The following describes the steps to follow when the wrong item is supplied for a request for a loan (either using the supply code Document Loaned (LON) or in a shared system (SHP)). This process handles the strict rules and states associated with ISO ILL and ensures when using NCIP (to update the local circulation system) that the incorrectly supplied item is checked in prior to supplying the correct item. Notes are included on what messages are generated when the request is an ISO ILL transaction.
The steps vary depending upon what point in the Supplying or Requesting process the error is found, as outlined in the table below.
Library is | Error is found by |
Steps to follow | |
---|---|---|---|
Supplying | Staff | Immediately after the request is updated as a loan (in Request Processing) | Scenario 1 |
Supplying | Staff | After the request is updated & cover page is printed (but the item is not sent) | Scenario 2 |
Requesting / Borrowing | Staff | When receiving loan | Scenario 3 |
Requesting / Borrowing | Staff | After updating the request as a loan and the cover page is printed | Scenario 4 |
Requesting / Borrowing | Patron | At the time of pick up before the item is checked out to the patron in the local circulation system | Scenario 5 |
Requesting / Borrowing | Patron | At the time of pick up after the item is checked out to the patron in the local circulation system | Scenario 6 |
Note: At the time the cover page is printed the ISO ILL Shipped message is generated.
Note: When the cover page is printed the ISO ILL Received message is generated and sent to the supplying library.
Note: When the cover page is printed the ISO ILL Received message is generated and sent to the supplying library.