Retry

NOTE: Retry status is active only when the Allow Retry as Borrower option in the borrower’s Participant Record is set to Yes (see Participant Record Data Fields Chart and Updating a Participant Record for more information). In cases where the Allow Retry as Borrower option in the borrower’s Participant Record is set to No, and all lenders provide a response indicating they are not currently able to supply the requested item, the request is placed in Unfilled status.

Lender is not currently able to supply the requested item and asks that borrower resubmit the ILL request at a later date. You may respond to a Retry request by selecting one of the following options from the Status menu:

NOTE: If the Allow Retry as Borrower option AND the Automatically resend requests in Retry option in the borrower’s Participant Record are set to Yes (see Participant Record Data Fields Chart and Updating a Participant Record for more information), requests in Retry status are automatically updated to Approved - Send by the system a specified number of days after being placed in Retry status. No manual action by the borrower is required.

NOTE: If the Allow Retry as Borrower option in the borrower’s Participant Record is set to Yes (see Participant Record Data Fields Chart and Updating a Participant Record for more information), the Lender List for requests in Retry status initially includes all lenders that returned a “Retry” response. For lenders that receive and respond to the request more than once, the most recent response from the lender supersedes any previous response for the purpose of determining inclusion in the Lender List. Lenders are entered in the Lender List in the order in which they supplied a “Retry” response for the request.

NOTE: Borrower’s Full Record Displays for requests with a status of Retry may include a Rebuild Lender List button (see Full Record Display for details). The Rebuild Lender List function allows library staff to use the existing source record for an ILL Request to rebuild the Lender List and automatically resubmit the ILL Request (see Rebuilding a Lender List for details). When the Rebuild Lender List function is used, ALL previous lenders are removed from the Lender List.

NOTE: In cases where a request is placed in the Retry status category as a result of no lenders being found during the most recent Awaiting Lenders processing and one or more lenders previously supplied a “Retry” response for the request, a red exclamation point “!” is shown in the Retry Status Browse list preceding the title of the requested item to indicate the Lender List for the request contains one or more lenders that previously supplied a “Retry” response., and History Information on the Borrower’s Full Record Display for the request includes the message:

     No Lenders Found
     (LID) Lender Processor
     Notes: No lenders were verified in the most recent list build.
     Lenders who previously responded Retry have been restored to the
     lender list.

• Approved-Send – This option indicates the ILL request has been approved by appropriate library staff, and the request is forwarded to the specified lender(s).

  • Selecting this option sets lender’s status for this request to Pending.

  NOTE: You may need to change the Need By date on the Full Record Display of the ILL request to prevent the request from being placed in Expired status.

• Delete – This option flags the associated request for deletion. The request is deleted during midnight processing.

• ILL Review – For systems that have enabled the optional “Modify Existing Request” functionality, this option allows for editing of the ILL Request  (see Modifying an Existing Request for details).

  • Selecting this option sets borrower’s status for this request to ILL Review.

  NOTE: The ILL Review option is available only to Library SuperUsers or Customer SuperUsers.

NOTE: The Full Record Display for requests with a status of Retry includes a For Patron: Why Request was not Filled field. Text entered in this field is viewable by the patron through the ILL Request Tracking feature. Text is displayed to the patron in the Status field under the heading Note from library staff. This field is intended to allow library staff to inform the patron of the reason(s) the request was not filled.

NOTE: For libraries participating in the Inter-System Sharing Initiative (ISSI): If your library has not enabled the Automatically Send To ISSI Lenders option in the Library ISSI Configuration for your library (see Configuring Library-Level ISSI Options for details), Status menus on the Retry Status Browse List and the Status Options menu on Full Record Displays for requests with a status of Retry include a Send to ISSI option. Selecting this option sends the unfilled request(s) to up to 20 ISSI lenders (see Sending Unfilled/Retry Requests to ISSI Lenders for details).

NOTE: If you library has created one or more “Custom” Lender Lists (see Creating, Configuring and Deleting Custom Lender Lists for details), Status menus on the Unfilled Status Browse List and the Status Options menu on Full Record Displays for requests with a status of Unfilled include one or more Send to (custom lender list) options. Selecting one of these options sends the unfilled request(s) to the lenders contained in the specified Custom Lender List (see Applying “Custom” Lender Lists to Unfilled/Retry Requests for details).

NOTE: If your library has selected a Primary Default Lender and/or Secondary Default Lender but has not enabled the Continue to Default Lenders option on the Preferred Lender List (see Configuring the “Default” Lender Lists for details), Status menus on the Unfilled Status Browse List and the Status Options menu on Full Record Displays for requests with a status of Unfilled include a Send to Default option. Selecting this option sends the unfilled request(s) to the Default Lender(s) for your library.

Midnight Processing moves request to Expired after Need by date for the request has passed.