Insignia Library system

Purchase Requests

The Insignia Library System allows you to track requests to purchase materials for your library. These requests can then be reviewed and a decision on whether to purchase these items can be made. Patrons can make purchase requests using the Web OPAC. For more information, see “Requests” in the Administration chapter of this manual.

To create a new purchase request, follow these steps:

1. 
   Under the Catalog menu, select “Find/Add New Request”
   
2. 
   Click on the “New” button
   
3. 
   Enter the title of the item being requested as well as the author, ISBN, publisher, and email address of publisher if available
   
4. 
   In the “Why Order” field, enter the reason given for requesting the book. You may also enter comments into the “Additional Information” field
   
5. 
   Click on “Save” when finished
   
6. 
   Library staff may view and modify existing purchase requests. They may add internal comments to a request change its status, mark a request as “Will be ordered”, or delete a request.
   

To review existing purchase requests, follow these steps:

1. 
   Under the Catalog menu, select “Find/Add New Request”
   
2. 
   Search for a request by title; or, select to view all requests
   
3. 
   Select the request you wish to review and click on “Detail”
   
4. 
   You can now review the request. The request can be marked as “Will be ordered”, and its status may be changed from “New” to “To Be Processed” or “In Process”. An anticipated arrival date for the item, as well as an item availability date, may be entered. Internal comments may also be added to a request
   
5. 
   To delete a request, click on the “Delete button”