ILLiad tips

Here are some tips that I have found in ILLiad.

1) Processing UNFILLED requests:  I know I thought I was going crazy as requests that I knew I had processed for deletion in ILLiad kept returning to the UNFILLED queue. Unless you’re resubmitting Unfilled requests via ILLiad (which also deletes the original requests from OCLC), you need to go to Show, OCLC Request & Delete the request. Otherwise, every time the Connection Manager runs it’ll import the same unfilled requests again.

2) Renewal Requests:  Contacting the patron on the status of their renewals: (We haven’t had one of these yet!) Change the due date to the new due date on the record and then go to the tool bar to Email.  The drop down box says Loan Recall, but when you click on it, it gives you the option to NOT change the status to Recalled. Change the subject to ILL Book Renewed  or whatever and change the recall message to a short note that the “new due date is…” Then if it is a renewal…yes or no….change the status back to Checked out to Customer, which is what the renewal ok will do, too.

You can also use this method to email a patron about a specific request.  Just be sure to NOT change the status to Loan Recall.  It appears to work in both borrowing and lending.

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