ILL ADMINISTRATION
Chapter 4. BORROWER FUNCTIONS
Sending Unfilled / Retry Requests to ISSI Lenders
For libraries participating in the Inter-System Sharing Initiative (ISSI), the manner by which ILL requests are forwarded to ISSI lenders depends on the Automatically Send To ISSI Lenders option setting in the Library ISSI Configuration for your library (see Configuring Library-Level ISSI Options for details).
For any ILL Request that ends in Unfilled or Retry status where:
- The Automatically Send To ISSI Lenders option is enabled
and:
- The request has been sent only to valid lenders included in the borrower’s local Lender Lists
- The request has not been previously sent to ISSI lenders
- The system creates an ISSI Lender List containing up to 20 ISSI lenders holding a copy of the associated title where the ISSI configuration for the lender and borrower are in agreement, and automatically forwards the ILL Request to the first ISSI lender.
NOTE: In cases where the Automatically Send To ISSI Lenders option is enabled, the request is sent to ISSI lenders and the request ends in Unfilled or Retry status, selecting the Send to ISSI option from the Status menu on the Unfilled or Retry Status Browse List for the request or from the Status Options menu on the Full Record Display for the request, the system creates an ISSI Lender List containing up to 20 additional ISSI lenders holding a copy of the associated title where the ISSI configuration for the lender and borrower are in agreement, and automatically forwards the ILL Request to the first ISSI lender.
For any ILL Request that ends in Unfilled status where:
- The Automatically Send To ISSI Lenders option is not
enabled and:
- The request has been sent only to valid lenders included in the borrower’s local Lender Lists
- The Send to ISSI option is selected from the Status menu on the Unfilled Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- The system creates an ISSI Lender List containing up to 20 ISSI lenders holding a copy of the associated title where the ISSI configuration for the lender and borrower are in agreement, and automatically forwards the ILL Request to the first ISSI lender.
For any ILL Request that ends in Unfilled status where:
- The Automatically Send To ISSI Lenders option is not enabled
and:
- The request has been sent only to valid lenders included in the borrower’s local Lender Lists
- The Send to ISSI option is not selected from the Status menu on the Unfilled Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- A Send to (custom lender list) option (see Applying “Custom” Lender Lists to Unfilled/Retry Requests for details) is not selected from the Status menu on the Unfilled Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- The request is processed as described under ILL Status Definitions for Unfilled status (see Borrower's ILL Status Definitions - Borrower Unfilled for details) depending on the action taken by the borrower.
For any ILL Request that ends in Retry status where:
- The Automatically Send To ISSI Lenders option is not enabled
and:
- The request has been sent only to valid lenders included in the borrower’s local Lender Lists
- The Send to ISSI option is selected from the Status menu on the Retry Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- The system creates an ISSI Lender List containing up to 20 ISSI lenders holding a copy of the associated title where the ISSI configuration for the lender and borrower are in agreement, and automatically forwards the ILL Request to the first ISSI lender.
For any ILL Request that ends in Retry status where:
- •The Automatically Send To ISSI Lenders option is not
enabled and:
- The Automatically resend requests in Retry option in the borrower’s Participant Record (see Maintaining Participant Records for details) is set to Yes
- The request has been sent only to valid lenders included in the borrower’s local Lender Lists
- The Send to ISSI option is not selected from the Status menu on the Retry Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- A Send to (custom lender list) option (see Applying “Custom” Lender Lists to Unfilled/Retry Requests for details) is not selected from the Status menu on the Unfilled Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- The system forwards the request to lenders that provided a Retry response once the Resend Retry requests after ___ days period specified in the borrower’s Participant Record (see Maintaining Participant Records for details) has expired
For any ILL Request that ends in Retry status where:
- The Automatically Send To ISSI Lenders option is not enabled
and:
- The Automatically resend requests in Retry option in the borrower’s Participant Record (see Error! Reference source not found. on page Error! Bookmark not defined. for details) is set to No
- The request has been sent only to valid lenders included in the borrower’s local Lender Lists
- The Send to ISSI option is not selected from the Status menu on the Retry Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- A Send to (custom lender list) option (see Applying “Custom” Lender Lists to Unfilled/Retry Requests for details) is not selected from the Status menu on the Unfilled Status Browse List for the request or from the Status Options menu on the Full Record Display for the request
- The request is processed as described under ILL Status Definitions for Retry status (see Borrower's ILL Status Definitions - Borrower Retry for details) depending on the action taken by the borrower.