Exporting ILL Requests to OCLC

If your library uses OCLC’s ILL Direct Request Service, the library can choose whether to have Polaris export interlibrary loan requests automatically upon their creation. If your library has chosen to mediate ILL requests instead, you must review each inactive ILL request, make any necessary changes to it, and manually export it to OCLC. You can export multiple requests at the same time. Once exported, the requests become Active.

To export interlibrary loan requests to OCLC:

Note:
Use Export to change the request status to Active even if you do not use OCLC.

1. Display the inactive ILL requests you want to export on the Request Manager workform - ILL Requests view (see Display ILL requests in the Requests Manager).

Note:
You can also view ILL requests for a specific patron in the ILL requests list on the Patron Status workform - Holds view.

2. Select the ILL request line items to be exported.
3. Right-click and select Export from the context menu.

The exported ILL requests become Active requests, and they are forwarded to OCLC if your library uses the OCLC ILL service.