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WorldShare Interlibrary Loan Fee Management Changes

On 1 December at 12:01 am US Eastern time, IFM payments began to be triggered when the lender marks the request as Shipped. The ability to grant IFM refunds is targeted for an early 2016 release. In the History tab for each request, you can review IFM details and track success or failure of IFM payments.

WorldShare Interlibrary Loan Users

For WorldShare Interlibrary Loan requests placed 1 November through 30 November that are in Shipped status, but not yet marked Received, OCLC will retroactively trigger the payment on those requests on 1 December.  No action from the library is required.

For WorldShare Interlibrary Loan, requests placed between 1 January and 30 November with “problem” statuses (e.g. Received? Not Received), no payments will be triggered. 

ILLiad Users

For ILLiad requests placed 1 November through 30 November that are in Shipped status, but not yet marked Received, OCLC will retroactively trigger the payment on those requests. No action from the library is required.

For ILLiad requests placed between 1 January and 30 November with “problem” statuses (e.g. Received? Not Received), no payments will be triggered. 

Note that ILLiad libraries should be diligent when marking items as Shipped to ensure IFM charges are rendered appropriately.  ILLiad libraries that change a request status from Shipped to Undo Shipped within the same day of setting Shipped will automatically receive a refund for that change.  This action does not require the refund service or a dummy request. 

If you have any questions about the new IFM trigger, please reach out to OCLC Support at support@oclc.org