Patron purchase requests

Patron Requests can be used to track purchase suggestions from patrons in Evergreen. This feature allows purchase requests to be placed on selection lists to integrate with the Acquisitions module. Patron Requests can be accessed through the Acquisitions module under Acquisitions → Patron Requests and through patron accounts under Other → Acquisition Patron Requests. Requests can be placed and managed through both interfaces.

Place a patron request #

Go to Acquisitions → Patron Requests. This interface is scoped by Patron Home Library and will default to the library for which your workstation is registered.

Requests can also be placed directly through a patron account, in which case the interface will scope to the patron ID.

Click Create Request and a modal with the patron request form will appear.

Click Save at the bottom of the form.

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

Place purchase request 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 Acquisition Patron Requests Screen. Right 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.
   1. 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.