Borrowing Request Process
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To View Borrowing Requests :
If enabled, any Resource Sharing Requests will appear in the Tasks list on your dashboard, however they will only appear if there are active notes, or assigned to you. It is recommended to always check the persistent navigation options.
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Fulfillment> Resource Sharing> Borrowing Requests
You can view brief details about each request.
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, requests only appear in the widget if they have active notes. It is recommended to also check the persistent navigation option.
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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 panel.
Alternatively, click Edit in the brief request panel to open the request full screen.
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Approve or Deny Request
Unless you have set up automated approval, you will need to activate that request before the request is sent to the Lending Library.
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Click Send - this will forward your request to the lending library for their review,
The status will change from Ready to Send to Request Sent to Partner
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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:
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will change from Ready to Send to Request Sent to Partner
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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.
We recommend always adding an active NOTE to requests so that they populate the Dashboards
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for you and the Lending Library.
Reject a request:
Click row action items and Reject - this moves the request on to the next rota partner. It does not cancel the request altogether.
Cancel a request:
Click row actions and Cancel - this will cancel the request altogether and remove it from your active borrowing list.
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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c. A Receive Items dialog screen will appear. Configure relevant fields:
Item Policy: Select an Item Policy if necessary. The values of Item policy are populated from the Temporary Item Creation Rule. If no rule is configured, the Item Policy field is empty.
Fulfillment note: Enter a note, as required. This creates a popup note for fulfillment notifications.
Due Date: Set the due date for 14 days plus hold shelf pickup. By default the system sets the due date 2 weeks from the point of request.
Temporary Barcode: Enter the item’s temporary barcode
Automatically Print slip: Yes will print the Resource Sharing Receive Slip letter.
Location: Select the location where the item is to be received. This should default to Borrowing Resource Sharing. The value of the location 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.
Internal Note: Add internal note if necessary
Click Save to complete.
Transit to the appropriate circ desk if using the Virtual Resource Sharing Library. Scan in at that Circ desk (if going to a different circ desk) and the Ful Hold Shelf Request Slip Letter will be printed for the item to be put physically on the holdshelf.
Note: There are several other ways to Receive items in addition to “Receive Items”, however, this is the recommended method and offers additional options. Other ways include: Scan In Items, Receive through the Borrowing Requests record. in addition to “Receive Items”, however, this is the recommended method and offers additional options. Other ways include: Scan In Items, Receive through the Borrowing Requests record.
Fulfillment> Resource Sharing>Borrowing Requests
Beside the Request click more actions (…) and select Receive.
This will prompt a dialogue box similar to what is described above, with the barcode and External ID pre-populated. This may be an easier step if you do not have the printed receipt slip in hand.
Holdshelf Management
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Beside the item for renewal, click more actions…> actions(…)> Request Renewal
Choose a new due date (14 days from due date)
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The process status of the item will change from Loaned to patron to Renew requested. Once the Lending Library makes their decision, the process status will change to Renewed by Partner or ________Renew Request not Accepted.
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 library.
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Pack up the item and physically ship back to the Lending Library.
Borrowing Transaction is complete.
Manage overdue and Lost requests
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