Display ILL requests in the Requests Manager

You view all the interlibrary loan requests in your Polaris system by selecting criteria on the Request Manager workform - ILL Requests view. The library in the Branch name box is associated with the selection (item, patron, or pickup library) in the By box. In addition, you must select a request status.

Example:
To display all cancelled ILL requests where West Side Library is the patron’s registered branch, select the following criteria: West Side Library (Branch name box), Patron (By box), and Cancelled (Status box).

To display the interlibrary loan requests in the system:

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

  1. Select Circulation, Request Manager from the Polaris Shortcut Bar.

The Request Manager workform - Hold Requests view appears.

  1. Select View, ILL Requests, or click pbutILLView.gif.

The ILL Requests view appears.

Tip:
You can open the Polaris Find Tool from the Request Manager workform to search for any ILL request. Select File, Open on the Request Manager menu bar.

  1. Select a library in the Branch name box and one of the following options in the By box, according to the requests you want to display:
    • Item - Displays requests for items that are owned by the selected library (available only for Received and Returned requests)
    • Patron - Displays requests for patrons who are registered at the selected library
    • Pickup - Displays requests to be picked up at the selected library
  2. Select an ILL request status in the Status box. For status descriptions, see Creating Interlibrary Loan Requests.

The line items that appear in the Requests list depend on your selections in the Branch name, By, and Status boxes.

  1. To open the request, right-click the line item, and select Edit… from the context menu. See Edit an ILL request.
  2. To print the request, follow these steps:
    1. Right-click the line item, and select Print, Request from the context menu.

The print file is generated and the Report Preview window opens.

  1. Click the printer icon.

The request is printed on the default printer for your workstation.