WorldCat Resource Sharing User Guide

Support for OCLC WorldShare Interlibrary Loan

A Editable Fields

A.1 Editing Based on Request Status: Borrower

This table show which fields can be edited by the Borrower when a request has a given status. Required fields are shown in boldface.

If the status is... You can edit these fields...
Pending
Conditional
Conditional/Pending		 Need Before:
Request Type:
Author:
Uniform Title:

Title:
ISBN:
ISSN:
Edition:
Imprint:
Series:
Dissertation:
Article:
Volume:
Number:
Date:
Pages:

Verified:
Patron:

Ship To:

Bill To		 Ship Via:
Electronic Delivery:
ILL Fee Management:
Maximum Cost:
Copyright Compliance:
Billing Notes:
Fax:
Email:
Affiliation:
Locations:
Borrowing Notes:
ID:
Department:
Status:
Address
Phone:
Email:
Fax:
Pickup Location:
Notes:
Review
Save
Review in Process		 All of the above plus Lenders.
In Process

 Request Type:
Author:
Uniform Title:

Title:
ISBN:
ISSN:
Edition:
Imprint:
Series:
Dissertation:
Article:
Volume:
Number:
Date:
Pages:

Verified:
Patron:

Ship To:

Bill To:
Ship Via:		 Electronic Delivery:
ILL Fee Management:
Maximum Cost:
Copyright Compliance:
Billing Notes:
Fax:
Email:
Affiliation:
Locations:
Borrowing Notes:
ID:
Department:
Status:
Address
Phone:
Email:
Fax:
Pickup Location:
Notes:
Shipped Receive Date:
Patron:
Affiliation:
Locations:
ID:
Department:
Status:		 Address:
Phone:
Email:
Fax:
Pickup Location:
Notes:
Received
Renewal Request
Renewal OK		 Renewal Request:
Patron:
Affiliation:
Locations:
Borrowing Notes:

Returned:
Insurance:
ID:		 Department:
Status:
Address
Phone:
Email:
Fax:
Pickup Location:
Notes:
No Renewal
Recalled		 Borrowing Notes:
Returned:		 Insurance:
Not Received Receive Date:
Borrowing Notes:		 Returned:
Insurance:
Returned Insurance:  

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A.2 Editing Based on Request Status: Lender

This table show which fields can be edited by the Lender when a request has a given status. Required fields are shown in boldface.

If the status is... You can edit...
Shipped Due Date:
Call Number:
ILL Fee Management:
Lending Charges:

Shipped:		 Ship Insurance:
Lending Note:
Lending Restrictions:

Return To:
Return Via:
Conditional
Returned		 Lending Notes:  
Recalled
Not Received
No Renewal		 Returned Via:
Lending Notes:		 Return To:
Return Via:
Received Returned Via:
Return To:		 Return Via:
Renewal OK Returned Via:
Lending Notes:
Lending Restrictions		 Return To:
Return Via:
Renewal Request New Due Date:
Returned Via:
Lending Notes:		 Lending Restrictions:
Return To:
Return Via:

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A.3 Editing Based on Field Name: Borrower

This table shows the statuses in which a given field can be edited by the Borrower. Required fields are shown in boldface.

You can edit this field... When the request status is...
Need Before: Pending
Conditional
Conditional/Pending		 Review
Review in Process
Save
Lenders: Review
Review in Process		 Save
Article:
Author:

Bill To:
Billing Notes:
Copyright Compliance:
Date:
Dissertation:
Edition
Electronic Delivery:
ILL Fee Management:
Imprint
ISBN
ISSN
Maximum Cost:
Number:
Pages:
Request Type:
Uniform Title:
Series:

Ship To:
Ship Via:

Title:
Volume:

Verified:		 Pending
Conditional
Conditional/Pending
Review
Review in Process		 Save
In Process
Address:
Affiliation
Department:
Email:
Fax:
ID:
Locations:
Notes:
Patron:
Phone:
Pickup Location:
Status		 Pending
Conditional
Conditional/Pending
Review
Review in Process
Shipped
Received		 Save
In Process
Renewal Request
Renewal OK
Receive Date: Shipped Not Received
Renewal Request: Received
Renewal Request		 Renewal OK
Borrowing Notes:
Returned:		 Received
Renewal Request
Renewal OK		 No Renewal
Recalled
Not Received
Insurance: Received
Returned
Renewal Request
Renewal OK		 No Renewal
Recalled
Not Received

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A.4 Editing Based on Field Name: Lender

This table shows the statuses in which a given field can be edited by the Lender. Required fields are shown in boldface.

You can edit this field... When the request status is...
Call Number:

Due Date:
ILL Fee Management:
Lending Charges:

Ship Insurance:
Shipped: 		Shipped  
New Due Date: Renewal Request  
Lending Notes: Shipped
Conditional
Returned
Recalled		 Not Received
Renewal Request
Renewal OK
No Renewal
Lending Restrictions: Shipped
Renewal Request		 Renewal OK
Return To:
Return Via:		 Shipped
Recalled
Not Received
No Renewal		 Received
Returned Via: Recalled
Not Received
No Renewal		 Received
Renewal OK
Renewal Request

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