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If a patron’s account is marked Hold for Pickup and an item is held by UMass or in the 5C, please see Borrowing & Doc Del Loan Hold for Pickup + FOLIO.docx Delivery document instead.

\uD83D\uDCD8 Instructions

Requesting -- Item held at UMass 

1. Make sure the ILLiad request has a call# and location included.

2. Route to Awaiting DD Stacks Searching.

3. Pull slip for item will print with next batch of slips. Stacks will retrieve, and leave on wooden cart near office door for processing. 

Requesting -- Item held at another 5C

1. Locate the item in FOLIO.

   1. Log in to FOLIO.

   2. Open the Inventory app from the top ribbon.

   3. In the search panel on the left hand side, choose Item.

   4. Search for the title or ISBN of the item from the ILLiad request.

   5. Choose an item that matches the ILLiad request, and expand the Holdings information by clicking on the downward carat to the left of “Holdings.”

   6. Choose the barcode of an available item, and click on the clipboard icon to copy it

2. Request item through FOLIO with ILL patron barcode 212066000817782.

   1. Open the Requests app on the top ribbon.

   2. In the upper right corner, click Actions then New.

   3. You are now on the New Request screen.

   4. Paste the item barcode into the Item Information field.

   5. Enter the ILL patron barcode 212066000817782 in the Requestor Information. Note that if there is a space before or after it, FOLIO won’t recognize the barcode!

   6. Double check that the information looks correct, then click Save & Close. A request for this item is now on the ILL account!

3. Route ILL request to 5C Library Express *Hold Placed*.

4. Mark call# & location fields “5C.”

5. Item will be brought to ILL to finish processing when it arrives.

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