Library staff can create a physical request for a patron by searching the network zone or by entering a request using a blank request form.
Search the network zone
Staff can search the network zone for a bibliographic record to use to create a returnable ILL request for a patron.
1.) Set the search scope to the network zone
2.) Select the "All titles" search from the dropdown list
3.) Select the search term from the dropdown list.
4.) Type in the search terms
5.) Click on the magnifying glass or press enter on your keyboard
Search results will display.
Use "Facets" to narrow your search.
In this example the patron wants a physical book. So the "Book-Physical" is selected. Library staff should review the information about the title. Find the title that matches what the patrons wants. Staff do not have to select a library to request the item from. The library rota will be used to determine which libraries will be lending libraries on the request.
On the title that matches the patron request
Click on "More actions" (three dots)
From the dropdown list click on "Resource sharing request".
The request form displays
Enter the patron's name or search for the patron from "Select from a list"
No additional changes are needed.
Click on "Save" to keep the request and allow the locate and send to happen for this request.
To see the request click on "Fulfillment">Resource Sharing>Borrowing Requests
The request status has updated to "Request sent to partner." The request has been sent to a lending library no additional updating is needed at this time.
Create a Request from a blank request form
Staff can create a request for a returnable item by using the blank request form.
Click on "Create Request"
From the dropdown list click on "Manually" and then from the menu click on "Book" or "Article."
The book form can be used for any type of returnable item, book, dvd or other returnable item.
The Returnable request form is shown below.
Enter information in as many fields as possible.
Enter the patron name
No additional fields need to be completed.
Click on "Save" to keep the request.
The article or nonreturnable blank form
Select the "Article" form.
Enter the "Publication date" this will be used to calculate the copyright status.
Enter the "Requester"
"Requested Format"-Click on the arrow to expand the menu. Click on"Digital."
The format must be changed so the lending library gets the article information.
After the "Requested Format" is changed to digital, staff can update the copyright status.
"Copyright Status" field use the dropdown arrow to expand the menu. Select a copyright designation.
Or click on "Calculate Copyright Status" for the software to apply copyright rules.
No additional fields need to be updated.
Click on "Save" to save the request.
Book Chapter Requests
If staff want to ente a request for a chapter from a book use the "Book" request form.
Enter information about the request, specifically information about the chapter or pages that are needed.
"Requested Format"- Click on the arrow to expand the menu and click on "Digital."
A "Digital" request needs a copyright designation.
"Copyright Status" field click on the down arrow to expand the menu.
Select a copyright designation.
If a publication year was entered into the "Publication Date" field, the "Calculate Copyright Status" button can be used to set the copyright designation.
Click on "Save" to keep the request.
If a request for pages or a chapter does not have a copyright designation of CCG or CCL, the lending library may send a Message asking for copyright designation or reject the request.
Check Request Status
After creating a request, check the request status. The status should be "Request sent to partner."
If the request status is "Ready to be Sent." Check to see if the title or article is owned or available at your library. If the requested item is not available, make sure to "Send" the request. If the title or article is available cancel the request.
If the request status is "Pending Approval" update the copyright status and send the request.