Requests

This session discusses how to place requests in FOLIO (recall, hold, page) using the Requests app. Also covered are looking up request information and generating important reports. Finally a section covers tips & tricks culled from using FOLIO. 

Topics covered in the training include:

• different request types

• title and item level requests explained

• creating, editing and canceling requests

• searching for requests

• generating reports for staff use (pick slips, hold shelf clearance report, output to CSV)

• tips & tricks

  1. paging non-pageable items

  2. course reserves

  3. My Account issues (Stanford-only content.)

Note: this training is primarily for Access staff who work with requests, but is beneficial for technical staff who use the materials tracking methods devised for your workflows.