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Create a title level request (workflow A)
Log in to
Navigate to the Inventory app
Find [title]
Copy the HRID from the Administrative data “Administrative data” accordion
Navigate to the Requests app
From the Actions dropdown menu, select New
Check to make sure the box next to Create “Create title level request request” is checked
Paste the UUID or HRID into the “Title information” box and select Enter
Select the Requester lookup link and select the check box next to Active
Choose a requester from the list by clicking on a name
Select a Request type and Pickup service point
Click Enter
Questions for form
Did the Title and Requester areas populate with the correct information?
Were you able to place a request successfully?
Did you see the green success message at the bottom right of the screen?
Create a title level request (workflow B)
Log in to
Navigate to the Requests app
From the Actions dropdown menu, select New
Check to make sure the box and select enternext to “Create title level request” is checked
Select the Title lookup link and search for a title (* will bring up all titles)
Select a Title from the list by clicking on it
Select the Requester lookup link and select the check box next to Active
Choose a requester Requester from the list and select enter Enter
Select a request Request type and pickup Pickup service point
Click enter
Questions for form
Did the title Title and requester Requester areas populate with the correct information?
Were you able to place a request successfully?
Did you see the green success message at the bottom right of the screen?
Create a title level request (workflow B) with a Proxy
Log in to
Navigate to the Requests app
From the Actions dropdown menu, select New
Check to make sure the box next to Create title level request is checked
Select the Title lookup link and search for a title (* will bring up all titles)
Choose a Title from the list and click on it
Select the Requester lookup link and select the check box next to Active
Choose a requester 1234 from the list and select enter
Select the radio button next to the name below Or acting as proxy for in the dialog box called Who are you acting as?
Select Continue
Select a request type and pickup service point
Click enter
Questions for form
Did the title and requester areas populate with the correct informationWho are you acting as? dialog box appear for you?
When you selected the name below Or acting as proxy for and selected Continue, did Requester’s proxy information appear in the Requester information accordion, below the Requester patron group?
Were you able to place a request successfully?
Did you see the green success message at the bottom right of the screen?
Create an item level request
Log into
Change your affiliation from [kjgdghfd] to [dlkhfdosihf]
Navigate to the Inventory app
Find [title]
Open the Consortial holdings accordion until you find an item barcode
Copy the item barcode
Navigate to the Requests app
From the Actions dropdown menu, select New
Check to make sure the box next to Create title level request is not checked
Paste the item barcode into the Item barcode box and select Enter
Select the Requester lookup link and select the check box next to Active
Choose a requester from the list and select enter
Select a request type and pickup service point
Click enter
Questions for form
Did the item and requester areas populate with the correct information
Were you able to place a request successfully?
Did you see the green success message at the bottom right of the screen?
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