Alma Borrowing Request Staff Create a Returnable Request for a patron

Staff Create a Returnable Request

Create a Returnable request using the blank request form

Staff can create a returnable request for a patron using a blank form.

From "Fulfillment" select "Borrowing Requests"

Then click on "Create Request"

Then click on "Manually" and then select "Book."  The form is for a returnable item- not just a book.

A blank request form displays. Complete as many fields as possible

The form defaults to the "Requester" field

After the patron information is entered scroll up and enter information about the request. Complete as many fields as possible.

Click on "Save"

The locate process will automatically run and lending libraries will be added to the request. 

Staff Create request from Network zone search

Staff can create a request by searching the network zone for the returnable item. 

Search type is All titles

Search Scope is the network zone

Search Term may be Title, Keywords, ISBN or any of the search terms

Enter the search term text in the search box

If a record is found that matches the patron's request

Click on the More actions (three dots) next to the correct title

Select Resource Sharing request from the dropdown menu

Enter the patron information or search for the patron record

Click on Save

An information message that the request was created displays.

The locate process will find potential lending libraries for the request. The request status should update to Request sent to partner.

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