Lender's ILL Status Definitions

Answered By: Eliana Lima
Last Updated: Dec 28, 2023     Views: 180

Status Definition Possible Responses Result if no Action Taken
Pending Request has been received by lender, but has not yet been acknowledged.
  • Will Supply/In Process – This option indicates you are working on the request or will fill the request, but have not yet sent, the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Reason.
    • Selecting this option sets lender’s status for the ILL request to Will Supply/InProcess.
  • Shipped -  This option indicates you have shipped the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Condition.
    • Selecting this option sets borrower’s status for the ILL request to Shipped.
  • Shipped (non-returnable) - This option indicates you have shipped the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Condition.
    • Selecting this option sets borrower’s status for the ILL request to Shipped.
    • This option should be selected when shipping Non-returnable (copy) requests only. When shipping Returnable (loan) requests, select the Shipped option.
  • Retry - This option indicates you are currently unable to supply the requested material, but may be able to supply the material at a later date.
    • The default Reason/Condition for this option is Omit Reason.
    • Selecting this option sets borrower’s status for the ILL request to Retry.
    • You may wish to include appropriate information detailing when the ILL request should be resubmitted in the History Notes.
  • Conditional - This option indicates you are able to supply the requested material under specified conditions or restrictions.
    • The default Reason/Condition for this option is Other.
    • Selecting this option sets borrower’s status for the ILL request to Conditional.
    • You may wish to include a detailed description of the conditions or restrictions in the History Notes.
  • Will Not Supply – This option indicates you are currently unable to supply the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Reason [Unfilled].
    • When a default lender is the only lender for a given request, and the default lender updates the status of the request to Will Not Supply, any Reason/Condition included in the request is considered the "final answer," and the request is moved to Unfilled status (the request will not go to Retry).
    • Selecting this option forwards the ILL request to the next lender in the Lender List for this request. If your library is the final lender institution in the Lender List, selecting this option sets borrower’s status for the ILL request to Unfilled.
    • If you will be able to provide the requested material at a later date, select the Retry option.
    • If you can currently supply similar material (for example, an earlier or later edition of the requested title), select the Conditional option and specify the appropriate conditions or restrictions.
  • ILL Review – For systems that have enabled the optional “Modify Existing Request” functionality, this option allows for editing of the ILL Request
    • Selecting this option sets lender’s status for this request to ILL Review. Days to Respond (as specified in the lender’s Participant Record) are not applied to requests in ILL Review status, and midnight processing takes not action on the request.
 Stays in Pending for 4 days at each potential lender or until need-by date expires.
Will Supply/In Process Request has been accepted by lender, but has not yet been filled. Moving a request to Will Supply/In Process will change the deadline date from the deadline date on the request (typically 3-5 days) to the current date plus 730 days (i.e., two years). 
  • Shipped - This option indicates you have shipped the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Condition.
    • Selecting this option sets borrower’s status for the ILL request to Shipped.
    • This option should be selected when shipping Returnable (loan) requests only. When shipping Non-returnable (copy) requests, select the Shipped (nonreturnable) option.
  • Retry - This option indicates you are currently unable to supply the requested material, but may be able to supply the material at a later date.
    • The default Reason/Condition for this option is Omit Reason.
    • Selecting this option sets borrower’s status for the ILL request to Retry.
    • You may wish to include appropriate information detailing when the ILL request should be resubmitted in the History Notes.
  • Conditional - This option indicates you are able to supply the requested material under specified conditions or restrictions.
    • The default Reason/Condition for this option is Other.
    • Selecting this option sets borrower’s status for the ILL request to Conditional.
    • You may wish to include additional condition(s) or a detailed description of the condition(s) or restriction(s) in the History Notes.
  • Will Not Supply – This option indicates you are currently unable to supply the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Reason [Unfilled].
    • When a default lender is the only lender for a given request, and the default lender updates the status of the request to Will Not Supply, any Reason/Condition included in the request is considered the "final answer," and the request is moved to Unfilled status (the request will not go to Retry).
    • Selecting this option forwards the ILL request to the next lender in the Lender List for this request. If your library is the final lender institution in the Lender List, selecting this option sets borrower’s status for the ILL request to Unfilled.
    • If you will be able to provide the requested material at a later date, select the Retry option.
    • If you can currently supply similar material (for example, an earlier or later edition of the requested title), select the Conditional option and specify the appropriate conditions or restrictions).
  • Shipped (non-returnable) - This option indicates you have shipped a photocopy or digital image to the borrower. This option is only available from the Full Record Display.
    • The default Reason/Condition for this option is Omit Condition.
    • Selecting this option sets borrower’s status for the ILL request to Shipped.
    • This option should be selected when shipping Non-returnable (copy)requests only. When shipping Returnable (loan) requests, select the Shipped option
 Stays in Will Supply/In Process indefinitely,
Pending Cancel Borrower has indicated that the patron no longer needs the item.
  • Confirm Cancel – This option indicates the ILL request is cancelled.
    • Selecting this option sets borrower’s status for the ILL request to Cancelled.
  • Reject Cancel - This option indicates you reject the cancellation request, and will provide material to borrower as requested.
    • Selecting this option sets lender’s status for this request to Will Supply/In Process.
 Stays in Pending Cancel for 4 Days.
Returned Borrower has shipped material back to lender. 
  • Check In - This option indicates the lender has received the item from the borrower and the ILL transaction is completed.
    • Selecting this option sets borrower’s status for the ILL request to Complete. The system marks the ILL transaction as complete and stores historical data pertaining to the completed transaction for statistical reports.
 Stays in Returned indefinitely.
ILL Review Lender has determined that the bibliographic record associated with the ILL request is not for the correct item.
  • Will Supply/In Process – This option indicates you are working on the request or will fill the request, but have not yet sent, the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Reason.
    • Selecting this option sets lender’s status for the ILL request to Will Supply/In Process.
  • Retry - This option indicates you are currently unable to supply the requested material, but may be able to supply the material at a later date.
    • The default Reason/Condition for this option is Omit Reason.
    • Selecting this option sets borrower’s status for the ILL request to Retry.
    • You may wish to include appropriate information detailing when the ILL request should be resubmitted in the History Notes.
  • Conditional - This option indicates you are able to supply the requested material under specified conditions or restrictions.
    • The default Reason/Condition for this option is Other
    • Selecting this option sets borrower’s status for the ILL request to Conditional.
    • You may wish to include a detailed description of the conditions or restrictions in the History Notes.
  • Will Not Supply – This option indicates you are currently unable to supply the requested material to the borrower.
    • The default Reason/Condition for this option is Omit Reason [Unfilled].
    • When a default lender is the only lender for a given request, and the default lender updates the status of the request to Will Not Supply, any Reason/Condition included in the request is considered the "final answer," and the request is moved to Unfilled status (the request will not go to Retry).
    • Selecting this option forwards the ILL request to the next lender in the Lender List for this request. If your library is the final lender institution in the Lender List, selecting this option sets borrower’s status for the ILL request to Unfilled.
    • If you will be able to provide the requested material at a later date, select the Retry option.
    • If you can currently supply similar material (for example, an earlier or later edition of the requested title), select the Conditional option and specify the appropriate conditions or restrictions.
 Stays in ILL Review indefinitely.
Cancel Shipped Request Request for an item shipped by a lender has been canceled by borrower.
  • Check In - This option indicates the lender has received the item from the borrower and the ILL transaction is completed
    • ​Selecting this option sets borrower’s status for the ILL request to Complete. The system marks the ILL transaction as complete and stores historical data pertaining to the completed transaction for statistical reports.
 Stays in Cancel Shipped Request indefinitely.
Lost Requested/borrowed item has been declared lost by either borrower or lender.
  • Delete - This option flags the associated request for deletion. The request is deleted during midnight processing.
  • Check In – This option indicates the lost item has been found by the lender.
    • Selecting this option sets borrower’s status for the ILL request to Complete.
 Stays in Lost Indefinitely. 

 

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