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Create a new purchase request

Create a new purchase request with WorldCat

  1. On the left navigation, click Discover Items.
  2. Perform a basic or advanced search.
  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
    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.

    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 a patron hold on the item.

    For the Place Patron Hold feature to function properly, a Location Policy for all holding locations is required. Please see Location Policy, Place Patron Hold for more information.

    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.

    Notes Enter any notes about the purchase request.
  5. Click Save.

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.

    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.

    Notes Enter any notes about the purchase request.
  5. Click Save.

 

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