Manage hold and ILL requests

The View Requests page lets you view and manage holds, interlibrary loans (ILLs), and reserves, and any district media requests placed by you or your patrons.

Note: Hold and interlibrary loan options depend on your site and district settings.

This topic contains information about:

• Accessing reports

• Understanding the organization of requests

• Working with requests

View Hold and ILL Request reports

You can access the View Requests page in the following ways:

• Reports > Library Reports > Holds or InterLibrary Loans

  Note: The Holds and InterLibrary Loans reports take you to the same page, with different options selected.

• Circulation > Holds/ILL > View Requests
• If you have requests that require action, select > Processing Needed, and then next to Hold/ILL Requests to process, click View.

Requests Organization

The page is grouped into the following sections:

• Unapproved Requests
  • Unapproved hold requests made by your patrons for copies unavailable at your library, but available at other libraries.
  • Unapproved reserve requests made by your patrons, whether for your materials or for those in other libraries.
• Local Requests
  • Local Materials to be Pulled
  • Local Materials Ready for Patron
  • Local Materials Expired
  • Local Materials Pending
• ILL Requests
  • To be filled by <this library> (requests made by patrons of other libraries)
  • To be filled by other sites (requests made by your patrons for materials belonging to other libraries)
• Media Requests

Use the Customize View section at the bottom of the page to select information to see.

Working with Requests

To view request details:

Every requested title has a hold queue that lists all the patrons waiting to receive a copy of that title. Destiny uses the patron's priority and the date the request was made to determine the patron's position in the queue.

• To view a hold queue and edit many of the settings, click next to the title.
• To view information about the requesting patron, click next to the patron name.
• To view information about the title, click Details.

To approve a request:

1. Select Circulation > Holds/ILL > View Requests.
2. In the Status column, click the Unapproved link.

An approved local request moves to Local Materials Pending until its ready-reserve date, when it moves to Local Materials to be Pulled. Once picked, it moves to Local Materials Ready for Patron.

An approved ILL request is sent to the library owning the copy for fulfillment. On your View Requests page, it moves to the To be filled by other sites section. The lending library can print a packing list.

To delete requests:

You can either approve or delete unapproved requests. To delete a request, click Delete.

To decline an ILL request:

1. Select Circulation > Holds/ILL..

   Note: You can also select Notifications > Processing Needed in the primary navigation bar.

2. Click View Requests.

   Note: If you selected an icon from the primary navigation bar, next to Hold/ILL Requests to process, click View

3. Find the ILL request, and click Decline.
4. In the message box that appears, enter an explanation as to why it was declined.
5. Click Yes. The explanation appears as a note in the Requests list of the requesting library.

To view ready holds:

Once a copy of a requested title becomes available, you can check it out to the patron. Use the following steps to fulfill a hold request for a patron at your school:

1. Select Circulation > Holds/ILL > View Requests.
2. Find any available holds and reserves in the Local Requests section.
   
3. Once you pull the physical copy and place it on your hold shelf, click Pull Copy. The title moves from the Local Materials to be Pulled section of the page to Local Materials Ready for Patron.
4. Check out the available copy to the patron.

The hold is deleted from your Requests list once it is checked out to the patron.

Notes: If items in your catalog are set up as part of a group of related titles, any copy of a title in a group can fulfill a hold placed on another title in that group. This functionality is not visible to the patron. Destiny considers all copies of all titles in a Related Titles group to be equal candidates for fulfilling a hold request placed on any one of the titles in the group. Related Titles information appears on the Title Details page if the title is in a group. The Call Number, Sublocation, Patron, and Homeroom columns, in the Local Materials to be Pulled and Local Materials Ready for Patron sections, have sorting functionality. The default sort order in these columns is ascending alphabetical.

Following is an explanation of the different types of requests and actions that can be taken for them:

Local Materials to Be Pulled

These are either holds that:

• Have been placed by your patrons on copies that are currently Available and are probably shelved
• Have reached their ready-reserve date

They appear on your pick list. You can pull the copy for the patron, or edit or delete these requests.

To pull a copy for a hold:

1. Select Circulation > Holds/ILL..

   Note: You can also select Notifications > Processing Needed in the primary navigation bar.

2. Click View Requests.

   Note: If you selected an icon from the primary navigation bar, next to Hold/ILL Requests to process, click View.

3. Pull the physical copy from your shelves.
4. In the Local Materials to be Pulled section, find the request you want, and then click Pull Copy.

   

5. A confirmation message appears. If the barcode is correct, click OK. Otherwise, to change a copy's barcode from the one assigned by Destiny to one that is pulled from the shelf, enter the Barcode field to match the pulled copy, and then click OK.

   

   Note: If you attempt to enter a barcode number from a copy that is not available, a warning message appears: The barcode entered was not found on an available copy of this title at this site.

   The status changes to Ready, and the hold moves to the Local Materials Ready for Patron section.

   Status	Description
   Local Materials Expired
   Local Materials Pending

To manage requests:

Do any of the following:

If you want to...	Then...
Delete pending ILL requests Note: This can only be done at the requesting school.	Select Circulation > Holds/ILL > View Requests. Find the pending ILL you want to delete, and then click . A confirmation appears. Click Yes.
Decline an ILL request	Select Circulation > Holds/ILL > View Requests. Find the pending ILL you want to delete, and then click . A confirmation appears. Click Yes.
Media Requests (Destiny Media Manager)	This section lists the booking requests made by you or your patrons for instructional materials owned by district media centers. To change the date range for the request, click Edit. To delete the request, click Delete. If Declined appears under Status and is a hyperlink, click the link to view the reason provided by the district media specialist.
Follett Media Requests (Destiny Media Manager)	This section lists the pending requests made by you or your patrons for eBooks from district media centers. To delete the request, click Delete. To view the patron's Patron Status page, click next to the patron's name. When the begin date arrives, Destiny removes the booking from your Requests list. Destiny also moves the request from the patron's Holds section to the Items Out section of their Patron Status and My Info pages. The title becomes a link to download the eBook.