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.

Note

只有擁有 館際互借權限 (或 超級圖書館員權限) 的館員才能夠建立和管理館際互借請求.

設定

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.

Attention

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.

版本

在 23.11 版本之前，這不是必需的. 所有類別的讀者都可以透過 OPAC 提出館際互借請求.

從 23.11 版本開始，您必須為每個讀者類別定義選項.

館際互借請求模組使用系統定義的狀態. 您可以新增自訂狀態以符合您的館際互借工作流程，作為 ILL_STATUS_ALIAS 容許值.

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

ILL 電子郵件通知

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.

新增館際互借申請

Get there: More > ILL requests

點選 "新的館際互借請求" 按鈕; 顯示一個用於選擇後端的選單，其中包含 BLDSS 和 FreeForm 選項.

  • 選擇 ‘New ILL request’ and then Freeform.

Note

此圖示僅供 FreeFrom backend 使用

新的館際互借請求頁面，沒有選擇請求類型，顯示一個用於新增自訂段的部分和另一個用於讀者選項的部分.

  • 選擇類型: 書籍、章節、期刊、期刊文章、論文、會議、其他、一般資源.

  • 每種類型都會顯示一組不同的段.

顯示新的館際互借請求頁面的頂端，其中選擇了 "書籍" 類型; 顯示書籍詳細資料部分.

  • 輸入您想要輸入的資訊.

  • 新增自訂段，例如如果您希望新增註解或使用 "其他" 類型的請求.

  • 在讀者選項下，輸入讀者證號和與請求相關的圖書館.

點擊 "建立"，你將看到一個請求詳情摘要頁面。

Note

如果您啟用了 ILLCheckAvailability 系統偏好設定並為館員介面安裝了外掛，您將看到搜尋結果. 如果找到相關資源，用戶可以點擊該連結，或繼續館際互借請求. 如果未找到結果，則館際互借將按照常規方式完成.

現在您可以 管理您的請求 或透過點擊 "列出請求" 返回館際互借請求清單.

檢視館際互借申請

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.

館際互借模組主頁的一部分，顯示館際互借請求清單.

Tip

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.

館際互借請求過濾器; 顯示關鍵字、狀態、發佈日期、更新日期、圖書館、讀者的選項.

管理館際互借申請

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.

    Note

    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.

    Note

    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.

版本

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.

    Warning

    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.

請求狀態

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.

  • 新增請求 (新的)

  • Unauthenticated (UNAUTH)

  • 已請求 (REQ)

  • 向合作夥伴提出請求 (GENREQ)

  • 請求已撤銷 (REQREV)

  • 請求取消 – 讀者已向 OPAC 請求取消. (CANCREQ)

  • 已完成 (COMP)

  • 已借出 (CHK)

  • 還入圖書館 (RET)

送出申請給合作的圖書館。

如果您擁有允許館際互借請求的合作圖書館網路，您可以透過 Koha 進行管理. 首先，您需要建立您的合作圖書館帳戶:

  • 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.

    版本

    ILLPartnerCode 系統偏好設定已新增至 Koha 23.11 版本.在先前的版本中，合作夥伴程式碼在 koha-conf.xml 檔案中定義. 預設代碼為 'IL'.

  • 您需要為每個合作圖書館建立一個具有此讀者類別的讀者帳戶.

  • 每個圖書館都必須有一個電子郵件地址，因為這將是發送館際互借請求的機制.

Note

通知範本是 ILL_PARTNER_REQ，可以從 通知和單據工具 中自訂文字.

您可以使用 'Place request with partners' 選項當在處理申請時。

Note

If you have enabled the ILLCheckAvailability preference enabled you can use plugins to search the catalogs of your partner libraries using Z39.50 prior to confirming the request with a partner.

流通館際互借資料

如果您已啟用 CirculateILL 偏好，您可以直接從館際互借請求中借出館際互借館藏.

When you create a Book type request a brief catalog record is created automatically based on the Fast Add MARC framework. Once a request has a suitable status, a Checkout button is displayed on the Manage request toolbar. Clicking this will enable the user to check out the item either to the user who made the request or an in-house statistical patron.

要借出一個館藏：

  • 點擊借出按鈕。

  • 出現提示時選擇一個館藏類型. 將自動建立一個館藏並附加到為請求建立的書目記錄中. 此館藏的條碼格式為館際互借-請求編號.

  • 接下來，在讀者借出畫面上選擇到期日.如果您沒有選擇到期日，則將使用相關流通規則來計算到期日.

  • 一旦館藏被借出，申請的狀態就會變成 '已借出'，而在被借入後，狀態會更新為 '已退還圖書館'。

  • 作為ILL請求的一部分而建立的書目記錄將在預約表中有一個額外的標籤，允許你在ILL模組中連結到請求。