ILL Options Dialog

To open this dialog:
In Polaris Administration, select Parameters > Requests > ILL options.

An interlibrary loan (ILL) request is filled by routing the request to potential lenders outside the local library system. You can set Polaris to allow interlibrary loan requests from the staff client, PAC, or both. The ILL Options dialog (Requests parameters) provides options that control interlibrary loan processing. See Setting Up ILL Requests.

ILL Options Dialog - Requests Tab

Use the Requests tab to enable ILL requests from Polaris PowerPAC and from the staff client. If you select Mediate All, library staff review interlibrary loan requests from the PAC before the requests are sent to the ILL service provider.

ILL Options Dialog - Restrictions Tab

Use the Restrictions tab to set limits on ILL requests.

• Hold-to-ILL is mediated - Select this option to have ILL requests that are converted from hold requests reviewed by staff before being sent to the ILL service provider.
• Patron codes to exclude - Select any patron codes that should not be allowed to place ILL requests.
• Need-by - Enter the default number of days in which an ILL request should be filled.
• Held period - Enter the number of days a library holds an ILL item for a patron to pick up before returning the item to the lending library.
• Block for patron fines - These options apply to ILL requests from PAC:
  • Over 2nd level fine amount - Select this option to block patrons who owe more money than the 2nd level fine amount set by the patron’s registered branch. The system displays a block message in PAC.
  • Over [amount] - Select this option to block patrons who owe an amount that is greater than or equal to the amount you specify. The system displays a block message in PAC. By default, this option is selected. The default amount is $0.01, which blocks the request if the patron owes any money at all.

ILL Options Dialog - OCLC Tab

Use the OCLC tab to set up ILL service parameters with OCLC.

• Enable OCLC connection - Select to indicate that interlibrary loan requests are managed through OCLC's ILL Direct Request service.
• OCLC Symbol - The mnemonic for the library with the OCLC account (10-character maximum). Contact OCLC to get this information.
• Direct to Review - This option is always selected. It indicates that ILL requests are sent to a review file at OCLC, where they can be reviewed by OCLC staff and directed to OCLC lenders.
• Service URL - The OCLC service URL. By default, this field contains the following URL:

  https://worldcat.org/isoill/request/data/

  The OCLC service URL is the same for all libraries.

• API Key - Your library's OCLC API key. Contact OCLC to get this information.