Placing a Request on an Acquisitions Title

If you order an item at the request of a borrower, you can place a request on the item for the borrower. This reserves the item for the borrower and lets you notify the borrower when the item is available.

In order to place a request on a PO line item, you must create item records for the line. You do this by setting the Copy/Item Creation field on the PO header to “Create Item at PO Line Approval” or “Create Item at Receipt,” or by using the Create Item(s) option on the PO Line menu. (For more information about creating item records in Acquisitions, see Copy and Item Creation.)

After an item record is created, you can place a request on it. When you receive a PO line, Horizon notifies you if there are any title or item-specific requests for the line. This lets you set the item aside for rush processing. After the item is checked in, Horizon generates a notice that you can send to the borrower.

Be aware that requests may be restricted by location, borrower type, item type, and item status. (For more information, see “Setting Up the Request Privileges Parameter” in the “Setting Up Hold Requests” section of the Circulation Setup Guide.) Also, make sure the item statuses “On Order” (r) and “Newly Acquired” (n) are set to allow requests. To do this, check the “item_status” view in the Table Editor; make sure the Request? box for these statuses is marked.

You can place both title and copy-specific requests. However, place copy-specific requests only if the requester needs a specific copy. Placing requests at the title level ensures that requests are filled by the first copy that comes in. You perform this task with the Make Request (f5) option on the Request menu in staff searching.

To place a request on an Acquisitions title

1 Search for the title or copy you want to place a request on.

To place a title-level request, display the title in the Titles List window or the Bibliographic Detail window. To place a copy-specific request, display the copy you want in the Copies window.

2 Choose Request, Make Request (F5) to display a borrower search window.
3 Highlight an index and enter a search term in the Search for field to search for the borrower you are placing the request for.
4 Click OK.

Horizon displays the Reserve Request window.

5 Enter the necessary information.
6 Save the file.

Horizon closes the Reserve Request window and displays a message verifying the request.

 


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