Below is a description of each Lending Status that you might see in Alma:
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Recommended daily check
- Being Processed
- Created Lending Requests
- Locate Failed
- Active Notes
- Active General Messages
Recommended Weekly Check
- Shipped Physically
- Returned by Partner
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Being Processed
This is where the majority of your incoming lending requests will turn up each day.
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These items are waiting to be pulled from the shelf and shipped.
Cancelled
These are requests that have been terminated by the borrowing library. Once you receive the cancellation message from the borrower, it should automatically clear the hold on your item and return it to its original ‘Item in Place’ status. No further action is required.
Created Lending
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Request
The most common Requests scenario is when the owning library’s item is available at the time the borrowing request is submitted. They get added to the rota, but then their item gets checked out before the request actually reaches them. Alma still sends the request to this library, but since the item is no longer available, the lending request gets routed into Created Lending Request instead of Being Processed. In this scenario you would simply want to Reject the request and pass it along to the next library in the rota. This status is also a common landing spot for article requests, serials, bound volumes, and other items with ISSNs and description fields. These requests typically come through with a format type of Digital. You will want to evaluate each of these requests on a case-by- case basis. If the item is loanable, manually route it into your Being Processed queue, change the format to Physical, and release the assignment.
Expired
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The expiration of a request is triggered by a job on the lender’s side. If a lending request is not updated within a specified time period (4 days for CSU+), it automatically gets passed along to the next library in the rota. If a lender tries to ship/reject a request after they have expired as the active partner, they will receive a “Failed to find active Lending request by Barcode/ Request ID” error message. No further action is required.
Locate Failed
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- check daily
Locate Failed means that Alma encountered a problem during the locate process and couldn’t find a specific match point for the request in your catalog. These requests require
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staff intervention. Start by clicking on the Search button in the request and try searching by title, ISBN, or OCLC number to see if you can find a corresponding print record for the requested item in your catalog. If so, click on the
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radio button next to the record and then choose Select. Once you’ve resolved the locate issue, the request status will automatically
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update to
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Being Processed
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and the request can be handled normally.
If your library can’t fill the request
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or
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you can’t find a matching record in your catalog
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,
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reject it
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so another library can fill the item. However if the request cannot be filled through CSU+ send the borrowing library a general message
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Received by Partner:
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indicating they should cancel the request (for example request type = digital) so the request doesn't continue through the rota.
Overdue request - check weekly
If an item is more than a couple weeks overdue, you may want to send a General Message to the borrowing library to see if they have any indication of where the item is. If the item is checked out to their patron, their Alma should be sending overdue notices, marking the item as lost and charging a replacement fee, where applicable. In some cases there may be a configuration that was overlooked or is not functioning properly and friendly inquiries about the status of long overdue items may help the borrowing library identify these inconsistencies.
Rejected the Borrower
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These are the requests that you have actively rejected
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. Rejecting a request
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passes the request along to the next library in the rota
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Request Completed:
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. No further action is required.
Returned by Partner
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- check weekly
These requests have
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been received by the borrowing library and are
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in transit back to the owning library. Once they arrive scan in the
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item to complete the transaction. This will update the status to Request Completed and route the item back to its permanent location. Check this queue once a week and look for requests with update dates of “Up to a Month Ago” or “Older.” These items could be lost in transit
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. Check your shelves and contact the borrowing library to make sure the item didn't get mis-shelved.
Shipped Physically
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- check weekly
These items have been shipped to the borrowing library but not
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yet received. Check this queue once a week and look for requests with update dates of “Up to a Month Ago” or “Older.” If they were shipped more than a week or two ago they may have been lost in transit. Check your shelves and contact the borrowing library to see if the item has been mis-shelved.
Adapted from: https://www.orbiscascade.org/rsf-documentation/
