Skip to main content
OCLC Support

Notes

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 Patron Max cost and Need by Date are included on the Patron Request Workform, any information added to these fields are included in the Notes field and are included in the 500 character limit.  

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

 

 

  • Was this article helpful?