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Once you have done a search, you may request one or more items. There are three types of request:

  • borrowing the item from the library
  • getting a photocopy of the item
  • being supplied with a copy for you 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 how it has been set up.

 


Selecting items to be requested

From the search results table or the full record display, 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.

Before clicking on Request you need to view the Basket otherwise you only get the items from the last search performed.

On the full record display, OPAC users have a large blue button for requesting, in addition to the options above:


Requesting the items

The Request option only appears if the catalogue record allows requests to be made and if the Access Permission assigned to the user has the relevant request permissions. This prevents users from seeing the request options when they cannot make a request.

 

Once you have clicked Request, you will see the following screen if you are not logged in:


Then click
Continue.If you have a login, enter your username and password or PIN; if you do not, just enter your email address.

You are then in the "Request Wizard" screen:


Step 1: request information

 If you are already logged in, you will go straight to Step 1. 

The top panel shows your user name, the number of items you can request and the library which will process your 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.

As Library staff, you can request items on behalf of users:

  1. Click Change User in the Actions menu
  2. The user search screen opens:


     

  3. Click the user name to select them - you will then be returned to the Request screen, with the user's name changed.

Step 2: item information

The lower panel lists the items you have selected and request permissions and availability for each item. An expiry date can also be entered along with a note for 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 require.

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

Supply a copySpecify the number of copies required - the default is 1

 

 

Items can be removed from the list by un-ticking them.

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:

Request limit exceeded

If you have exceeded the number of loans and requests allowed, you will see the following message:



As Library staff you can override this if you wish, by clicking Continue. Otherwise, click Cancel to cancel the request.

OPAC users see a different message, the text of which can be changed in Resource String Translations.

You are then taken to the Steps 3 and 4 in the Request Wizard:


Step 3: Delivery options

Select your preferred delivery option from the drop-down list:

  • Collect - you need to collect the items from the Library
  • Send - the library will send the items to you

 

The available delivery methods are defined for each Library in Infrastructure Maintenance.

 

Step 4: Your details

You need to fill in your details, even if you are already known to the system. This is a security measure designed to protect your contact information.

The only mandatory field is the email address.

The Address Type field allows you to specify whether the address information is for your home, work or office (if you work for the same organisation as the library).

Note: use the Previous button 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.

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

Your requests will now be processed by the library and either sent to you or you will be notified when they are ready for collection.

 

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