What is it?
Direct Request unmediates loan request processing by automatically searching WorldCat for holdings, generating a lender string, and sending the request through to OCLC. You can limit the types of requests that are processed by creating Direct Request Profiles; this also allows you to specify which custom holdings groups you want Direct Request to utilize.
How does it help?
By using Direct Request, you can greatly reduce the number of loan requests that your staff must process.
How to set up Direct Request
In order to use Direct Request in ILLiad, you must create Direct Request Profiles and activate the Direct Request routing rule. Also, verify that you have OpenURL correctly configured.
Step 1. Create your Direct Request profiles
Logon to the ILLiad 8 Client, select the System tab, and click on Resource Sharing Settings.
Click on the Direct Request Profiles tab. Next, click New in the Resource Sharing Settings ribbon; label the profile in the Name text box and provide a description.
Then, choose the criteria for loans that can be Direct Requested. Be sure that the Produce the Request option is set to Yes (otherwise it will not be sent to OCLC automatically).
You can create as many or as few profiles as you need, and they can be broad or specific depending upon their purpose. Whenever a request is unable to be produced through Direct Request, it will appear in your Awaiting Request Processing queue with a system-generated note that explains why it could not be processed.
If you are a library that allows your users to request A/V materials, you can make your life a little easier by creating a Direct Request Profile for Visual Materials and Sound Recordings that automatically checks for holdings in a special A/V custom holdings path.
Step 2. Activating the Direct Request routing rule and key
In order to truly remove staff mediation, you will need to create a Direct Request routing rule. This will automatically move loan requests in Awaiting Request Processing that have either an ISSN or OCLC number into the Awaiting Direct Request Sending queue. Once there, the requests will be run through Direct Request and either automatically produce them or place them back into Awaiting Request Processing (depending upon your settings).
After you have created the routing rule, be sure that it is active.
Logon to the Customization Manager. Select System, then select Routing, and click on Routing.
In the table of routing rules, look for the rule with the description “Default Direct Request Routing Rule.” Double-click on the rule to open it and change the RuleActive option to Yes. Then click the Save button.
Next, search for the DirectRequestEnabled setting. Change the key value to Yes and save your changes.
You must restart the ILLiad client for the routing rule to take effect.