8.2. Patron Requests Administration

Setting Up Patron Requests

The administrative set up for patron requests involves the management of request statuses and the activation of request notification triggers.

Request Status

• New - This is the initial state for a newly created acquisition request. This is the only state from which a request is editable.
• Pending - This is the state after a request is added to a selection list.
• Ordered, Hold Not Placed - This is the state when an associated purchase order has been created and the request’s Place Hold flag is false.
• Ordered, Hold Placed - This is the state when the request’s Place Hold flag is true, an associated purchase order has been created, and the bibliographic record and item for the request have been created in the catalog as part of the acquisitions process.
• Received - This is the state when the line item on the linked purchase order has been marked as received.
• Fulfilled - This is the state when an associated hold request has been fulfilled.
• Canceled - This is the state when the acquisition request has been canceled.

• Email Notice: Acquisition Request created
• Email Notice: Acquisition Request Rejected
• Email Notice: Patron Acquisition Request marked On-Order
• Email Notice: Patron Acquisition Request marked Cancelled
• Email Notice: Patron Acquisition Request marked Received

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NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.