Importing Borrowing Statuses

Sara Juel

Updated September 28, 2021 17:57

The ILLiad Connection Manager is a program that runs on an institution's ILLiad server and interfaces with OCLC to perform downloads and updates of ILL records. It runs as a service on your ILLiad server and operates in the background at ten-minute intervals. This replaces the OCLC Micro Enhancer for ILLiad users by performing all the ILLiad to OCLC batch processes, such as automatically downloading from the OCLC Current Statuses, and updating ILL Records, according to its specified schedule.

Once the ILLiad Connection Manager is set up, no further action is required. It will update to and download from OCLC according to its schedule.

Borrowing Status Import Results

Once the OCLC Borrowing Statuses are imported, the corresponding ILLiad transactions are automatically updated and the requests are moved to the following statuses for further processing:

Conditional	Changes the ILLiad status to Awaiting Conditional Processing.
Unfilled	Changes the ILLiad Status to Awaiting Unfilled Processing.
Recalled	Changes the ILLiad Status to Awaiting Recalled Processing.
Will Supply	No Status Change. Adds an entry to record's History tab (in the History section) saying "Lender Will Supply." Importing this more than once will not add additional entries.
Shipped	No Status Change. Adds an entry to record's History tab (in the History section) saying "Lender Shipped." Updates the Due Date and Lending Library information. If there are any lending notes, they are added to the Notes table with a NoteType of Lender. Updating this more than once will not add additional entries, nor will it change the Due Date or Lending Library information.
Renewal OK	Changes the ILLiad Status to Awaiting Renewal OK Processing. It does not automatically overwrite the Due Date. Importing this more than once will not change the status subsequent times.
No Renewal	Changes the ILLiad Status to Awaiting Denied Renewal Processing. Importing this more than once will not change the status subsequent times.
Special Messages/ Borrower (Overdue)	No status change.
Special Messages/ Borrower (Received?)	No status change.

Borrowing Status Import Results

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