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Zen Section
id1134534543

No ILL Number Match

This queue contains articles that come in via Ariel with no resolvable ILL Number information in the Document ID field. Odyssey Documents will always have this information and should never need to be routed to this queue. These items need to be matched with an existing transaction record in ILLiad for processing to continue.

Selecting an Article

Click on an article in the No ILL Number Match queue. Items in this queue will appear with temporary filenames that look like this: Temp3 - 123.123.123.123

Temp3 in the above example is a*temporary file designation that indicates that the selected article has not yet been matched to an ILLiad Transaction number. 123.123.123.123 is the IP address for the Ariel machine that sent the article. Once the article is selected, both the article and its thumbnail images will appear in the Document area to the right.

Manipulating the Electronic Article to Determine Transaction or ILL Number

You can change the page that you are viewing by clicking on the appropriate thumbnail on the left side of the document pane. If the lender has sent a coversheet or an OCLC record, zoom in so that you can read it. This is done with the Zoom icon. You can zoom in or out, you can fit the selected page's height or width to the image window, or you can zoom to a specific percentage of the scanned document's size.

Section

Matching the Article to an ILLiad Transaction

If you can see either the ILL Number or the ILLiad Transaction Number in the electronic article, you have the ability to assoicate the article with the appropriate ILLiad record by following the steps outlined below:

  1. Select the record in the No ILL Number Match list
    1. The document will load and Request Information will display on the right side of the screen
  2. Identify the TN or ILL number associated with the document
    1. The TN of ILL number may display in the Request Information section to the right of the No ILL Number Match list
    2. Otherwise, use the Zoom and other document display tools in the ribbon to view the document and identify the ILL number or Transaction Number from the document coversheet that was sent to you
    3. If you need to you can minimize the Electronic Delivery Processing window to return to the client in order to look at requests in the Request Sent queue or search by article title to find a transaction number
  3. Add the ILL number or TN to the box below the No ILL Number Match display windowImage RemovedImage Added
  4. Click the Match ILL Number in the ribbon
    1. If the number matches, the transaction should move to the No Ariel Lender Match box and continue with the Lender selection process below
    2. If the number does not match, you will receive an error indicating that the request is in the wrong status (i.e. not Request Sent status). This may happen if the request has been cancelled or otherwise moved manually from Request Sent
      1. Minimize the Electronic Delivery window to return to the client and open the request and view the request status. You may need to investigate why the request was moved and determine if the document is still needed. For example, if the request was cancelled by the patron, you will not need to deliver the document
      2. If the document is still needed,
        1. Manually route the request back to Request Sent and close the request
        2. Return to the Electronic Delivery window and repeat the matching steps above
      3. If the document it not needed,
        1. Return to the Electronic Delivery window
        2. Select the document to remove in the No ILL Number Match window
        3. Click Delete in the ribbon
  5. Select the Lender
    1. This step may be skipped if the Lender information is linked to the document correctly
    2. If the Lender is not linked correctly, the list of lenders from the request will appear in Lender box
    3. Select that is indicated on the coversheet cover sheet or navigate to the Transaction to see the lender indicated in the Lender field.
    4. Click the Attach Lender Info button in the ribbon
    5. The transaction number will display in the Review box Image Removed Image Added
  6. Continue processing steps as outlined in the Transaction Number and ILL Matched section above
Note

Once an article has been successfully matched to an ILLiad transaction, the record will move to one of the three remaining queues.

Zen Section
id34534543534

No Ariel Lender Match

This queue is for articles that have been successfully matched to an ILLiad transaction number, but have been received from an unknown Ariel IP address. Once a Lender Symbol is matched to an Ariel IP address for the first time, this information is written to the ElecDelAddresses table in the ILLiad database. Subsequent articles from the same IP address will match the selected symbol upon reaching this stage of Electronic Delivery processing.

Odyssey documents will always have this information and should never need to be routed to this queue.

For articles in this queue, you will need to associate the lender symbol with the Ariel IP address for processing to continue. Items in this queue will appear with temporary filenames that look like this: 54321 - 123.123.123.123

54321 in the above example is the ILLiad Transaction Number for the selected article. 123.123.123.123 is the IP address for the Ariel machine that sent the article.

Matching an Ariel IP Address to a Lender Symbol

Click on an article in the No Ariel Lender Match queue. The lender string will be displayed beside the queue for that item. If the article you are checking in is an OCLC request, the ILLiad Connection Manager may have already selected the correct lender from the symbols in the lending string based on the downloaded shipped status in the OCLC record. If the item was requested using other means, or if the shipping institution has not yet been updated, choose the Lender from the Lender String by selecting the radio button next to the correct lender. Be sure to select the lending institution that actually provided the article.

If the item you are receiving was requested via Docline, the Lender symbol displayed will be the first lender from which the article was requested. This will not necessarily be the institution that actually provided the requested item. If the lender symbol does not match that of the actual provider of the request, type in the six digit Docline code for the institution providing the article in the box above the Search For Address button, and click the button. If the lender has sent a coversheetcover sheet, or any identifying information, zoom in so that you can read it with the Zoom button. Once you have specified the lending institution click Attach Lender Info. This will associate this Ariel address with this lender. Once it is successfully matched, the record will move to one of the two remaining queues.

You should only have to do this once for each Ariel IP address.

Continue processing steps as outlined in the Transaction Number and ILL Matched section above.