Demandes de PEB / Prêts entre bibliothèques
The ILL (Interlibrary loans) requests module adds the ability to request and manage loans or copies of material from external sources. Patrons submit a request form via the OPAC for review and processing by library staff. Alternatively staff can place requests themselves from the staff client.
Configuration
Avant d’utiliser le module Demandes de PEB, vous devez vérifier que vous avez rempli tous les paramètres nécessaires.
The ILL requests module can be configured for different types of requests and workflows known as backends. Currently available backends are documented on the Koha community wiki at https://wiki.koha-community.org/wiki/ILL_backends. You will need to configure at least one backend.
Ensuite, paramétrez vos préférences système
Set the ILLModule preference to ‘Enable’.
If you wish to include a copyright declaration in your ILL workflow you can this in the ILLModuleCopyrightClearance preference.
Library staff responsible for ILL requests need the following permission set on their account: ill: Create and modify Interlibrary loan requests.
The ILL requests module uses system defined statuses. You can add custom statuses to match your ILL workflow as ILLSTATUS authorized values.
Créer des requêtes pour le PEB (prêt entre bibliothèques)
Get there: More > ILL requests
Choose ‘New ILL request’ and then Freeform.
Note
The images shown here are for the FreeFrom backend only.
Enter a Type: Book, Article, Journal, Other.
Dans les deux prochaines sections, saisissez autant d’information que possible comprenant le chapitre/l’article/la partie selon le cas.
Ajoutez des champs personnalisés, par exemple si vous souhaitez ajouter une note.
Under the borrower options enter the library branch you would like the request to be sent to.
Click on ‘Create’ and you will be shown a Request details summary page. Click on the ‘Confirm request’ button and you will see the following confirmation message:
Click ‘Confirm request’ again to create your request.
Visualiser les requêtes PEB
A partir de l’écran principal des demandes de PEB, vous pouvez voir toutes vos demandes. Vous pouvez aussi cliquer sur le bouton “Voir les demandes” à n’importe quel moment.
There is a large amount of data available in the Requests table so it is advisable to make use of column visibility to view only the information you need. The first half of the table displays data related to the ILL item itself such as title, volume, page numbers.
The second half of the table displays data related to the request such as notes and comments.
Gérer les requêtes PEB
Click on the ‘Manage request’ button in the final column. Depending on the current status of the request you may see some or all of the following options:
Edit request
you can edit the borrowernumber, biblionumber, branch and can add notes.
Confirm request
place the request with a document supply service using a backend such as BLDSS.
Placer une requête avec des partenaires
place the request via email with a partner library
Delete
fully delete the request. Details of deleted requests are not retained in Koha.
Revert request
following a status of ‘Requested’ or ‘Requested from partners’ library staff can cancel the request from the external source. The status reverts to ‘New’
Mark completed
used when the ILL request has been fulfilled.
Edit item metadata
Depending on the backend used for the request you may be able to edit, add or delete some or all of the request metadata. For example, if the metdata has originated from a requestor using the FreeForm backend this may need to be edited, whereas metadata from an external recognised source such as BLDSS should not.
Display supplier metadata
Displays any extra metadata that might have been provided by your ILL supplier that has not been included in the standard request fields.
Comments
It is possible to add comments to an ILL request and these can be used by ILL staff to keep track of work undertaken. Comments are read only and are stored in chronological order. They display the borrower details and date of the comment. If present, the number of comments is displayed in the List requests view.
Request statuses
The full list of ILL statuses are:
New request
Requested
Requested from partners
Request reverted
Cancellation requested – a patron has requested cancellation from the OPAC.
Completed
Placer une requête avec des partenaires
If you have a network of partner libraries which permit ILL requests you can manage this through Koha. First you need to create your partner library accounts:
Il est nécessaire de paramétrer une catégorie d’adhérents avec le code ILLLIBS.
You will need to create a patron account with this category for each partner library.
Each library must have an email address as this will be the mechanism for sending the inter-library loan request.
Vous pouvez maintenant utiliser l’option “Placer une requête avec des partenaires” quand vous effectuez des requêtes.