Lender's ILL Status Definitions 

Status
Definition
Result if No Action is Taken 
Pending
Request has been received by lender, but has not yet been acknowledged. You may respond to a Pending request by selecting one of the following options from the Status menu:

You must provide a Reason/Condition to accompany the change in status.
  • 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.
    • The ILL Review option is available only to Library SuperUsers or CustomerSuperUsers.
Stays in Pending for Days to Respond 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). You may respond to a Will Supply/In Process request by selecting one of the following options from the Status menu:

You must provide a Reason/Condition to accompany the change in status. Defaults are provided.

  • 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 for 730 days or until need-by date expires.
Renew/Overdue
Borrower requests loan renewal for title from lender and due date for the item has expired. You may respond to a Renew/Overdue request by selecting one of the following options from the Status menu:

  • Accept Renewal - This option indicates you accept the borrower’s request for a loan renewal of the currently borrowed material. Borrower may retain the material for an additional period of time as specified in your library’s Participant Record or in the ILL request.
    • Selecting this option sets borrower’s status for the ILL request to Accepted Renewal.
    • If desired, you may grant the loan renewal for a greater or lesser period of time by changing the value in the Due __ days from Receipt in the Full Record Display. The new due date is calculated from the date the request was updated.
  • Reject Renewal - This option indicates you reject the borrower’s request for a loan renewal of the currently borrowed material. Borrower must return the borrowed material by the deadline date in the request.
    • Selecting this option sets borrower’s status for the ILL request to Rejected Renewal.
  • Recall - This option indicates you reject the borrower’s request for a loan renewal of the currently borrowed material. Borrower must return the borrowed material as soon as possible.
    • Selecting this option sets borrower’s status for the ILL request to Recalled.
  • 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.
  • Lost - This option indicates that you suspect the item has been lost.
    • Selecting this option sets lender’s status for the ILL request to Lost.
    • Depending on the standard practices and procedures for your consortium, it maybe necessary to contact the borrower to aid in determining the actual physical status of the associated item before designating the item as Lost.
  • Overdue - This option indicates borrower has not returned material to lender, and due date has passed.
    • Selecting this option sets borrower’s status for the ILL request to Renewal/Overdue
Stays in Renew/Overdue for 730 days.
Pending Cancel
Borrower has indicated that the patron no longer needs the item. You may respond to a Pending Cancel request by selecting one of the following options from the Status menu:

  • 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 Days to Respond.
Returned
Borrower has shipped material back to lender. You may respond to a Returned request by selecting one of the following options from the Status menu:

  • 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 for 730 days.
ILL Review
Lender has determined that the bibliographic record associated with the ILL request is not for the correct item. You may respond to an ILL Review request by selecting one of the following options from the Status menu:

  • 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 for 730 days.
Cancel Shipped Request
Request for an item shipped by a lender has been cancelled by borrower. You may respond to a Cancel Shipped Request request by selecting one of the following options from the Status menu:

  • 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 for 730 days.
Lost
Requested/borrowed item has been declared lost by either borrower or lender. You may update the status of a Lost request by selecting the following option from the Status menu:

  • 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 for Days to Delete.