Convert Hold Requests to ILL Requests

You can convert single or multiple Active, Inactive, Expired, or Not Supplied hold requests to ILL requests from the Patron Record or the Request Manager workform, or you can convert a single hold request from Hold Request workform.

Note:
The following permissions are required to convert hold requests to ILL requests and to override any request limits:
ILL requests: Convert holds (overridable)
Hold requests: Delete (overridable)
Override Request Limits: Allow (overridable)
Override Request Blocks: Allow (overridable)

To convert hold requests to ILL requests:

• From the Patron Record workform, Holds view, select one or more hold requests in the list, click the Convert to ILL button, or if the button is not visible, select More | Convert to ILL.
• From the Request Manager workform, select one or more hold requests in the list, and click the Convert to ILL button in the action button bar.
• From the Hold Request workform, click ACTIONS to open the actions menu, and select Convert to ILL.

If the patron has exceeded the ILL request limit, a message box appears. Click CONTINUE.

The hold requests are converted to ILL requests.

Note:
If the request is a duplicate, the Duplicate hold requests box appears with a list of duplicates. You can click CONTINUE or CANCEL.

Convert a Hold Request to an ILL Request Process

When you convert a hold request to an ILL request, the following processing occurs:

• The hold request is converted to an ILL request with a status of Inactive.
• The hold request is removed from patron holds list and deleted.
• The hold count is updated.
• A transaction is logged - 6033 ILL Request created.
• The ILL request appears in the ILL view of the Patron Record workform.