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Create a new purchase request

Discover how to create a new purchase request with WorldCat or WorldCat knowledge base in WorldShare Acquisitions.

Create a new purchase request with WorldCat

  1. From the left navigation, click Discover Items.
  2. Perform a basic or advanced search for an item you would like to purchase.
  3. Once you have identified an item, click Add to... and select Purchase Request from the drop-down menu.
  4. From the New Purchase Request dialog, complete the following fields:
    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.

     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.
    • The system does not automatically notify the requestor of the status of the request.
    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 (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.
  5. Click Save.
  6. Click on the hyperlinked text in the Purchase Request Confirmation message to be taken directly to the new purchase request.

Watch a video

Purchase requests

Run time: 10:32

This video demonstrates the workflow for purchase requests in WorldShare Acquisitions.

 

Create a new purchase request with WorldCat knowledge base

  1. On the left navigation, click Discover Collections.
  2. Perform a search for collections, providers, or titles.
  3. Once you have identified an item you would like to purchase, click Add to... and select Purchase Request from the drop-down menu.
  4. From the New Purchase Request dialog, complete the following fields:
    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.

     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.
    • The system does not automatically notify the requestor of the status of the request.
    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 (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.
  5. Click Save.
  6. Click on the hyperlinked text in the Purchase Request Confirmation message to be taken directly to the new purchase request.

Default branch and shelving location for purchase requests

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