Alma Resource Sharing Guide

Managing Multi-Volume Requests

Currently there are two major issues with Multi-Volume requests:

1. There is no method in Primo VE for the patron to see a list of available volumes and choose the desired ones for requests.
2. Once the UBorrow request is placed for a Multi-Volume title, there is no "good" method to determine which one(s) the patrons wants, unless they enter the volume number on the Request form.
   • The patron may not be aware that the title has multiple volumes or might overlook the Volume field on the request form.

To ameliorate this, the Volume Field is mandatory and pre-populated with "NONE", for the majority of requests.  The patron can type over the text to enter the desired volumes, see Example below.

Once the request has been placed, the Lending Library will be able to determine which specific volume(s) have been requested, and can select the corresponding item.

Note:  The item barcode is usually not listed on the Request Slip, staff will need to choose the item that corresponds to the volume chosen by the patron.

Managing Multi-volume request is largely dependent on the requester providing useful volume information. Library staff will need to determine which items go with a request. Volume information is displayed in the lending request screen as shown below.

If staff other than resource sharing staff retrieve UBorrow items and move request automatically generate then resource sharing staff will need to make additional move request for all requested volumes.

Below is an image of the pick from shelf list that is automatically generated. This item is not volume specific. Any item on the holding may satisfy the pick.

 
Note if both volumes are scanned in by library staff only one is routed to resource sharing/shipping.

 Creating move Request for multi volume requests

1. In order to create an additional move request from the Lending request screen select create move request. (Alternatively, staff could retrieve the other volumes manually in this case go to the Shipping multi volume requests heading.
   
    
2. Select "choose specific item" and select the volume(s) that were not sent to resource sharing, The description field is mandatory. It may be advisable to add a note so the circ desk team understands this request.
    
3. Select “create request” and repeat this steps for any other volumes that need to be acquired.  
    

Shipping multi-volume requests

1. Navigate to Fulfillment → Resource Sharing→ Shipping Items
   
    
2. Select the multiple items checkbox.
   
    
3. After scanning the first barcode to ship, the “Ship Multiple Items” screen opens and the external ID of the request for the first item will display. Only scan in items for this specific request on this screen.
   
   A note indicating the total move request created to fill this request will be displayed .
   
   
   If a move request has not been created for each item all items for this request can still be processed on this screen by continuing scanning
    
4. Only one shipping slip will generate displaying only one barcode after clicking done. These items are ready to ship as a group. 

1. Items with multiple items can be received using the Receive items screen.
   
    
2. Scan in the external Identifier.
   
    
3. On the receive items screen you should select multiple items and scan all items associated with this request. Even if multiple items were shipped the screen will not default to multiple items automatically. Select done after scanning all items.
    
4. Note only one receive slip will print.
    
5. If you missed items or do not select the checkbox, you can just rescan the external id on the receive items screen to scan additional items onto this request.
   
   Click Confirm on the “The following request was already received; do you wish to receive other items?” prompt. The barcode already scanned will display. You then can scan the additional barcodes needed and then select done. 
    
6. Hold shelf slips can be generated once items are at the applicable circulation desk using scanning items. When each item is scanned a hold shelf slip will generate for each item.