Place a Borrow by Mail Request

Placing a Borrow by Mail request is similar to placing a normal hold request, but you specify that the request is specifically intended for Borrow by Mail.

To place a Borrow by Mail request for a patron:

  1. Open the Hold Request workform.

You can select File > New from the Shortcut Bar, then select Hold Request from the New dialog box, and click OK. For other methods of opening the workform, see Place single or consecutive hold requests.

  1. Select Borrow by mail.

By default, the Pickup organization is automatically set to the processing location for your workstation’s log-on branch. If more than one processing center is available in your system, these are listed as pickup location choices.

Note:
An optional tracking number can be entered in the Tracking box when Borrow by Mail items are processed for mailing. See Bulk-Processing Borrow by Mail Items.

  1. In the Activation box, select the date when the hold request should be activated.

The activation date determines when items trap to fill the request.

  1. In the Expiration box, select the date after which the requested item is not needed.
  2. To input or change the requesting patron, use one of the following methods:
    • Scan or type the patron’s barcode in the Barcode box.
    • Click Patron Find to do a patron record search, right-click the record in the Results list, and choose Select from the context menu.

The Name, Barcode, Code, and Registered at boxes are filled in.

  1. To select a title for the hold request, click Title Find to do a bibliographic or item record search, right-click the record in the results list, and choose Select from the context menu.

Note:
If you select a bibliographic-level serial title or a title with multiple parts and your library allows first available copy requests Hold requests for specific issues of a serial title (such as the May 2015 issue of Horticulture Magazine ) or specific parts of a multi-part title (such as the first season of a television series on DVD)., an appropriate message appears. If the bibliographic record includes issue designations, you can opt to select a specific issue. If there are no issue designations, you can opt to select a specific item. If the bibliographic record is not a serial, but it has volume data, you can opt to select a specific volume.

Tip:
To preview a bibliographic record and the items linked to it before you select it for the hold request, right-click the record in the Find Tool results list, and select Preview from the context menu.

After you choose Select, the applicable boxes in the Details frame are filled in. If the appropriate item is at hand, you can scan the item barcode directly into the Item barcode field on the workform.

  1. Select File > Save to save the request.

The Status (Active) and Request date boxes are filled in. For item requests, This item only is checked.

On the Notes view, the Request Satisfied By list displays the items that can fill the hold request. Your library may also set default Borrow by Mail display notes that appear on the Notes view when you save the request. See Display Notes for Borrow by Mail Requests for details.

Important:
If you are placing consecutive requests, do not close the workform.

  1.  If you want to place another request, choose one of the following options:
    • To request the same title for a different patron, select File > New > Patron, or press CTRL+G. A new Hold Request workform appears with the same information in the Details frame boxes. The Patron frame boxes are blank.
    • To request a different title for the same patron, select File > New > Title, or press CTRL+H. The saved request closes. A new Hold Request workform appears with the same information in the Patron frame boxes. The Details frame boxes are blank.
    • To request a different title for a different patron, select File > New > Blank, or press CTRL+N.

A new blank Hold Request workform appears.

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