If your library uses Alma and is using NCIP for interoperability between Relais and Alma then it is also possible to use the following workflows to process renewals.
Note: Please also refer to the following information from ExLibris when setting up and using this feature: Ex Libris Recall/Renew.
Requesting library | Supplying library | |
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Actions in Relais | Actions in Primo/Alma | |
A patron from your library submits a request which is then sent to another library to be filled, when the item is received staff update the request in Relais as a loan to your patron. With NCIP in use the patron can checkout the item and see the loan in Primo. See Loan an item for more information on this process. |
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The patron asks for a renewal of the item currently on loan. | ||
Alma sends a RenewItem message to Relais. | ||
Relais sends a RenewItem response to Alma acknowledging the message. | ||
Relais sends a a CirculationStatusUpdated message with status = "Renewal Still Pending". It may be necessary to send a Renew Request message to the supplying library, e.g., via ISO or generic script or 'manually' and await a yes or no response. |
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Staff updates the request as Request for Renewal to send an RenewalRequest (via ISO or generic script) | ||
Receives and responds to RenewalRequest. | ||
Relais receives RenewalResponse. If the response is: Yes, then staff update the request to Renewed and set the new due date. Relais sends an NCIP RenewItem message to Alma (which includes the new due date). No, then staff update the request to Renewal Refused. Relais sends an NCIP CirculationStatusUpdated message to Alma with status = "Item Not Renewed". |
Supplying library | Requesting library | |
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Actions in Relais | Actions in Primo/Alma | |
Relais receives a request from another library. The request is updated in Relais as a loan. See Loan an item for more information on this process. |
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Sends a request for renewal. | ||
Staff opens the request (via Review Alerts or Query), then opens Loan Tracking and selects Renew, specifying a new due date. | ||
Relais sends an NCIP RenewItem message to Alma. | ||
Alma responds with an NCIP RenewItem response indicating whether or not the renewal is allowed. If the renewal is not allowed, the response includes a ProblemElement and ProblemValue explaining why the loan cannot be renewed. |
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If the renewal is allowed, Relais sends a Renew Response = Yes to the supplying library. If the renewal is not allowed, Relais sends a Renew Response = No to the supplying library. |
This assumes NCIP is already configured for use