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  • Hold. Items currently not available but wanted when they become available.

  • Page. Items available to be pulled off the shelf.

  • Recall. Items currently not available but needed immediately.

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You can assign permissions to users in the Users app. If none of these no Requests permissions are assigned to a user, then they will be unable to see the Requests app or any related information.

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  • You cannot request an item if it has one of the following Item statuses: Aged to lost, Claimed returned, Declared lost, Lost and paid, Missing, Long missing, Withdrawn, or WithdrawnIn process (non-requestable).

  • You can only recall an item if it has one of the following Item statuses: Awaiting delivery, Awaiting pickup, Checked out, In process, In transit, On order, or Paged.

  1. In the Requests pane, select Actions > New.

  2. In the Item information box, either scan the barcode of the requested item or enter the barcode and click Enter. The item is added to the request and its item information appears.

  3. Select a Request type. The options that appear depend on In the Request information box, the Request type will populate with a value that corresponds to the Item status of the item you are requesting (e.g. Available items will have a Request type of Page). This value cannot be changed.

  4. Optional: Enter a Request expiration date. If the request is still open by the selected date, it closes and its status changes to Closed - Unfilled.

  5. In the Requester information box, either scan the requester’s barcode or enter the barcode and click Enter.

  6. If you do not have the requester’s barcode, click Requester look-up to search for the patron:

    1. In the Select User dialog, search for the requester.

    2. Once you find the requester, select them from the User Search Results list. They are applied to the request and their information appears.

  7. Select the Fulfilment preference.

  8. Select the Pickup service point or Delivery address, depending on your selection in the previous step.

  9. Click Save & close. The request is saved and the Request Detail pane appears. The patron receives an email notification saying their request was received by the library, if you have this notification configured.

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