Issue: Dates – When manually entering a date, users are able to manually set a date in the past in the answer date fields when responding to requests. When the popup calendar is enabled users are only able to select a date in the future.
Workaround: Using the pop-up calendar is recommended to ensure that the correct date is always selected.
Issue: If a user selects the value ‘shipped’ from the action drop-down they are taken to the ‘ILL Request Action: Shipped’ screen, , which by-passes the ‘ILL Request Documents’ screen where you can attach documents via the DocStore. If a user selects the Results hyperlink to begin this process again the Action drop-down values are not present.
Workaround: If the user wants to attach a document via DocStore, instead of selecting the ‘shipped’ value from the Action drop-down, the user should click on the ‘Add’ button. This takes the user directly to the ‘ILL Request: Documents’ screen for attaching documents.
Issue: When shipping a request the user is unable to change the service type. For example if the request was sent as a Copy but can only be supplied as a Loan, the Lender (Responder) is unable to change the service type at the time of actioning shipped, which will result in the actions of Returned and Checked In not being available later in the lifecycle
Workaround: When creating a request the Borrower (Requester) can select an entry in the Service Type 2 field for the opposite entry in the Service Type1 field. This will allow the Lender (Responder) to change the service type at the time of actioning shipped. Another option is for the Lending (Responding) location to action Answer Conditional advising that the request is able to be supplied in the other service type, advising the Borrower (Requester) that if they wish to have the item supplied they can create a new request with the correct service type displaying
Issue: When creating a new copy non returnable request and selecting the Copyright Signed option of ‘Not Applicable’ once the request has been processed, this Copyright Signed option displays for the Borrowing (Requesting) location as ‘Signature Required’
Workaround: As the Copyright Signed field is only applicable for the Borrowing (Requesting) location and is not viewable by the Lending (Responding) location, the Borrowing (Requesting) location is able to add a Private Note when creating a request with the Copyright Signed status of ‘Not Applicable’ to highlight that the correct status is ‘Not Applicable’ and not ‘Signature Required’ as the request displays.
Issue: When creating a new request and entering a New Zealand location manually to the rota, an error appears stating that the location is not found
Workaround: Instead of entering the Te Puna location via the format of ‘Naming Authority:NUC’, for example ‘NLNZ:PU’ enter instead the name of the location, for example ‘Massey University’. If you are unaware of the name of the location you can search for this via the Directory of New Zealand libraries
A request cannot be found from an ISO location:
Occasionally requests from ISO locations can enter an error in process status. To find these requests, we recommend that you search for requests in the ILL Request Advanced Search screen with the Last Action of ‘Status or Error Report’.