Borrowing Request Process
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Resources from Other College Library search
Blank Form
Get It Form from Page 1+
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/ Primo VE
Patrons can use Page 1+ to place a resource sharing request.
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To View Borrowing Requests :
Borrowing Requests will should populate in the Tasks widget. This is different from regular holds, which will appear in Pick from Shelf.
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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Borrowing Requests can also be viewed by going to:
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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.
Convert Borrowing Request to Purchase Request
Steps to convert a Borrowing Request to a Purchase Request:
Fulfillment> Borrowing Requests
In the active borrowing requests list, select more actions for the title.
Choose Purchase Request from the options
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You will be asked whether you want to keep both borrowing request and Purchase Request or Cancel the borrowing request:
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Make a selection and click Purchase
You will then be asked to label the cancelation. Click Notify User to email the patron. Click Confirm
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A purchase Request form will appear. Fill out accordingly:
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Note the automated Requester Note; autopopulated, and interested user created. Click Save.
The request will now appear unassigned to Manage Purchase Requests. You can assign this to a Selector for further review:
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Monitoring Borrowing Requests
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