Some requests will arrive via email or even U.S. Mail on old A.L.A. forms. Here is how you can add them to ILLiad:
1. Search for the borrowing library in ILLiad. Use the “Search Addresses” box on the far right side of the home tab to search for the borrowing library by name.
- If you find a match, verify that the address and info are the same and proceed to step 3.
- If you don’t find a match, you will need to create an account before you proceed.
2. Creating an account – You’re going to need to create a symbol for the new account, so before you add the account, (and while you are in the search field) you will need to choose a symbol that isn’t in use.
- Search the “Symbol” field to choose one that isn’t in use. –Example: I used “Florence” for Florence County Public Library.
- Once you have a symbol, go to the “Lending” tab above the ribbon and find the Add “Addresses” icon on the far left in the “New” cube. This is where you enter all of their info, including that symbol.
- Just a note – I have a set of early instructions that say to be sure to mark “Outside OCLC” in the “associations” box on the right side. I have no idea what they’re talking about. It must be from an earlier version of ILLiad.
- Check your entry. After you save, go back to search and use the symbol you created to make sure the account is there.
3. Adding the request – In the manage cube of the ribbon in the library record, find the “Add Request” icon. (It looks like an angry red spreadsheet.) Note the transaction number that is generated and fill out the article or loan info. Save the record then exit the box. The request should now be in the “Awaiting Lending Request Processing” queue.