14 Processing a Lender Response (Borrower)

14 Processing a Lender Response (Borrower)

Chapter overview

This chapter describes the actions a Borrower may take on Lender responses to a WorldCat Resource Sharing initial request. See Chapter 12, "Processing Unsubmitted Requests (Borrower)" for processing requests that have not yet been submitted to any Lenders.

14.1 Lender Responds Yes: Borrower Receives the Item

When the Lender responds it can supply an item, the initial request returns to you with a status of Shipped.

Request aging

When the item itself arrives at your library, you as Borrower advise the Lender of the item's arrival by updating the request status to Received. If you do not update the status to Received within 14 system days (loans) or 7 system days (copies), WCRS automatically sends you a Received? (Special Message to Borrower) on behalf of the Lender.

Alerts

Alerts are notes containing information that needs your immediate attention. Take appropriate action when you receive an alert. The Lender may add an alert when responding that it can supply an item or that it can supply an item only if you agree to certain conditions. Requests that contain an alert appear in the Alert category as well as in the Shipped or Conditional category. The note appears in the ALERT field in General Record Information.

Next steps

You update the request to Received for both loans and copies (no Due Date) in order to acknowledge the item's arrival. In addition:

• You activate ILL Fee Management debits and credits.
• For copies (no Due Date), you automatically complete the transaction and archive the request to Closed Requests.

Respond Received

You can respond Received by either accepting the current date or specifying a past date. You may also edit certain fields in the request.

Current date.  To respond Received with no changes and have the WCRS supply current date:

Past date.  To indicate a past date of receipt and/or edit the request:

	Action
1	Retrieve the request. The Receive with Today's Date check box is automatically checked.
2	Select the Edit button.
3	Enter a date (yyyymmdd format) in the Receive Date: field or use the pop-up calendar  .
4	Optional. Modify any fields that are now editable.
5	Select the Update button to save your changes. Result: The Update Confirmation screen appears, with this message: Record has been updated: [request identifier]
6	Use the Redisplay Request  icon to return to the request. Note: The Receive with Today's Date check box is still checked and the request status remains Shipped.
7	Select the Update button again. Result: The Update Confirmation screen appears, with this message: Record has been updated: [request identifier]
8	Use the Redisplay Request  icon to return to the request. Note: The request status has changed to Received.

Example Received response

This is the Borrower's view of an example request after a Received response.

14.2 Lender Responds No: Borrower Takes No Action

When a Lender responds No to a request, no response is required from the Borrower. What happens next depends upon the position of the Lender in the lender string.

One of multiple lenders

When there are multiple Lenders in the lender string and any Lender except the last lender responds No:

• An entry is made in the Borrower's Request History area.

  

• The request is forwarded to the next Lender in the lender string with a status of Pending (all Reasons for No except Not found as cited). Each Lender has 4 system days to respond.

An Unfilled request is archived to Closed Requests in 7 system days.

Last lender

When the last Lender in the string responds No, and no previous lenders have responded Future Date, the request is returned to the Borrower with a status of Unfilled. The Unfilled request is archived to Closed Requests in 7 System Days.

14.3 Lender Responds Conditional: Borrower Accepts/Declines

When the Lender responds that it can supply an item only if you agree to certain restrictions or conditions, the initial request returns to you with a status of Conditional.

Note: Always check the Lending Notes: field for additional information.

Alerts

Alerts are notes containing information that needs your immediate attention. Take appropriate action when you receive an alert. The Lender may add an alert when responding that it can supply an item or that it can supply an item only if you agree to certain conditions. Requests that contain an alert appear in the Alert category as well as in the Shipped or Conditional category. The note appears in the ALERT field in General Record Information.

Request aging

You have 4 system days to respond. If you fail to respond within this interval, what happens next depends on the Lender's position in the lender string and the responses of any previous Lenders:

Next steps

When a Lender has responded Conditional, you can:

• Accept the Lender's conditions
• Decline the Lender's conditions
• Delete the request

In addition, you can edit or save the request.

Edit the Request.  You can edit the majority of fields in a request by selecting the Edit button. Once you have made changes, you can Update, Cancel, Save, or Reset the request.

Save the request.  You may set the request aside for further investigation by selecting the Save button. The request status changes to Save; if you take no action, after 14 system days the request is archived to Closed Requests with a status of Cancelled. Once a request is archived, you must initiate a new request if you still want the item. You can do this via the New button on the archived request, or via a Workform.

Respond I accept

To accept the Lender's conditions with no changes to the request:

Respond I do not accept

If you cannot accept the Lender's conditions:

	Action
1	Retrieve the request. The I accept the Lender's condition 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  icon to return to the request.
6	Select the I do not accept the Lender's condition radio button.
7	Select the Update button. Result: The screen changes to edit mode.
8	Select the Update button a second time. Result: If there are additional Lenders in the lender string, the request status changes to Pending and the request is forwarded to the next Lender. If there are no additional Lenders in the lender string, the request status changes to Unfilled. After 14 system days, the request is archived to Closed Requests with a status of Cancelled.

Note: For an example Pending request see: section 13.1, "Overview".

Delete the request

To delete the request:

	Action
1	Retrieve the request. The I accept the Lender's condition 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 and make your changes.
4	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  icon to return to the request.
6	Select the Delete Record radio button.
7	Select the Update button. Result: The screen changes to edit mode.
8	Select the Update button a second time. Result: The request is archived to Closed Requests with a status of Cancelled.

Example I accept response

This is the Borrower's view of an example conditional request after an I accept response.