16 Additional Lender Activities

Chapter overview

This chapter describes the actions the Lender may take on resource sharing requests.

16.1 Conditional/Pending

When a Borrower agrees with the conditions/restrictions you have specified in a Conditional request, the request returns to you with a status of Conditional/Pending.

Conditional/Pending request as seen by the Lender.

Request aging

If you do not respond within 4 system days, the request is forwarded to the next Lender in the lender string and an entry is generated in the Request History area of the Display screen. If there are no additional Lenders in the string, the system returns the request to the Borrower as Unfilled.

Next lender entry in Request History area.

Next steps

The Next Steps available to a Lender for a Conditional/Pending request are identical to those available for a Pending request. See Chapter 13, "Responding to an Initial Request (Lender)" for details.

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16.2 Responding to a Renewal Request

When a Borrower asks to renew a loan, the request returns to you with a status of Renewal Request and the Borrower's requested due date is shown in the Renewal Request: field.

Renewal Request request as seen by the Lender.

Request aging

If you do not respond to the renewal, the loan period runs its course and the request becomes overdue. WCRS sends the Borrower an Overdue (Special Message to Borrower) on your behalf 14 system days after the original Due Date.

Next steps

Four Next Steps are available for Renewal Request status:

  • Renewal OK
  • No Renewal
  • Recall
  • Complete

You can also edit the request.

Respond Renewal OK

When you respond Renewal OK, the request is returned to the Borrower with a status of Renewal OK and the updated due date is shown in the New Due Date: field.

To respond Renewal OK to a renewal request:

  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 Enter a New Due Date ( yyyymmdd) in the adjacent text box or use the pop-up calendar  Calendar icon.
Note: You are not required to accept the Borrower's requested due date.
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 and the due date appears in the New Due Date: field.

Example Response.  This is the Lender's view of an example request after a Renewal OK response.

Respond No Renewal

When you respond No Renewal, the request is returned to the Borrower with a status of No Renewal and the Borrower must return the item by the original due date.

To respond No Renewal to a renewal request:

  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 No Renewal 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 No Renewal and NO appears in the New Due Date field.

Example Response.  This is the Lender's view of an example request after a No Renewal response.

Respond Recall

When you respond Recall, the request is returned to the Borrower with a status of Recall and the Borrower must return the item immediately.

When you recall a request in response to a renewal request, the Renewal OK radio button is automatically selected and the Borrower's requested due date appears in the Renewal Request: field.

See: section 16.3, "Recalling an Item" for more information.

Respond Complete

You use the Complete response to close out a loan cycle that has terminated in an irregular manner. For example, a patron wants to renew an item. After the Borrower has responded Renewal Request, the patron decides against the renewal and returns the item. The Borrower physically returns the item but forgets to update the status to Returned. The item arrives back at the Lender and the Lender must respond Complete to archive the request.

You may also edit the request at this time.

When you respond Complete, the request is immediately archived to Closed Requests with a status of Completed.

See Respond Complete in Chapter 17, "Completing a Loan Cycle" for steps to respond Complete.

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16.3 Recalling an Item

When you need to have an item returned immediately, you return the request to the Borrower with a status of Recalled.

You can recall an item if its request status is:

  • No Renewal
  • Received
  • Renewal Request
  • Shipped

Received request as seen by the Lender.

Recall

To Recall an item.

  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 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 Recall radio button if not already selected.
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 Recalled.

Example Recall

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

Recalled request as seen by the Lender.

Overdue requests

When the Lender recalls an overdue request with the status Received, Renewal OK, or No Renewal, the status changes to Recalled. However, the request remains in the Special Messages/Borrower: Overdue category on the Request Manager screen until the Borrower indicates Returned or the system archives it to Closed Requests after 180 calendar days.

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16.4 Creating a Request with Your Library as Borrower

When a Borrower has returned an item and you have responded Complete, you can use the New button to create a new request (for the same item) with a new request identifier with your library as Borrower instad of Lender. This function saves time and keystrokes and insures accuracy in creating a request for the same bibliographic item.

New button on Completed request as seen by the Lender.

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 and status of the original request remain unchanged.

See section 15.3, "Reinitiating a Request" for steps to reinitiate a request.

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