Convert hold requests to ILL requests

To convert a hold request to an ILL request, the hold request must have one of the following statuses: Active, Expired, Inactive, or Not-supplied. To convert hold requests to interlibrary loan requests:

  1. If the hold requests do not exist, create them. See Placing Hold Requests.
  2. Select Circulation, Request Manager from the Polaris Shortcut Bar.

Tip:
Other methods: From the Hold Request workform, select Tools, Convert to ILL Request.You can also select hold requests for a specific patron in the Polaris Requests list on the Patron Status workform - Requests view. Then right-click and select Convert to ILL Request from the context menu.

The Request Manager workform - Hold Requests view appears.

  1. Select the appropriate options in the Branch name, By, and Status boxes. See Display hold requests by selected criteria.
  2. Select the line items in the Requests list, and click pbutConvILL.gif above the list or press CTRL+I.

The selected hold requests are deleted. A new ILL request replaces each hold request. The ILL requests may have an Active or an Inactive status, depending on your library’s policy.

Note:
Borrow by Mail hold requests can be converted to ILL requests, but Borrow by Mail functionality does not apply to the new ILL request. For more information about Borrow by Mail, see Borrow By Mail Circulation.

If the patron has exceeded the limit for ILL requests, the following message appears: Patron is limited to number ILL requests. Click Yes to continue creating the ILL request. Click No to stop the process.

  1. To check the status of the ILL requests, see Display ILL requests in the Requests Manager.
  2. If the ILL requests are inactive, do these steps:
    1. Review each request and make any changes. See Edit an ILL request.
    2. Export the appropriate requests to OCLC. see Export ILL requests to OCLC.

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