8.3. Action For Request

Last Updated 02/10/2021

Actions for Requests

After placing a Patron Request, a variety of actions can be taken by selecting the request, or right-clicking, and selecting Actions within either Acquisitions → Patron Requests or through the patron account under Other → Acquisition Patron Requests:

Edit Request - make changes to the request via the original request form. Edits can be made when the status of a request is New.
View Request - view a read-only version of the request form
Retrieve Patron - retrieve the account of the patron who placed the request
Add Request to Selection List - add the request to a new or existing Selection List in the Acquisitions module. The bibliographic information in the request will generate the MARC order record. From the selection list, the request will be processed through the acquisitions module and the status of the request itself will be updated accordingly.
View Selection List - view the Selection List a request has been added to (this option will be active only if the request is on a selection list)
Set Hold on Requests - allows you to indicate that a hold should be placed on the requested title, without needing to go in and edit the request. You can set a hold as long as the status of the request is New or Pending.
Set No Hold on Requests - allows you to indicate that a hold should not be placed on the requested title, without needing to go in and edit the request individually.
Cancel Requests - cancel the request and select a cancellation reason

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