Blocking Institutions

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On the lending side of the system, you can have requests automatically routed into queues based on their OCLC or Docline symbol when you import requests. The BorrowerStatus table in the ILLiad Customization Manager determines which symbols are routed to which queue. Symbols not in this table go to the default Awaiting Lending Request Processing queue.

Blocking Institutions in the ILLiad Client

You are able to block certain institutions from borrowing materials from you. You have the option to have these requests route to a specific queue or be auto-cancelled. Institutions may be blocked in the ILLiad Client from the Lender Address Form by checking the Library Blocked checkbox.

  1. Open the specific Lender Address form.
  2. Check the box next to Library Blocked.
  3. Click Save.

Auto-Canceling Lending Requests

You have the option in the system to automatically cancel imported requests from Blocked Borrowers.

This option is based on the symbol of the Borrowing Institution. If more than one site, address, or ILL processing point share the same symbol, ALL of them are either Blocked or not. There is no means to block some addresses for a specific symbol and not others.

For OCLC requests, Pending is the only OCLC status to which this applies. All other statuses are unaffected.

Turning on Auto-Canceling

If LendingBlockedAutoCancel is set to Yes, the ILLiad Connection Manager imports the request, sets the status of the transaction to Cancelled by ILL Staff, and automatically sends a No response via OCLC. No specific Reason for Cancellation will be assigned. If you need to send a specific Reason for Cancellation, you should set the LendingBlockedAutoCancel key to No and cancel these requests manually.

If LendingBlockedAutoCancel is set to No, the ILLiad Connection Manager imports the request and sets the status of the transaction to Awaiting Cancellation Review for the ILL staff to cancel manually.

The LendingBlockedAutoCancel key is found in the ILLiad Customization Manager under Lending | Importing.

  1. Find the LendingBlockedAutoCancel key.
  2. To enable Auto-canceling, select Yes.
  3. Click Save.

Docline Requests

When new Docline Requests are imported in the ILLiad Client, the client looks at the symbol of the requesting institution and determines if that symbol is blocked or not.

If the symbol of the requesting institution is not blocked, the import proceeds normally and the new Lending transactions appear in the ILLiad Client at the usual statuses.

If the symbol of the requesting institution is blocked, the client imports the request and sets the status of the transaction to Awaiting Cancellation Review for the ILL staff to either cancel manually. There is no automatic Cancellation for Docline Requests

 

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