Turning pickup locations on and off in Alma

Fulfillment supports a few “non-library pickup locations” across campus, such as at the Sanford School. In addition, we may be asked to temporarily disable pickup locations and reenable them, like for renovation.

In Alma, these locations are configured as libraries with associated circulation desks. The staff who circulate books at those locations are assigned Alma accounts with circulation desk operator - limited roles at those libraries.

If we are asked to turn off a non-library pickup location, this is what to do:

1. In Configuration, select the library from the top drop-down.

2. In Fulfillment > Relationships, remove all “deliver to” and “circulate from” relationships.

3. In Fulfillment > Circulation desks, uncheck “has hold shelf” for the associated circulation desk.

4. Switch the top drop down back to Duke University. Under General > Define Campuses, remove the library from the “General Pickup Locations” list. (This step should result in it being removed from the catalog request system.)

5. Try a new request to verify that the library no longer shows up in the list of pickup locations.

If we are asked to turn on a pickup location that is currently off, this is what to do:

1. In Configuration, select the library from the top drop-down.

2. In Fulfillment > Relationships, check “deliver to” and “circulate from” for all relevant relationships.

3. In Fulfillment > Circulation desks, check “has hold shelf” for the associated desk. Choose “Requester name” for the sort order, and set the expiration time to 7 days.

4. Switch the top drop down back to Duke University. Under General > Define Campuses, add the library to the “General Pickup Locations” list.

TO BE ADDED - #4 makes it show up on the sandbox, how do we make sure it gets to production?