Conditional Requests (Lending)

Sometimes a request comes in that you might be able to fill, but there are conditions. Some examples of conditions include requests for the whole ebook but you can only supply a single chapter or maybe you can fill the request but the book is in off site storage and will take slightly longer to fill. Marking an item as Conditional lets you communicate with the Borrowing library before filling or rejecting the request.  

When you want to mark an item as Conditional you should first add a Conditional Label.  Open the request and add or create a Label saying Conditional. This will let you know you previously marked this item as Conditional if the Borrowing Library accepts the conditions but does not add a note.

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After adding the Label go to the request and click the ellipsis (...) on the request and select Conditional. On the resulting pop up select a Reason for the Conditional and possibly a Date for Reply and Note with additional information and click Send.

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The request will now have the status Conditional and will go to a Conditional Set if you have it set up.

If the Conditions are accepted by the Borrowing library the request will come back to your library with the status Being Processed. If the Borrowing library did not add a note the request will look like a new request. This is why the Conditional note is so important. If you see an item in the Print Pull Slips Set with the Conditional label the Borrowing library has accepted the conditions. Process the request and send it to the Borrowing library.

If you do not remember why an item was marked Conditional you can check the reason in the request history. Go to the request and click Edit. In the resulting page click the History tab and look in the New Value column for a value reading:

• Conditional message was sent to (Borrowing library) with reason: (reason the request was marked Conditional)

If the Borrowing library selected No to your conditions then the request will automatically get the Rejected status and move on to another potential Lending Library. There are no actions for you to take.