Enable back-and-forth of requests between Resource Sharing and Purchase Request
Request Description: Often we’ll send requests that are difficult to get via resource sharing to acquisitions by creating a purchase request from Rapido. However, in doing so create a separate request and never find out whether the patron actually got their item. This means that if a patron comes with us with questions, we can’t answer them. (Is acquisitions working on it? Did they cancel it? Who knows!) It also means that if acquisitions can’t purchase the item for some reason, they have no way to send the request back to us so we can try again with those more difficult-to-reach lenders. We would like a way to a) keep some track of the transaction as it’s gone off to acquisitions and b) have acquisitions send the request back to resource sharing if they are unable to fill it, keeping all the patron data intact.
Dev Singer
shared this idea
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Clinton Bell commented
It would be useful for us to be able to convert purchase requests into resource sharing requests. In addition to the "we referred it to acquisitions but they can't buy it" scenario, we've also found some people put stuff that's better obtained through resource sharing into the purchase request form (e.g. individual journal articles)
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AdminMeghann Weldon
(Admin, Ex Libris)
commented
Hello Dev,
This video may be of interest in regards to workflows around converting requests into purchase requests: https://www.youtube.com/watch?v=EkfeAgTY6_g.