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OCLC Support

Purchasing Requests

The Purchase option allows you to track items you may wish to purchase, instead of borrowing via interlibrary loan.  This feature allows you to input relevant data about the item you're purchasing, and tracks usage in OCLC Usage Statistics.

 Note: Currently, the functionality allows tracking only, but future enhancements are planned.

Move requests to Purchasing Requests:

  1. Patron initiated requests can appear in the Borrowing Requests > New for Review queue or, if the request matched a Direct Request profile, the Purchasing Requests > Review for Purchase queue. 
Display requests from the New for Review queue:
  1. On the left navigation, click Borrowing Requests.
  2. Click New for Review.
  3. On the New for Review screen, click the request ID or Title to display the request.
Display requests from Review for Purchase:
  1. On the left navigation, click Purchasing Requests.
  2. Click Review for Purchase.
  3. On the Review for Purchase screen, click the request ID or Title to display the request.
  1. Click New for Review.
  2. On the New for Review screen, click the request ID or Title to display the request.
  3. Click the Change Fulfillment Type button at the top of the request and select Purchase Request.
  4. Complete any desired fields. 

     Note: Vendor is mandatory.

  5. Click Save.
  6. A confirmation message appears and the request appears under Purchasing Requests > On Order.

The Purchase Request information displays at the top of the request details.

Purchase_request_fields.png

Links to partner suppliers, such as Amazon.com, Barnes & Noble or Better World Books, will appear under Purchase Options at the bottom of the borrowing request to aid in providing purchasing information.  

 Note:  If your institution uses WorldShare Acquisitions, you can also submit purchasing requests to the Purchasing Requests > On Order in WorldShare Acquisitions directly.  Please see WorldShare Acquisitions Integration for more information.

Complete Purchasing Requests

  • When the item is received, manually Mark the request as received in the Tipasa interface. 
    • Loan requests:  If you have the Loan available for pickup notification configured, the user will be notified that the item is ready for pickup. Please see Notification Types for more information.
      • The User Portal will update the request to Received by library.
      • The request will close.
    • Copy/Electronic requests:  Add a URL Type and URL to the request prior to marking the item as received. 
      • The User Portal will update to Available to view and will link to the requested item.
      • The request will close.
  • If the purchase request is not received:
    • The Fulfillment Type of the request can be changed to an ILL request and submitted as a borrowing request.
    • Cancel the request as is appropriate.

 Note: Requests that are On Order will be aged to Received? status after 21 system days.  Please see Request Aging for more information.

Purchase Request status

The following table shows how the request status appears to staff in the Tipasa interface and to the patron in the user portal.

Staff View in Tipasa Patron View in User Portal Description
On Order Item requested for purchase The requested item is on Order.  
Received/Closed Received by library The request is updated to Received.  Any configured notifications are sent to the patron.
Received/Closed Available to view A link to the requested item has been added to the Item URL field in Tipasa and the request is updated to Received.

Usage Reports

The below WorldShare Interlibrary Loan reports include all types of purchase requests, including requests sent to WorldShare Acquisitions:

  • Borrower Activity Overview Report
  • WorldShare ILL Purchase Request Report

Please see WorldShare Interlibrary Loan reports for more information.

 

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