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    Patron Purchase Requests

    Translatable
    The following roles are required to perform patron purchase request tasks:
    • Create request from Alma/Primo: Any role
    • Create request from reading list: Course Reserves Operator/Manager (Ex Libris Support must add the Submit Purchase Request privilege to these roles)
    • Manage requests: Selector
    • Delete rejected requests: Selector + Selector Extended
    Patron purchase requests enables librarians using Alma and patrons using Primo to request that a library purchase an item. The requester can request an item for any reason, for example: the library does not have a copy (there is no bibliographic record, or there is a bibliographic record but no inventory), or the library does not have enough copies or in the right format or edition, or the existing copy is damaged. The requester (or a librarian on behalf of a requester) fills in as many details of the item as possible and then sends the request to Alma for review.
    An Alma user with the Selector role (Selectors) can view the list of requests and assign each one to users. Selectors can edit a request, email a requester for more information, and approve or reject requests. Approved requests become PO lines.
    To support this feature, two letters are used:
    • Purchase Request Status Letter – Sent to requester when the request is approved or rejected.
    • Query to Requester – Sent to the requester when the librarian queries him or her for more information.
    Bibliographic records created using patron purchase requests use the Default bibliographic template (see Working with Templates) and are subject to normalization processes (see Working with Normalization Processes).
    For more information, watch the Patron Purchase Requests video (3:46) Also see the patron purchase request presentation [PPT].
    Patron purchase requests is a service exposed from Alma to Primo. Like any other service, it can be hidden from groups of users using Alma’s Display Logic Rules. This service is initially hidden from users by default with the rule Hide Service Purchase Request.
    Patron Purchase Request Link in Primo
    • To enable the service for all Primo users, remove this rule.
    • To hide the service only for specific groups, remove this rule and then add a rule/rules to hide the service for those groups.
    • You can also configure all labels used for this feature.
    • To create a direct link to the purchase request form from Primo, see Direct Linking to the Patron Purchase Request Form.
    For more information about configuring display logic rules and configuring labels, see Discovery Interface Display Logic.

    Creating a Purchase Request

    A patron can create a purchase request in Primo. Requests made by patrons in Primo are submitted to Alma with the status In Review. A brief bibliographic record is created for the requested item, if required.
    You can also create a patron purchase request on behalf of a user in Alma. You can do this:
    • When managing citations in a reading list (see Managing Citations), if the Submit Purchase Request privilege has been added by Ex Libris Support to the Course Reserves Operator/Manager roles.
    • On the Purchase Request page (see below).
    To create a patron purchase request on the Purchase Request page:
    1. On the Purchase Request page (Acquisitions > Purchase Requests > Create Purchase Request), fill in as much information as you can.
      Alma: Purchase Request Page
      For a description of the fields in the Resource Information area, see Adding a New Book or Journal Article. The fields in the Request Attributes area are as follows:
      • Requested Format – Whether the item should be acquired in electronic or physical format
      • Requester – The user who is making the request
      • Request Status – The initial status of the request, which is always In Review
      • Owning Library – The library that should receive the item
      • Estimated Cost – An estimated cost for the item, including the currency
      • Fund – The fund from which to purchase the item. This field is only active after a library is selected.
      • Vendor/Account – The vendor and vendor account from which to purchase the item
      • Approved By – This field is initially empty. It will later contain the name of the user who approved the item, if any.
      • Requester Note – Any note to send to the user who will be approving or rejecting the request.
      • Rejection Reason – This field is initially empty. This field will later contain the reason the request was rejected, if any.
      The fields Title, ISBN/ISSN, and Requester are mandatory.
      Instead of entering the information manually, you can click Search in Repository, search for and select an item in the repository, and click Select. The item’s information is pre-filled in the page’s fields.
    2. (When editing a request only) If you entered a Library, you can add locations and the number of requested copies for each location in the Quick Add area. If you do not specify quantities and locations, one copy in the default Acquisitions location is assumed.
    3. Add any notes in the Notes tab, as required.
    4. When you are done, click Save.
      The request is submitted with the status In Review. A brief bibliographic record is created for the requested item, if required.

    Managing Patron Purchase Requests

    Viewing Pending Purchase Requests

    To view pending purchase requests, select Acquisitions > Purchase Requests > Manage Purchase Requests from the Alma Main Menu. Alternately, if there are any unassigned requests, or there are any requests assigned to you, select one of the following tasks from the Tasks List in the persistent menu:
    • Purchase requests - assigned to you
    • Purchase requests - unassigned
    Manage Purchase Requests Page
    Use the tabs to see requests assigned to you or to others, or to view unassigned requests. Use the facets and the Find tool to filter the list of requests on the page.
    For information on searching using special characters/diacritics, see Searching for Special Characters.
    To view more details about the requested item:
    • Click a request title to view the request in the MARC Record Simple View page.
    • In the Unassigned or Assigned to Other tab, click View beneath a request to view the request details. The View link only appears in the Unassigned tab if the request was ordered or rejected.

    Assigning a Patron Purchase Request

    You can assign a patron purchase request to a user or release an assignment. The user to which the request is assigned should approve or reject the request.
    To assign requests to a user:
    1. Click Assign to beneath a request. A dialog box appears.
      Assign To Dialog Box
    2. Select the user to whom to assign the request. Only users with the relevant role appear in the dropdown list.
    3. Optionally add a note and select whether to send an email to the user.
    4. Click Assign To.
      The request is assigned to the selected user.
    To move a request back to unassigned:
    In the Assigned to Me or Assigned to Others tab, click Release Assignment beneath a request. The request is moved back to the Unassigned tab.

    Editing a Patron Purchase Request

    You can edit a patron purchase request.
    To edit a request:
    1. In the Assigned to Me or Unassigned tab, click Edit beneath a request. The Purchase Request page appears. For more information, see Creating a Patron Purchase Request.
    2. Change any fields, as required. When you are done, click Save.
      If the request was not already assigned to you, it is now assigned to you.

    Emailing a Patron Purchase Requester

    You can email the requester for more information about a patron purchase request.
    To send email to the requester:
    1. Click Send Query to Requester beneath any request. An Email Message dialog box appears.
      E-Mail Message Dialog Box
    2. Enter information in the fields. The From, To, and Subject fields are mandatory. Note that if the requester’s email is not prefilled, you must enter it manually.
    3. When you are done, click Send E-Mail. An email (Query to Requester) is sent to the requester.

    Approving or Rejecting a Patron Purchase Request

    Approving a patron purchase request creates a purchase order line. Whether you approve or reject the request, Alma sends an email to the requester.
    To create a purchase order line for (approve) the request:
    Before ordering the item, ensure that a library and/or location is selected in the request. If one is not selected, edit the request; see Editing a Patron Purchase Request.
    Click Approve and Order beneath a request. A PO line is created. The PO line number appears in the confirmation message at the top of the page. Alma sends the requester a confirmation letter (Purchase Request Status Letter).
    To reject a request:
    1. Click Reject beneath any request. A confirmation dialog box appears.
      Alternately, you can reject multiple requests at once: Select the check boxes next to the requests that you want to reject and click Reject Selected at the top or bottom of the page. You can select all the requests on the page by clicking Select All at the top of the list of requests. Note that you cannot reject requests that were already approved.
    2. Click Confirm in the confirmation dialog box. A reject reason dialog box appears.
      Reject Reason Dialog Box
      This list of reasons can be configured by an administrator.
    3. Select the reason for the rejection and click Reject. The request is rejected. If the request created a brief bibliographic record, it is also deleted. Alma sends the requester a letter to inform him/her of the request rejection (Purchase Request Status Letter).
      An administrator can configure the reasons for rejecting a request; see Configuring Purchase Request Reject Reasons.
    After a request is rejected or approved, it appears in the list of requests with the option to delete the request. To delete the request, click Delete beneath the request.
    To delete a patron purchase request, you must have the Selector Extended role.