Moving Article Requests from Borrowing to Document Delivery

  1. To log in to the ILLiad client, you may use the username “student” and password “ill.”
    the ILLiad log in screen
  2. To begin moving article requests for processing click on the Borrowing tab, open the “Awaiting Processing” queue, and open the first article request.  Process the request.
    1. In the library catalog, check to see if we own the journal in the request.
    2. If we own the title electronically, navigate down to the article level.  If we have access to the PDF of the article, save the PDF file in the C:illiad/images folder as the transaction number of the request.
      1. Click “Route to Document Delivery” and select “In DD Stacks Searching” from the drop down menu.
        A screen capture showing how to move a request to the In DD Stacks Searching
      2. Open Odyssey Helper.  You may log in with the username “student” and password “ill.”
        screen shot of the odyssey helper log in box
      3. Make sure “Process Type” is set to “Document Delivery.”
        A screen cap showing the location of the process type setting in Odyssey Helper.
      4. Click the refresh button to be sure all requests are found.
      5. Click “Process” to send the item.
        The process button in Odyssey Helper
      6. Click “OK” on the pop up that appears.
        the pop up box indicating completion of processing by Odyssey Helper
    3. If we own the title (at the volume/issue level) in print, put the call number of the item into the call number field of the ILLiad form.
      The location of the call number field in ILLiad.

      1. If the location of the item is a branch location, type the branch location in the “Location” box.
        The location of the "Location" box in the ILLiad form.

        If the item location is Hunter, treat the item as if we do not own it.  Collections in Hunter are not organized, and it is timely and difficult to locate the item, if it can be located at all.  It is easier to request the item through reciprocal lenders in ILL.
      2. Save your changes.
      3. Click the “Route to Document Delivery” drop down menu.
      4. If the item is located in the library depot, select “Awaiting DD Processing (OSS).”
        A screen capture demonstrating how to move an article request to offsite shelving processing
      5. If the item is located anywhere else, select “Awaiting DD Stacks Searching.”
        The location of the "Awaiting DD Stacks Searching" queue in DD routing.