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Library staff can make requests on behalf of users.

There are three types of request:

  • lending the item from the library
  • supplying a photocopy of the item
  • supplying a copy for the user to keep

     

    Note that not all of these options may be available, either for any given type of material or record, or at all, depending on what has been defined for those records or the user's access permissions.

Selecting items to be requested

From the search results table, tick the items that you want to request. Then:

  • if these are the only items that you will want, click Request in the Actions menu
  • if you want to do another search and may want to select items from that as well, add the items to the basket by clicking Add to Basket.

Requesting the items

Once you have clicked Request, you will see the "Request Wizard" screen:

Changing the user

By default the requester will be shown as the logged in member of staff. To change the requester to a library user, click Change user in the Actions menu. This can also be done on the following screen.

You will then see the user selection screen, which shows the previous user selected, for convenience.

Search for the user in the normal way 

Step 1: request information

The top panel shows the user name, the total number of items they can request and the library which will be processing the request.

If the items are required by a particular date, after which they would no longer be needed, you can enter here an expiry date which applies to all items in the list.

Step 2: item information

The lower panel lists the items you have selected, and for each item shows whether or not requesting is allowed for that item, and what type of request is available. You can also enter an expiry date against each item.

For each type of request you need to do the following:

Loan a copyNo action required for this request type
PhotocopyYou need to print off a Copyright Declaration form - click Print. The copyright form appears - print off as many copies as are needed.
Requests from serials

For serials, you have to select the issue that you want to borrow.

Click Select issue, and the following list of received issues will be displayed:

You can change the time period covered by the issues, if the one you want is not shown.

Click Request next to the issue you want.

You are returned to the list of requests, with the issue information added to the journal title:

Supply a copySpecify how many copies you want - the default is 1

At this point you can un-tick any items that you want removed from the request list.

When you have finished, tick the box at the bottom of the screen ("I have printed a form for each issue and will return ASAP"), then click Next. If you click Next without ticking the box, you will get the following error message:

 

You are then taken to the next screen in the Request Wizard:

 

Step 3: Delivery options

Select the preferred delivery option from the drop-down list, from either Collect (the user needs to collect the items from the library) or Send (the library will send the items to the user). Note that the library that processes the request may decide on a different delivery method, depending on their policies.

Step 4: User's details

You need to fill in the user's details, even if they are already known to the system. This is a security measure designed to protect their contact information.

The only mandatory field is the email address.

The Address Type box allows you to specify whether you are entering address information for the user's home, work or office (if they work for the same organisation as the library).

 

Note: use the Previous button if you need to return to the previous screen, not the Back button on your browser, otherwise you will be taken back to the beginning of the Request Wizard and will need to enter all the information again.

 

Completing the request

When you have finished, click Complete Request.

The requests are confirmed in the following screen, then you are returned to the search results screen.

The requests now need to be processed.


Experiencing problems with loans and requests? See the Troubleshooting Guide and How do I ...?.

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