Request button not appearing in Primo service for valid Fulfillment Network users

Question

Request button not appearing in Primo service for valid Fulfillment Network users. How to fix?

Answer

Authorization issue: 

Check if the user sees in Primo GetIt section the correct item policy (not the generic "Loanable" rather, e.g. "3 Week Loan"). If not - this may be an authorization issue. Consult "Why am I not seeing Request Links?".

Open support case for assistance as needed.

Patron Role expired at Lender:

If only some users are affected - check if Patron Role expiration date exists and is in the past, in the Lender Institution. 

Solution:

1. Clear the expiration date. To remove patron role expiration in bulk (via Job), consult a knowledge article: "Patron Role has expiry date in the past. Why and how to fix this?".

2. Check configuration. Going forward - ensure that each Institution has "None" for Policy Type of "Patron Role Renewal Period". Found at: Configuration > Fulfillment > Physical Fulfillment >Advanced Policy Configuration. The policy is used by the Default "User Registration" TOU (Terms of Use).  Consult a knowledge article: "Where are expiration dates of user accounts and patron roles configured?".

Additional Information

Helpful links:

Linking Users in Collaborative Networks

Configuring Other Settings (User Management)

Patron Role has expiry date in the past. Why and how to fix this?

Why am I not seeing the Request Options?

Where are expiration dates of user accounts and patron roles configured?

• Article last edited: 21-FRB-2019