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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of the following Item statuses: Aged to lost, Claimed returned, Declared lost, Lost and paid, Missing, Long missing, Withdrawn, or In process (non-requestable).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.
In the Requests pane, select Actions > New. [Alternatively, you can select Actions > New Request from the Item Record.]
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.
In the Request information box, the Request type will populate values that correspond to the Item status of the item you are requesting. Please note that available items will have a Request type of Page and this value cannot be changed.
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.
In the Requester information box, either scan the requester’s barcode or enter the barcode and click Enter.
If you do not have the requester’s barcode, click Requester look-up to search for the patron:
In the Select User dialog, search for the requester.
Once you find the requester, select them from the User Search Results list. They are applied to the request and their information appears.
Select the Fulfilment preference (either Hold Shelf or Delivery).
Select the Pickup service point or Delivery address, depending on your selection in the previous step.
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.
Searching for requests
To search for requests by title, item barcode, or requester barcode, enter your search terms into the box on the Search & filter pane. The % symbol can be used as a wildcard character. You can also use the Request type, Request status, Tags, and Pickup service point filters to find requests or further limit your search.
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