Borrowing Request Process
...
Inform Borrowing Library that you will supply the requested item. This gives you time to ship the item if you do not want to Ship immediately. You may choose to skip this step and move directly to Ship Item Physically
.
More actions> Will Supply
...
More actions> Ship Item Physically
Conditional-
You may send a conditional lending requirement to the borrowing library. A popup will appear with mandatory reason, date to reply and note field.
More actions> Conditional
Reject-
To reject a lending request:
On the Lending Requests page (Fulfillment > Resource Sharing > Lending Requests), select more actions> Reject for a request. The Reject Request dialog box opens.
Select a reason for the rejection in the Reject reason field.
Optionally, add a note for the rejection in the Internal note and Note to Partner fields. Since the request has not reached the Lender, there should be no need for a note.
Select Reject. The Reject reason and Internal note are added to the request as Notes.
An Unfill message is sent to the borrowing library, which marks the partner request as Rejected.
Renew-
Renew-
A requesting library may request a renewal if their patron requires more time. In this case, the status will change to Renew Requested.
...
More actions> General Message
Conditional- You may send a conditional lending requirement to the borrowing library. A popup will appear with mandatory reason, date to reply and note field.
More actions> Conditional
Rejecting
Monitor requests
Alerts are attached to a resource sharing task during the main steps of a request's workflow. The alerts show the progress of the request (in Process, CanceledCancelled, or Completed). The alerts are:
...
In the Details pane, in the Alerts section, select Remove Alerts.
Ship Request
Ensure that you are at a resource-sharing library before you begin the shipping process.
...
In the More actions menu, select Ship item physically. The Shipping Items page opens in a sliding panel, with the bibliographic information and shipping information already entered.
Select the Due Date.
Under Location, select the location in the lending institution that will own the resource while it is lent out.
Enter an optional Internal note and/or Note to partner, as required.Scan the barcode of the item.
We recommend adding any replacement costs here that fall outside of the $75 Consortial default. As well, as any changes to return address that does not conform to your default shipping address. etc.
Scan the barcode of the item. The record displays at the bottom of the page, and then the sliding panel closes.
If you are sending multiple items, scan the barcodes of each of the items. The records display at the bottom of the page. Press Enter or select OK when you have scanned all of the item barcodes. The sliding panel closes.
The records are saved in a temporary location at the resource-sharing library, and the status of the request is changed to Shipped Physically.
...
Physically package and prepare the item for shipping. Ship as per your institutional preference.
Return request
When you have received your item back from the borrowing Library:
...
Renewal Requests
Corsortial rules allow for 2 renewals, but they are not automated. When a renewal request comes in from a borrowing library, you will need to approve or deny the request.
When monitoring requests, the process status will change from Loaned item to patron to Renew Requested.
To renew:
Fulfillment> Borrowing Requests
Click more actions (…) beside the request. Select Renew.
A Renew prompt screen will popup. Choose to accept renewal request or not, select a new due date if you do not agree to the one selected by the Borrowing Insititution. Add a note if applicable.
Click Renew
Return request
When you receive your item back from the borrowing Library, you may return it in any of the following ways:
...
You can view the actions taken on resource-sharing lending requests on the History tab, in the same manner that you do for resource sharing borrowing requestson resource-sharing lending requests on the History tab of the item record, in the same manner that you do for resource sharing borrowing requests. You can also view recent requests that have been completed but not removed from the Lending Requests page by deselecting Active from the facet filters (default).
...
Alternatively, use an analytics report Subject Area= Lending Requests (Resource Sharing) to configure required details.
Manage overdue and Lost items
...
Find the borrowing request in your Borrowing Requests list, click more actions for the request, and then click the General Message link. A General Message window will open.
Enter a note to the lending library explaining the situation and then click the the Send button. A general message will be sent to the lending library.
Check the box next to the borrowing request, click the Actions link at the top of your borrowing requests list, click the Change Status link, select Reported Lost Item to Partner from the Change Status dropdown, and then clicking the Change Status button
Wait until the lending library declares the item lost (see step below). An active general message will be attached to the borrowing request. This message should contain the reason the item was declared lost, the replacement cost, and the method by which the replacement invoice will be sent. If your user lost the item and needs to be charged, take the following steps to declare the item lost, charge the item's replacement fee to your user, and dismiss the general message. If the item was lost in transit or lost by library staff, skip ahead to Declaring Items Lost
Look up the user in Manage Patron Services and change the Loan Display dropdown to All Loans. If the TOUs for your resource sharing loans have a Lost Item Replacement Fee, move on to step 2b. If the TOUs for your resource sharing loans do not have a Lost Item Replacement Fee, click the barcode of the lost item. The Physical Item Editor will open. Add the replacement fee to the Replacement Cost field if it is not already there and then click the Save button.
Click more actions next to the item that has been declared lost, and then click Lost. A Lost Item message will appear. Click the OK button to complete this process. The status of the loan will change to Lost and the Ful Lost Loan Letter will be sent to the user.
To remove the active note sent by the lending library, go to the borrowing request and click the Messages link. The request's will open in a window to the right, and Alma will automatically scroll down to the General Messages section of the request. Click the Dismiss link beneath the general message and then click the Accept button that appears.
Change the status to the borrowing request to Declared Lost By Partner.
Note: If the loan was already declared lost by your Overdue and Lost Loan Profiles but no fine or fee was assessed, use the Found Item function to undo that and then declare the loan Lost again. As mentioned above, we recommend adding the replacement cost to records upon receiving.
Declaring Items Lost (Lending Library)
...
Once you receive payment from the borrowing library, go to the lending request in your Lending Requests list and click the Messages link. The request 's will open in a window to the right, and Alma will automatically scroll down to the General Messages section of the request. Click the Dismiss link beneath the general message and then click the Accept button that appears.
Click the check box next to the lending request, click the Actions link, click the Change Status link, select "Request Completed" from the Change Status dropdown, and then click the Change Status button. The request will be removed from your lending requests list.