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.