Borrowing Request Process
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A temporary BIB record is created, which is automatically suppressed
A temporary holding
A temporary item
A hold request linked to the temporary item
To View Borrowing Requests:
Fulfillment> Resource Sharing> Borrowing Requests
You can view brief details about each request.
To view the full record, click on the request for a detailed record to appear on the right hand screen.
Alternatively, click Edit in the brief request panel.
Approving Request
Ensure you are working in your Resource Sharing Library.
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Beside the request to be sent, click more actions> Send
The status will change from
*We recommend always adding an active NOTE to requests so that they populate the Dashboards for you and the Lending Library.
The status will change from Ready to Send to ______
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Send Query to Patron
You may want to cancel a request that comes in require more information from a patron regarding their request before sending it to the lending partner. To completely cancel a request:Fulfillment> Resource to the Lending Library. You can send an email directly to the patron from the Borrowing Requests page.
Fulfillment>Resource Sharing> Borrowing Requests
Beside the request, click more actions (…) and select Send query to patron.
Fill out the form according to the template established at your institution. This sends the Query to Patron letter which can be configured for various scenarios.
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Cancel a Request
You may want to cancel a request that comes in before sending it to the lending partner. To completely cancel a request:
Fulfillment> Resource Sharing> Borrowing Requests
Beside the request, click more actions (…) and select Cancel.
This will cancel the request and send an email to the patron if desired.
Send Query to Patron
You may require more information from a patron regarding their request before sending it to the Lending Library. You can send an email directly to the patron from the Borrowing Requests page.
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Reject a Request
If you wish to reset the Rota to find another Lending Library, you can Reject the request. This will not cancel the request, but reject sending to the specified Partner.
Fulfillment> Resource Sharing> Borrowing Requests
Beside the request, click more actions (…) and select Send query to patronReject.
Fill out the form according to the template established at your institution. This sends the Query to Patron letter which can be configured for various scenarios.
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Monitoring Borrowing Requests
After you have “sent” the request to the Lending Library, you will await confirmation of shipping. Once the item has shipped, the status will change to Shipped Physically.
Receive Borrowing Requests
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