Using the Request Manager

The Request Manager enables you to process interlibrary loan requests. The Request Manager menu provides an overview of your library’s ILL activity both as a borrower and as a lender.

The Manage Lender Requests section shows the current status for all active and completed requests received by your library as a lender. The Action items section lists up to seven status categories for ILL requests received by your library as a lender, and indicates the total number of active and completed requests in each category. Only those requests that require action by you are displayed in the Action items section of the list. The Items awaiting trading partner response section provides information related to requests that your library has received as a lender that are awaiting response from the borrowers from which they were received. The Items awaiting trading partner response section shows a listing of borrower status categories, and indicates the total number of active and completed requests in each category.

To manage ILL requests as a lender:

Select Request Manager from the ILL Admin menu.
- The Request Manager screen displays.

Click the link for the status category you wish to view.
NOTE: Categories in which no ILL requests are pending are shown in “normal” type; these categories cannot be selected for viewing.
- To view requests that require action by you, click a link in the Manage Lender Requests - Action Items field, as appropriate.
- To view requests awaiting action by trading partners, click a link in the Manage Lender Requests - Items awaiting trading partner response field, as appropriate.
A browse list of all active and completed ILL requests in the selected status category displays. The list is arranged alphabetically by title, and includes current status information.

If your library or consortium has enabled the optional “Soon To Be Referred” indicator, all requests in the Pending and Will Supply/In Process lists for which only one day to respond remains (i.e., the request will be forwarded to the next lender through midnight processing) are identified by a Soon To Be Referred icon in the left column of the list. For example, if the deadline date is January 18th, the flag will appear on both January 17th and the 18th, and the request will move to the next lender at midnight on the 18th.

If your library or consortium has enabled the optional “Notes” indicator, all requests in the Pending and Will Supply/In Process lists for which Borrower’s Notes, Patron’s Notes or Volumes Needed information have been included are identified by a Notes icon in the left column of the list.
NOTE: The Notes icon is shown for requests containing Patron’s Notes only when the Show Patron Note to Lenders option in the Participant Record for the borrowing library is set to Yes (see the ILL Administration User Guide for details).

NOTE: The Notes icon is shown for requests containing Volumes Needed information only when the ILL Request Form from which the request was created included the Volumes Needed field and the Move Request with Patron Note to Awaiting Approval and/or Move Request with Vols Needed Note to Awaiting Approval option in the Participant Record for the borrowing library is set to Yes (see the ILL Administration User Guide for details).

Use the “browse bar” to scroll the browse list:

Use the “number of requests” menu to specify the number of requests to be displayed per page of the Status Browse List; 25, 50, 100 or 250.

Use the Page menu to scroll the Status Browse List to a selected page.

If the Status Browse List is more than one page long, use the First Page button , Previous Page button , Next Page button and Last Page button to view the list one page at a time.

Within a status, requests with the same title are ordered by Request Number (Req. Number).

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Chapter 4

Changing ILL Request Status