- New Request Processing
- Requested Request Processing
- Received/Fulfilled Request Processing
- Not Received Request Processing
Pending requests displays the list of all ongoing requests.
[Figure 25: Borrowing. Pending Requests list]
New Request Processing
On each “new” request listed in the “Pending requests”, the actions allowed are to edit the bibliographic reference, check for an open access version, check for ISSN/ISBN, check if the reference belongs to the library’s holdings and, of course, to request the item from another library.
[Figure 16: Borrowing. Pending Requests list. Actions on a new request]
- Edit: Modify bibliographic metadata in New Request
- Check OA: At any moment it can be checked if an OA version is available for the item // OA Available: It links to the item’s OA version
- Check ISSN/ISBN: It will look for the journal’s ISSN or book’s ISBN if missing. // ISSN/ISBN is present
- Check Holdings: If a link resolver has been set up in the Library Profile, it will link to the link resolver menu.
For each new request, it is possible to start requesting it from another library or to delete it (in the latter case, the delete button allows you to delete the request – see Figure 15)
The request button will open a new tab called “Request detail” where it is possible to choose a single provider from the list of all available libraries or to choose the “ALL libraries” option. Then the request will be sent.
In the case of ALL Libraries, the request becomes visible to all the libraries in the community. The first one that can provide the item will deal with the request, claiming to fulfill it. In the Lending environment, these requests are called “Orphaned requests”.
[Figure 17: Borrowing: Choose one lender library or ALL libraries to request from]
In the “Pending requests” list, a request may be canceled or, in case of not fulfillment, it can be repeated and sent again to another library or to ALL.
Requested request processing
A new request that has been forwarded to a single or All libraries changes its status to “Requested”, awaiting to be accepted. A counter will display the number of days passed from the request date.
[Figure 18: Borrowing: Pending Requests list. Request sent to a single library]
If a request has been sent to ALL libraries a cloud icon and the name “All libraries” will be displayed until a library accepts it.
[Figure 19: Borrowing: Pending Requests list. Request sent to ALL libraries]
When some library agrees to supply it, the name of the lender library will be displayed.
[Figure 20: Borrowing: Pending Requests list. A request sent to ALL libraries has been accepted and, consequently, the name of the accepting library is displayed]
While a request is in the “Requested” status the only possible action for the borrower is to cancel the request. The behavior of the cancel operation is different, and it will depend on the lending library. If the request has not been accepted yet, then the cancel operation will immediately cancel the request, and it will be put again in the “New request” status. Instead, if a lender library has accepted the request, then the cancel action will not be executed immediately but it will be actually” a cancellation request” and the status changes into ”Cancel requested” (see Figure 31 and for the Lending side see Figure 47)
[Figure 21: Borrowing: Cancel requested]
A request in the “Requested” status will change status depending on the action taken by the lender library. If the request has been fulfilled it will change to the “Received” status (see Figg. 22 and 23).
[Figure 22: Borrowing: Received request: an electronic document is available for download]
[Figure 23: Borrowing: Received request: an electronic document is available via URL]
Otherwise, if the lending library does not fulfill the request, it will change into the “Not fulfilled” status.
[Figure 24: Borrowing: Not fulfilled request]
Received/Fulfilled request processing
A request that has been fulfilled goes to the “Received” or to the “Fulfilled” status, depending on the fulfillment method chosen by the lender library.
The possible actions are:
- If there is a file or a URL, the file or the URL can be immediately opened and downloaded (Figg. 32 and 33) in order to be verified. To proceed, click on the ”Check document” icon for confirming that the document has been verified.
[Figure 35: Borrowing: Received request. Check the document received]
Now there are two options:
- The received document or URL is correct, so it can be archived (archive icon). The request disappears from the pending request menu, and it will be possible to retrieve it from the archive menu.
- The received document is damaged or wrong, the request can be “trashed” (trash icon). The request remains in the Received status but the document is not usable so the request can be requested again from the same or another library or can be archived.
[Figure 26: Borrowing: Received request has been verified. Two actions are possible: archive or trash it]
[Figure 27: Borrowing: Received request has been verified and then trashed. It is possible to repeat the request (or archive it)]
- If the item has been sent via mail or fax or Article Exchange (A.E.) or other means, there will be possible more actions upon the arrival of the item (see Figure 28)
- Set as received. The status will become “Received” and the request can be archived. The request disappears from the pending request menu, and it will be possible to retrieve it from the archive menu. Or the request can be “trashed” (trash icon).
- Set as not received. In this case, the behavior will be the same as described in the following paragraph “Not received request processing”.
[Figure 28: Borrowing: Fulfilled request via mail or fax or Article Exchange (A.E.) may be set to received upon its arrival]
Not received request processing
There are two cases:
- the request is in “Not received” status because a lender has not fulfilled it
- the request has been fulfilled by the lender (via fax, mail, A.E, other) but the item has never arrived.
In both cases it will be possible to archive the request or to repeat the request, i.e. request the item from a new library.
[Figure 29: Borrowing: Not received request may be reiterated to a new library or archived]
