ILL ADMINISTRATION

Chapter 3. MANAGING REQUESTS

   

 

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Using the Request Manager

To manage requests:

1. Select Request Manager from the ILL Admin menu (see The ILL Admin Menu for details).
   • The Request Manager screen displays.

2. Click the link for the status category you wish to view.

   NOTE: Categories in which no ILL requests are pending are shown in “normal” type; these categories cannot be selected for viewing.

   • To view requests that require action by you, click a link in the Manage Borrower Requests - Action Items field or Manage Lender Requests - Action Items field, as appropriate.
   • To view requests awaiting action by trading partners, click a link in the Manage Borrower Requests - Items awaiting trading partner response field or Manage Lender Requests - Items awaiting trading partner response field, as appropriate.
3. A browse list of all active and completed ILL requests in the selected status category displays. The list is arranged alphabetically by title, and includes the Request Number (Req. No) and current status information.

• For Borrowers only:
  • Borrower’s Status Browse Lists include the Library Code and library name of the current Lender for each item in the list, if applicable.
  • If your library has enabled the “owned by this library” indicator, an Owned By This Library icon is displayed for all requests for which your library holds a copy of the title, and the Full Record Display (see Full Record Display for details) for the request includes the message “Note: This item is owned by your library” at the top left side of the screen.
  • If the next lender to which a request will be sent is an ISSI lender, an ISSI Lender icon is displayed for the request.
  • If the current lender for the request is a library outside of your SHAREit system (an ISSI lender and/or an external library that is included in the Lender List for the request), an Outside Library icon is displayed for the request.
  • If desired, you can reconfigure, sort and filter Browse List content (see the System Basics User Guide for details).
  • Depending on the current status category, the Status column of the Status Browse List will include a link to the Copyright Clearance Center for Non-Returnable (copy) ILL Requests (see Accessing the Copyright Clearance Center for more information).
• For Lenders only:
  • Lender’s Status Browse Lists include the Library Code and library name of the Borrower for each item in the list.
  • If your library or consortium has enabled the optional “Soon To Be Referred” indicator, all requests for which only one day to respond remains (i.e., the request will be forwarded to the next lender through midnight processing) are identified by a Soon To Be Referred icon in the left column of the list. For example, if the deadline date is January 18th, the flag will appear on both January 17th and the 18th, and the request will move to the next lender at midnight on the 18th.
  • If your library or consortium has enabled the optional “Notes” indicator, a Notes icon is displayed for all requests for which Borrower’s Notes, Patron’s Notes and/or Volumes Needed information is included.

    NOTE: The Notes icon is shown for requests containing Patron’s Notes only when the Show Patron Note to Lenders option in the Participant Record for the borrowing library is set to Yes (see Maintaining Participant Records for details).

    NOTE: The Notes icon is shown for requests containing Volumes Needed information only when the ILL Request Form or Blank Request Form from which the request was created included the Volumes Needed field (see Configuring ILL Request Forms for details) and the Move Request with Patron Note to Awaiting Approval and/or Move Request with Vols Needed Note to Awaiting Approval option in the Participant Record for the borrowing library is set to Yes (see Maintaining Participant Records for details).

  • If a request was automatically sent to your library as an ISSI lender, or was sent to your library after the borrower updated a request with a status of Unfilled or Retry to Send to ISSI, an ISSI Borrower icon is displayed for the request.
  • If the borrower for a request is a library outside of your SHAREit system (where your library is an ISSI lender and/or an external library that was included in the Lender List for the request), an Outside Library icon is displayed for the request.
• Use the “browse bar” to scroll the browse list:
  • Use the “number of requests” menu to specify the number of requests to be displayed per page of the Status Browse List; 25, 50, 100 or 250.
  • Use the Page menu to scroll the Status Browse List to a selected page.
  • If the Status Browse List is more than one page long, use the First Page button , Previous Page button , Next Page button and Last Page button to view the list one page at a time.
  • Within a status, requests with the same title are ordered by Request Number (Req. Number).

 

 

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