1 Placing purchase requests from a patron record
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4 indexterm:[patrons, purchase requests]
6 Patrons may wish to suggest titles for your Library to purchase. You can track these requests within Evergreen,
7 whether or not you are using the acquisitions module for other purposes. This section describes how you can record
8 these requests within a patron's record.
10 . Retrieve the patron's record.
12 . Select Other --> Acquisition Patron Requests. This takes you to the Aquisition Patron Requests Screen. CTRL+click or scrollwheel click to open this in a new browser tab.
14 . The Acquisition Patron Requests Screen will show any other requests that this patron has made. You may sort the requests by clicking on the column headers.
16 . To show canceled requests, click the _Show Canceled Requests_ checkbox.
18 . To add the request, click the _Create Request_ button.
20 NOTE: You will need the CREATE_PURCHASE_REQUEST permission to add a request.
22 . The request type field is required. Every other field is optional, although it is recommended that you enter as much information about the
25 . The _Pickup Library_ and _User ID_ fields will be filled in automatically.
27 . _Request Date/Time_ and _User Barcode_ will be automatically recorded when the request is saved.
29 . _Notify by Email When Hold is Ready_ and _Notify by Phone When Hold is Ready_ will pull in preferences from the patron account if left blank, or can be set manually here.
31 . You have the option to automatically place a hold for the patron if your library decides to purchase the item. If you'd like Evergreen to
32 generate this hold, check the _Place Hold_ box.
34 . When you have finished entering information about the request, click the _Save_ button.