By Shane Burris, ILL Systems Maintenance Specialist

The ILLiad interlibrary loan software used by the University Libraries was recently updated to version 8.5. This version allowed for more customer friendly application of the ILLiad WebCirc module used to check ILL materials out/in at circulation desks.

Material is now placed “In Transit to Pickup Location” by Interlibrary Loan staff. Once the item arrives at the designated pickup location and is received in WebCirc, the user receives an email that the item is available for pickup.

The ILLiad flow and notification schedule resembles that used by Workflows for holds.

1. ILL checks in the material from the lending library
a. ILLiad Status “In Transit to Pickup Location”

2. Material arrives at pickup site – circ desk staff update WebCirc “Mark Received” – this generates the patron notification email*
a. ILLiad Status “Customer Notified via Email”

3. Patron picks up material – Circulation desk staff marks WebCirc “Check Out”
a. ILLiad Status “Checked Out to Customer”

4. Patron returns material – Circulation desk staff “Mark Returned” in Webcirc
a. ILLiad Status “In Transit from Customer”

*Items with Pattee Commons Services Desk as a pickup site are at “Customer Notified via Email” when ILL staff deliver the items to the Commons Desk – they are ready for checkout upon delivery.

Training Bulletin #18 https://www.libraries.psu.edu/content/dam/psul/up/access/intranet/bulletins/trainingbulletin18.doc has been updated to reflect the changes in WebCirc procedure.