Skip to main content
OCLC Support

Create and edit requests

Learn how to create borrowing requests, create requests from an existing requests, create book club requests, edit borrowing requests, and link patron accounts to requests in Tipasa.

Create Request (from a blank workform)

You may search for items using Discover Items and create requests by using the Create Request heading. Clicking Create Request produces a blank workform.

To create a request:

  1. Type the details of your request in the fields provided.
  2. Optional. To locate citation information, search for Article Title or Title using the "Search Google Scholar", "Search Google Books", or "Search Google" links located to the right of these fields.
  3. Optional. Enter a PMID and use the magnifying glass to retrieve citation information from PubMed. If the citation information is correct, select Apply and Save to apply the PubMed citation information to the request.
    wsill_PMID_search.png
  4. Choose the request Type and Format.
  5. Provide a Needed By: date.
  6. Apply your constant data record.
  7. Provide a lender in the Lender String.
  8. Click Send Request. A confirmation message appears and the request appears under the category Borrowing Requests > New For Review.
  9. Click Borrowing Requests from the left navigation bar. The list of Borrowing categories expands.
  10. Click New For Review.
  11. Click your new request ID number.
  12. In the new request screen, click Send Request. A confirmation message appears.
  13. Choose either View Next Request or Return to list. Your request is sent to the lender and you are returned to the screen you selected.

Create borrowing requests using Discover Items

You can search for items and create a request under Discover Items.

tipasa_discover_items.png

To discover items and create requests:

  1. Click Discover Items in the left navigation. When you open the Discover Items tab, an Advanced Search form also opens in the main panel of the screen. See Advanced search for additional information about this function.
  2. For a basic search, choose where you would like to search and the type of search from the drop-down lists at the top of the tab. 
  3. Type your search terms in the box provided.
  4. Click Search.  Matching results appear, along with holdings display options. When you click Search, the Advanced Search form collapses at the top of thee screen. Click Advanced Search to expand or collapse the form.
  5. On the Results screen, you may search or view items using one of the following options:
    1. Hover your cursor over the information icon (info_icon.png) next to the title to see brief bibliographic data.
    2. If available, click the View Now link for open access resources.  The resource will open in a new window.
    3. Search for versions with the same title and author by clicking the link. This will launch a new search based on title and author.
    4. To submit a new request, click Create Request. The request workform appears.

tipasa_create_request_search_results.png

  1. To display holdings, use one of the following options:
    1. Click State HoldingsRegional Holdings, or All Holdings

       Note: Regional Holdings includes all holdings in contiguous states.

    2. To display holdings from a Custom Holdings Path or Profiled Group, select that option from the Filter by drop-down list. Click Go to see results based on the selected filters.

       Note: The Year and Volume filters apply to the selected path or profiled group when creating a copy request for an article from a journal/magazine.
      Display holdings

      See Holdings screen for more information.

  2. Use the Holdings screen to see information about the requested item as well as information about the available lendors. See Holdings screen for more information. Click Yes (or anywhere in the Yes box) to add a Supplier to your lender string. 
  3. Click Create Request. The request workform appears.
  4. By clicking on the drop-down button next to Send Request, you can choose to Send Request or, if you have automations configured, Send to Automation. Sending to Automation allows you to submit a request without selecting lenders on the holdings screen or applying constant data, provided your automation is set to produce the request. Patron Status and/or Patron Department must be included if you are matching on patron data in your automation.  Requests sent to automation are available in the Automation Produced queue.
    • If the automation is set to Build Lender String or Send Request to Lenders, lenders in each Custom Holdings Group in the automation's specified Custom Holdings Path are sorted by turnaround time before being added to the lender string. Requests for articles from print serials will automatically exclude lenders who do not hold the year or volume of the requested item or who have a title-level deflection in the 008 of the LHR for the item. See Automated Request Manager for more information.
  5. Apply your constant data record in the Request work form using the Apply constant data drop-down list. Data in a field of a constant data record will always overwrite the value shown in the request; however, pre-existing patron data will not be overwritten. When a different Constant Data is applied to a record, the fields are briefly highlighted in green as a visual indicator of the change.
  6. On the request workform, provide a Need Before date (required).

create_request_need_before

  1. Under Borrowing Library, the Address field is required for both Shipping and Billing.
  2. Under Lending Libraries, lender policies are listed for any lenders you chose on the Holdings screen. To add more lenders, type the institution symbol(s) of up to 15 of your preferred lender(s) in the Lender String field, separated by commas.
  3. Under Patron, you will see an orange triangle with a Patron Not Linked message.  Add the appropriate patron and link to their Tipasa account to allow the patron to receive email notifications and track the request in My Account.  See Link a patron to the request for more information.
  4. If applicable, direct notes and supplier history, including reasons for no, will appear under Request History after the request is sent.
  5. Click Send Request if the request is complete.  A confirmation message appears and the request appears under the category Borrowing Requests > Produced > Awaiting Response. If you wish to save the request to submit in the future, click Save For Review.

  6. Click Request ID in the confirmation message to search that request ID number.

  7. The request is re-displayed.

Holdings screen

Display holdings

Display holdings

To display holdings, use one of the following options:

  1. Click State Holdings, Regional Holdings, or All Holdings.
    • State Holdings: Holdings within your state displayed in alphabetical order by institution name.
    • Regional Holdings: Holdings from states or provinces that border your state. Bodies of water are not considered when determining borders. Your institution's state or province is listed first, followed by other states or provinces in alphabetical order.
    • All Holdings: Your institution's state or province is listed first, followed by other states or provinces in alphabetical order.

       Note: A line separates holdings for each state and province. Within each state or province, holdings are listed alphabetically by institution name

  2. To display holdings from a Custom Holdings Path or Profiled Group, select that option from the Filter by drop-down list. Click Go to see results based on the selected filters.

Note: The Year and Volume filters apply to the selected path or profiled group when creating a copy request for an article from a journal/magazine.

Holdings screen view

tipasa_holdings_screen.png

On the Holdings screen, you have several options:

  • Hover your cursor over the information icon (information_icon.png) next to the title of the requested item to see brief bibliographic data.
  • Click Yes (or anywhere in the Yes box) in the Supplier column to add a Supplier to your lender string.
    • Once a lender has been added to the lender string, the hyperlink in the Supplier column will no longer be clickable. If a lender is removed from the lender string, your ability to click on Yes in the Supplier column is restored. This selection status will be maintained as you move through all holdings lists.
    • Yes displays if the library is a current supplier.  If they are not, a dash displays in the Supplier column.
  • Click the information icon (info_icon.png) next to the library’s name to go the OCLC Policies Directory and confirm a lender’s policies. The OCLC Policies Directory for the lender will open in a new window. 
  • Click the library name to go to the library’s online catalog. 
  • View suppliers’ Days To Respond. The Days to Respond indicates the number o fdays the library needs to respond to copy and loan requests.
    • If an item is Held by your library, you will see the held_by_library_sm.png icon at the top of the Holdings screen, indicating that your library has a holding set on that item in WorldCat. You will also see this icon on the top of the Request work form. 
  • View the suppliers Location, which displays abbreviations for the country, and state or provence.
  • View the institution's OCLC Symbol.
  • The Group column Group column populates when you filter by a Custom Holdings Path in order to show which of your Custom Holdings Groups contains a potential lender. 
  • The Cost column indicates what the library charges for copies and loans as entered in the OCLC Policies Directory.
  • The IFM column will indicate Yes if the library participates in Interlibrary Loan Fee Management.
  • View suppliers' Holdings information. This data is populated from the lending library's local holdings record or knowledge base holdings. If the information has been provided by the library, the column will display Local holdings available or a summary statement of specific volumes and issues held.
    • Click on the text in the column to view additional holdings details.
      • The resulting Holdings screen will list the Collection and Coverage for the knowledge base holding.
      • Local Holdings Records will list the Format, Location, and Holding information.
      • The coverage information displayed in the Holdings information sometimes comes from the embargo_info field of the KBART file in the WorldCat knowledge base. See Embargo and moving wall of coverage for more information.

          Note: The citation information for copy requests will display at the top of the Holdings screen and will remain as you scroll through potential lenders.  Compare the lenders holding information in the Holdings column to the citation information of the copy request to be sure the lender has the exact volume needed to fulfill the request.

Create request from an existing request

You may also create requests by accessing an existing request with one of the following statuses.

  • Conditional
  • Considering
  • Conditions Accepted
  • Submitted
  • Not Received
  • Complete
  • Closed: Any disposition
  • Unfilled
  • Expired

To create a request from an existing request:

  1. Click on one of the statuses listed above, either on the Interlibrary Loan Home page or on the left navigation bar. A list of requests with the given status appears.

     Note: Requests with submitted or considering statuses can be found under the Awaiting Response and Automation Produced headings.

  2. Click on the Request ID of the item you would like to use to create a request. The request details screen opens.

  3. Click the New button in the upper right corner of the request. A new request form open, pre-populated with the information from the original request.

  4. Confirm that the information is the same and make changes where necessary.

  5. Click Save for Review. A message that you have successfully created the request will appear at the top of the page with a hot linked Request ID.

Edit borrowing requests 

In some cases, it is possible to edit requests once they have been submitted. Following are scenarios where editing is currently allowed.

 Note: Editing is not allowed on closed requests.

New For Review requests

Edit bibliographic data via WorldCat:

  1. Navigate to Borrowing Requests > New For Review.
  2. Click the request ID to open the request.
  3. Click the magnifying glass icon, next to the Title, Author or standard number fields, to search WorldCat via Discover items.
  4. Click the item's title, then click Apply data on the bibliographic record. Alternatively, click a link to holdings, or use a Custom Holdings Path or Profiled group. Then click Update request on the Holdings screen.  A confirmation message appears and the request is updated.

Send items through Automation:

Provided you have automations configured, you may send requests through automation.  See Automated Request Manager. This option is available for any borrowing request that has not yet been submitted to lenders.

  1. Navigate to Borrowing Requests > New For Review.
  2. Click the request ID to open the request.
  3. Click on the drop-down button next to Send Request and choose to Send to Automation. If the request is produced with automation, it will appear in the Automation Produced queue. If it is not produced, it will remain in the list for staff review. You can check the Request History to see why it could not be produced, make further changes, and Send to automation again if appropriate.

Add lenders based on holdings:

  1. Navigate to Borrowing Requests > New For Review.
  2. Click the request ID.
  3. Click the View Holdings link to open the Holdings screen.
  4. Click Yes in the Supplier column to add a lender. The lender is added to your Lender String.
  5. Click Update request.

Produced requests

You may edit a Produced request that has not yet shipped by a lender in the following queues:

  • Awaiting Response
  • Automation Produced
  • Conditional

Link a patron to the request

Under the Patron menu, add the appropriate patron and link to their Tipasa account to allow them to receive email notifications and track the request in My Account.  

From the borrowing request:

  1. Under Patron, you will see an orange triangle with a Patron Not Linked message.  Add the appropriate patron and link to their Tipasa account to allow the patron to receive email notifications and track the request in My Account.  
  2. After you identify the correct patron, click their hyperlinked name.
  3. Click the Apply patron data to ILL Request button.  The patron data is applied to the request.
    Apply_patron_data_to_request.png
     
  4. The following patron data is applied to the request if it is available in the Patron record:
    1. Patron ID
    2. Name
    3. Phone 
    4. Email
    5. Address
      • Address will only populate if there is no SMS text notification number and no email notification address available in the patron record.  
    6. Pickup Location