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Creating New Requests Using Blank Form

 

 

 

This section describes how to create an ILL request from scratch using a blank ILL form. Alternatively you can create a request using the retrieved bibliographic details resulting from a VDX search.

 

To obtain a blank ILL request form click on 'create request' button at the top of the screen or click on 'Requests' on the left-hand menu and then click on 'Create' at the top of the screen. 

1.This takes you to the ILL Request screen and displays the blank ILL request form. 

2. Depending on your organizations policy you may have Patron Details configured by OCLC NRE/VDX Support. The availability of this functionality is subject to the configuration of resource groups by OCLC NRE/VDX Support. If so, in the Web Admin Client you need to first check the validity of the end user for whom you are creating the request. Go to the Patron Details section and enter the client barcode and click the validate button. If there is a problem with the user record VDX reports it now. Otherwise the client details are copied into the ILL request.  

Many fields can have default values populated according to VDX configuration therefore check your organization for local policy. For information on completing specific fields see Request Details.

 

 Each section of the Request form is 'fold-able', e.g. Item Details. Click the right arrow / down arrow to open / close the section.

 

On completing the details of the ILL request click the request button. VDX displays a New Request Screen. This shows the request number and brief 'printable' request details. 

 

Check the progress of the request by finding and monitoring the request using the ILL Request Search Screen.


Related Topics

 

About Requests

Authorizing Users Requests

Completing the request form

Creating Requests Using Retrieved Catalog Details

Finding End Users Requests for Requests

ILL Request Search

Monitoring Outgoing Requests

 

 

[Doc#: 1038 - Creating New Requests Using Blank Form]

 

 

 

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