Most ILS products offer a hold request system that allows patrons to request materials held in your library’s collection. But as we all know, it’s not uncommon to encounter an ILL request for such items anyway. ILLiad’s Document Delivery module offers your library a great way to manage such hold requests that originate in ILL.
Instead of cancelling loan requests that are locally held in your collection, you can supply those books and media materials to your patrons quickly and easily. Not only does this provide a good service to your patrons, it is also a great way to get the most out of ILLiad’s Document Delivery module. This works for circulating items and you can also use ILLiad to refer your patrons to non-circulating items (padding your Doc Del stats, instead of negating your Borrowing stats).
When you encounter a locally held item in Borrowing, it’s common to copy the call number and location from the Z39.50 lookup before routing it to Document Delivery. However, ILLiad does not place such requests in Awaiting DD Stacks Searching, meaning you have to manually route those requests again if you want to print pull slips right away.
You can bypass this behavior with a very simple routing rule. Then when you click on the Route To Document Delivery button in borrowing, items with locations will go straight to Awaiting DD Stacks Searching.
(This can go at the end of your list)
Awaiting Document Delivery Processing
t.Location <> NULL AND t.Location > ''
New Process Type
New Transaction Status
Awaiting DD Stacks Searching
Routes DD requests from Borrowing right to Awaiting DD Stacks Searching for pull slip printing.
Once your routing rule is created, you are ready to get started. Here’s the recommended workflow:
Delivering Items In Your Physical Collection -