Notes

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Find information about the types of notes available in Resource Sharing for Groups, which can be used to add additional information relevant to the borrowing library, lending library, or patron.

Use notes to add additional information relevant to the borrowing library, lending library, or patron. To add a note to your book straps, please see Printing for Borrowers, Customize book straps and stickers or Printing for Lenders, Customize book straps.

Note: Only Staff Notes can be edited after a request is closed.

Types	Description	Source	Visible to	Editable status
Borrowing Notes	Additional borrowing information, if needed. 500 character limit.	Borrowing library Configured as Constant Data. Entered directly in request.	Borrowing Library Lending Library Note: This note is retained when a request is archived.	New New for Review Received
Billing Notes	Additional billing information, if needed. 500 character limit.	Borrowing library Configured as Constant Data. Entered directly in request.	Borrowing Library Lending Library Note: This note is retained when a request is archived.	New New for Review
Patron Notes	Note from the patron when they place the request. The Borrowing Library can use this field to add relevant information as well. 500 character limit. If the Max cost and Need by Date are included on the Request Form, any information added to these fields are included in the Notes field and are included in the 500 character limit. Need by Date includes the full date/time stamp in UTC (Universal Time Coordinated) for the need-by date specified on the request form.	Patron Entered via the "Comments" field in patron workforms. Borrowing library. Entered or edited manually in the request.	Patron Borrowing Library Note: This note is not retained when a request is archived.	New New for Review In Transit Received Returned
Lending Notes	Additional information to clarify the request. Use for notes about method of payment, invoicing, no-renewal responses, etc. The text of the conditional response will appear in Lending Notes when applicable. 500 character limit.	Lending library Configured as Constant Data. Entered directly in request.	Borrowing Library Lending Library Note: This note is retained when a request is archived.	Submitted Returned
Staff notes	The Staff Notes tab allows you to keep notes that are viewable and searchable only by your library staff. Staff Notes can be added to active and closed requests.	Borrowing Library: Added to requests via the Staff Notes tab. Lending Library: Added to requests via the Staff Notes tab.	Borrowing Library Lending Library Note: Staff Notes are only visible and editable to the staff of the library who added the note.	Any status