Action

 Description

Request

 Send the ILL request to the next location on the rota. 

Cancel

 Cancel the current transaction for this request.

NOTE: This only cancels the current transaction with the current supplier, it does not cancel the request as a whole, and may lead to the request being automatically sent to the next supplier on the rota. 

Conditional-Reply Yes

If the current supplier has responded by sending an ILL Answer-Conditional, this action is performed in order to confirm the borrower/requester’s acceptance of the conditions. Both parties revert to their original statuses of Borrower/Requester being Pending and Lender/Responder being In Process. 

Conditional-Reply No

If the current supplier has responded by sending an ILL Answer-Conditional, this action is performed in order to confirm the borrower/requester’s rejection of the conditions. This automatically terminates the current transaction for both parties. The Lender/Responder goes to Not Supplied 'and the borrower (requester) goes to Pending with the next supplier on the rota. 

Received

This action acknowledges receipt of the delivered item by the Borrower/Requester. In the case of electronic documents received by the Document Receiver programs - this action will be triggered automatically by NRE/VDX. In a Copy request, this action completes the transaction as far as the Borrower/Requester is concerned.

Unreceive

Not configured for North America

For LASER and IFM transactions only.

This action allows the borrower/requester to adjust the cost-to-borrower/requester field of the request after receiving the Shipped or sending the Received message. This covers the case where the Shipped cost and the cost on the eventual invoice are different, and the Borrower/Requester wishes to make the cost in the Request record match the cost in the Invoice. This is a’ local’ action in that it does not affect the other party in the current transaction.  

Cost Adjustment

This action allows the Requesting institution to ask the Supplier whether they are willing to renew the current inter-library loan.

The request will go into a state of Renew-Pending until the supplier responds by sending a Renew-Response=Yes or a Renew-Response = No.

If the Renew-Response = Yes, then the due date of the request should automatically update to the new due date contained in the response.

This action is only available if the shipped-service-type is’ Loan’ 

Renew

This action allows the Requesting institution to ask the Supplier whether they are willing to renew the current inter-library loan.

The request will go into a state of Renew-Pending until the supplier responds by sending a Renew-Response=Yes or a Renew-Response = No.

If the Renew-Response = Yes, then the due date of the request should automatically update to the new due date contained in the response.

This action is only available if the shipped-service-type is’ Loan’  

Returned

This action allows the Borrower/Requester to notify the Lender/Responder that the borrowed item has been returned to the supplier.

This action is only available if the shipped-service-type is Loan. This action completes the transaction, as far as the Borrower/Requester is concerned. 

Informed Shipped

If the request has gone to a Location using an Email protocol or the Generic Script protocol, then the requesting location can enter this response 'manually' on behalf of the lender/responder, to indicate the item is not supplied. This is useful when the responding location is unable to send a response via the VDX system. By using this action the VDX database is still updated and the request moves from Pending to Not Supplied. Suitable fields are made available for you to record relevant information. 

Informed Not Supplied

If the request has gone to a Location using an Email protocol or the Generic Script protocol, then the requesting location can enter this response 'manually' on behalf of the lender/responder, to indicate the item is not supplied. This is useful when the responding location is unable to send a response via the VDX system. By using this action the VDX database is still updated and the request moves from Pending to Not Supplied. Suitable fields are made available for you to record relevant information. 

Informed Renewed

If the request has gone to a Location using an Email protocol, then the requesting location can enter this response 'manually' on behalf of the lender/responder, to indicate the item has been renewed. This is useful when the responding location is unable to send a response via the VDX system. By using this action the VDX database is still updated and the request moves on to the next stage. By using this action the VDX database is still updated and the request moves from Received or Renew/Pending to Received. Suitable fields are made available for you to record relevant information. 

Terminate Request

Terminate Request cancels the entire request. It prevents the request being sent to further locations on the rota.

Send User Alert

Allows the borrowing location to send an 'ad-hoc' message to the end user. An email with a patron note can be sent. A private note for library staff can be entered with the action. 

Action

 Description

Local Change Request Details

This action allows both the Lender/Responder or more usually, the Borrower/Requester to update the bibliographic or service details of the request without this information passing to the other party in the current transaction. Any such changes will be reflected in any subsequent transactions for this request.  

Add Private Note

A private note can be added which will not be sent out with the request. 

Send Public Note

A public note can be added that will be sent to the Lender/Responder or Requester. 

Resend Last Message

Not configured for North America

If a message failed to transmit properly, or if it failed to be received by the other party, this action allows either party to

re-transmit the last valid outgoing message.

The message to be resent must still be valid for the current status of the transaction. The details in the message are not allowed to be changed from the initial transmission except for the Note which can be specific to each re-transmission. VDX will not re-transmit the ’last message’ if it is no longer valid to do so.

NOTE: This is not strictly speaking a chasing mechanism. It is a fail safe to cope with those occasions where a message has got lost between sender and receiver.   

Lost

This action allows either party to report that the item either never arrived or that they lost it once it came into their possession. Both parties requests will go to the LOST status. 

Damaged

This action allows either party to report that the item they have received has been damaged.

This action does not affect the status of either party. 

Complete

Use to complete request and remove from work queue

This action does not send any message to the other ILL participant.

It sets the date-completed of the request to the current date and time.

This causes the request to not display in most work-queues or request searches.

Completed searches can always be retrieved by searching specifically for a given request number, or by ticking the "Display completed requests" in the Advanced Search screen, as part of a search. 

Action

 Description

Answer Conditional

This action allows the supplier to reply that the item is available under certain additional conditions.

The borrower/requester must reply to these conditions with a simple Yes or No response.

The request goes into a state of conditional for both parties. 

Answer Will Supply

This action allows the supplier to indicate that they will be supplying the requested item shortly.

This message has the added benefit (to the supplier) of turning off the Expiry timers at both ends of the transaction.

This action does not otherwise change the state of the request at either party. 

Answer Hold

This actions allows the supplier to say that the requested item is not immediately available, but that when it comes back it will be trapped in order to satisfy this request.

Answer hold should never be actioned if the borrower/requester explicitly set the Can Hold flag to No in the request.

This action does not change the status of the request at either party. 

Answer Non-supply

This action allows the supplier to state that the requested item cannot be supplied.

This action completes the transaction as far as the Lender/Responder is concerned.

The Borrower/Requester may well move on to another potential supplier on the rota on receipt of this message from the current supplier. 

Answer Locations-Provided

Not configured for North America

This action allows the supplier to state that the requested item cannot be supplied.

This action completes the transaction as far as the Lender/Responder is concerned. The Borrower/Requester may well move on to another potential supplier on the rota on receipt of this message from the current supplier

Cancel Reply-Yes

This action allows the supplier to confirm that they agree to cancel the current transaction.

This is the end of the transaction as far as the Lender/Responder is concerned. The transaction terminates in a state of’ Canceled' The borrower/requester is free to start a fresh transaction with another supplier.  

Cancel Reply-No

This action allows the lender/responder to confirm that they do not agree to cancel the current transaction (because they have already transmitted the document the borrower/requester for instance).

The Borrower/Requester and Lender/Responder will go back to their original statuses of Pending and In-Process respectively. 

Change Current Service Type

Not configured for North America

Available to the Lender/Responder when the request status is In Process. This enables the current Service Type on the Request to be changed to one other of the requested service types. It allows you to perform a subsequent Action on the request, that would not otherwise be possible for the current service type. 

Shipped

This action allows the Lender/Responder to state that the item has been sent to the borrower/requester.

In a copy transaction, this message terminates the transaction for the Responder.

In a loan transaction, this status of SHIPPED remains the same until the lender/responder admits to having lost the item or item is checked back in to the responding ill department. 

Unshipped

Not configured for North America

Only available for LASER protocol and IFM.

This enables a Lender to "unship" an incorrectly shipped item.

This action also "undoes" any inappropriate IFM transaction that may have occurred as a result of the wrongly applied "Shipped" action.

Overdue

This action notifies the borrower/requester that the inter-loaned item is now overdue at the Responder’s system. 

Recall

This action notifies the borrower/requester that the inter-loaned item is needed urgently, and that the item should be returned to the supplier immediately. 

Renew Reply-Yes

This action allows the lender/responder to agree to a renewal of the loaned item. The due-date for the loan is updated to the new due-date stated in the action screen.

The request status reverts to Shipped for the supplier and Received for the borrower/requester)  

Renew Reply-No

This action allows the lender/responder to refuse to renew a loaned item.

The request status reverts to Shipped for the supplier and Received for the borrower/requester. 

Checked In

This action allows the lender/responder to notify the borrower/requester that the returned item has been successfully checked back into the supplying library’s collection. 

Informed Canceled

If your Location uses the Generic Script protocol and you want to respond to a request 'manually' to indicate the borrower/requester wishes to cancel, then you can use this action on the borrower/requester's behalf. This is useful when the requesting location is unable to send an ILL message via the VDX system. This still updates the VDX database and moves the request from In Process to Not Supplied. The Note field is available for you to record relevant information. 

Informed Received

If your Location uses the Generic Script protocol and you want to respond to a request 'manually' to indicate the borrower/requester has received the item, then you can use this action on the borrower/requester's behalf. This is useful when the requesting location is unable to send an ILL message via the VDX system. This still updates the VDX database and moves the request from In Process to Shipped (unless the item was already at Shipped). Suitable fields are made available for you to record relevant information. 

Informed Returned

If your Location uses the Generic Script protocol and you want to respond to a request 'manually' to indicate the borrower/requester has said they have returned the item, then you can use this action on the borrower (requester)'s behalf. This is useful when the requesting location is unable to send an ILL message via the VDX system. This still updates the VDX database and moves the request from In Process to Shipped (unless the item was already at Shipped). Suitable fields are made available for you to record relevant information.