ILL ADMINISTRATION
Chapter 3. MANAGING REQUESTS
Sorting Status Browse Lists
NOTE: For information on configuring, sorting and filtering Status Browse List content, see the System Basics User Guide.
- BE SURE the Status Browse list is configured to include the field by which you wish to sort the list: Author, Borrower (for Lender’s status categories only), Call No., Category, Due Date, Format, LastStatusChgDate, Lender (for Borrower’s status categories only), Material Type, Need by Date, Orig Date, Patron Name (for Borrower’s status categories only), Pub Date (for Lender’s status categories only), Req. No., Req. Type, Resp. by Date, or Title. For consortia that have selected the “Owned by This Library” option, the Owned by Your Library sort key is included in the borrower’s Awaiting Approval status. For consortia that have selected the “Notes” Indicator option, Special Instructions Note sort key is included in the lender’s Pending status.
- Click the column head you wish to use as the sort key.
- The screen refreshes with requests sorted in alphanumeric order according to the selected sort key. If you sort by one of the fields on the Status Browse list and new requests are added while the sorting is in process, they will not be included in that sort, but will be included if you refresh the screen.
- The following tables define the default and secondary, and in some cases the tertiary, sort orders for the borrower and lender statuses.
|
SORT KEY |
PRIMARY SORT ORDER |
SECONDARY SORT ORDER |
|---|---|---|
|
Author |
Alphabetically by text in author field |
Title, then Req. No. |
|
Call Number |
Requests with no call numbers, followed by requests with call numbers |
Req. No. |
|
Category |
Guest, followed by Patron |
Title, then Req. No. |
|
Due Date |
Date in ascending date order |
Title, then Req. No. |
|
Format |
Braille, Electronic, Large Print, Microform, none |
Within each, by title, then Req. No. |
|
Lender |
Lender’s library code and full name spellout |
Title, then Req. No. |
|
Last Status Change Date |
Date in ascending date order |
Title, then Req. No. |
|
Material Type |
Archival Mixed Material, Book, Computer File, Map, Music, Music Score, Non-Musical Sound Recording, Serial, Visual Material |
Within each, by title, then Req. No. |
|
Need-by Date |
Date in ascending date order |
Title, then Req. No. |
|
Orig Date |
Date in ascending date order |
Title, then Req. No. |
|
Patron Name |
Text in the patron name field; normalized |
Title, then Req. No. |
|
Resp. by Date |
Date in ascending date order |
Title, then Req. No. |
|
Req. No. |
Lowest request number |
Title, then request ID |
|
Req. Type |
Returnable (BRW), non-returnable (CPY), reference request (REF) |
Within each, by title, then Req. No. |
|
Title |
Title, excluding initial articles |
Req. No. |
|
SORT KEY |
PRIMARY SORT ORDER |
SECONDARY SORT ORDER |
|---|---|---|
|
Author |
Alphabetically by text in author field |
Title, then Req. No. |
|
Borrower |
Borrower’s library code and full name spellout |
Title, then Req. No. |
|
Call Number |
Requests with no call numbers, followed by requests with call numbers |
Title, then Req. No. |
|
Category |
Guest, followed by Patron |
Title, then Req. No. |
|
Due Date |
Date in ascending date order |
Title, then Req. No. |
|
Format |
Braille, Electronic, Large Print, Microform, none |
Within each, by title, then Req. No. |
|
Last Status Change Date |
Date in ascending date order |
Title, then Req. No. |
|
Material Type |
Archival Mixed Material, Book, Computer File, Map, Music, Music Score, Non-Musical Sound Recording, Serial, Visual Material |
Within each, by title, then Req. No. |
|
Need-by Date |
Date in ascending date order |
Title, then Req. No. |
|
Orig Date |
Date in ascending date order |
Title, then Req. No. |
|
Pub Date |
Chronologically by publication date |
Title, then Req. No. |
|
Req. No. |
Lowest request number |
Title, then Req. No. |
|
Req. Type |
Returnable (BRW), non-returnable (CPY), reference request (REF) |
Within each, by title, then Req. No. |
|
Resp. by Date |
Date in ascending date order |
Title, then Req. No. |
|
Title |
Title, excluding initial articles |
Req. No. |
NOTE: Due to the manner in which titles are “normalized” for display, some titles may sort differently than may be expected. This condition occurs primarily with titles containing numeric digits next to alphabetic characters, without spaces. For example, if requests are present for the titles “Terminator” and “Terminator2,” the title “Terminator2” will precede “Terminator” rather than following it, as would be expected. The title “Terminator 2” will sort as expected.
NOTE: The sort order selected for the Pending status category is also applied when printing Pick Lists. For example, if you wish to print new lending requests by Title and the Due Date sort order is currently selected, you will need to choose the desired sort order (i.e., Title) from the Sort this Status by menu before printing the Pick List. Once the new requests on the Pick List have been printed, you can return the sort order to the previous selection.