Updating Fields in ILL Requests

You cannot directly edit the following ILL request fields:

However, you can use specific update functionality to modify these fields.

In addition, you can use the update functionality to change the Status field for multiple requests at a single time. (This field can be edited directly for individual requests.)

The following table summarizes this update functionality:

Field Update via
Pending Requests?		 Update via
Process Returns?		 Update via
Filled Requests?
Follow up yes no no
Return by no yes yes
Returned no yes yes
Status yes yes yes

For more information, see the following below:

Updating the Follow Up Field
Updating the Return By Field
Updating the Returned Field
Updating the Status Field

Updating the Follow Up Field

To update the Follow-up field in ILL requests:

  1. Choose Pending Requests from the Function list.
  2. Highlight the request you want to update.
  3. Choose the Update icon or Options | Update. The system displays an option dialog.
  4. Choose Follow-up on. ILL displays a text box prompt.
  5. Enter a date in the text box.
  6. Choose Finish. ILL updates the request(s) and returns you to the previous screen.

Updating the Return By Field

To update the Return by field in ILL requests:

  1. Select the request you want to update:
    Current ILL FileAction
    returnsContinue as follows:
    1. Choose Process Returns from the Function list.
    2. Highlight the request you want to update.
    3. Choose the Update icon or Options | Update.
    filled requestsContinue as follows:
    1. Choose Filled Requests from the Function list.
    2. Highlight the request you want to update.
    3. Choose Options | Update Status.
    The system displays an option dialog.
  2. Choose Need to return to supplier by.
  3. Choose Next. ILL displays a text box prompt.
  4. Enter the date on which the item needs to be returned to the supplying institution.
  5. Choose Finish. ILL updates the request(s) and returns you to the previous screen.

Updating the Returned Field

When you modify the Returned field for request(s) in the returns file, you are indicating that you are returning those items to their supplying institutions, and the system performs additional tasks in response to your update.

To update the Returned field in ILL requests:

  1. Select the request you want to update:
    Current ILL FileAction
    returnsContinue as follows:
    1. Choose Process Returns from the Function list.
    2. Highlight the request you want to update.
    3. Choose the Update icon or Options | Update.
    filled requestsContinue as follows:
    1. Choose Filled Requests from the Function list.
    2. Highlight the request you want to update.
    3. Choose Options | Update Status.
    The system displays an option dialog.
  2. Choose Returned on.
  3. Choose Next. ILL displays a text box prompt that contains the current date by default.
  4. Enter the date on which your library returned the item to the supplying institution.
  5. Choose Finish. The system:
    • Transfers the request to the filled requests file (if not already moved).
    • Removes the appropriate virtual item record from the patron record (if not already removed).
    • Returns you to the previous screen.

Updating the Status Field

To update the Status field in ILL requests:

  1. Select the requests you want to update:
    Current ILL FileAction
    pending requestsContinue as follows:
    1. Choose Pending Requests from the Function list.
    2. Highlight the requests you want to update.
    3. Choose the Update icon or Options | Update.
    returnsContinue as follows:
    1. Choose Process Returns from the Function list.
    2. Highlight the requests you want to update.
    3. Choose the Update icon or Options | Update.
    filled requestsContinue as follows:
    1. Choose Filled Requests from the Function list.
    2. Highlight the requests you want to update.
    3. Choose Options | Update Status.
    The system displays an option dialog.
  2. Choose Status.
  3. Choose Next. ILL prompts you to enter text for the field.
  4. Enter text in the text box.
  5. Choose Finish. ILL updates the request(s) and returns you to the previous screen.
See also:
Editing ILL Requests
Returning ILL Items