Request Manager Workform

To access the Request Manager workform, select Circulation, Request Manger. In the Request Manager workform, you can view and process hold requests-to-fill; place and edit hold requests; and work with interlibrary loan requests. See Working with Interlibrary Loans.

Use the toolbar to:

• Print the Reports - If you are working with regular hold requests, you can select File, Print, Holds to Fill or Holds to Transfer. See Manage pending hold requests (Requests-to-Fill). If you are working with INN-Reach holds, you can select Holds to Fill (INN-Reach) or Holds to Fill (Regular and INN-Reach). See Polaris as the INN-Reach Borrowing Library.

• Print information from this workform - Select File, Print, Current View; File, Print, All Views; or File, Print, List View, or click the down arrow by the print button and make a selection.

• Refresh (update) the data on the workform - Select View, Refresh, or click .

• Go to another view:

  • Manage branch requests-to-fill, work with hold requests - Select View, Hold Requests, or click .
  • Work with interlibrary loan requests - Select View, ILL Requests, or click .
  • Work with INN-Reach requests - Select View, INN-Reach lending requests, or click . This view appears only if your library is licensed to use INN-Reach. See Implementing and Using INN-Reach Integration.

Request Manager Workform - Hold Requests View

This view displays hold requests.

Use this view to:

• Filter the displayed requests - Select the branch, By value, and request status. For example, if you are processing requests-to-fill for your branch, select your branch, a By value of Item, and a status of Pending. See Display hold requests by selected criteria.
• Determine which hold requests to fill - See Fill hold requests for Requests-To-Fill.
• Deny an item for requests-to-fill - Select a pending request, and click . See Deny items for Requests-To-Fill.
• Create a new hold request - Click  above the Requests list. See Placing Hold Requests.
• Find any hold request - Select File, Open to open the Polaris Find Tool and search for hold requests.
• Edit a hold request - Right-click a request in the Requests list, and select Open from the context menu. See Edit hold request data.
• Open a linked record - Right-click a request in the Requests list, and select Links from the context menu. To see information about a request without opening a record, select the request and click  above the Requests list.
• Cancel a hold request - Select an active, inactive, or pending request, and click  above the Requests list. See Cancel hold requests.
• Reactivate a hold request - Select a cancelled, expired, or not-supplied request, and click  above the Requests list. See Reactivate hold requests.
• Delete a hold request - Select a cancelled, expired, inactive, or not-supplied request, and click  above the Requests list. See Delete hold requests.
• Print a Borrow by Mail checklist - Select the Borrow by Mail requests and click  above the Requests list. See Process Borrow by Mail items in bulk.
• Print Borrow by Mail item mailers - Select the Borrow by Mail requests and click  above the Requests list. See Process Borrow by Mail items in bulk.
• Convert a hold request to an interlibrary loan (ILL) request - Select an active, expired, inactive, or not-supplied request, and click . See Convert hold requests to ILL requests.
• View the Held items to transfer list - If either the patron or a staff member has changed the pickup location for a Held item, staff members can use this list to pull the item from the holds shelf, scan the item in to assign the new pickup location, and transfer the item to the new location. See Check-in a held item with a changed pickup location.

Request Manager Workform - ILL Requests View

This view displays Interlibrary Loan (ILL) requests including requests placed through INN-Reach (if your library has a license for INN-Reach integration with Polaris). See Working with Interlibrary Loans for information on regular ILL requests or Polaris as the INN-Reach Borrowing Library for information on requests placed through INN-Reach.

Use this view to:

• Filter the displayed requests - Select the branch, By value, and request status. See Display ILL requests in the Requests Manager.
• Edit an interlibrary loan request - Right-click a request in the Requests list, and select Edit from the context menu. The ILL Request dialog box appears, where you can edit ILL request details and information about the requested item, and add notes to the request. The status of the request determines which fields can be edited. See Edit an ILL request.
• Export an ILL request to OCLC - Right-click an inactive request, and select Export from the context menu. See Export ILL requests to OCLC.

Tip:
You can open the records linked to the ILL request. Right-click the request and select Links from the context menu.

• Receive an ILL item - Right-click an active request, and select Receive from the context menu. See Receive an ILL item.
• Return an ILL item - Right-click a received request, and select Return from the context menu. See Return ILL items.
• Cancel an ILL request - Right-click an active or inactive request, and select Cancel from the context menu. See Cancel interlibrary loan requests.
• Delete an ILL request - Right-click a cancelled, inactive, or returned request, and select Delete from the context menu. See Delete interlibrary loan requests.
• Print an ILL request - Right-click a request, and select Print, Request from the context menu.
• Find any ILL request - Select File, Open to open the Polaris Find Tool and search for ILL requests.

Request Manager Workform - INN-Reach Lending Requests View

This view displays INN-Reach lending requests. See Polaris as the INN-Reach Lending Library.

Use this view to check for any INN-Reach holds to fill. If any INN-Reach hold requests are waiting to be filled, select Print, Holds to Fill (INN-Reach) or Holds to Fill (Regular and INN-Reach) to print a list of the items to pull from the shelves.