UKCS+Document+Delivery+and+ILL

Importance || Compliance || Document delivery and inter-library loans must be integrated with the rest of the system, including: || || || the OPAC (for users to input requests and view progress) || || || borrower records (to control ILL privileges) || || || circulation control (for ongoing control of inter-library loans) || || || For requests input via the OPAC, there must be facilities for staff to authorise and process requests || || || The system must support ISO 10160/10161 ILL protocol (current version) || || || The system must support the current procedures and formats specified by the British Library Document Supply Centre (BLDSC) || || || The system should support requests to other libraries || || || A file of supplying libraries must be maintained, accessible by code and library name || || || Format and content of notices must be library-definable || || || It must be possible to archive completed document delivery/ILL requests and make them available for access by staff for a library-defined period || || || The system must: || || || check eligibility to place requests (by borrower category) and any blocks on the user which may inhibit the request || || || allow a limit to be imposed on the number of concurrent requests from any user (by borrower category), with an overall limit over a library-defined period of time || || || provide varying templates for entering the request (for monographs, serials, serial articles, conferences etc) || || || allow users entering requests via the OPAC to specify a collection point (if applicable) || || || allow requests to be created by uploading data from external databases, e.g. BLDSC databases || || || allow library staff to amend the bibliographic and other request details before and after transmission of request || || || allow for checking requests against the OPAC || || || allow for special requirements to be added to requests, e.g. loan essential, translation only || || || allow for BLDSC transaction codes to be added to requests, e.g. RENEW, CANCEL etc. || || || handle urgent requests, e.g. phone requests, and suppress transmission of the request concerned || || || allow staff to access the request record in a number of ways, including: || || || bibliographic details || || || from the user record || || || The user record must display: || || || ILL items on loan || || || outstanding requests || || || progress reports || || || Requests must be displayed in chronological order with most recent first || || || The system must support the electronic transmission of requests to BLDSC via ARTTel2/ARTEmail with an option to print or e-mail requests to other libraries if required. || || || Error detection must be provided and it must be possible to amend and retransmit files || || || It must be possible to change lenders for outstanding requests || || || It must be possible to initiate action to revive a cancelled request or to re-request a wrongly-supplied item || || || The system must record the receipt of the following (with date of receipt automatically recorded): || || || photocopy for retention || || || item for loan or use in the Library || || || It must be possible to amend the supplying library if different from the library from which the item was originally requested || || || The system must: || || || record the direct delivery of photocopied documents to the end user from BLDSC (as reported by BLDSC) || || || produce requester’s address in label format for sending out photocopies from Library || || || record completion of items sent out from BLDSC/Library || || || allow for ongoing control of reference and loan items (issue, renewal, recall, return, overdues, fines) via the circulation function, with specific parameters for such items, e.g. loan periods, fines, notices || || || allow a default due date to be set for each lending library (library-defined) for loan items, and for ‘issuing’ items to be used in the Library || || || take account of closed days when calculating return dates || || || create a loan period that includes both a return date and an automatic extension (subject to recall) in line with BLDSC lending policy || || || notify the requester on receipt of an item, with details of collection point, due date, renewal conditions, and whether item is for use in the Library only || || || notify Library staff if an item has not been collected within a library-defined period of time || || || notifications must be possible by e-mail, print, and also appear on user’s record on OPAC || || || The system must: || || || manage renewal of loans, both from other libraries, and from BLDSC who require renewals to be made on a new request number || || || allow for the electronic transmission of the renewal request to BLDSC || || || produce printed or e-mail notices to renew with other libraries || || || The system must: || || || recognise standard BLDSC report codes and translate them to appear as text on the system || || || allow free text reports to be input and for standard reports to be amended as necessary || || || generate reports for requesters, lenders and library staff, which may be printed, e-mailed, and/or displayed on the OPAC (for end users) || || || allow for a reapplication to the same supplier or a different supplier after receiving a reply from the requester || || || The system must: || || || generate chasers according to library-defined regimes || || || transmit chasers electronically to BLDSC || || || generate printed or e-mail chasers for other suppliers || || || allow for requests to be cancelled || || || allow for logging the reason for the cancellation || || || generate cancellation notices to the supplier and requester || || || transmit cancellation requests electronically to BLDSC || || || It must be possible to handle charges imposed by document delivery suppliers || || || The system must support deposit and billing accounts || || || It must be possible to set up a number of accounting methods for one supplier || || || The system must allow funds to be set up for document delivery/ILL || || || Funds in ILL/document delivery should be linked to Acquisitions funds || || || The system must maintain and display for each fund: || || || fund allocation || || || expenditure || || || commitment || || || cash balance || || || The system must provide a facility for loaning to other libraries || || || Control of loans (issue, renewal, recall, return, overdues) must use library-defined parameters. || || ||
 * =1.= || == == || ==Document delivery and inter-library loans== ||
 * || ==== ==== || ====General==== || || ||
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 * || ==== ==== || ====Receipt and loan==== || || ||
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 * || ==== ==== || ====Renewals==== || || ||
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 * || ==== ==== || ====Reports==== || || ||
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 * || ==== ==== || ====Chasers and cancellations==== || || ||
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 * ==== ==== || || ====Charges and funds==== || || ||
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 * || ==== ==== || ====Loans to other libraries==== || || ||
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