. Use the Pull Slip as a Book Band, package the book, and send it to the library that is borrowing it. 

Returning Materials

Once the patron at the Borrowing library is finished using the item borrowed from your library they will return it. To scan the materials back in go to Fulfillment > Checkout/Checkin > Return Items. Scan the item's barcode to return the book. The item can now be returned to the shelf and any accompanying paperwork can be recycled. 

Troubleshooting

While shipping materials you may encounter an item that cannot scan. In this scenario, go to the All Active Lending Requests Set and search for the request for the item that will not scan. Select the ellipsis (...) on the request to open a list of options and select Ship Items Physically. Scan the item barcode on the following page to check it out.