Create and edit requests

Create Request (from a blank workform)

Create borrowing requests using Discover Items

You can search for items and create a request under Discover Items.

To discover items and create requests:

1. Click Discover Items in the left navigation. When you open the Discover Items tab, an Advanced Search form also opens in the main panel of the screen. See Advanced search for additional information about this function.
2. For a basic search, choose where you would like to search and the type of search from the drop-down lists at the top of the tab. 
3. Type your search terms in the box provided.
4. Click Search.  Matching results appear, along with holdings display options. When you click Search, the Advanced Search form collapses at the top of thee screen. Click Advanced Search to expand or collapse the form.
5. On the Results screen, you may search or view items using one of the following options:
   1. Hover your cursor over the information icon () next to the title to see brief bibliographic data.
   2. If available, click the View Now link for open access resources.  The resource will open in a new window.
   3. Search for versions with the same title and author by clicking the link. This will launch a new search based on title and author.
   4. To submit a new request, click Create Request. The request workform appears.

6. To display holdings, use one of the following options:
   1. Click State Holdings, Regional Holdings, or All Holdings

       Note: Regional Holdings includes all holdings in contiguous states.

   2. To display holdings from a Custom Holdings Path or Profiled Group, select that option from the Filter by drop-down list. Click Go to see results based on the selected filters.

       Note: The Year and Volume filters apply to the selected path or profiled group when creating a copy request for an article from a journal/magazine.
      

7. On the Holdings screen, you also have several options:
   • Hover your cursor over the information icon () next to the title of the requested item to see brief bibliographic data.
   • Click Yes (or anywhere in the Yes box) to add a Supplier to your lender string. 

      Note: Once a lender has been added to the lender string, the hyperlink in the Supplier column will no longer be clickable. If a lender is removed from the lender string, your ability to click on Yes in the Supplier column is restored. This selection status will be maintained as you move through all holdings lists.

   • Click the information icon () next to the library’s name to go the OCLC Policies Directory and confirm a lender’s policies. The OCLC Policies Directory for the lender will open in a new window. 
   • Click the library name to go to the library’s online catalog.

      Note: This link is maintained in the WorldCat registry, http://www.worldcat.org/registry/Institutions.  In the registry, you are able to configure your OPAC to provide deep links to the specific OCLC number or other identifiers.

   • View suppliers’ Days To Respond. 

      Note: If an item is Held by your library, you will see the  icon at the top of the Holdings screen, indicating that your library has a holding set on that item in WorldCat. You will also see this icon on the top of the Request work form. 

      Note: If an item is Held by your library, you will see the  icon at the top of the Holdings screen, indicating that your library has a holding set on that item in WorldCat. You will also see this icon on the top of the Request work form.

   • View suppliers' Holdings information. This data is populated from the lending library's local holdings record. If the information has been provided by the library, the column will display "Local holdings available" or the specific volumes and dates held. Click on the text in the column to view additional holdings details.
     
       Note: The citation information for copy requests will display at the top of the Holdings screen and will remain as you scroll through potential lenders.  Compare the lenders holding information in the Holdings column to the citation information of the copy request to be sure the lender has the exact volume needed to fulfill the request.
     
     

8. Click Create Request. The request workform appears.
9. By clicking on the drop-down button next to Send Request, you can choose to Send Request or, if you have Direct Request Profiles configured, Send to Direct Request. Sending to Direct Request allows you to submit a request without selecting lenders on the holdings screen or applying constant data, provided your Direct Request profile is set to produce the request. Patron status and/or patron department must be included if you are matching on patron data in your Direct Request Profile.  Requests submitted to Direct Request are available in the Direct Produced queue.
10. Apply your constant data record in the Request work form using the Apply constant data drop-down list. Data in a field of a constant data record will always overwrite the value shown in the request; however, pre-existing patron data will not be overwritten. When a different Constant Data is applied to a record, the fields are briefly highlighted in green as a visual indicator of the change.
11. On the request workform, provide a Need Before date (required).

12. Under Borrowing Library, the Address field is required for both Shipping and Billing.
13. Under Lending Libraries, lender policies are listed for any lenders you chose on the Holdings screen. To add more lenders, type the institution symbol(s) of up to 15 of your preferred lender(s) in the Lender String field, separated by commas.
14. Under Patron, you will see an orange triangle with a Patron Not Linked message.  Add the appropriate patron and link to their Tipasa account to allow the patron to receive email notifications and track the request in the User Portal.  See Link a patron to the request for more information.
15. If applicable, direct notes and supplier history, including reasons for no, will appear under Request History after the request is sent.

16. Click Send Request if the request is complete.  A confirmation message appears and the request appears under the category Borrowing Requests > Produced > Awaiting Response. If you wish to save the request to submit in the future, click Save For Review.

17. Click Request ID in the confirmation message to search that request ID number.

18. The request is re-displayed.

Create request from an existing request

Create Book Club requests 

The Book Club feature allows you to create multiple requests for a single item using a single request screen. Book Club requests are also known as Linked Requests.

To create multiple requests for a single item:

1. Locate the item you need to request multiple copies of using a Basic search, Advanced search, or Expert search.
2. On the results screen, find the item you need to request and click State Holdings, Regional Holdings, or All Holdings to open a request screen and view the holdings from one of these categories. 
3. On the holdings screen, click the Quantity drop down and select the number of copies you want to request. Numbered lender string text boxes equal to the quantity you choose will open.
4. To populate the Lender String boxes use established workflows or one of the two suggestions below. You can add up to 15 OCLC symbols to each lender string.
   1. To create multiple requests using established loan agreements with other libraries, you can either:
      1. Manually enter lender strings of libraries that you know hold the item. If you would like to request multiple items from a single institution, enter that library’s symbol in multiple lender strings, OR
      2. Select the appropriate tab containing the libraries you know hold them item—All Holdings, State Holdings, or Regional Holdings—then click Yes for each lender string for which you would like to use that institution as a supplier.
   2. To use Custom Holdings Paths, click the All Holdings tab.
      1. Select the Custom Holdings Path you would like to apply to the lender strings.
      2. Click Go.
      3. The symbols in that custom holdings path will be distributed evenly among the lending strings, beginning with the first Custom Holdings Group, until all libraries holding the item have been assigned to a string or all of the strings have hit the maximum of 15 symbols. If you have not configured Custom Holdings Paths, see Custom Holdings Paths for more information.
5. Click Create Request. The request screen will open.
6. Add a note about the book club request to the Borrowing Notes field in the Borrowing Library form. This note should indicate the following:
   • The request is for book club purposes.
   • There is a desired loan period (for example 30 days).
   • Lenders may receive more than one request to satisfy quantities needed.
   • Each copy requested should be treated as a single ILL requests and is not a duplicate request.

   If you make book club requests often, you might want to set up a Constant Data record that includes this information so you do not have to manually enter it every time you make a request for multiple copies. For more information about Constant Data, see Constant data.

7. At the top of the screen, confirm that your request quantity is correct and all lender strings have at least one supplier listed. Click Send Request to submit the multiple requests. A confirmation message will appear at the top of the screen.
8. Click Linked Requests Queue in the confirmation message to review the request. You can also open the Linked Requests Queue by clicking Borrowing Requests > Linked Requests in the left navigation.
9. To review the Status of your multiple requests, in the Linked Requests Queue, click the tab containing the title of the item you requested. A results list with the requests sent to each supplier will appear, and a separate status for each item will be listed in the Status column.
10. Click on a single request’s ID to open and view it individually. From the individual request screen, you can move to the next or previous request using the Previous Request and Next Request buttons in the upper right corner of the screen.
11. As items arrive, find the individual requests under Linked Requests, and click Mark as received on the individual item request page.

Edit borrowing requests 

In some cases, it is possible to edit requests once they have been submitted. Following are scenarios where editing is currently allowed.

 Note: Editing is not allowed on closed requests.

Link a patron to the request

Under the Patron menu, add the appropriate patron and link to their Tipasa account to allow them to receive email notifications and track the request in the User Portal.  

From the borrowing request:

1. Under Patron, you will see an orange triangle with a Patron Not Linked message.  Add the appropriate patron and link to their Tipasa account to allow the patron to receive email notifications and track the request in the User Portal.  
2. Enter the patron's name or Patron ID and use the magnifying glass to search for the Tipasa patron record.
   
    
3. After you identify the correct patron, click their hyperlinked name.
4. Click the Apply patron data to ILL Request button.  The patron data is applied to the request.
   
    
5. The following patron data is applied to the request if it is available in the Patron record:
   1. Patron ID
   2. Name
   3. Phone 
   4. Email
   5. Address
      • Address will only populate if there is no SMS text notification number and no email notification address available in the patron record.  
   6. Pickup Location