CIRC-ILL
Chapter 4. LENDER FUNCTIONS
Changing ILL Request Status
The status of an ILL request is changed during or following a specific action by you, as a lender. The general procedures for changing the status of an ILL request from a Status Browse List are:
NOTE: The status of Non-Returnable (copy) requests may be updated to Shipped status from the Pending Status Browse Page as described below. The status of Returnable (loan) requests can be updated to Shipped only from the Full Record Display for the request (see Shipping a Requested Item for details).
- Determine the appropriate status option based on the current status of the request (refer to the ILL Administration User Guide for details). The specific options presented in the Status menus depend on the current status of the request.
- Select the desired option from the Status menu for each title in the list
or apply the same status change to all titles in the list using the menu in the
Browse List header.
IMPORTANT NOTE: When using the menu in the Browse List header to apply a status change, the new status is applied to all requests in the list, not just the requests shown on the current page of the list.
- When updating the status of a request currently at a status of Pending, Will Supply/In Process or Pending Cancel, it is necessary to include a reason or condition along with the status change. Select the appropriate reason or condition from the Reason/Condition menu for each title in the list or apply the same reason or condition to all titles in the list using the menu in the Browse List header. A default reason or condition is provided if the lender does not need to provide a specific one.
NOTE: In some cases, you can change the status of a request in the Items awaiting trading partner response field (see the ILL Administration User Guide for more information).
- If necessary, add History notes pertaining to the status change for an ILL request using the Full Record Display for the request.
- Click the Submit button to change the status of the request(s) and return
to the current status browse list.
NOTE: To reset the Status menus for all requests to their initial conditions, click the Reset button before updating.
- Once you have updated the status of all requests in the browse list, the browse list automatically closes and returns you to the Request Manager screen.
Practices and procedures specific to Circ-ILL functions are described in the following paragraphs.