You can monitor the processing of patron-generated requests using 3 features of OCLC ILL:
This OCLC ILL Message File category lists all requests you successfully forwarded through ILL Direct Request processing during the past 4 system days. It appears as the first category in the ILL Message File Summary Display.
The History (h) command displays detailed information about an ILL request processed by ILL Direct Request. This information allows you to investigate why a Direct-to-Profile request was or was not successfully processed.
The syntax of the History (h) command is: h [parameter]. To issue the command:
|1||Retrieve an ILL request, or its linked bibliographic or holdings display.|
|2||Type h [parameter] and press <F11>.|
Each parameter you include in the command string provides specific information about the request. The following table summarizes the parameters:
|[none]||History List||Menu of all display possibilities.||h|
|pe||Profile Elements in the Request||For Direct-to-Profile requests, shows original values of the request's profile elements relevant to matching.||h pe|
|pm||Profile Matching Results||For Direct-to-Profile requests, lists all your profiles and indicates which, if any, matched the request.||h pm|
|Profile Matching Record||Access by entering the command or choosing the profile from the Profile Matching List. This display allows you to compare the original profile matching elements from the request to those that appear in the profile.||h pm books|
|ob||Original Bibliographic Data||Displays the original bibliographic data from the request.||h ob|
If no History items exist for a particular request, the system displays the message: No history found.
If information specific to the parameters you indicate is not available, the system displays the message: History item not found.
The History list is a menu of available History displays for a particular ILL request or Review File record, including:
History information only applies to a request if the processing option specified in the request was Direct-to-Profile and the request was successfully matched to bibliographic record.
Here is an example of the History list:
This display is available for Direct-to-Profile requests that successfully matched a bibliographic record. It shows the values of the request's profile elements relevant to matching. From this display you may be able to quickly determine why a request did not find a matching profile.
The display includes only elements present in the request and only their original values. ILL request or Review File record has no effect on the display.
Here is an example of the Profile Elements display:
This display is available for Direct-to-Profile requests that successfully matched a bibliographic record. It lists all your profiles and indicates which, if any, matched the request. The display makes it easier to investigate why a request did or did not match.
The top half of the display lists profile elements from the request. If a profile element is not present in the request, only its label displays. The bottom half of the display:
The display only includes elements present in the current version of the profile. Editing an ILL request does not affect the matching results in the display. Editing a profile affects the matching results. Select a line from the Profile matching Results to view a Profile Matching Record display.
Here is an example of the Profile Matching Results display:
Here is an example of the Profile Matching Record display:
This History display lists the original bibliographic data from the request. It allows you to identify the correct bibliographic item in case Direct Request found the wrong one, for example, the request contained an incorrect ISBN, resulting in a Direct Request workform for the wrong title. This type of problem is difficult to correct without the original bibliographic data from the request.
This display can contain the following elements:
|U Title||Uniform title|
|Title||Title (ISO title and subtitle)|
|Imprint||Imprint (ISO place of publication, publisher, and publication date)|
|Call No||Call number|
|Date||Publication date of component|
|Verified||Verification reference source|
Here is an example of the Original Bibliographic Data display:
To navigate among History displays:
|From a History display, type [navigation command abbreviation] and press <F11>|
The following table lists navigation commands you can issue from a History display:
|First screen of previous level||Goback||gob|
|Next record in a set of records||Forward||for|
|Next ILL or review record||Forward r||for r|
|Previous record in a set of records||Back||bac|
|Previous ILL or review record||Back r||bac r|
|Next screen in current list or record display||Page down||pdn|
|Previous screen in current list or record display||Page up||pup|
|First screen of current list or record display||Home||hom|
|Last screen of current list or record display||End||end|
|Item selected from list||Line select||[line number]|
|ILL or review record from any display linked to the record||ILL||ill|