1. 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

2. Remote ILL Workflow Requesting Renewal 2 Go to the Borrowing tab, click Summary, check View Active St., highlight Loaned to Library, click Select

3. Remote ILL Workflow Requesting Renewal 3 To request renewal, click Response

4. Remote ILL Workflow Requesting Renewal 4 Choose Renew from the dropdown list

5. Remote ILL Workflow Requesting Renewal 5 Fill in the new due date you are requesting, click OK.

6. Remote ILL Workflow Requesting Renewal 6 The request status changes to Waiting for Renewal Reply

7. Remote ILL Workflow Requesting Renewal 7 Go to the Borrowing tab, click Summary, check View Active St., highlight Renewal Accepted, click Select

8. Remote ILL Workflow Requesting Renewal 8 The request status changes to Renewal - Accepted

9. Remote ILL Workflow Request Log 9 Click on Request Log to verify the new due date

10. 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. 10

11. 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. 11

12. 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. 12

13. 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. 13

14. Remote ILL Workflow Messages Choose a Message node in order to display and work with the requests and the messages, click Select 14

15. Remote ILL Workflow Messages 15

16. 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. 16

17. 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: 17

18. 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 18