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17 Completing a Loan Cycle

Chapter overview

This chapter describes how to complete the successful Basic Interlibrary Loan Cycle.

17.1 Introduction

An interlibrary loan cycle may complete in a number of ways. The desired normal completion for loans is that the Borrower returns the item to the Lender at the end of the initial or renewed loan period, and the Lender notifies the Borrower that the item has arrived.

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17.2 Borrower Returns Item

As Borrower, you are required to return an item to the Lender on or before the Due Date. To notify the Lender that a Received item is being returned you respond Return with Today's Date. The request returns to the Lender with a status of Returned. You can also:

Received request as seen by the Borrower.

You can also respond Return with Today's Date if the status is: Renewal Request, Renewal OK, NoRenewal, or Recalled.

Request aging

If you do not return the item on or before the Due Date, WCRS automatically sends you a Special Message: Overdue on behalf of the Lender 14 system days after the Due Date.

Respond Return with Today's Date

To return an item:

  Action
1 Retrieve the request. The Return with Today's Date radio button is automatically selected.
2

Optional. Do you want to edit the request?

  • If Yes: Go to the next step.
  • If No: Go to step 6.
3

Select the Edit button.

Result: The screen changes to edit mode.

4

Make your changes, then select the Update button to save your changes.

Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]

5

Use the Redisplay Request Redisplay Request icon icon to return to the request.

Note: The request status remains Received.

6 Select the Return with Today's Date radio button.
7

Select the Update button.

Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]

8

Use the Redisplay Request Redisplay Request icon icon to return to the request.

Note: The request status has changed to Returned.


Example Return with Today's Date response

This is the Borrower's view of an example request after responding Return with Today's Date.

Returned request as seen by the Borrower.

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17.3 Lender Completes Loan Cycle

To notify the Borrower that a Returned item has arrived at your library, you respond Complete. When you respond Complete, the request is immediately archived to Closed Requests with a status of Completed. You can also edit the request before selecting the Update button.

Returned request as seen by the Lender.

You can also respond Complete if the status is: Renewal Request, Renewal OK, No Renewal, Not Received (Special Message to Lender), Recalled.

Note: OCLC recommends that you do not respond Completed until the returned item has actually arrived at your library.

Request aging

If you do not respond Complete within 14 system days, WCRS automatically sends you a Complete? (Special Message to Lender) on behalf of the Borrower.

Respond Complete

To respond Complete for a returned item:

  Action
1 Retrieve the request. The Renewal OK radio button is automatically selected and the Borrower's requested due date appears in the Renewal Request: field.
2

Optional. Do you want to edit the request?

  • If Yes: Go to the next step.
  • If No: Go to step 6.
3

Select the Edit button.

Result: The screen changes to edit mode.

4

Make your changes, then select the Update button to save your changes.

Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]

5

Use the Redisplay Request Redisplay Request icon icon to return to the request.

Note: The request status remains Renewal Request.

6 Select the Complete radio button.
7

Select the Update button.

Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]

8

Use the Redisplay Request Redisplay Request icon icon to return to the request.

Note: The number in the Renewal Request category has decreased by one, and the request no longer appears on the Request Manager and Summary screens.


Example Complete response

This is the Lender's view of an example request after responding Complete.

Completed request as seen by the Lender.

Complete not possible

Occasionally, you receive an item for which you cannot respond Complete because the Borrower did not update the request to Received even though the item was received and returned.

In this situation, you can:

  Action
1

Retrieve the Shipped request.

2 Select the Recall check box.
3

Select the Update button.

Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]

4

Use the Redisplay Request Redisplay Request icon icon to return to the request.

Note: The request status has changed to Recalled.

5 Check the Complete check box (if not already checked).
6

Select the Update button.

Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier].

Note 1: Once the request status has changed to Completed; the item can only be located by searching Closed Requests.

Note 2: Lending credit applies because item was shipped.

Note 3: IFM charge does not apply because the item never arrived and the request was never updated to Received by the Borrower.


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