813.3.3 Request search[//]

Request search: This option allows specific searches to be made against the requests database.

A special search form appears:

Fields on the screen

Search term: is the expression to be used for the search.

Search type: offers a dropdown list of various types. See below for the differences.

The following fields allow the search to be further qualified.

Request status: offers this dropdown list of possible requests statuses.

Dates: This set of four fields allows the user to define a date range – based on a specific type of date from the request.

Limit search to current transactions: This will limit the search to requests which are neither completed nor rejected – for example, if searching by borrower then only their current requests are displayed. This may, of course, conflict with the selected status.

813.3.3.1 Search types[//]

By borrower

The search term for a borrower may be either the borrower barcode number or a name. If this is selected then this behaves as a regular borrower search, and either a unique match or a list of matching borrowers is returned.

When a specific borrower is selected, the system will effectively return the borrower record, from which the list of requests for that borrower may be selected.

On the assumption that any one borrower has a relatively small number of requests at any one time, the additional filters are NOT relevant at this point.

To all intents and purposes, this search is the same as going to AFO431, finding a borrower and listing their ILL requests. The key point is that it saves effort in swapping backwards and forwards between AFOs.

By request id and service point

Searching by service point allows for the searching by the name of a defined service point OR by their code. Searching by name implies a right truncation (thus "Main" would find "Main service point") and if this is ambiguous (e.g. Main reading room, Main stack location) then a screen will offer a selection.

Searching by request id also implies right truncation – thus "ASR1" would find "ASR1", "ASR11" etc. You can search by either internal or external ID of the request.

In either case, if the result generates multiple matches, then a summary listing, as shown in, will be displayed from which the user may selected a specific request.

By item barcode

This allows you to find the requests for a specific item barcode. There are no wildcards or similar options - the results are for the item entered only.


·                     Document control - Change History

 

Version

Date

Change description

Author

1.0

October 2008

creation

 

2.0

November 2009

search by request number can be internal and external ID
part of 2.0 updates

 

3.0

May 2010

New option for request summary printing; new fields on stack request forms
part of 2.0.06 updates