Guidelines

ISO 18626 Interlibrary Loan Transactions

ISO TC46/SC4/WG14 Interlibrary Loan Transactions

 

Identifier: http://illtransactions.org/guidelinesusecases/guidelines/2021/

Hosted by OCLC, Inc.

Last update: 10 May 2021

 

 


Guidelines for ISO 18626:2021


2021-05-08 Added guideline 7, for handling multi-volume requesting.
Added guideline 8, for sending a Retry for a multi-volume title.

Please note these guidelines are being made available prior to the publication of ISO 18626:2021


1. Display of codes and encoded information


2. Use of AnswerYesNo in the Supplying Agency message


3. Use of RetryInfo in the Supplying Agency message


4. Use of DeliveryInfo in the Supplying Agency message


5. Use of ShippingInfo in the Supplying Agency message


6. Use of ReturnInfo in the Supplying Agency message


7. Multi-volume requesting
7.1 Sending a request for a multi-volume title
7.2 Responding to a request for a multi-volume title


8. Sending a Retry request for a multi-volume title




1. Display of codes and encoded information


It is not necessary to display the codes specified in this document to library users and staff. Codes and encoded information may be mapped to alternate values or be presented in the language of the ILL application's user interface.


For example, if Library XYZ (using English) sends a request to Library ABC (using Danish), then codes and encoded information is presented in English in the ILL application of the requesting library and in Danish in the ILL application of the supplying library.



2. Use of AnswerYesNo in the Supplying Agency message


In the Supplying Agency message -> MessageInfo inclusion of the element, AnswerYesNo is limited to and mandatory ONLY when,

  • ReasonForMessage = RenewResponse, or
  • ReasonForMessage = CancelResponse


3. Use of RetryInfo in the Supplying Agency message


In the Supplying Agency message, the RetryInfo element is used only when the supplier is suggesting that the request be retried, i.e, when

  • StatusInfo -> Status = RetryPossible


4. Use of DeliveryInfo in the Supplying Agency message


In the Supplying Agency message, the DeliveryInfo element is recommended when the supplier is delivering something, i.e., when,

  • StatusInfo -> Status = Loaned or
  • StatusInfo ->Status = CopyCompleted


5. Use of ShippingInfo in the Supplying Agency message


In the Supplying Agency message, the ShippingInfo element is used only when the supplier is sending something via courier, i.e., when,

  • DeliveryInfo -> DeliveryMethod = Courier


6. Use of ReturnInfo in the Supplying Agency message


In the Supplying Agency message, the ReturnInfo element can be included. In ISO18626:2021, use of this element is no longer restricted to situations where the supplier is asking the requester to return the item to another address.



7. Multi-volume requesting


7.1 Sending a request for a multi-volume title


When the requesting library is sending a request for a specific volume or volumes, or all volumes from a multi-volume title then the volumes should be indicated using the Volume element (repeatable), in the BibliographicInfo section of the Request message. See Use Case 21 & Use Case 21a for examples.


7.2 Responding to a request for a multi-volume title


There are three ways in which a supplying library may respond to a request for a multi-volume title


7.2.1 If there is no indication in the Request message that a specific volume or volumes are needed


If during the process of filling a request, staff at the supplying library determine that there are multiple volumes associated with the title requested, but the requesting library has not specified which volume are volumes are needed, then the supplying library should send a Status of RetryPossible in the SupplyingAgency message and indicate which volume or volumes are available. See Use Case 22a for an example. The requesting library can then submit a RetryRequest indicating which volume or volumes are needed. See Guideline 8.


7.2.2 If the request specifies which volume or volumes to supply and the supplying library CAN provide ALL the volumes requested


If the request includes which volume or volumes are needed, then the supplying library can send multiple ItemId elements (one for each volume supplied) in the DeliveryInfo section of the SupplyingAgency message. The supplying library may also include the volume numbers supplied in the Note element of the MessageInfo section. If volume numbers are provided, they should be listed in the same order as the list of ItemIds. See Use Case 21 for an example.


7.2.3 If a specific volume or volumes are indicated in the request and the supplying library CANNOT provide ALL the volumes requested


If the request includes which volume or volumes are needed, but the supplying library cannot provide all the volumes requested, then the supplying library should send a Status of RetryPossible in the SupplyingAgency message and indicate which volume or volumes are available. See Use Case 21a for an example. The requesting library can then submit a RetryRequest indicating which volume or volumes to supply. See Guideline 8.



8. Sending a Retry request for a multi-volume title


After receiving a Status of RetryPossible from the supplying library, indicating which volume or volumes of a multi-volume title are available, the requesting library can send a Retry request. The specific volume or volumes should be indicated using the Volume element (repeatable), in the BibliographicInfo section of the Request message. See Use Case 21b and Use Case 22b for examples.



 

 


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