Editing Requests in ILL Files

To edit a request in an ILL file:

  1. Choose any of the following functions from the Function list:

    Choose:If you want to edit:
    New RequestsRequests in the new requests file
    Pending RequestsRequests in the pending requests file
    Process ReturnsRequests in the returns file
    Filled RequestsRequests in the filled requests file
    Cancelled RequestsRequests in the cancelled requests file

Editing ILL Requests While Using the Enter Requests Function

When you attempt to edit a request while you are entering a new request, you access it via the requesting patron's record, rather than the ILL file where the request is currently stored. For more information, see the Editing a Patron's ILL Requests.

  1. Select a request by either double-clicking on the request or highlighting the request and selecting the View option from the right-mouse button menu. ILL opens the Edit Request window.
  2. Switch to the Request tab.
  3. Make your changes to the request. You can:
  • Update the Status, Follow up, Return by, or Returned fields. To do so, choose the Update Status icon or choose Options | Update. Note that when you specify a date in the Returned field for a request located in the returns file, ILL moves that request to the filled requests file. This action is available when you edit a request in the pending requests, returns, or filled requests files.
  • Delete a variable-length field by choosing the Delete Field button.
  • Insert a variable-length field by choosing the Insert Field button.
  • Undo the previous change to the request by choosing the Undo icon or choosing Edit | Undo. You can undo up to ten of the previous changes to the request you are working on. This action becomes available once you have modified the request. After you save the request, you cannot Undo your changes.
  • Cancel up to ten of your last Undo actions. To do so, choose the Redo icon or choose Edit | Redo.
Uneditable Fields

You cannot edit every field in an ILL request. For information on which fields you can edit, see Edit ILL Request Display.

  1. Choose Save. ILL updates the related file and associated patron or item records. If your library has enabled the Update Patron Information in ILL Requests feature, the system can display additional prompts at this point.
  2. Continue as appropriate:
    • Take additional action on the request as needed.
    • View the next request in the file by choosing the Next icon or Go | Next.
    • View the previous request in the file by choosing the Previous icon or Go | Previous.
    • Close the window by choosing the Close icon or File | Close. If you have not already saved your changes, ILL asks you if you want to save changes to the request before closing it.

Additional Actions When Editing Requests in ILL Files

When editing a request, you can also:

See also:
Editing ILL Requests
Editing a Patron's ILL Requests
Updating Patron Information in ILL Requests
Viewing a Patron Record from an ILL Request