15 Additional Borrower Activities

Chapter overview

This chapter describes the additional options available to a Borrower.

15.1 Requesting a Renewal

When a patron wishes to keep a Received borrowed item beyond the initial loan period you can request a renewal. The request returns to the Lender with a status of Renewal Request. You can also:

Received request as seen by Borrower.

You can request a renewal for these statuses: Received, Renewal OK, Renewal Request, Special Message: Overdue.

Request aging

You may request a renewal any time during the loan period. You can also request a renewal if the item becomes overdue, unless the Lender has recalled the item in WCRS.

If the Lender has denied your initial renewal request, you cannot submit a second renewal request for the same item. You must return the item.

Request renewal

To request the renewal of 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 Renewal Request radio button, then enter your desired due date in the adjacent text box or use the pop-up calendar  Calendar icon .
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 Renewal Request.

Lender responses

Approved. If the Lender approves your renewal request, the request returns with a status of Renewal OK and a date in New Due Date:. Note that the Lender's NewDueDate is not necessarily the same as the date you requested.

Not approved. If the Lender refuses, the request returns with a status of No Renewal and you must return the item by the original Due Date. If the request returns with a status of Recall you must return the item immediately.

Example Renewal Request response

This is the Borrower's view of an example request after responding Renewal Request.

Renewal Request request as seen by the Borrower.

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15.2 Responding to a Recall

When the Lender needs to have an item returned immediately, the request is returned to you with a status of Recalled. You must respond Return with Today's Date and return the item. You can also:

Request aging

If the you take no action, WCRS sends the you an Overdue (Special Message to Borrower) on the Lender's behalf 14 system days after the original Due Date.

Respond Return with Today's Date

To respond to a recall:

  Action
1 Retrieve the request. The Return with Today's Date check box/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 5.
3 Select the Edit button.
Result: The screen changes to edit mode.
4 Make your changes.
5 Select the Update button.
Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]
6 Use the Redisplay Request  Redisplay Request icon icon to return to the request.
Note: The request status has changed to Returned.

Example Return... 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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15.3 Reinitiating a Request

As a Borrower you can use the New button to create a new request (for the same item) with a new request identifier. This function saves time and keystrokes and insures accuracy in creating additional requests for the same bibliographic item.

  • If a request returns as Unfilled or Expired , you can create a new request with a different lender string and try again.
  • When you have multiple requests for the same title you can create "copy" requests without re-keying the same bibliographic information.

New button on Conditional request as seen by the Borrower.

The New button is available for requests having these statuses:

Conditional* In Process*
Conditional/Pending* Pending*
Expired  
    * You may edit the original requests.

Note: The New action does not delete or otherwise affect the original request. It copies the contents of the original request to a Workform with NEW in the Request Identifier field. The content, status, and request aging of the original request remain unchanged.

Request aging

Once you have completed the Workform you can submit it or you can save it for further work. Prefer saving when you need more time (maximum 14 days) to check information about a request

  • Submit.  If you select the Submit button, the NEW designation is replaced by a Request ID and the request is sent to the first potential lender in the lender string with a status of Pending . The first Lender has 4 system days to respond.
  • Save.  If you select the Save button the NEW designation is replaced by a Review Number and the request is placed in the Request Manager Save category with a status of Save . You have 14 system days to submit the request or it will archive to Closed Requests with a status of Cancelled.

    See Chapter 12, "Processing Unsubmitted Requests (Borrower)" for information on saved requests.

Reinitiate request

To reinitiate a request:

  Action
1 Retrieve the request.
2 Optional. Do you want to edit the request?
  • If Yes: Go to the next step.
  • If No: Go to step 5.
3 Select the Edit button.
Result: The screen changes to edit mode.
4 Make your changes.
5 Select the Updatebutton.
Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]
6 Use the Redisplay Request  Redisplay Request icon icon to return to the request.
Note: The request status is unchanged.
7 Select the New button.
Result: The Display screen changes to a Workform.
Note: Any edits you made transfer to the Workform.
8 Supply a lender string and make any other needed changes.
9
If you select... The request is...
Submit Sent to the first Lender
Save Saved for 14 system days

Transferred fields

The New action copies the following fields from the existing request into the new Workform:

Author: Verified: Locations:
Uniform Title: Patron: Borrowing Notes:
Title: Ship To: ID:
Edition: Bill To: Department:
Imprint: Ship Via: Status:
Series: Electronic Delivery: Address:
Dissertation: ILL Fee Management: Phone:
Article Author: Maximum Cost: Email:
Article Title: Copyright Compliance: Fax:
Volume: Billing Notes: Pickup Location
Number: Fax: Notes
Date: Email:  
Pages: Affiliation:  

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15.4 Deleting a Request

There may be times when you as Borrower want to stop the progress of a request through its interlibrary loan cycle. In this case you can Delete the request. For example:

  • In reviewing a request you discover that it is a duplicate.
  • A patron may inform you that he or she has acquired an item from an alternate source; you can then cancel an existing request such as Pending.
  • Your policy is to manually cancel Expired or Unfilled requests immediately rather than wait for 7 system days ( Expired) or 14 system days ( Unfilled).

The Delete button is available for requests having these statuses:

Conditional Review
Conditional/Pending* Review In Process
Expired Save
In Process* Unfilled
Pending*  

*Lenders are not able to delete requests.

Request aging

When you delete a request, its status changes to Cancelled and it is archived to Closed Requests immediately.

Delete request

To delete a request:

  Action
1 Retrieve the request.
2 Optional. Do you want to edit the request?
  • If Yes: Go to the next step.
  • If No: Go to step 7.
3 Select the Edit button.
Result: The screen changes to edit mode.
4 Make your changes.
5 Select the Update button.
Result: The Update Confirmation screen appears, with this message:
Record has been updated: [request identifier]
6 Use the Redisplay Request  Redisplay Request icon icon to return to the request.
Note: The request status is unchanged.
7 Select the Delete button/check box.
8 Select the Update button.
Result:
  • The Update Confirmation screen appears, with this message:
    Record has been updated: [request identifier]
    .
  • The request status has changed to Cancelled and it has been archived to Closed Requests.
  • When you return to the Request Manager screen, the number in the request's original category is reduced by one, and the request no longer appears on the Summary screen.

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