Authorisation Statuses

Used by: Borrower (Requester)and Lender (Responder).

Both Borrower (Requester)and Lender (Responder) use this to Authorise an outgoing message. Request messages may have been submitted by end users, in which case it is down to ILL staff or DocFindRequester to check that the request is valid and sensible before 'authorising' it for transmission. All other outgoing messages are normally defaulted to Authorised since they are created by ILL staff who know what they are doing.

Setting the Authorisation Status to Authorised tells the ILL drivers that they are free to transmit this message. The ILL drivers will set Authorisation Status to Processed if they transmit successfully, or Check-Error if the transmission fails.

Used by: Borrower (Requester) and Lender (Responder).

An ILL Driver has failed to transmit this request message. The reason will be in the ill_log_messages table.

Used by: Borrower (Requester)-side only.

This tells DocFindRequester to process this message.

Used by: Borrower (Requester)-side only.

This tells the requesting user that their request has been rejected by the ILLstaff (or DocFindRequester).

Used by: Borrower (Requester)and Lender (Responder).

This outgoing message needs to be authorised by a member of staff.

This can also imply that this message is being worked on and is not yet ready to be transmitted.

Tip: use a custom Process Status to indicate this more explicitly.

Used by: Borrower (Requester) and Lender (Responder).

An ILL driver has successfully transmitted this message.

Used by: Borrower (Requester) and Lender (Responder).

An incoming message has arrived but has not been viewed or processed by anyone or anything. By default, a request remains at Unread until it is marked as Read. Alternatively when you view the details of a request it may be automatically marked as read, depending on your Resource Group permissions set in the Windows Admin Client. The intermediary/gateway driver will process incoming messages with Unread Status, and DocFindResponder will automatically process any incoming REQUEST messages with this Status. The gateway driver and DocFindResponder will set the Status to Read when they have successfully processed an incoming message.

Used by: Borrower (Requester) and Lender (Responder).

An incoming ILL message has been looked at by ILL staff, or Gateway driver, or DocFindResponder. This is useful in workflow terms since ILL staff can ignore incoming messages that are Read because they know that someone or something has already had a look at them.

These are all internal statuses used by DocFindRequester and/or DocFindResponder to track where they are while processing a request message.

Used by: Borrower (Requester) only.

DocFindRequester has found a problem and is handing the request over to ILL staff to deal with. The problem will be reported in the ill_log_messages table. DocFindRequester can also be configured through UserLocDefaults.auto-reject-flag=Yes to automatically Un-Authorise requests it has problems with.

Used by: Borrower (Requester) only.

DocFindRequester has approved the outgoing request message but is not configured to auto-authorise it, so it is handing the Request over to a staff person to authorise. DocFindRequester can also be configured through UserLocDefaults.auto-authorise=Yes to automatically Authorise requests that it approves of.

Used by: Borrower (Requester) only.

ILL staff member wishes to re-submit the request to DocFindRequester - this time using their UserLocDefaults routing rules instead of those of the requesting user. This would normally be done if the request has been through DocFindRequester and has come out with an empty rota and gone to CheckManual.

Used by:Lender (Responder) only.

DocFindResponder has found a problem processing an incoming REQUEST message and has referred it to staff.

Used by: Lender (Responder) only.

DocFindResponder has successfully processed an incoming request message but is not allowed to acknowledge it - so it hands it over to ILL staff to complete. DocFindResponder can also be configured to auto-reject or auto-acknowledge incoming REQUEST messages.

Note: Prior to VDX 4.0, COMPLETE was an authorisation status. From VDX 4.0, this is now an action which causes the date completed field to be set to the current date and time on which the completed action was used.

Summary

Borrower (Requester)

DocFindRequester can be configured to automatically check outgoing Request messages so that ILL staff need only deal with the difficult cases that DocFindRequester hands over to them.

All other outgoing messages are usually defaulted to 'Authorised' - because they are created by ILL staff who process requests correctly.

Lender (Responder)

DocFindResponder can be configured to automatically check incoming Request messages and attempt to find the satisfying item and send back appropriate ILL-Answer messages. This takes most of the workload off the ILL staff who need only deal with the difficult cases that DocFindResponder hands over to them.

All other incoming messages are usually defaulted to 'Unread', (using a saved search in the Windows Client that collects incoming messages that have not yet been read/acknowledged).

Certain incoming message types can be configured to auto-acknowledge, if ILL staff have no need to check their contents.

Certain incoming message types can be configured to auto-complete - if they are guaranteed to signal the end of a transaction (like a Shipped message in a Copy transaction).