Using the ILL Request Form

The ILL Request Form lets you prepare and submit an ILL request from a specific bibliographic record. The Request This Item button is found on Brief Browse Lists and Full Record Displays. Bibliographic information from that record is entered automatically at the top of the form. The system pre-fills the Request Date field on the form with the current calendar date.

NOTE: Refer to the Search User Guide for procedures to locate and access the Full Record Display for the title for which you wish to request an interlibrary loan.

NOTE: For “electronic content” records, display of the Request This Item button is suppressed. To support cases where a library may wish to copy or print articles or chapters from “electronic content” titles to supply to a patron as “hard copy,” the Staff Function menu on the Full Record Displays for such titles now includes a Request This Item option.

NOTE: Fields identified by a red asterisk (*) are mandatory and must be filled in. All other fields are optional.

NOTE: If your library has set a Maximum Number of Reserves limit to trigger interlibrary loan functionality and the current number of reserves placed against a title does not exceed the limit, the Self Reserve screen displays when you click the Request This Item button for the title. You may place a reserve for the title at this time, but you cannot submit an interlibrary loan request (see the Circulation User Guide for details).

To prepare the ILL Request Form:

From the Full Record Display for the title you wish to borrow, click the Request This Item button.
- For libraries using the standard Request This Item function: the system searches the current bibliographic record for potential lenders.
- For libraries using the enhanced Request This Item function: After the request has been submitted (i.e., has a Request Number), the system searches all valid databases and Z targets for potential lenders for the title. If the library has selected the optional features, the system also checks the library’s Lending Policies and Item Availability for the first potential lender prior to building the Lender List. If the lender does not lend items of the requested material type, or, if the requested item is not currently available, the lender is not added to the Lender List. When all potential lenders have been identified, the system adds the Library Codes to the Lender List for the associated request.
When the search for ILL lenders is complete, and the title is held by a library registered as a potential lender for your library, the Select a Patron dialog displays. The desired patron must be selected from either the SHAREit database or (for systems utilizing the optional SIP2 functionality) from the SIP2 database before the request form is displayed (see Using Select a Patron (SHAREit/SIP2 Authentication) for details).
- If the patron was selected from the SHAREit database AND the patron’s account is blocked, expired, or has been disabled, an advisory dialog displays the message “The account for (patron name) has (been blocked / expired / been disabled / expired and been disabled). Do you want to proceed with the request?”
  - Click the Yes button to proceed with the request.
  - Click the No button to cancel the request and cancel the request and close the ILL Request Form. The message “Request Closed” shows briefly at the top of the screen.
- If the title you wish to borrow is owned by your library (the library under which you logged in) and your library has enabled “owned by this library” notification, an advisory dialog displays the message “The item you’re requesting is owned by your library. Please check on its availability before submitting this request.” Click the Continue button to continue submitting the request, or, click the Cancel button to cancel the request and check to see if the item you wish to borrow is currently available at your library.
  NOTE: If the item being requested is a serial or periodical, a “Copyright Confirmation” message displays. You must acknowledge (accept) the Copyright Statement when submitting a copy request. Click the Yes button on the “Copyright Confirmation” message to accept the Copyright Statement and continue with the request. Click the Cancel button on the “Copyright Confirmation” message to cancel the request.
The ILL Request Form displays. Bibliographic information for the title you wish to obtain is pre-filled by the system. The system pre-fills the Request Date field on the form with the current calendar date.

Select the desired request type:
- Click the Returnable (loan) link at the top of the form for a borrow request.
- Click the Non-Returnable (copy) link at the top of the form for a photocopy request.
  NOTE: If you select Non-Returnable (copy) as the request type, a “Copyright Confirmation” message displays. You must acknowledge (accept) the Copyright Statement when submitting a copy request. Click the Yes button on the “Copyright Confirmation” message to accept the Copyright Statement and continue with the request. Click the Cancel button on the “Copyright Confirmation” message to cancel the request.