South Dakota Library Network
Remote ILL Workflow
Renewals / Messages
South Dakota Library Network
1200 University, Unit 9672
Spearfish, SD 57799
www.sdln.net
© South Dakota Library Network, 2009
©Ex Libris (USA), 2008
Modified for SDLN
Version 18.01
Remote ILL Workflow
Requesting Renewal
Go to the Borrowing tab, click Summary, check View Active St.,
highlight Loaned to Library, click Select
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Remote ILL Workflow
Requesting Renewal
To request renewal, click Response
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Remote ILL Workflow
Requesting Renewal
Choose Renew from the dropdown list
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Remote ILL Workflow
Requesting Renewal
Fill in the new due date you are requesting, click OK.
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Remote ILL Workflow
Requesting Renewal
The request status changes to Waiting for Renewal Reply
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Remote ILL Workflow
Requesting Renewal
Go to the Borrowing tab, click Summary, check View Active St.,
highlight Renewal Accepted, click Select
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Remote ILL Workflow
Requesting Renewal
The request status changes to Renewal - Accepted
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Remote ILL Workflow
Request Log
Click on Request Log to verify the new due date
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Remote ILL Workflow
Statuses requiring follow up
The following statuses are the statuses that you will want to examine
for follow-up:
Conditional Reply The Supplier has sent a message indicating the
conditions under which an item may be borrowed.
Estimate Reply The Supplier has sent an ESTIMATE message, giving
you an estimate of the cost to provide the service requested.
Locate Failed The LOCATE action did not succeed, and Potential
Suppliers have not been assigned for the request.
Location Reply The Supplier has sent a LOCATIONS message, giving
location information, in response to the request query.
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Remote ILL Workflow
Statuses requiring follow up
The following statuses are the statuses that you will want to examine
for follow-up (cont):
Overdue The supplier has notified you that the item is now overdue;
you will now have to inform your patron.
Recalled The Supplier has recalled the item; you will now have to
inform your patron.
Renew Accepted Your request for renewal has been accepted; you
will now have to change the local due date of the item, and (optionally)
inform your patron.
Renew Rejected Your request for renewal has been rejected; you will
now have to inform your patron.
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Remote ILL Workflow
Statuses requiring follow up
The following statuses are the statuses that you will want to examine
for follow-up (cont):
Retry The Supplier has sent a RETRY message, informing you that
the material is not currently available, and you should retry at a later
time. You might decide to move the request on to another supplier.
Unfilled The last assigned Potential Supplier has reported that he is
unable to supply the request.
Waiting for Process The request has an active Potential Supplier,
but the request has not yet been sent. This status group should not
have requests piled up.
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Remote ILL Workflow
Messages
The Messages node includes messages received via the ILL
Protocol.
Not all messages display here; a message that triggers
a change in the request status is not displayed here, since it will
be handled through the status nodes (example: Unfilled)
Messages that are received in a manual manner can be registered
in the request log; they are not reflected in the Messages node.
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Remote ILL Workflow
Messages
Choose a Message node in order to display and work with the
requests and the messages, click Select
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Remote ILL Workflow
Messages
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Remote ILL Workflow
Messages
A message is active until it is “dismissed” by a staff user; it can be
dismissed in either the Summary mode or the Functional mode. A
dismissed message can be reactivated in the Functional mode.
When you choose a line in the list, request information and significant
messages that have been received for the request (both active and
dismissed), display in the tabs of the lower pane.
To Remove a request from the messages view: Click Dismiss.
It remains registered and viewable when a single request displays
in the Functional mode.
To Send a response to the supplier: Click Message. The Message
button is active only for General messages.
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Remote ILL Workflow
Corresponding with the supplier
You can correspond with the supplier at various stages of the
borrowing ILL workflow from the Borrowing Request List by clicking
Response. This opens the Response Options Form which contains
various communication types that you can send to the supplier:
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Remote ILL Workflow
Corresponding with the supplier
A borrowing request that has just been sent to a supplier but not yet
received, will have the following options:
•General Message
•Status Query
• Cancel
•Claim
•Full Request Cancel
A borrowing request that has been registered as 'Received' but not yet
returned to the supplier, will have the following options:
• General message
• Renew
• Lost
• Damaged
•Status Query
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