Any Edition is Acceptable

Checkbox; default state established in Participant Record.

Loan, Copy

P/S/A

Article Author

Text box.

Copy

P/S/A

Article Date

Text box / drop-down menus. Year element is required; Month / Season and Day elements are optional.

Copy

P/S/A

Article Information (Volume, Issue, Pages)

Text boxes. Pages element is required; Volume and Issue elements are optional.

Copy

P/S/A

Article Title

Text box.

Copy

P/S/A

Author/Creator

Populated from bibliographic record (MARC Tag 1xx) if present; text box on Blank Request Form.

Loan, Copy 

P/S/A

Borrower

Read-only field / drop-down menu; populated from Participant Record. For systems employing Network Lender functionality, this field includes a drop-down menu for selection of the appropriate pickup location for the request (for users granted Change Pickup Location permission) or shows the name of the library under which the user logged in (for users NOT granted Change Pickup Location permission).

Loan, Copy 

P/S/A

Borrower’s Email

Hyperlink; populated from Participant Record, as available. Shown on Lender’s view only.

Loan, Copy 

A

Borrower’s Notes

Text box (Borrower); read-only field (Lender).

Loan, Copy 

P/S/A

Borrower's Phone

Text box; pre-filled by the system with the ILL Phone Number: General from Participant Record, as available.

Loan, Copy 

A

Call Number and Location

Text box (Lender); read only field (Borrower)

Loan, Copy 

A

Charges

Text box (Lender); read-only field (Borrower)

Loan, Copy 

A

Copyright Compliance

For U.S. requests only; read-only field. Displays ccg/ccl as appropriate. Displayed to lender once request has been assigned a request number; displayed to borrower in Shipped and subsequent statuses.

Copy

A

Copyright Compliance Options

For U.S. requests only; drop down menu for Borrower selection of Copyright Compliance, ccg/ccl as appropriate.

Copy

A

Create a Password

For patron Request Forms only; text box. Pre-filled by system for authenticated patrons with password taken from User Record.

Loan, Copy

P

Current Lender’s Note

Text box (Lender); read-only field (Borrower)

Loan, Copy

A

Customer Field 1

Text box; for locally defined content. Displays to all libraries in consortium.

Loan, Copy

P/S/A

Customer Field 2

Text box; for locally defined content. Displays to all libraries in consortium.

Copy

P/S/A

Text box; for locally defined content. Displays to all libraries in consortium.

Loan, Copy

P/S/A

Customer Field 4

Text box; for locally defined content. Displays to all libraries in consortium.

Loan, Copy

P/S/A

Customer Field 5

Text box; for locally defined content. Displays to all libraries in consortium.

Loan, Copy

P/S/A

Customer Field 6 (checkbox)

Checkbox, for locally defined content. Displays to all libraries in consortium.

Loan, Copy

P/S/A

Customer Help

Hyperlink to URL specified in ILL Help Page field on Participant Record.

Loan, Copy

P/S

Date Checked In

Text box (Lender); read-only field (Borrower). Pre-filled by system with current calendar date, editable by Lender using calendar function.

Loan

A

Date Received

Text box (Borrower); read-only field (Lender). Pre-filled by system with current calendar date, editable by Borrower using calendar function.

Loan, Copy

A

Date Renewal Requested

Text box (Borrower); read-only field (Lender).

Loan

A

Date Returned

Text box (Borrower; read-only field (Lender). Pre-filled by system with current calendar date, editable by Borrower using calendar function.

Loan

A

Date Shipped

Text box (Lender); read-only field (Borrower). Pre-filled by system with current calendar date, editable by Lender.

Loan, Copy

A

Document URL

Text box (Lender); hyperlink (Borrower). Displayed to Lender in Pending and Will Supply statuses; displayed to Borrower in Shipped status.

Loan

A

Due Date

Text box (Lender); read-only field (Borrower). Pre-filled by system based on Lender’s Days to Return; editable by Lender using calendar function. Also used for Renewed to Date.

Loan

A

Edition

Populated from bibliographic record (MARC Tag 250) if present; text box on Blank Request Form.

Loan, Copy

P/S/A

For Patron: Why Request was not Filled

Text box. Content available to patron through ILL Request Tracking.

Loan, Copy

A

History Information

Read-only field; system supplied.

Loan, Copy

A

Insured For

Text box (Lender); read-only field (Borrower).

Loan, Copy

A

ISBN

Populated from bibliographic record (MARC Tag 020) if present; text box on Blank Request Form. Up to three entries supported.

Loan, Copy

P/S/A

ISSN

Populated from bibliographic record (MARC Tag 022) if present; text box on Blank Request Form. Up to three entries supported.

Loan, Copy

P/S/A

Item Barcode (Borrower)

Text box (Borrower). Pre-filled with ILL Request Number.

Loan

A

Item Barcode (Lender)

Text box (Lender); read-only field (Borrower).

Loan

A

Lender

System supplied. Shows Lender Code and Lender Name.

Loan, Copy

A

Lender List

Text box (Borrower); read-only field (Lender). Displays all future Lender’s to Borrower, next five Lenders to Lender. Not included on initial staff form for systems using SSS.

Loan, Copy

S/A

Lender’s Email

Hyperlink; populated from Participant Record, as available. Shown on Borrower’s view only.

Loan, Copy

A

Lender’s Fax

Read-only field. Populated from Participant Record, as available. Shown on Borrower’s view only.

Loan, Copy

A

Lenders’ Notes

Text box (Lender); read-only field (Borrower).

Loan, Copy

A

Lender’s Phone

Read-only field. Populated from Participant Record, as available.

Loan, Copy

A

Lending Restrictions

Read-only field. Taken from Lender’s Reason/Condition.

Loan

A

Library of Congress Control Number

Populated from bibliographic record (MARC Tag 020 $a) if present; text box on Blank Request Form.

Loan, Copy

P/S/A

Locate Lender

Action button. Used in locating Lender’s for inclusion in the Lender List. Not included for systems using SSS.

Loan, Copy

A

Material Bibliographic Level

Read-only field. Displays value selected from Material Bibliographic Level Options.

Loan, Copy

A

Material Bibliographic Level Options

Drop-down menu. Populated from bibliographic record (LDR/06-07)

Loan, Copy

P/S

Material Format

Populated from bibliographic record if textual material (LDR/06 for book, serial, mixed material; MARC Tag 008 for books, computer files, maps, music, serials, visual materials, mixed materials).

Loan, Copy

A

Material Format Options

Drop-down menu.

Loan, Copy

P/S

Max Cost

Text box. Specified in Borrower’s currency.

Loan, Copy

P/S/A

Need by

Text box. Pre-filled with system-calculated default date. Editable by patron/staff using calendar function.

Loan, Copy

P/S/A

Number of Copies Needed (over 1 creates multiple requests)

Text box. This field is applicable to Returnable (loan) requests only. This field is not shown on the Blank Request Form (see Using the Blank Request Form for details).

Loan

S/A

Number of Pieces/Pages Shipped

Text box (Lender); read-only field (Borrower).

Loan, Copy

A

OCLC Number

Populated from bibliographic record (MARC Tag 035) if present, text box on Blank Request Form.

Loan, Copy

P/S/A

Loan, Copy

P/S/A

Patron Lookup

Action button. Used in patron authenticated systems (employing the User Administration module) to locate the patron for the request.

Loan, Copy

S

Patron's Address 1

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's Address 2

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's Address 3 (City, State, ZIP)

Text boxes. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's Contact 1

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's Contact 2

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's First Name

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's Last Name

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's Library Card Number

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only. Required for Circ-ILL implementations.

Loan, Copy

P/S/A

Patron's Library Card Number (printed barcode)

Printed barcode. Optional feature may not be enabled for all systems.

Loan, Copy

A

Patron's Middle Name

Text box. Pre-filled by the system from patron’s User Record for patron-initiated requests, editable by patron; populated through Patron Lookup or manual entry for staff-initiated requests. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron’s Notes

Text box. Participant Record option determines if request with not should move to Awaiting Approval. Shown in Borrower’s view only.

Loan, Copy

P/S

Patron’s Payment Method

Read-only field. Displays value selected from Patron’s Payment Options. Shown in Borrower’s view only.

Loan, Copy

A

Patron's Payment Options

Drop-down menu. Populated from Participant Record.

Loan, Copy

P/S

Patron's Program and Course

Text box. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Patron's Status and Year

Text box. Shown in Borrower’s view only.

Loan, Copy

P/S/A

Physical Description

Populated from bibliographic record (MARC Tag 035) if present, text box on Blank Request Form.

Loan, Copy

P/S/A

Pickup Location

Read-only field. Displays value selected from Pickup Location Options. Shown in Borrower’s view only.

Loan, Copy

A

Pickup Location Options

Drop-down menu. Populated from Participant Record. Shown in Borrower’s view only.

NOTE: If you include the Pickup Location Options menu in the ILL Request Form and/or Blank Request Form for your library, you MUST include at least one pickup location in the ILL Pickup Locations list in the Participant Record for your library (see Managing ILL Pickup Locations for details) or the Pickup Location Options menu WILL NOT display on the request form(s).

Loan, Copy

P/S

Publisher (Place, Name, Date)

Populated from bibliographic record (MARC Tag 260 or 264) if present, text boxes on Blank Request Form.

Loan, Copy

P/S/A

Loan, Copy

P/S/A

Loan, Copy

P/S/A

Reason Condition/Options

Drop-down menu. Shown in Lender’s view only.

Loan, Copy

A

Request Date

Read-only field. Shows current calendar date.

Loan, Copy

A

Request Number

Read-only field. System supplied.

Loan, Copy

A

Request Number (printed barcode)

Printed Barcode. Optional feature may not be enabled for all systems.

Loan, Copy

A

Request Type

Read-only field. Displays request type selected (default selection is determined by material type of item being requested. Shown in Borrower’s view only.

Loan, Copy

A

Respond By Date

Read-only field. Populated from current "deadline date." Shown in Lender’s view only.

Loan, Copy

A

Return To Address 1

Text box (Lender); read-only field (Borrower). Populated from Lender’s Participant Record. Editable by Lender.

Loan

A

Return To Address 2

Text box (Lender); read-only field (Borrower). Populated from Lender’s Participant Record. Editable by Lender.

Loan

A

Return To Address 3 (City, State, ZIP)

Text boxes (Lender); read-only fields (Borrower). Populated from Lender’s Participant Record. Editable by Lender.

Loan

A

Return To Country

Text box (Lender); read-only field (Borrower). Populated from Lender’s Participant Record. Editable by Lender.

Loan

A

Return To Name

Text box (Lender); read-only field (Borrower). Populated from Lender’s Participant Record. Editable by Lender.

Loan

A

Series

Populated from bibliographic record (MARC Tag 440 $a$n$p or 830 $a$v for returnable (loan) requests, MARC Tag 260 or 264 for copy (non-returnable) requests), text box on Blank Request Form.

Loan, Copy

P/S/A

Ship To Address 1

Text box (Borrower); read-only field (Lender). Populated from Ship To Address in Lender’s Participant Record (if no Ship To Address, taken from main Address). Editable by Lender.

Loan, Copy

A

Ship To Address 2

Text box (Borrower); read-only field (Lender). Populated from Ship To Address in Lender’s Participant Record (if no Ship To Address, taken from main Address). Editable by Lender.

Loan, Copy

A

Ship To Address 3 (City, State, ZIP)

Text box (Borrower); read-only field (Lender). Populated from Ship To Address in Lender’s Participant Record (if no Ship To Address, taken from main Address). Editable by Lender.

Loan, Copy

A

Ship To Ariel

Text box (Borrower); read-only field (Lender). Populated from Lender’s Participant Record. Editable by Lender.

Copy

A

Ship To Country

Text box (Borrower); read-only field (Lender). Populated from Ship To Address in Lender’s Participant Record (if no Ship To Address, taken from main Address). Editable by Lender.

Loan, Copy

A

Ship To Email

Text box (Borrower); read-only field (Lender). Populated from Lender’s Participant Record. Editable by Lender.

Copy

A

Ship To Fax

Text box (Borrower); read-only field (Lender). Populated from Lender’s Participant Record. Editable by Lender.

Copy

A

Ship To Name

Text box (Borrower); read-only field (Lender). Populated from Lender’s Participant Record. Editable by Lender.

Loan, Copy

A

Shipped Via

Read-only field. Displays value selected from Shipped Via Options. Shown in Borrower’s view only.

Loan, Copy

A

Shipped Via Options

Drop-down menu. Shown in Lender’s view only.

Loan, Copy

A

Shipper’s Tracking Number

Text box (Lender); read-only field (Borrower).

Loan, Copy

A

Show Date

Editable by /staff using calendar function.

Loan

P/S/A

Source of Article Citation

Text box (Borrower); read-only field (Lender).

Copy

P/S/A

Status

Read only field. Displays value selected from Status Options. Shown in Borrower’s and Lender’s view, depending on current status.

Loan

A

Status Options

Drop-down menu. Shown in Borrower’s and Lender’s view, depending on current status.

Loan

A

This Format Only

Checkbox (Borrower); Read-only field (Lender).

Loan

P/S/A

Title/Journal Title

Populated from bibliographic record (MARC Tag 245 $a $b $h $n $p) if present; text box on Blank Request Form.

Loan, Copy

P/S/A

Uniform Title

Populated from bibliographic record (MARC Tag 130) if present; text box on Blank Request Form.

Loan, Copy

P/S/A

Verification

Hyperlink (for records from AG databases), includes resource name and AGCN; read-only field (for records from Z39.50 targets, includes text "Created from Z39.50 record (MARC Tag 001 value): (library name)."

Loan, Copy 

P/S/A 

Volumes Needed

Text box.

Loan

P/S/A