ILL (Interlibrary loan) requests

The ILL (Interlibrary loan) requests module adds the ability to request and manage loans or copies of material from external sources. Patrons can submit a request via the OPAC from the Interlibrary loan requests tab of their account. Library staff can then review and process those requests. Alternatively, staff can place requests themselves from the staff interface.

टिप्पणी

Only staff with the ill permission (or the superlibrarian permission) will be able to create and manage ILL requests.

सेट अप

Before using the ILL requests module, you will want to make sure that you have reviewed all ILL-related configuration.

The ILL requests module can be configured for different types of requests and workflows. Koha uses 'backends' to process ILL requests depending on how the document should be supplied. Currently available backends are documented on the Koha community wiki at https://wiki.koha-community.org/wiki/ILL_backends. Some backends are available as plugins. You will need to configure at least one backend.

सावधानी

As of version 24.11, Koha has a default backend known as 'Standard', which replaces the FreeForm backend. The ILL module can be used solely with the Standard backend.

Next, set your system preferences for interlibrary loans. The most important one is the ILLModule system preference, the master switch for the ILL module.

In patron categories, choose which patron categories can place ILL requests from the OPAC.

Version

Prior to version 23.11, this is not necessary. All patron categories are allowed to place ILL requests from the OPAC.

As of version 23.11, you must define the option for each patron category.

The ILL requests module uses system defined statuses. You can add custom statuses to match your ILL workflow as ILL_STATUS_ALIAS authorized values.

Finally, library staff responsible for ILL requests need the ill permission (or the superlibrarian permission).

ILL ईमेल सूचनाएँ

Email notifications can be sent to library staff when a patron makes a request to modify (notice code: ILL_REQUEST_MODIFIED) or cancel (notice code: ILL_REQUEST_CANCEL) an existing request. Enable this feature using the ILLSendStaffNotices system preference.

The ILL staff email address can be configured per library in the Libraries settings. If there is no email for a library, the address in the ILLDefaultStaffEmail system preference will be used.

Notifications can be sent to patrons for updates on their requests:

  • ILL request update (notice code: ILL_REQUEST_UPDATE)

  • ILL request unavailable (notice code: ILL_REQUEST_UNAVAIL)

  • ILL request ready for pickup (notice code: ILL_PICKUP_READY)

The notifications are enabled from the patron categories default patron messaging preferences.

All notice templates can be customized in the Notices and slips tool.

ILL अनुरोध बनाएँ

Get there: More > ILL requests

"नया ILL अनुरोध" बटन पर क्लिक किया जाता है; BACKEND को चुनने के लिए एक मेनू प्रदर्शित किया जाता है, जिसमें BLDSS और FreeForm के विकल्प होते हैं।

  • 'नया ILL अनुरोध' चुनें और फिर फ्रीफ़ॉर्म करें।

टिप्पणी

यहां दिखाई गई छवियां केवल फ़्रीफ्रॉम बैकएंड के लिए हैं।

नया ILL अनुरोध पृष्ठ, बिना किसी अनुरोध प्रकार के चयनित, कस्टम फ़ील्ड जोड़ने के लिए एक अनुभाग दिखा रहा है और दूसरा संरक्षक विकल्पों के लिए।

  • एक प्रकार का चयन करें: पुस्तक, अध्याय, जर्नल, जर्नल लेख, थीसिस, सम्मेलन, अन्य, जेनेरिक संसाधन।

  • प्रत्येक प्रकार के लिए फ़ील्ड का एक अलग सेट प्रदर्शित होगा।

चयनित "पुस्तक" प्रकार के साथ नए ILL अनुरोध पृष्ठ के शीर्ष भाग को दिखाना; पुस्तक विवरण के लिए एक खंड प्रदर्शित किया जाता है।

  • जितना चाहें उतना जानकारी दर्ज करें।

  • कस्टम फ़ील्ड जोड़ें, उदाहरण के लिए, यदि आप एक नोट जोड़ना चाहते हैं या यदि आप "अन्य" प्रकार के अनुरोध का उपयोग कर रहे हैं।

  • संरक्षक विकल्पों के तहत, अनुरोध से जुड़े संरक्षक कार्ड नंबर और लाइब्रेरी दर्ज करें।

'निर्मित करें' पर क्लिक करें और आप एक अनुरोध का विवरण सारांश पृष्ठ दिखाया जाएगा।

टिप्पणी

यदि आपने सक्षम किया है ILLCheckAvailability सिस्टम वरीयता और स्टाफ इंटरफ़ेस के लिए स्थापित प्लगइन्स आपको खोज परिणामों के साथ प्रस्तुत किया जाएगा। उपयोगकर्ता एक प्रासंगिक संसाधन के लिंक पर क्लिक कर सकता है यदि पाया या ILL अनुरोध के साथ आगे बढ़ सकता है। यदि कोई परिणाम नहीं पाया जाता है तो ILL सामान्य तरीके से पूरा हो जाता है।

अब आप कर सकते हैं अपने अनुरोध को प्रबंधित करें या "सूची अनुरोधों" पर क्लिक करके ILL अनुरोधों की सूची में लौटें।

ILL के अनुरोधों को देखना

From the main ILL requests screen you can view, filter and sort your ILL requests.

Click on the ‘List requests’ button from other pages in the ILL module to return to this list.

ILL मॉड्यूल होमपेज का हिस्सा, ILLअनुरोधों की एक सूची दिखा रहा है।

सलाह

You can customize this view.

There is a large amount of data available in the table; scroll right to see all the columns. You can define which columns are visible / hidden by default in the Table settings section of the Administration module (table id: ill-requests).

Use the filters on the left of the page to display a subset of requests based on your chosen criteria.

ILL अनुरोध फ़िल्टर; कीवर्ड, स्थिति, के बीच की तारीख के लिए विकल्प दिखाता है, के बीच अद्यतन, पुस्तकालय, संरक्षक के बीच अपडेट किया गया है।

ILL अनुरोधों का प्रबंधन

From the main ILL requests view, click on a request ID in the first column or on the 'Manage request' button in the final column. The request's full details are displayed.

On the Manage ILL request page, we can see a row of buttons: Edit request; Confirm request; PLace request with partners; Delete request; Edit item metadata; Send notice to patron; Display supplier metadata; ILL request log. Below are the Request details with some of the following values: Patron = Sam Page ; Library = Ada Lovelace Library; Status = New request; Last updated; Request type = thesis; Author; Institution; Publication date; Title. At the bottom is a section to add comments.

Depending on the current status of the request and the backend used, you may see some or all of the buttons described in the next section.

From this screen, you can add comments to the request. You may want to use comments to keep track of work undertaken. Comments are read-only (they cannot be edited or deleted). They are only visible in the staff interface. If any comments have been added to a request, a number will appear in the 'Comments' column when viewing the full list of ILL requests.

Authenticated requests

Authenticated requests are requests linked to the Koha patron who requested the document. All requests placed in the staff interface or placed on the OPAC by patrons logged in to their account are authenticated requests.

New authenticated requests have the status 'New request'. Staff can progress the requests straightaway by using some of the following buttons.

  • Edit request: to update the patron the request is associated with, which staff member is managing the request, the destination library.

    On the Edit request page, the Request details form includes the following fields and values: Patron ID = 13; Bibliographic record ID; Library = Ada Lovelace Library; Status = New request; Last updated = 10/04/2026 15:03; Request type = thesis; Cost = N/A; Price paid; Request ID = 4; Staff notes; OPAC notes.

    • OPAC and staff-only notes can be added from the edit screen.

    • If you have custom ILL statuses (managed through the ILL_STATUS_ALIAS authorized values category) you can apply one by editing the Status field.

  • Confirm request: to manually mark the request as 'Requested'.

  • Place request with partners: for Koha to send a request to supply to a library. Using this option requires some prior configuration. The request status is then updated to 'Requested from partners'.

    On the Place request with partner libraries page, we can see fields for: Filter partner libraries; Select partner libraries; Subject line; Email text. Underneath is a button labelled Send email.

    • Filter partner libraries: type keywords to narrow down the list of accounts displayed in the next field.

    • Select partner libraries: choose a recipient from the list of your ILL partners. Each account's library code is shown in capital letters before the account name.

    • Subject line: you can customize the subject line of the email Koha will send.

    • Email text: you can customize the text of the email Koha will send.

    टिप्पणी

    The default subject line and email text used here are defined in the ILL_PARTNER_REQ notice template in the Notices and slips tool.

  • Delete request: to fully delete the request. Details of deleted requests are not retained in the Koha database.

  • Edit item metadata: to update the metadata (title, author, etc.) for the title requested. This is useful when the information provided initially is incomplete or incorrect.

    टिप्पणी

    Some backends may not allow updates to the metadata.

  • Send notice to patron: to send an update to the patron requesting the title.

    • ILL request ready for pickup: to alert the patron that their requested item is ready for collection. You can customize the notice text in the ILL_PICKUP_READY notice template in the Notices and slips tool.

    • ILL request unavailable: to inform the patron that your library will not be able to supply the requested title. You can customize the notice text in the ILL_REQUEST_UNAVAIL notice template in the Notices and slips tool.

  • Display supplier metadata: to view a text-only version of the details of the title requested. This may be useful in the cases where you need to quickly copy and paste this information outside of Koha.

  • ILL request log: to view a history of the actions on this request. For any information to be displayed here, the IllLog system preference needs to be set to 'Log'.

    Request log showing entries for status changed and patron notice sent. For each entry, we see the date, time, name and card number of the user who performed the action, type of action and details. For example, the first entry reads: '03/06/2026 09:13 : Clara Birchwood (20001037) - Status changed: From "Requested from partners" to "Checked out".'

Other buttons you may see as you progress the request:

  • Switch provider: to select a different backend and request the title from another provider. This is useful when the the wrong backend was initially selected or when the provider has indicated they are unable to supply.

  • Revert request: to cancel the request placed with an external source. This button is visible when the request has a status of 'Requested' or 'Requested from partners'. The status is updated to 'Request reverted'.

  • Check out: to checkout the item supplied by a partner library directly to the patron who placed the request. The request status is updated to 'Checked out'.

  • Mark completed: to update the status to 'Completed' when the request has been fulfilled and fully processed.

Unauthenticated requests

If the ILLOpacUnauthenticatedRequest system preference is set to 'Allow', patrons can place requests without being logged in or without having an account.

Version

This feature was first introduced in version 25.05 of Koha.

Requests placed in this way have the status 'Unauthenticated'. Before they can be progressed, you need to link it to a patron record.

  1. From the main ILL requests view, identify a request with the status 'Unauthenticated'.

  2. Click on the request ID in the first column or on the 'Manage request' button in the final column to view the request's full details.

  3. Click the 'Edit request' button.

  4. The Unauthenticated request details section shows the details entered by the patron who placed the request. Use this to search for an existing patron.

    1. The 'Patron ID' field at the top of the page can be used as a patron quick search. Start typing the patron name to see suggestions.

      On the Edit request page, the Request details form includes the following fields and values: Patron ID = sam (underneath are two suggestions for patrons Sam Hawkins and Sam Page); Managed by; Bibliographic record ID = 440; Library = Riverside; Status = Unauthenticated; Last updated = 05/29/2026 12:26; Request type = book; Cost = N/A; Price paid; Request ID = 2; Staff notes; OPAC notes. Underneath is a section for Unauthenticated request details, displaying the following information: First name = Sam; Last name = Page; Email = sam.page@unauth.ill

    2. Alternatively, you can open the Patrons module in another browser tab and perform your search there.

    चेतावनी

    If the patron who placed the unauthenticated request is not yet a library member, you will need to add a new patron record for them before progressing the ILL request.

  5. Whether you are searching a patron by name in the Patron ID field or pasting their card number in the field, you will need to select the correct patron from the suggestions. The field will then update to display the borrowernumber.

  6. Click 'Submit' to save your changes.

You can now manage the request in the same way as for other authenticated requests. The Unauthenticated request details section will stop displaying as it is not an unauthenticated request anymore.

अनुरोध की स्थिति

Koha has a set of core ILL statuses, listed below (with status codes as stored in the illrequests table). Installed backends may use additional statuses.

  • New request (NEW)

  • Unauthenticated (UNAUTH)

  • Requested (REQ)

  • Requested from partners (GENREQ)

  • Request reverted (REQREV)

  • Cancellation requested – a patron has requested cancellation from the OPAC. (CANCREQ)

  • Completed (COMP)

  • Checked out (CHK)

  • Returned to library (RET)

भागीदारों के साथ अनुरोध रखें

यदि आपके पास साझेदार पुस्तकालयों का एक नेटवर्क है जो ILL अनुरोधों की अनुमति देता है तो आप कोहा के माध्यम से इसे प्रबंधित कर सकते हैं. आपको अपने साथी पुस्तकालय खाते बनाने की आवश्यकता है:

  • Create a patron category to be assigned to partner libraries. You may want to give it the description 'Interlibrary loan' or 'Library' and a category type of 'Organization'. Then, enter this category in the ILLPartnerCode system preference.

    Version

    The ILLPartnerCode system preference was added to Koha in version 23.11. In previous versions, the partner code was defined in the koha-conf.xml file. The default code was 'IL'.

  • आपको प्रत्येक भागीदार लाइब्रेरी के लिए इस श्रेणी के साथ एक संरक्षक खाता बनाना होगा।

  • प्रत्येक लाइब्रेरी में एक ईमेल पता होना चाहिए क्योंकि यह इंटर-लाइब्रेरी लोन अनुरोध भेजने के लिए तंत्र होगा।

टिप्पणी

नोटिस टेम्प्लेट ILL_PARTNER_REQ है और टेक्स्ट को टूल्स मॉड्यूल में नोटिस और स्लिप से कस्टमाइज़ किया जा सकता है।

प्रसंस्करण अनुरोधों के दौरान आप 'पार्टनर के साथ प्लेस अनुरोध' विकल्प का उपयोग कर सकते हैं।

टिप्पणी

यदि आपने ILLCheckAvailability वरीयता सक्षम को सक्षम किया है, तो आप किसी पार्टनर के साथ अनुरोध की पुष्टि करने से पहले Z39.50 का उपयोग करके अपने पार्टनर लाइब्रेरी के कैटलॉग को खोजने के लिए प्लगइन्स का उपयोग कर सकते हैं।

ILL सामग्री का प्रसार

यदि आपने CirculateILL वरीयता को सक्षम कर दिया है, तो आप ILL अनुरोध से सीधे ILL आइटम चेकआउट कर सकते हैं।

जब आप एक पुस्तक प्रकार का अनुरोध बनाते हैं तो फास्ट ऐड मार्क फ्रेमवर्क के आधार पर एक संक्षिप्त कैटलॉग रिकॉर्ड अपने आप बन जाता है। एक बार अनुरोध की उपयुक्त स्थिति हो जाने पर, अनुरोध प्रबंधित करें टूलबार पर एक चेकआउट बटन प्रदर्शित होता है। इसे क्लिक करने से उपयोगकर्ता या तो अनुरोध करने वाले उपयोगकर्ता या इन-हाउस सांख्यिकीय संरक्षक को आइटम की जांच करने में सक्षम होगा।

किसी आइटम की जांच करने के लिए:

  • चेकआउट बटन पर क्लिक करें।

  • संकेत दिए जाने पर एक आइटम प्रकार का चयन करें। एक आइटम स्वचालित रूप से बनाया जाता है जो कि बिब्लियो रिकॉर्ड से जुड़ा होता है जो अनुरोध के लिए बनाया गया था। आइटम का बारकोड फॉर्मेट ILL-रिक्वेस्टिड में है।

  • अगला, पैट्रन चेकआउट स्क्रीन पर एक नियत तारीख का चयन करें। यदि आप एक नियत तारीख का चयन नहीं करते हैं, तो प्रासंगिक संचलन नियम का उपयोग नियत तारीख की गणना के लिए किया जाएगा।

  • एक बार आइटम की जाँच करने के बाद अनुरोध की स्थिति को 'चेक आउट' में बदल दिया जाता है और उसके बाद स्थिति अद्यतन में 'लाइब्रेरी में लौटाया' गया है।

  • ILL अनुरोध के हिस्से के रूप में बनाए गए ग्रंथ सूची रिकॉर्ड में आपके पास ILL मॉड्यूल में अनुरोध करने के लिए लिंक को जोड़ने की अनुमति देने वाली तालिका में एक अतिरिक्त टैब होगा।