The Document Delivery Request Form

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Features of the Document Delivery Form:

Adding Fields to the Request Form

Some fields are available to add to the Request form but are not visible on the form by default. Examples are the Status, Patron, PMID and DOI fields. You can use the customizing features to add these fields to your Request form.

ItemInfo fields 1-5 can be used to add additional user-defined text fields to store additional information. These fields are not displayed by default.

Hovering over certain fields in the Request forms displays a tooltip showing the complete text in these fields. Fields included are Call Number, Location, Journal Title, Article Author, Article Title, Loan Title, and Loan Author.

The Request Icon

The Request Icon allows you to print or close the opened request.

  • Print Request (or Ctrl + P) prints the request using the PrintRequest.doc template.
  • Close closes the request.

The Quick Access Toolbar

The Quick Access Toolbar houses 

  • Refresh allows you to instantly update data on the form.
  • Save will save any changes made on the form. Unsaved changes are highlighted in yellow.
  • Show Previous Transaction will close the opened request and open the previous request in the queue.
  • Show Next Transaction will close the opened request and open the next request in the queue.

The Feedback and Help Icons

The Feedback icon, located on the right side of the ILLiad client, allows you to open the Feedback form from any page in the ILLiad client. ILLiad collects data about the issue from several tabs on the form. When you save the form, the data is transferred to a .zip file that you can easily email to support.

In addition to the Feedback icon, there is a Help icon on all forms in the ILLiad client. This is located at the top right of the client, and displays as a ? in a red bubble.

See Submitting Error Feedback for more information.

The Document Delivery Ribbon

The Document Delivery request form contains a content-sensitive ribbon that reflects Document Delivery processing and workflows. While the request form ribbon generally stays the same throughout the Document Delivery process, note that the Process section of the ribbon may vary according to the request status location.

Some of the commands, such as Route, contain menus to choose an action. Some perform an action, such as Cancel Request, and some, like Policies Directory, take you to a new location. Features that are not active in a particular queue are greyed out. The Document Delivery ribbon, when the request is in Awaiting Document Delivery Processing, contains the basic functions below.

Next Step






Cancel Request


Policies Directory



Print Request

Finished Searching

Route to Borrowing



Send E-Mail

Add to Print Queue

Mark Found





Print and Empty Queue

Mark Found Scan Now






Request Form Tab Bar

Much like the ILLiad main page, the Request form contains a variety of tabs on the open tab bar, displaying different information and allowing staff to switch between active forms without opening multiple forms. These multiple tabs on the Request form allow staff to compare the results from OCLC searching, Z39.50 sources and Pubmed all on the same form. As more sources are added to the Request form, staff can have multiple search results available to make the best choice for fulfillment. In addition to the default tabs, staff can create additional tabs to hold information from those default tabs as they customize the layout.

The defaults tabs are:

Default Tab


Available Information Panels and Tabs


This is main page of the Request form.

General Request Information, System Information, Item Information, Bibliographic / User / Billing / Lender Information, Citation Information, and Notes


Displays change and updates to the request as well as an email history.

Tracking, E-Mail History, History


Houses the processes and forms for searching and submitting requests to OCLC.

Searching, Record Detail, Holdings, Work Form


Houses the processes and forms for searching your Z39.50.

Searching, Record Detail


Holds the processes and forms for performing PubMed/Docline searches.

Searching, Record Detail, Docline

Some of the tabs on the Request forms, LenderAddress form, Main form and User Information form can be dragged off the form and opened as a separate form. Primary and Addon tabs on these forms can also be reordered.

General Request Information

This section contains your Transaction Number, Username and specifics about request Delivery Method, Service Level, Shipping Options and Billing Account. Fields are:

  • Transaction Number
  • Username
  • Transaction Date
  • Delivery Method
  • Service Level
  • Billing Account
  • Article/Loan
  • Service Type
  • Not Wanted After
  • Site
  • Shipping Options
  • Doc Type

Bibliographic/Billing Information

The Document Delivery request form combines the billing and bibliographic sections together using multiple tabs. The User's information is here as well as the lending library's information. The available tabs are:

  • Article Info
  • Loan Info
  • Collections
  • Local Holdings
  • Imported Request
  • User
  • Copyright
  • Invoice
  • Billing
  • Additional
  • Library
  • OCLC Item Availability

Specifics of the request are held here along with corresponding checkboxes:

  • Accept Alternate Edition
  • Accept Non-English
  • Allow Copies?
  • Copyright Already Paid?
  • Allow Renewals?
  • Library Use Only?: A check in this checkbox overrides the default setting of "NO" for the Library Use Only? the checkbox on the Check In From Lending Library form.
  • Replacement Pages?
  • Priority Shipping
  • Ariel

System Information

The System Information section was called the OCLC Information section in previous versions of ILLiad. Note that the name of this section will change depending upon the System ID selected in ILLiad. When you are searching OCLC and have a System ID of OCLC, the name of the section is OCLC Information. When you are searching DOCLINE, it's called is Docline Information. This section of the request form is not used in Document Delivery.

Item Information

Here you will find:

  • Call Number
  • Location
  • Due Date: Based on the settings in the Customization Manager or Groups Maintenance.
  • Reason for Cancellation
  • Item Num/Ref Num
  • ISxN
  • Special Instructions
  • Max Cost/Pieces

Citation Information

Displays the Cited In fields:

  • Cited In
  • Title
  • Date
  • Volume/Pages

Notes Field

The Notes section of the request form shows any notes that have been added by users and staff. Once a request has been created you can add and delete notes.

Status Bar

The current Transaction Status for the request appears in the Status Bar at the bottom of the form. If you want to add the Transaction Status field to your Request form you can do that by using the Customize Layout feature.

Module Display

When the Request form is open, the Windows Task Bar displays the module that houses the display: Borrowing, Lending or Document Delivery.



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