Being Processed
This is where the majority of your incoming lending requests will turn up each day. 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 Request - check daily
Requests get this status when:
- the owning library’s item is available at the time the borrowing request is submitted but then the item is unavailable once the request reaches them. Reject this request so it can move to the next lender in the rota.
- article requests are submitted - these requests typically come through with a format type of Digital - if the item can be loaned change the status to "Being Processed", change the requested format to Physical and process the request. If it's not a request that can be filled send a General Message to the borrowing library indicating the problem and they can cancel the request. If you reject these requests they'll just continue through the rota running into the same problem at each subsequent institution.
Expired
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 - 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 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 radio button next to the record and then choose Select. Once you’ve resolved the locate issue, the request status will automatically update to Being Processed and the request can be handled normally.
If your library can’t fill the request or you can’t find a matching record in your catalog, reject it so another library can fill the item. However if the request cannot be filled through CSU+ send the borrowing library a general message 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
These are the requests that you have actively rejected. Rejecting a request passes the request along to the next library in the rota. No further action is required.
Returned by Partner - check weekly
These requests have been received by the borrowing library and are in transit back to the owning library. Once they arrive scan in the 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. Check your shelves and contact the borrowing library to make sure the item didn't get mis-shelved.
Shipped Physically - check weekly
These items have been shipped to the borrowing library but not 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/
