Reviewing and Working with Requests

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Overview

Researchers can view requests they have submitted, as well as those submitted for them by staff, using their Aeon web account.

Requests can be edited and resubmitted, or cloned as new requests, as outlined below:

  • Active Loan and Photoduplication requests, depending upon their current status, can be edited and resubmitted for processing. Edits may only be resubmitted before processing has begun. Once a request has moved from Awaiting Request Processing (or Awaiting Order Processing/Awaiting Order Submittal for photoduplication requests), it cannot be edited. Active requests can also be cloned as new requests.
  • All Loan requests can be cloned and submitted as new photoduplication requests.

If you like, you can create customized photoduplication request forms for your Clone Request to Copy loan requests based on your original loan request forms.

  • Cancelled Loan and Photoduplication requests can be edited and resubmitted or cloned as new requests.
  • Finished Loan and Photoduplication requests can be cloned as new requests.

The Request For Field on Request Forms

When a researcher has an association with either an Activity or another researcher by proxy, the Loan and Photoduplication request forms will include a Request For a field that allows the researcher to request the item for himself or associate the request with the Activity or proxy. If the researcher is not associated with an Activity or another researcher, the Request For field on the request forms is hidden.

These Activity and proxy associations can be changed when the request is edited or cloned according to the specifications given above. Note that if the request is edited and the Request For field is changed, the status of the request will change to reflect the edit.

Proxy Accounts in Aeon

The proxy options are meant to allow one (already registered) user to place requests for another (already registered) user. The difference between proxy and researcher is that the proxy can place requests for the researcher.

The proxy relationship allows one user to place requests for another user but does not require that they do so. Once a user is a proxy, she will see at least two options in the Request For field on the web request – her own name and the name of the researcher for whom she is proxy. The drop-down allows the user to select whether the request is for her own use or for her work as a proxy. 

For example, if you have two patrons, Peter and Mary and you make Mary a proxy for Peter, Mary will see when she goes to her web account to place a request that she can select Peter from the “Request For” field on the request form. If she places a request for Peter, that will mean that Peter will also have access to information about that request in his web account. In this case, Mary is a proxy for Peter and Peter is a researcher for Mary, so Peter is not able to place requests for Mary because only a proxy can create requests for someone else. In the situation you describe below, your student user would be a proxy for the remote users. The student would be the user who actually comes to the library to use the materials, but the remote users would still have access to information about the materials the student used.

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