[Workflowtoolkit-l] Article requests rec'd as Loans

[Nathan Hosburgh]

Excellent points, Brian - this really should be practiced by all!

From: workflowtoolkit-l-bounces at geneseo.edu [mailto:workflowtoolkit-l-bounces at geneseo.edu] On Behalf Of Brian Miller
Sent: Tuesday, September 07, 2010 3:02 PM
To: ILLiad Best Practices Workflow Toolkit
Subject: Re: [Workflowtoolkit-l] Article requests rec'd as Loans


As a lender, I've always thought it a best practice to conditional the borrower before turning a Copy request into a Loan request.  The Borrowing Library may prefer to try and get a Copy from another lender if we are unwilling to scan (e.g. too many pages) or want to know the reason we prefer to loan (e.g. contains large foldout maps, many color pages would make a huge file size, etc.).  And if the loaned item gets lost in the mail, I don't think it's right to send a replacement bill to the borrower for a loan they never asked for or agreed to.

Brian D. Miller
Lending / Document Delivery Service Coordinator
Ohio State University Interlibrary Services (OSU)
Thompson Library, Room 250A
1858 Neil Ave Mall
Columbus OH 43210
614-688-8456



At 02:30 PM 9/7/2010, you wrote:

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This is a pet peeve of mine.  I even put (Please send chapter only. Thanks) on the request and I still get some libraries that will send the book.  This costs both them and us unnecessary shipping cost.  Sometimes a patron can't wait for the book to arrive so they request a chapter instead.  During the summer seniors who are working on their theses request chapters hoping they will have electronic access to them once they received.  The senior are not on campus so they don't have access to the book.

Now off my soap box...

This is how I handle it in ILLiad.  I leave it as a copy request and use the check-in scan now icon to scan and send the chapter to the patron.  The request is now in the status "Delivered to Web."  This will update the request to received in WorldCat Resource Sharing.  I update the request in WCRS to returned and create a shipping label with the lenders address in ILLiad.  I usually do this when I am processing other returns and the merged document is available to edit.  Yes, this is a pain, but it is the best way I found to resolve this problem.

I really wish that libraries would send the chapter only if that is what is requested.  Otherwise, please say no to the request and let another library fill it.

Sue

Susan E. Gagnon
Interlibrary Loan Specialist
Geisel Library - ILL
Saint Anselm College
100 Saint Anselm Drive
Manchester, NH  03102
sgagnon at anselm.edu<mailto:sgagnon at anselm.edu>
Tel:  603-641-7303
Fax:  603-641-7345

From: workflowtoolkit-l-bounces at geneseo.edu [ mailto:workflowtoolkit-l-bounces at geneseo.edu] On Behalf Of Nathan Hosburgh
Sent: Tuesday, September 07, 2010 1:30 PM
To: ILLiad Best Practices Workflow Toolkit
Subject: [Workflowtoolkit-l] Article requests rec'd as Loans

How do folks deal with article requests received as loans in ILLiad?  We had a book chapter request and the lending library sent the whole book.  This created some confusion in ILLiad as far as printing labels.

We are wondering if we should change the "article" request to "loan" or if it would make more sense to leave as "article".  It seems as though it would have to be changed to "loan", since the lender has assigned a due date, etc.

Thanks,

Nathan Hosburgh, MLIS
Document Delivery Librarian
Evans Library
Florida Institute of Technology
150 W. University Blvd.
Melbourne, FL 32901
(321) 674-7540
nhosburg at fit.edu




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Brian D. Miller
Lending / Document Delivery Service Coordinator
Ohio State University Interlibrary Services (OSU)
Thompson Library, Room 250A
1858 Neil Ave Mall
Columbus OH 43210
614-688-8456
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