Request records appear in both the Request and Supply apps and share most of the same metadata.
Request Information
Request information is specific to the request and lives locally on the request record.
Data element | Description |
|---|---|
Request ID | A human-readable ID that is shared between the requester and the supplier. The requester can define a request ID prefix in its local settings. It is recommended that each requester prefix requests with its ReShare symbol to help immediately identify the source of a request. |
Full ID | The full ID is a universally unique ID assigned and used internally within the ReShare system. It is generally not used for most staff-facing purposes. |
Date submitted | The date and time a request was first submitted by a staff member or patron. |
Last updated | The date and time of the last time a change was made to the request metadata or status. |
Date needed | The date after which the patron no longer needs the request. |
Pickup location | The location where the patron will come to retrieve the requested item. |
Notes | General notes about the request. A patron can include a note when creating a request and staff can continue to amend the notes field as the request is processed. |
Requesting Institution
The requesting institution is the library that the requesting patron is affiliated with. Each request record is associated with a requesting institution, and more detailed information about that institution is pulled in from the ReShare directory.
Requesting User
The requesting user is the patron who the request is for. Note that patron data is not stored in the ReShare Users app, which is solely for managing staff users at this time.
Data element | Description |
|---|---|
User ID | A unique ID for the user that serves as a match point within the user’s institution’s library management system. The source of the user ID will vary by institution and management system. |
First name | The first name of the user. |
Last name | The last name of the user. |
Email address | The email address of the user. |
Citation Metadata
Citation metadata is the “raw data” associated with the requested item. It is pulled from a record in a discovery tool and inserted into the appropriate fields in a ReShare OpenURL.
Catalog Record
The catalog record identifies the unique record in the ReShare Shared Inventory that represents the requested item. Clicking “view record” will link you to that record. Note that a valid login for the shared inventory tenant is required.
When shared inventory metadata is used with a discovery tool, a universally unique ID for each record is included in the OpenURL that is used to generate a request. This ID is passed back to ReShare as part of a request, allowing an exact match to be made to the shared inventory.
Suppliers
The suppliers section lists the potential suppliers for a request in the order they will be contacted. This list of suppliers is often known as a lending string or rota. The list of suppliers is determined by querying the shared inventory to determine which libraries hold the item, then applying load balancing algorithms to determine the sequence of lenders.
Audit Trail
The audit trail provides a time and date stamped list of state changes that have occurred for the request. In some cases, the audit trail may also provide more detailed information about errors or exceptions that occur as a request is processed.
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