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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
Enter/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
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,
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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.
The patron must be signed into Primo VE Page1+ (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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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 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.
To view the full record, click on the request for a detailed record to appear on the right hand screenpanel.
Alternatively, click Edit in the brief request panel to open the request full screen.
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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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Approving Request
Unless you have set up automated approval, you will need to activate that request before the request is sent to the Lending Library.
Ensure you are working in your Resource Sharing Library.
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,
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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, etc
Click on the more action icon to choose one of the following actions:
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Approve a request:
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:
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. Note in your approval.
We recommend always adding an active NOTE to requests so that they populate the Dashboards for you and the Lending Library.
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 ______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.
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 (Alma) will send 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 :
You must be “physically at” your resource sharing circ desk:
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Fulfillment> Resource Sharing> Receiving Items
Fill out details:
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Choose the Identifier type you would like to use: Barcode or External Identifier.
b. Automatically notify patron- should only be selected if you want the On Holdshelf letter to be sent to the patron. You may not want to select this if there is further transit between Libraries etc.
Both Barcode and External Identifier can be found on the receipt slip that was included with your Requested item. Barcodes for both should be listed. Scan that chosen entry into the highlighted field below and click OK.
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c. A Receive Items dialog screen will appear. Configure relevant fields:
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You can enable Lending Requests to appear on your Dashboard. 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
When a Lending Request is placed, these are the normal workflow steps:
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