ILL ADMINISTRATION
Chapter 3. MANAGING REQUESTS
Updating Borrower’s Status
As a lender, you can update borrower’s status for requests in the Lender Requests (Status Browse) - Items awaiting trading partner response field, for the following status categories, under the conditions described.
- If you have received material returned from the borrower, but the borrower has failed to update the status of the associated request from Not Received, Accepted Renewal, Recalled, Shipped, Received, Rejected Renewal, Overdue, Cancel Shipped Request or Renewed by Lender, you can change the status of the request to Check In. Selecting this option sets borrower’s status for the request to Complete.
- If you have set the status for a returnable request to Shipped but have not
yet physically shipped the item, or if you have set the status for a
non-returnable or reference request to Shipped, and you wish to return the
status of the request to Pending, you can choose Undo Shipped. Selecting this
option sets lender’s status for the request to Pending.
NOTE: The Undo Shipped option is available for requests until midnight processing on the “Date Shipped” (including cases where the “Date Shipped” is set for a future date).
NOTE: The Undo Shipped option is available only if the Undo Request Statuses permission is enabled for your user account (see the User Administration User Guide for more information).
- If you have shipped a returnable item to a borrower, and the borrower's current status is Not Received, you can change the status of the request to Lost, Recall, Check in, or Overdue. If you have shipped a non-returnable item to a borrower, you can change the status of the request to Lost. If you have both returnables and non-returnables in the summary list and if you want to update a returnable request to Recall, Check in, or Overdue, you must make the change from the Full Record Display.
- If you have shipped a returnable item to a borrower, and the
borrower’s current status is Received, Accepted Renewal or
Overdue, you can change the status of the request to Renewed by Lender.
Selecting this option sets borrower’s status for the request to
Renewed by Lender. When updating request status to Renewed by Lender,
you must specify a new Due Date for the item. The new Due Date must
be subsequent to (later than) the current Due Date.
- When changing the status of one or more requests from a Status Browse
List, enter the new due date in the Extend Due Date text box. Click
the Date Entry Calendar
icon
to select the desired due date from the Date Entry Calendar (see
the System Basics
User Guide for details).NOTE: If the current Due Date for the request is later than the date entered in the Extend Due Date field, an advisory dialog displays the message “Some requests could not be updated.” Click the OK button to close the dialog, and enter a date that is subsequent to (later than) the current Due Date in the Extend Due Date text box.
- When changing the status of a request from a Full Record Display, enter
the new due date in the Due Date text box. Click the Date Entry
Calendar
icon
to select the desired due date from the Date Entry Calendar (see
the System Basics
User Guide for details).
- When changing the status of one or more requests from a Status Browse
List, enter the new due date in the Extend Due Date text box. Click
the Date Entry Calendar
icon
- If you have set the status for a returnable request to Reject
Renewal from a current status of Renew/Overdue or Renew Pending
(setting borrower’s status to Rejected Renewal) and do not wish to
reject renewal of the loan of the borrowed material, you can choose Undo
Rejected Renewal. Selecting this option sets borrower’s status for
the request to its prior state of Renew/Overdue or Renew Pending,
as appropriate.
NOTE: The Undo Rejected Renewal option is available for seven calendar days following the day on which the status of the request was set to Reject Renewal.
NOTE: The Undo Rejected Renewal option is available only if the Undo Request Statuses permission is enabled for your user account (see the User Administration User Guide for more information).
- If an item has been lost, and the current borrower’s status for the
request is Not Received, Accepted Renewal, Recalled,
Shipped, Received, Rejected Renewal, Overdue or
Recalled by Lender, you can change the status of the request to Lost.
Selecting this option sets lender’s status for the request to Lost.
NOTE: Depending on the standard practices and procedures for your consortium, it may be necessary to contact the borrower to aid in determining the actual physical status of the associated item before designating the item as Lost.
- If you wish to recall an item prior to its due date, and the borrower’s status for the request is Accepted Renewal, Shipped, Received, Rejected Renewal, Overdue or Renewed by Lender, you can change the status of the request to Recall. Selecting this option sets borrower’s status for the request to Recalled.
- If an item on loan is overdue, and the current borrower’s status for the request is Accepted Renewal, Shipped, Received, Rejected Renewal or Renewed by Lender, you can change the status of the request to Overdue. Selecting this option sets borrower’s status for the request to Overdue.