This table will be shown when there are active Loan requests in the system based on the filters assigned e.g. Available.
If you do not see this table does not appear when the function is invoked, then either there are no current requests for Loan Requests or you may want to try adjusting the filters need adjusting, for example to show All Requests rather than ones that can only be fulfilled immediately.
The Table itself is made up of a number of columnsdata table is is presented in a row and column format, with a row for every requested title an example of which is shown here: .
User An administrator can select and complete one or more requests Requests and then use one of the function buttons at the top of the screen, for example Confirm, Cancel or export Export selected requests.
You can select Select all rows by clicking the checkbox in the column header.
This columns column indicates whether the Title requested is currently availalbleavailable. There are three types of availability:
Green tick indicates the Title has copies available to be loaned in your officeat the office that the Administrator has selected.
Orange tick indicates the Title has no copies in your the office selected but there are copies in another office, titles . Titles with an orange tick may require the user administrator to use the Transfer function, found under More in the Actions column.
Red X indicates the Title has not no copies currently available in your the selected office or any other office. Requests with this status will not be fulfilled until a copy becomes available or another copy is purchased.
Note that you will not see rows with this icon IS NOT DISPLAYED unless you have set the Availability filter is set to All or Unavailable.
The Title of the requested record will be shownis displayed and can be clicked on to display the full record in a popup window. If the request is for a specific volume or journal issue, then these details will be shown, this . This is provided to give the user administrator more information about the title that has been requested. The Title is hyperlinked thus allowing the user to click it, which will open up the record from the Portal as a pop up:
The name of the user End User is shown with the first name then surname followed by the user ID .
Shows the priority number. If only one user End User has currently requested this title then it will simply show as 1. However, if more than one user has requested it, a separate row will be shown for the request for the same title and the priorty will then show as an increasing number (incrementing by one for each request made for the title). User The administrator can change the priority using the Change Priority function found under the More icon in the Actions column.
The date the request was made is shown along with the Type. The reason the type of Request is shown here, is that the same table will be used eventually in other parts of the system so we currently showing thisand needs this information for it to be meaningful.
The delivery preference that the user End User may have made when they palced the request was placed is shown. Delivery can either be Send or Collect.
Requests that have a Collection Delivery type are shown with the following icon:
The user administrator can hover above the icon to show the tool tip and click on it to change the delivery type, providing the other delivery type is available for the office the user End User is inassociated with. (This is determined in the Library Infrastructure maintenance function in the original LMSSystem Administration).
If Where the delivery status can be changed, and when user Administrator clicks on it, the icon changes to show the other delivery type.
If the requestor specified an expiry date, i.e. if the user End User requires the item by a specified date, then this will be shown in red.
Hovering over this icon, will show the note that the user End User entered.
Barcode & Shelf Reference
The user administrator must use this function to either manually enter a barcode number or scan an Items barcode the barcode of the physical item OR use the Select function in the form for that Request.
Manually Entering or Scanning a Barcode
The user can Administrator can identify the item to fulfil the request in a number of ways:
- manually type a barcode number i.e. if
- the item has already been retrieved
- from the shelf and
- it is in front of
- the administrator
- the barcode
- can be captured using a barcode scanner, first ensuring the cursor is flashing in the Text input box.
Once entered press the Return or Enter key on the keyboard to submit it and if item is found its details will be shown.
Using the Select function
- Use the in form Select function Click on the Select link
- for the item to open up a pop up window showing the available copies:
The table shown is made up of the following Field Columns:
The current status of the copy will be shown, in most cases this will show In (or localised wording) as this table will not show copies that are not currently available.
The user will use the Select function to determine which copy they are going to use and when Click Select to for the copy to use. When Select is clicked, the pop up window will close and the user returned to the Main screen and the main Request form will display. The Request Table Barcode and Shelf Reference column and row will now show the Barcode and if available the Shelf Reference:
Next to the Barcode entry is a Grey X, this can be used to remove this barcode and on clicking this, it reverts back to its unselected state. In Addition the The Status shows that Copy has been Assigned.
Due Date will only be available if the Delivery Type is Send. This is because if the delivery type is Collection, the Due Date will be assigned at the point when the user comes and collects End User visits to collect their requested Item.
If the Delivery is set to Send then the Due Date column shows a Date Control which will be set by default to the Date based on the Loan Period assigned to the copy.
The Due Date can be changed by clicking onto the Date control where the user . The administrator can select an alternative due date.
Due Date Succesfully Changed
Will be shown if the user administrator has changed the due date.
Will be added in the future and will show if the user End User has changed the expiry date.
Request View Date Updated
This future status will show if the View Date has been changed (not yet possiblea future enhancement, not currently available)
The Actions column can contain up to three Action buttons:
Clicking this the Green button will confirm the request and one of two actions will be performed depending on the Delivery type selected:
When delivery is set to Send and the user administrator clicks on Confirm, it loans Loans the item immediately using the Due date selected or assigned. On Confirmation (when the Confirm Blue Button is selected), the entry will be removed from the table and a green confirm message across the top of the screen will show the request has successfully been confirmed.
When delivery is set to Collection and the user clicks administrator clicks on Confirm, it moves the request into the Awaiting Collection tab and if enabled, will send an email to the user End User informing them the individual that the item is ready for collection.
Clicking this Grey button will open a pop up asking the user to administrator to confirm that they want to cancel the requestthe Request is to be cancelled:
If the user clicks administrator clicks on Cancel then the pop up will close and the request will not be cancelled.
If the user clicks administrator clicks on OK then the pop up will close and the request selected will be cancelled and moved into the History tab.
For this type of request, there can be two Action options When selected, and the record Request is of a particular status, two additional Action options could appear under the More button:
This option will only appear if more than one user End User has requested the same title. This function allows the user to administrator to change the priority as to who will have their request processed and n what orderfirst. The default Priority, is based on the order of request. See section on Change Priorty