Process and provide an ILL request

Step 1: Create the item and link it to a request

Create a request via Items > Request items:

• If a temporary item has already been created and a Request ID exists for this request, go to Items > Request items > New request.
• If additional information must be added to the request before it can be submitted, create a conditional request via Items > Request items > Conditional request.

OR

Create a temporary item to fulfill the request via Items > Temporary items > ILL Item.

Step 2: Link the temporary item to an ILL request

This step is only necessary if you intend to track your ILL requests before the requested item arrives. If you are using an external ILL program, this step can be bypassed and you can simply create an ILL item after the item arrives.

Go to Items > ILL Request > Process ILL request. Search for the Request ID generated from creating an ILL Item. Here, you can also enter a due date for this ILL item in the Return date field. ** This is where the Return date must be filled. It does not carry over when the item is created.

To view the request before arrives, search for the customer who placed the request and look at their ILL/Holds.

If the requested item is still in A - Active status, the request can also be linked via Hold request > Options menu.

1. View new requests and find the request to be processed.
2. Double click on the title. The Hold request screen opens.
3. Go to Options > Link ILL item to request. The Link request to ILL item screen opens.
4. Proceed with the steps to Process ILL requests.

Step 3: Transport and check in the item

After an item is linked, it is assigned a temporary barcode number. Print and attach this number to the item.

If the item arrives at a location that is not the customers pick-up location, check in the item and place it on transport to the pick-up location.

When the item arrives at the pick-up location, check it in and place it on the holds shelf. If configured by your library, the customer will be notified that their item is available for pick up.

Step 4: Check out and complete the request process

After an item has been linked, the status is changed to T - Transport. If necessary, the item can now be transported to the branch for pick up.

The item should now follow the same process as the regular hold requests. Check in the item.

• The item status changes to O - Received and a notification is sent to the customer.
• Once the message is sent, the item status changes to B - Message sent and a notification appears on the screen that the item must be placed on the hold request shelf.
• If there are costs for the request, they are added to the customer's account.
• Once the customer borrows the item, the temporary item is closed out.