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You can configure the information that appears on the pick slips in the Settings app.

  1. In the Search & filter pane, select Request type > Pages and Request status > Open - Not yet filled to filter the items down to open page requests.

  2. In the Requests pane, select Actions > Print pick slips for [your service point]. A print dialog appears.

  3. Select Destination printer and Click Print.

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You can add a tag to any open request. Tags are included in the CSV export report, in case you want to use them for your workflow. For example, you can tag requests that were not found.

  1. Find the request you want to tag.

  2. In the Request Detail pane, click the tag icon.

  3. In the Tag pane, either select a tag from the box or enter a tag.

  4. Click the X on the Tag window to close the pane and save the tag. The tag number updates to the number of tags applied to the request.

Requesting items from remote storage [Not Currently Implemented in Five Colleges]

Some libraries store items at a remote storage facility that is not on campus. Often these facilities have their own inventory system in addition to FOLIO to manage high-capacity storage and facilitate requests of items to be brought back to campus. FOLIO supports connections to two types of remote storage systems: CAIASoft and Dematic.

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Creating a delivery request

  1. Create a request.

  2. If the patron does not have delivery as their default Fulfilment preference, select Delivery.

  3. Select a Delivery address.

  4. Click Save & close to start the request process.

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To check the item out to the patron, follow these steps:

  1. Check in the item on the Check in app.

  2. Optional: In the Route for delivery request dialog, if you do not want to print a request delivery slip, clear the Print slip checkbox.

  3. To check out the item to the patron, click Close and check out. The check out window appears and the item is automatically checked out to the patron.

  4. To end the check out session, click End Session.

To wait to process the request, follow these steps:

  1. Check in the item on the Check in app.

  2. Optional: In the Route for delivery request dialog, if you do not want to print a hold slip, clear the Print slip checkbox.

  3. Click Close. The Route for delivery request dialog closes, and the Item status changes to Awaiting delivery.

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