Borrowing Request Process
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Search for the title from the Network Zone:
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Select the title by clicking on the item:
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Click Select on the right-hand corner
EntreEnter/modify the requester information
If you want to select a specific Partner or Rota, you can do so at this step,
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Click:
Cancel - to cancel what you have entered and return to previous screen.
Save and Edit - to save the request, keep the form open, and add tabs to it in which you can add more details to the request
Save - to save the request and close the form
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Fill in the Resource Sharing Borrowing Request Form
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For more information, see Manually Adding A Request
Click:
Cancel - to cancel what you have entered and return to the previous screen,
Save and Edit - to save the request, keep the form open, and add tabs to it in which you can add more details to the request,
Save - to save the request and close the form,
For more information, see Manually Adding A Request
Get It Form from Page 1+
Patrons can use Page 1+ on the Primo VE side to place a resource sharing request themselves.
The patron must be signed into Page 1+ (Primo VE (look for My Account, My Library Card, etc.),
Change the search criteria to All Page1+ Libraries (or whatever your library has labelled that search scope),
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Search a title or topic to see what other college libraries in Ontario have access too
Browse to see what is available or refine the search by selecting a specific college:
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Once a patron locates an item they want:
Select Resource Sharing (or whatever your library has labelled that request) under the How to Get It section,
Fill out the form with the required information,
Click Send Request,
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Managing Borrowing Requests
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Alternatively, click Edit in the brief request panel.
Approving Request
Ensure you are working in your Resource Sharing Library.
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Fulfillment> Resource Sharing> Borrowing Requests
View all submitted Resource Sharing requests here.
To Approve a request to send on to the Lending Library:
Beside the request to be sent, click more actions> Send
*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 ______
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.
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.
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 Reject. You can enable Borrowing Requests to appear on your Dashboard in the Tasks widget. https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/The_Alma_User_Interface#Tasks_in_the_Task_List However, they currently only appear in the widget if they have active notes. It is recommended to also check the persistent navigation option.
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Approving Request
Ensure you are working in your Resource Sharing Library.
a. If enabled, any Resource Sharing Requests will appear in the Tasks list on your dashboard,
b.
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c. If not enabled, go to Fulfillment > Resource Sharing > Borrowing Requests,
In the Borrowing Request screen:
Status will be displayed (Example: Ready to be sent),
The Requester information will be provided,
The External ID will be displayed,
Clicking on Edit will allow you to edit any information.
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e. Facets on the left-hand side help filter results, especially if wanting to view a certain pick-up location,
Click on the more action icon to choose one of the following actions:
Approve a request:
Click Send - this will forward your request to the lending library for their review,
Reject:
Click row action items and Reject - this moves the request on to the next rota partner. It does not cancel the request altogether.
Cancel:
Click row actions and Cancel - this will cancel the request altogether and remove it from your active borrowing list.
NOTE: If you are using a Virtual Resource Sharing Library and would like to create a note for the lending library to ship the item to a different address than the one listed in your Directory, please include an active Note in your approval.
d. Send Query to Patron:
i. You may also want to Send Query to Patron if you have any questions for them. This option will open a Email Message dialogue box. Type your response in Note to Patron field. This form emails as the Query to Patron letter. Your institution may have set up different templates for different types of query reason. Each template will include preset text sets, but you can also add your own. It is good to know what each template says in order to avoid duplication.
*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 ______
Monitoring Borrowing Requests
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When an item arrives at your Library from the Lending Institution, you will want to receive it through your Resource Sharing circ desk. After receiving it, your institution will send out an email (Borrower Receive Email Letter) to the lending library, letting them know it has arrived at its destination (if configured). To receive an item, you must be “physically at” your resource sharing circ desk:
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Location: Select the location where the item is to be received. This should default to Borrowing Resource Sharing. The value of the location feild field is populated by the Temporary Item Creation Rule. If no rule is configured, the Location field contains the current location of the item, based on the library and institution default settings.
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If your institution has recall set up, your patrons may receive a recall notice if a Resource Sharing item has been recalled by the lending librarylibrary.
*Renewals are not guaranteed. You must await the Lending Library Approval. Renewals past the 42 day limit will automatically be rejected.
Return items
When an item is returned, it can be scanned in through Fulfillment> Checkin/Checkout> Return Items or Scan in items.
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An Unfill message is sent to the borrowing library, which marks the partner request as Rejected.
Approve-
There are two ways to approve a lending request:
Inform Borrowing Library that you will supply the requested item. This status only appears if the item has not shipped.
More actions> Will Supply
Ship Item Physically-
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Ship the item associated with the request. The Shipping Items page opens. Complete as required.
More actions> Ship Item Physically
Renew-
A requesting library may request a renewal if their patron requires more time. In this case, the status will change to Renew Requested.
Fulfillment>Resource Sharing> Lending Requests
Beside the Lending Request select More actions (…)> Renew
Select a new due date and create note as accepted.
More actions> Renew
General Message- Sends Send a message with the lending renewal request to the borrowing library.
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Conditional- You may send a conditional lending requirement to the borrowing library. A popup will appear with mandatory reason, date to reply and note feildfield.
More actions> Conditional
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