ILL: Borrowing & Doc Delivery

Borrowing & Doc Del Loan Hold for Pickup + FOLIO  

Patrons are prompted to confirm or update their mailing address and preference between Mail to Address or Hold for Pickup once a year. These are instructions for Loan requests from UMass patrons where the patron has marked their account Hold for Pickup, and you find that the item is held by UMass or in the 5C. 

If a patron added a note that they actually need the item mailed, change their Loan Delivery Method to Mail to Address and follow the instructions in Library Express Requesting & Shipping Workflow + FOLIO.docx. 

\uD83D\uDCD8 Place a request on the Patron’s Account

1. Locate the Item in FOLIO.

   1. Log into 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 patron’s barcode.

   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. Open the ILLiad User record.

   6. Copy the barcode from the patron ID field.

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

3. Close out the request in ILLiad.

   1. On the top ribbon of ILLiad, choose Send Notification then *Requested through 5C Catalog.

   2. The Edit Notification page will come up. Make any necessary edits to the information that will go to the patron (usually none are necessary).

   3. Make sure “Change Status on Send” is selected.

   4. Click Send. The patron has now been contacted, the request is closed in ILLiad, and the patron will be notified by Circ when the item is available. 

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