ILL Options Dialog Box

To open this dialog box:
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 Option dialog box (Requests parameters) provides options that control interlibrary loan processing. See Setting Up ILL Requests.

ILL Options Dialog Box - Requests Tab

Use the ILL Options dialog box - 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 Box - Restrictions Tab

Use the ILL Options dialog box - 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 - Type the default number of days in which an ILL request should be filled.
• Held period - Type 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 - The patron is blocked if the money owed is over the 2nd level fine amount set by the patron’s registered branch, and a block message is displayed in PAC.
• Over [amount] - Select this option and set an amount. The patron is blocked if the money owed is greater than or equal to the amount you specify, and a block message is displayed in PAC. This is the default setting. The default amount is $0.01, which blocks the request if the patron owes any money at all.

ILL Options Dialog Box - OCLC Tab

Use the ILL Options dialog box - OCLC tab to set up ILL service parameters with OCLC.

• Enable OCLC connection - Select to indicate that interlibrary loan requests are managed through OCLC ILL Direct Request Services.
• OCLC Symbol - The mnemonic for the library with the OCLC account (10-character maximum). Obtain this information from OCLC.
• Polling interval (system level only) - Type how often (in minutes) Polaris should send interlibrary loan requests to OCLC.
• 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.
• Address and port - Type the IP address and the port number (IP address:port number, 60-character maximum) of the server where Polaris sends the ILL requests. Obtain this information from OCLC.
• Login name and password - Type your library’s OCLC log-in information, which you obtain from OCLC. Polaris supplies this information when requests are sent to OCLC.