Borrower request workflow
Actions you perform as a borrowing library.
- Borrowing Library: Possible request actions
- A table of available actions as a borrowing library.
- Authorize idle requests
- How to manually authorize a single request.
- Receive requested items
- Explanation of steps to take when you receive an item from the lending library.
- Return items to lender
- How to update ILL requests to Returned status.
- End of rota workflow
- Steps to take when no library in the rota is able to fill your ILL request,
- Cancel a request
- Explanation of the different types of cancel actions.
- Terminate a request
- Use the terminate action when the patron does not want the item anymore.
- Complete a request
- Requests which have reached the end of their lifecycle can be removed from the Borrower work queue by using the Complete action.
- Search for complete requests
- How to use the Advanced ILL request search to find completed requests.
- Renew a requested item
- Use the Renew action to request a new due date.
- Automatic expiry of requests
- Requests that have not been updated after a specific number of days go to the next lender in the rota.
- Informed shipped/Informed not supplied
- Actions to take when a lending library which does not use NRE/VDX or a compatible system informs you they are supplying or not supplying an item.
- Send a note
- How to send notes to the lending library and to your patron.