415.6.3 Cancelling a request[//]

Proceed as follows to cancel a request:

·                select the request from the overview screen and use the option to Modify the details

·                on the tabbed form that pops up, click the button Action/Event

·                on the selection form that appears check Cancel request and click OK

An input form appears:

Fields on the form

Cancellation code: Select a cancellation code from the dropdown list. These codes are defined in AFO 618 - Stack request cancellation codes.

Reader note: Free text field.

Staff note: Free text field.

Inform reader: Check this option when a cancellation notice must be sent to the reader.

Allow other reservations to capture this item: Check this option to tell the system to find the next request in the queue to activate. If not checked the item will just be returned.

Replace this request as a reservation: Check this option to tell the system to turn this request into a regular reservation. If not checked the item will just be returned.

Both of these are offered according to the context of the cancellation and may be suppressed.

The section at the bottom of the screen will give some guidance as to the status of the request and the resulting “action” on the request and item.

In certain situations, the workflow of the request is such that the cancellation cannot be acted upon immediately. The request is marked with a “pending cancellation” status, and the actual processing carried out at some intermediate point. For example, suppose the item is en-route from service point A to B; then the request is still “active” but the actual cancellation (and the actions this implies) is acted on when the item is next physically “visible” to the system (for example, when the request is checked-in at the reading room).

415.7 Interlibrary Loan requests[//]

When a borrower has placed ILL requests, these will also be visible in the reservations overview. But these are different from regular reservations, as is explained below.

See the general help on this subject for background information, the help of AFO 822 for parameter information and the help of AFO 821 for practical information.

Columns on the screen

Status: The status of the ILL request. The following statuses are possible:

·                Available for return

·                 Cancellation requested

·                 Cancelled

·                 Complete

·                 Conditions - reply needed

·                 Expired

·                 In process

·                 Lost

·                 New or incomplete request

·                 Not supplied

·                 On loan

·                 Changed to an order

·                 Pending

·                 Under consideration as an order

·                 Recalled

·                 Received

·                 Renew requested

·                 Renewed

·                 Changed to a reservation

·                 Returned

·                 Sent - in process

·                 Shipped

Category: Either Loan or Copy.

Author: The ILL request number.

Title: (part of) the title, either from the Request tab or the Bibliographic tab.

Available: The date on which the ILL request became available for pickup.

Notice created: The date on which an availability notice has been printed. The ILL request is available for pickup and the notice was printed on the date shown.

Placed: The date on which the ILL request was placed.

Active: Not relevant for ILL requests.

Expiry: Not relevant for ILL requests.

Pickup at: The location at which the borrower will be able to pick up the ILL request.

Type: Always”Interlibrary Loan”.

Options on the screen

New: not valid for ILL requests.

Modify: to access the update ILL request detail screen. See the help of AFO 821 for details.

Cancel: this option is not valid for ILL requests.

Item overview: this option is not valid for ILL requests.

Print reservation notice: this option is not valid for ILL requests.

Bib data: access to the full bibliographic record, in Read Only mode.

Borrower: access to full borrower record, AFO 431.


·                     Document control - Change History

 

Version

Date

Change description

Author

1.0

May 2008

creation

 

1.1

September 2008

updates for stack requests

 

2.0

June 2009

new options: to see position in queue; to change pickup location after item is trapped; reservation priorities
part of 2.0 updates

 

3.0

August 2010

new fields on stack request forms; minor wording changes; chapter on ILL requests
part of 2.0.06 updates