The Borrowing Request Form

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Features of the Borrowing 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.

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. Clicking this icon will link you to the current ILLiad documentation on the Atlas Documentation website.

See Submitting Error Feedback for more information.

The Borrowing Ribbon

The Request Form contains a content-sensitive ribbon that reflects Borrowing processing and workflows. 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.

See ILLiad Ribbons for more detailed information on each button and feature in the Borrowing Ribbon.

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.

  Explanation Available Information
Detail This is main page of the Request form. General Request Information, System Information, Item Information, Bibliographic / User / Billing / Lender Information, Citation Information, and Notes
History Displays change and updates to the request as well as an email history. Tracking, E-Mail History, History, Resubmission, Previous Requests
OCLC Houses the processes and forms for searching and submitting requests to OCLC. Searching, Record Detail, Holdings, Work Form
Z39.50 Houses the processes and forms for searching your Z39.50. Searching, Record Detail
PubMed/Docline Holds the processes and forms for performing PubMed/Docline searches. Searching, Record Detail, Docline

Some of the tabs on the Request form, 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
  • Wanted By
  • Not Wanted After
  • Site
  • Shipping Options
  • Doc Type

Bibliographic/Billing Information

The ILLiad Request form combines the billing and bibliographic sections together using multiple tabs. The Imported Request tab shows the OCLC work form information as a series of distinct fields separated by spaces. 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

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

The Imported Request Tab

The OCLC import information pane on the Borrowing Request form is located in the center of the form under the Imported Request tab. The OCLC work form information appears in the Imported Request pane as a series of distinct fields separated by spaces.

Reasons for NO

The Reasons for No display can be found in two locations on the Borrowing Request Form:

  1. On the Detail page under the Imported Request tab.
  2. On the OCLC page, under the Holdings tab in the Previous Requests box.

The text in the Reasons for No display can be copied for pasting elsewhere.

Imported Request Field Order

The order of the OCLC fields and which fields display in the Imported Request pane of the Borrowing Request form are determined in the OCLC Resource Sharing Settings. These settings are accessed from the ILLiad client's Main page under the System ribbon by clicking on Resource Sharing Settings. Access to the OCLC Resource Sharing Settings through the ILLiad client is either granted or denied by settings specific to your username in the Staff Manager.

Your ILLiad username will need to be granted access to this function before you will be able to access it. For all users denied access to these functions, the OCLC Resource Sharing Settings option will be grayed out on the System ribbon. For further information about OCLC Resource Sharing Settings, see the section entitled OCLC Resource Sharing Settings under Maintenance Functions.

Item Information 

The Item Information group contains the following eight fields:

  • 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

The Citation Information group displays the four Citation fields:

  • Cited In
  • Title
  • Date
  • Volume/Pages

These fields can be used to import citation information using OpenURL. These fields can be also be hidden or displayed on the patron web forms. See Verifying ILLiad DLL Version for more information.

Notes Field

The Notes section of the Request form shows any notes that have been added by users, staff or lenders, or via ISO ILL, OCLC Alert, or LOCL Lending. Once a request has been created you can add and delete notes. See Adding Notes to Request Forms for more information.

By design, all notes and staff edits are visible to patrons on the ILLiad web pages.

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 form displays which module the request belongs to: Borrowing, Lending or Document Delivery. This module will appear on the bottom right corner of the request form.

 

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