The acquisition of items for both loan and retention is managed using the interloans form. Once you have created your ILL supplier, you can create an interloan request which identifies the borrower making the request, the items they require, and the supplier to provide them. Your requests will be processed using the specified request method.
Once items received from the supplier have been receipted, items for retention (for example, photocopies) can be sent to a defined address, or collected by the borrower from the specified delivery site. Loanable items are assigned barcodes and issued using the circulation module. Charges for the interloan (including borrower charges) and any payments made can also be recorded. Items that could not be supplied under the original request requirements can be re-applied for, and reports from your ILL supplier regarding the status of your interloan can be viewed or created.
When the borrower returns the item, it is discharged in the Circulation module and the item returned to the supplier, at which point the interloan process is completed.
Note that ADD (Alternative Document Delivery) address requests to the BLDSC do not go through the receipt process.
The interloan status reflects the stage that the request has reached in its life cycle. It is generally assigned automatically by Talis, but can be changed manually under certain circumstances (for example, when re-applying, renewing or cancelling). For information about changing the interloan status, click here.
The following diagram shows a typical interloan workflow, complete with the different states within the interloan lifecycle. Note that reservations can be cancelled at any time.
Interloan states are described in more detail the following table:
|
Interloan status |
Description |
|
Pending |
A 'pending' status is applied to interloan requests which are waiting to be sent to a supplier. Whilst still at pending status, any values in the Interloan can be edited. Self-service Interloans submitted by Talis Prism users are created in this state but are unverified. |
|
Re-apply |
A 'reapply' status is applied to requests which are being sent to BLDSC once again. These requests are sent with a REAPP message keyword, which prevents the ART system from processing the request number as a new request. |
|
Requested |
A 'requested' status is applied to requests which have been sent to at least one supplier but for which no item has yet been received. |
|
Received |
A 'received' status is assigned to a request for which an item has been received from a supplier. The item has not yet been collected by, or delivered to, the requester. |
|
On Loan |
An 'On loan' status is assigned to a request for a loanable item where the item is on loan to the requester. |
|
Renew Pending |
The 'renew pending' status is assigned to a request for a loanable item, for which a renewal request has been sent to the supplier. A confirmatory response is awaited from the supplier. |
|
Discharged |
A 'discharged' status is assigned to a request for a loanable item where that item has been lent to, and returned by, the requester. |
|
Cancelled |
A cancelled status is assigned to requests which the requester has agreed are no longer required (either actively or by non-collection). |
|
Completed |
A completed status is assigned to a request for which an item has been received from the supplier and either:
|
Once an interloan request has been created and saved, the request remains on the Talis system until it is either printed or sent electronically. This is done through off-line scripts that are run outside of Talis itself, generally by your System Manager.
Once an Interloan Request has been created in the correct format by running the appropriate report, the resulting ART ASCII file is ready for transmission.
This field is only relevant when the supplier is BLDSC. It contains an upper case alphabetic code to denote the Level of search for a requested work which the requesting Library requires BLDSC to undertake.
|
Search level field |
Description |
|
X |
Indicates a check of BLDSC stocks and On Order records only. This is a historical code that has been replaced by 'S'. |
|
Y |
Indicates a check of BLDSC stocks and On Order records, plus a check of holdings of other UK Libraries and consideration for BLDSC purchase. |
|
S |
Indicates a check of BLDSC stocks and On Order records only. |
|
SL |
Indicates a check of BLDSC stocks and holdings of other UK libraries. |
|
SBL |
Indicates a check of BLDSC stocks, Backup libraries and UK libraries. |
|
SW |
Indicates a check of BLDSC stocks, Backup libraries, UK libraries and World Wide Search |
|
#SL |
Indicates the BLDSC stock search has failed: search UK libraries (eliminates shelf checks) |
|
#SBL |
Indicates a BLDSC stock search has failed: search UK libraries and backup. |
|
BACKUP |
Indicates a request for BLDSC to forward requests for copyright fee paid articles directly to a backup library. The back-up library will supply the article straight to the requesting library. |
Only 'Verified' requests can be sent-off to suppliers. An authorised member of staff must have an enablement level set for them to play a role in interloan request verification. The purpose of this arrangement is to allow interloan requests to be set up in advance by persons lacking verification authorisation (for example Talis Prism users). These interloans may then be reviewed quickly and verified by a staff member able to authorise sending.
The BLDSC has four speeds of delivery, standard, 2 hour (*2*),
24 hour (*24*) and 48 hour. Before selecting any of the post-to-web services,
please contact the British Library's document supply
service for more information about this new service.
|
Requirement Code |
Text |
|
SED99 |
Secure Electronic Delivery |
|
SED99*2* |
Secure Electronic Delivery 2-hour |
|
SED99*24* |
Secure Electronic Delivery 24-hour |
|
FXBK01*2* |
Send the copy by fax 2-hour |
|
FXBK01*24* |
Send the copy by fax 24-hour |
|
FXBK99*2* |
Send the copy by Ariel 2-hour |
|
FXBK99*24* |
Send the copy by Ariel 24-hour |
|
PTW*2* |
Unencrypted Electronic Delivery 2-hour |
|
PTW*24* |
Unencrypted Electronic Delivery 24-hour |
|
PTW*48* |
Unencrypted Electronic Delivery 48-hour |