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This module has been replaced in version 4.0.3. See alternative guide.

 

The Requests and Reservations function allows users to request items from the library. There are three types of request, all of which are related to a specific catalogue item:

Copy requests

Request a copy of the item to borrow:

  • if the item is already on loan, a reservation will be made for the requester
  • if it is not already on loan, it can be loaned to the requester

 

Note that for Parts records, the Copy Request option is not available as they do no represent separate physical items.

Photocopy requestsRequest a photocopy of the item, typically a journal article, book chapter or conference paper. These require completion of a Copyright Declaration Form by the user.
Supply a CopyRequest a copy of the item to keep. For example, if a library maintains stocks of publications by its parent organisation, with copies that can be given out for retention by the user. These will be recorded as requests but not loans.

 

Before the Requests and Reservations function can be used, it needs to be set up in various areas of the application. This is because the functionality can be enabled at different levels, allowing a great deal of flexibility.

The following areas need to be set up:

 

You also need to create:

 

Once this is all set up, Requests and Reservations are managed in the Request Maintenance area of Loans.

Note that if you decide to enable Requests and Reservations AFTER you have already created catalogue records, the system will not retrospectively enable Requests and Reservations for those records. You would need to either edit each record manually if you only have a few, or contact Soutron, who can set the request flags on the records programmatically.


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

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