Processing Borrowing Conditionals

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Transactions are generally conditionalized by the lending library for the following reasons:

  • There is some condition that must be satisfied before the lending institution is willing or able to loan the item.
  • There is some special information regarding the requested item that the lending institution wishes to make known.
  • The institution is the last lender in the lending string and is responding negatively to the request.

In Local Shared Server Systems, Conditional requests must be processed manually. See Local Conditionals for more information.

Processing Conditional Requests

The system will automatically update the request to Awaiting Conditional Processing when a lender has added conditions in order to fill the request.

To Approve the Condition (Yes)

  1. Double-click on the Awaiting Conditional Processing queue.
  2. Choose the transaction on the list that you wish to deal with and double-click it.
  3. The conditional message from the potential Lender will display in the Notes field at the bottom of the form.

  4. Click the System | OCLC Request tab to view the OCLC ribbon.
  5. Click Yes. The OCLC form will open.
    • Provide any additional notes to the lender in the Borrower notes field to reply to conditions that require more information such as which volume of a multi-volume set is needed. If approval of the condition does not require additional information, skip to Step 6.
    • Save your changes with the Save button in the ribbon.
  6. Click the Yes button on the OCLC request form.
  7. The ILLiad request will update to Request Sent, and the OCLC request will be updated for the Lender to fill the request.
  8. The request will close automatically.

You must respond Yes on both the ILLiad request and OCLC request forms.

To Deny the Condition (No)

  1. Double-click on the Awaiting Conditional Processing queue.
  2. Choose the transaction on the list that you wish to deal with and double-click it.
  3. The conditionalized message from the potential Lender will display in the Notes field at the bottom of the form.
  4. Click the OCLC tab to view the OCLC ribbon.
  5. Click No.
  6. The ILLiad request will close.
  7. The ILLiad & OCLC requests will be updated automatically.
    • If additional lenders are available, the ILLiad request will be updated to Request Sent and the OCLC request will move to the next lender.
    • If no additional lenders are available, the ILLiad request will be updated to Awaiting Unfilled Processing. 
  8. Close the request.

 

 

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