Request

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** Helpful notes:

The Request Document allows staff operators to place patron requests for library items.

Request types include:

A “for hold” request means that the patron (i.e., the requester) will come to a pick-up location to retrieve the item when available.

A “for delivery” request means that the item will be automatically checked out and delivered to the patron’s preferred street address when it becomes available.

Each patron’s delivery privileges (either “yes” or “no”) are stored in the patron record and the system will automatically select the request method based on this value. However, if a patron’s delivery privileges=yes, the system still provides for selection of a pick-up location. If one is selected, the request is recall/hold, not recall/delivery.

Delivery privileges can be automatically enabled for any patron of a designated borrower type , e.g., you might set up OLE so that any patron belonging to borrower type “faculty” gets delivery privileges. However, delivery privileges can be assigned on an individual basis as well, e.g., you may enable delivery for any student with a physical disability.

Most copy requests are now typically filled by scanning the required item and a file is then emailed to the patron, meaning that copy requests are “delivered” via email. If a paper copy is made, the staff operator will manually address an envelope using the preferred street address from the patron record.

Patrons can place their own requests via a library’s user interface which will need to be customized to interact with the OLE request logic appropriately.

To request new items, staff will find Create New to the very right in the Request Lookup.

  1. Click Create New in the upper right side of the interface.

    The Request window will appear.

  2. Select the User Type from the drop down menu.

  3. Select the Request Type from the drop down.

  4. Enter the Patron Id or search for it from the lookup . This can also be the Proxy Patron Id.

    Asterisks indicate a required field.

  5. Once you have entered the patron information, enter the Item Barcode or search for it from the lookup .

    Different Request Types call for different information. Once selected, the interface will change slightly depending on what you select.

    Below is an example of a Recall/Hold Request:

    Request Detail Tab Definitions

    Title

    Description

    User Type

    The type of patron making the request. Select the Type from the dropdown list.

    Request Type

    Required. The type of request being made. Select the Type from the dropdown list.

    Patron Barcode

    The barcode of the patron. Search from the lookup and OLE will automatically fill all Patron infotmation.

    Patron Name

    The name of the patron making the request.

    Item Barcode

    Required. The barcode of the item. Search from the lookup and OLE will automatically fill all Item information.

    Title

    The title of the requested item. This will be filled automatically when you lookup the item barcode.

    Item Author

    The author of the requested item. This will be filled automatically when you lookup the item barcode.

    Shelving Location

    The shelving location of the requested item. This will be filled automatically when you lookup the item barcode.

    Call Number

    The call number of the requested item. This will be filled automatically when you lookup the item barcode.

    Copy Number

    The copy number of the requested item. This will be filled automatically when you lookup the item barcode.

    Patron Queue Position

    The numeric position of the patron in the patron queue. Once a request is linked to an item, any subsequent borrower requests for the same item are added to the request record and assigned a position in a queue.

    Patron Queues can be updated by authorized staff from Request Re-Order

    Pickup Location

    The circulation desk at which the patron will pick up their hold.

    Recall Notice Sent Date

    The system-generated date at which OLE sent the recall notice.

    Create Date

    The date that the patron makes the request. Defaults to today's date but may be edited.

    Request Expiry Date

    The date that the patron no longer needs the requested item. Enter a date or select it from the calendar icon .

    Copy Requests include fields for format and page information:

    Request Detail Tab Definitions for Copy Requests

    Title

    Description

    Copy Format

    The format in which the patron would like to receive the copy, such as photocopy or PDF.

    Pages

    The pages or content that the patron would like to have copied.

    In-Transit Requests contains a Circulation Location and a Check-in Note field. This is to allow for the situation when an item needs to be sent to another Circulation Location (only library staff may place In-Transit Requests):

    Request Detail Tab Definitions for In-Transit Requests

    Title

    Description

    Circulation Location

    The circulation desk at which the item should be routed to.

    Check-In Note

    An additional note to be displayed at the time the item is checked-in.

  6. Click .

An authorized library staff operator can change a pickup location or an expiration date for a request.

  1. Enter any search criteria in the Request Lookup screen and click .

    Note

    To learn more about searching, see Searching OLE on the Guide to OLE Basic Functionality and Key Concepts.

  2. Click edit to modify the request or cancel to remove the request from OLE.

  3. If you click edit, you will be able to change Pickup Location, the Request Expiry Date, the Patron and the Item.

  4. Alternatively, if you click cancel from the search screen, a confirmation screen will appear.

    Double check that this is the request you would like to cancel and click .

    The request is canceled and you return to the Deliver Menu.

You may print call slips from the item record.

To access the item record, search for an item from the Search Workbench.

Note

To learn more about printing call slips, see the relevant section of the item record in the Guide to the OLE Describe and Manage Module.

For more information about the Search Workbench, see Search Workbench in the Guide to OLE Basic Functionality and Key Concepts.

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