Field | Description |
---|---|
ISBN/ISSN | Select an ISBN/ISSN from the drop-down list. |
Acquisition Type (required) | Select an acquisitions type from the drop-down list. Note: Default selection is made based on the record chosen.
|
Processing Type (required) | Select a processing type from the drop-down list. Note: Default selection is made based on the record chosen.
|
Requestor |
Enter the name of the person who requested the item.
|
Date Needed | Enter the date by which the item is needed. Note: Enter the date in the format specific to your language (e.g., MM/DD/YYYY for American English) or use the calendar button ( ![]() |
Place Patron Hold |
Select this button to place an automatic hold on the item for the patron who requested it. |
Reviewer | Enter the name of the staff person who will review the purchase request to approve or reject it. Note: This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field. Auto-suggestions include an email address for the user which is pulled from Delivery Notification of the WorldShare Admin module. If no email exists in the Delivery Notification section, the Library Record email address will be used. |
Notes | Enter any notes about the purchase request. |
Run time: 10:32
This video demonstrates the workflow for purchase requests in WorldShare Acquisitions.
Field | Description |
---|---|
Acquisition Type (required) | Select an acquisitions type from the drop-down list. Note: Default selection is made based on the record chosen. |
Processing Type (required) | Select a processing type from the drop-down list. Note: Default selection is made based on the record chosen. |
Requestor |
Enter the name of the person who requested the item.
|
Date Needed | Enter the date by which the item is needed. Note: Enter the date in the format specific to your language (e.g., MM/DD/YYYY for American English) or use the calendar button ( ![]() |
Reviewer | Enter the name of the person who will review the purchase request. Note: This is an auto-suggest text field. Auto-suggestions for field-appropriate elements start with the first keystroke in the text field. Auto-suggestions include an email address for the user which is pulled from Delivery Notification of the WorldShare Admin module. If no email exists in the Delivery Notification section, the Library Record email address will be used. |
Notes | Enter any notes about the purchase request. |
The default branch and shelving location of purchase requests is set based on material type and depending on how the purchase request is created.
How item was created | Processing Type = E-Product | Default Branch | Default Shelving Location |
---|---|---|---|
Platform | Yes or No | Unspecified | Unspecified |
User Interface | Nee | Branch selected when logging in | First shelving location for selected branch |
User Interface | Ja | Unspecified | Unspecified |