How do I place a request for a patron?
Answer
Generally speaking, users will submit their own requests through Primo VE. However, it is possible for library staff to place both local hold requests and resource sharing requests on behalf of a patron. In order to place a request for a patron, you will need the Request Operator role.
Table of Contents
Placing a Local Hold Request for a Patron
1. Make sure the search scope is set to Institution and then perform an All Titles search for the item being requested.
2. Click the ellipsis next to the title you wish to request and then click the Request link.
3. Select Patron physical item request from the Request Type dropdown. Additional request field will appear once you've done this.
4. Enter the requesting patron's information (name or any Alma identifier) into the Requester field, select a pickup location from the Pickup At dropdown, and then click the Submit button.
Placing a Resource Sharing Request for a Patron
1. Switch the search scope to Network Zone and then perform an All Titles search for the item being requested.
2. Once you've found a record for the item being requested, click the Resource sharing request button (you may need to click the ellipsis first depending on how your view has been customized). A new window will open.
3. Enter the patron into the Requester field and then select a pickup location (only necessary for libraries with multiple pickup locations).
4. If you want to send the request to a specific library, click the add partners button. A new window will open. If you not want to send the request to a specific library, skip ahead to step 6.
5. Check the box next to the library you want to send the request to and then click the Select button.
6. Click the Save button.
