Chapter 81. Placing purchase requests from a patron record

Patrons may wish to suggest titles for your Library to purchase. You can track these requests within Evergreen, whether or not you are using the acquisitions module for other purposes. This section describes how you can record these requests within a patron’s record.

  1. Retrieve the patron’s record.
  2. Select Other -→ Acquisition Patron Requests. This takes you to the Aquisition Patron Requests Screen. CTRL+click or scrollwheel click to open this in a new browser tab.
  3. The Acquisition Patron Requests Screen will show any other requests that this patron has made. You may sort the requests by clicking on the column headers.
  4. To show canceled requests, click the Show Canceled Requests checkbox.
  5. To add the request, click the Create Request button.

    Note

    You will need the CREATE_PURCHASE_REQUEST permission to add a request.

  6. The request type field is required. Every other field is optional, although it is recommended that you enter as much information about the request as possible.
  7. The Pickup Library and User ID fields will be filled in automatically.
  8. Request Date/Time and User Barcode will be automatically recorded when the request is saved.
  9. Notify by Email When Hold is Ready and Notify by Phone When Hold is Ready will pull in preferences from the patron account if left blank, or can be set manually here.
  10. You have the option to automatically place a hold for the patron if your library decides to purchase the item. If you’d like Evergreen to generate this hold, check the Place Hold box.
  11. When you have finished entering information about the request, click the Save button.