Opening the Lending Request Form
To begin searching for requests in a particular category (i.e. Awaiting Lending Request Processing or Awaiting Renewal Request Processing) double-click on the status queue in the Lending Requests group. A grid appears showing a list of all requests that need to be searched in that queue. The displayed ribbon menu will be the Lending Processing ribbon. If you like, the request list may be organized by column headings such as Username or Request Type. Simply click on the appropriate column heading and the list will re-order itself accordingly. Double click on an individual request to open the Lending Request form.
Searching Lending Requests in your OPAC
Using the Z39.50 Search Form
The ILLiad Z.39.50 Search form allows you to search your local OPAC for the requested items to determine availability and/or lendability depending on your Lending policies. From the Lending Request form, click the Z39.50 tab to open the Searching tab and accompanying Discovery ribbon.
Available Search Sources
Use the Z39.50 Server icon on the Discovery ribbon to specify the resource to be searched. If multiple resources have been set up, the screen will default to the resource set up in the Customization Manager as the default search resource. This would typically be your institution's local OPAC, but could also be set to the OPACs of other institutions should you so wish. All Z39.50 search options will first need to be set up in the Customization Manager before they will be accessible for searching on this form.
Automatic Search Links
Along the Discovery ribbon are five automated Z39.50 search links. These automated searches include:
- A Title search
- An Author search
- A Keyword Search
- A System Number search (OCLC or Docline Number)
- A Standard Number (ISSN/ISBN) search
These searches function just like the OCLC search options in the ILLiad Interface Form. Just click on the desired search and the system will perform the search and display the results in the Searching grid on the form. These same searches are also accessible from the Searches menu of the ILLiad Z39.50 Search form.
If the automated search options are not sufficient for your needs, you may also perform a custom search using the Custom Searches field in the Discovery ribbon. Custom Z39.50 searches may be performed based on several fields. Multiple-field searches may be strung together logically using either "AND" or "OR" as operators to refine the search. Use the ellipses ( . . . ) to open the Custom Search box and enter the fields to be searched. Select the "AND" or "OR" operators depending on which type of search you wish to perform, and click the Apply Custom button to perform the search.
Regardless of the type of search performed, the results will display in the Searching grid. Details of the results, such as Title, Author, Location, Call Number, and Availability for the selected search result appear as columns in the grid for each copy of the item found by the search.
Choosing a Record for Call Number/Location Import
If you should need to do so, you may choose a specific record from the OPAC and import its call number and location information into ILLiad. Choose the desired record by clicking on it in the grid. Holdings information for the selected record will appear in the Holdings display in the bottom right window of the form. If multiple copies exist for the same record, the Holdings tab will display multiple entries. Select the desired entry by clicking on it. Click the Copy Info button (or double-click the Holdings entry) to copy the call number and location information into the Request form.