Setting Up Manual Processing of Patron Requests

Manual patron request processing is set up with help from Innovative. The setup consists of the following steps:

1. Your library completes the Enable Automatic Request Processing worksheet on CSDirect. (Note that you must use your library's CSDirect superuser login and password to access this form.)
2. Innovative uses the worksheet to set up the request rule file.
3. The library enters the REQUEST Web option for requesting in the WebPAC.
4. The library sets the patron request parameters, as desired.
5. Manual patron request processing is now available.

Choosing the Patron Record Fields in Requests

See Circulation option Holds: Additional patron fields to show in requests to control which additional variable-length fields (if any) from the patron record display and print with the request (e.g., email address, alternate telephone number, etc.).

Viewing Request Statistics

You can examine statistics for requests by using Web Management Reports. See Viewing the Circulation Requests Report for more information.