Reviewing and Cloning Outstanding Requests

Outstanding requests are those requests that are active: they are in the process of being supplied to the researcher or have been checked out to the researcher and have not been moved to a finished state. Cancelled and finished requests are not active. Outstanding loan and photoduplication requests can be cloned and resubmitted as new requests from the web interface. Outstanding loan requests can also be cloned and submitted as photoduplication requests.

Reviewing Outstanding Requests

To review outstanding requests:

1. Click the Outstanding Requests option from the Order History dropdown menu to view the Outstanding Requests grid:

   

2. A list of all outstanding loan and photoduplication requests will be shown.

3. Click the Title of the transaction that you want to review:

   

4. The request is displayed, showing transaction information details along with any associated billing information, notes, and the tracking log:

   

Cloning and Submitting Outstanding Loan Requests

Outstanding loan requests can be cloned and submitted as new requests by using the Clone Request command. Loan requests can be cloned when they are at a status of Awaiting User Review, Awaiting Request Processing, In Item Retrieval, Item on Hold, Remove From Hold, Item Checked Out, Awaiting Item Reshelving, or Request in Processing.

1. Click the Outstanding Requests option from the Order History dropdown menu to view the Outstanding Requests grid.
2. Open the outstanding loan request by clicking the Title of the transaction that you want to clone.

3. Click Clone Request:

   

4. A new request form opens. The item information is carried over from the outstanding request.

5. Make any changes necessary and click Submit Request:

   

6. The Aeon home page opens with a status line noting the cloned request was created with a new transaction number:

   

Cloning and Submitting Outstanding Photoduplication Requests

Outstanding photoduplication requests can be cloned and submitted as new requests by using the Clone Request command. Photoduplication requests can be cloned when they are at a status of Awaiting Order Submittal, Awaiting Order Processing, In Item Retrieval, Awaiting Order Approval, Awaiting Order Billing, In Photoduplication, Awaiting Item Delivery, or Item Delivered.

1. Click the Outstanding Requests option from the Order History dropdown menu to view the Outstanding Requests grid.
2. Open the outstanding photoduplication request by clicking the Title of the transaction that you want to clone.
3. Click Clone Request.
4. A new photoduplication request form opens. The item information is carried over from the outstanding request.
5. Make any changes necessary and click Submit Request.

6. The Orders to Submit screen appears. Check the box next to the title of the newly cloned request to select the request and click Place Order:

   

7. The new photoduplication request is submitted and can be viewed in the Outstanding Requests grid:

   

Cloning and Submitting Outstanding Loan Requests as Photoduplication Requests

Outstanding loan requests can be cloned and submitted as new photoduplication requests by using the Clone Request to Copy command. Loan requests can be cloned as photoduplication requests when they are at a status of Awaiting User Review, Awaiting Request Processing, In Item Retrieval, Item Checked Out, Awaiting Item Reshelving, Item on Hold, Remove From Hold, or Request in Processing.

1. Click the Outstanding Requests option from the Order History dropdown menu to view the Outstanding Requests grid.
2. Open the outstanding loan request by clicking the Title of the transaction that you want to clone to a new photoduplication request.

3. Click Clone to Copy:
   

   

4. A new photoduplication request form opens. The item information is carried over from the outstanding loan request.

5. Make any changes necessary, such as selecting Format, Shipping and Service Level options, and click Submit Request:

   

6. The Orders to Submit screen appears. Check the box next to the title of the newly cloned request to select the request and click Place Order:

   

7. The new photoduplication request is submitted and can be viewed in the Outstanding Requests grid: