How Cancelling an INN-Reach Hold with Re-request Works

When you cancel an INN-Reach hold with re-request, INN-Reach does the following at the owning site:

• Removes the virtual patron record associated with the item, the INN-Reach hold from the item's hold queue, and the INN-Reach message field from the item record.
• Updates the item's STATUS to either '-' (AVAILABLE) or 'm' (MISSING) as specified during the cancellation.
• Sends a circulation message to the INN-Reach Central Server, which initiates the re-request process.

When the INN-Reach Central Server receives the re-request circulation message from the owning site, it attempts to identify a matching and available item at another site in the INN-Reach System. To identify the subsequent match, the system uses the same criteria it used to identify the initial item match, for example, based on the priorities in the Request Balancing Table.

When INN-Reach processes a re-request circulation message, there are two possible outcomes:

• The system identifies another available item for re-request.
• The system cannot identify another available item for re-request.

Note that the INN-Reach Central Server attempts to identify a match for a request based on site, rather than Local Server. If your Local Server operates under the INN-Reach Agency model, it is possible that the request for an item initially paged at your site could be subsequently paged at another site on your Local Server.

The System Identifies Another Available Item

If the system can identify another matching and available item, it "re-requests" the item, that is, it pages the item at the new site and updates the patron record at the patron site with the new paging information, as follows:

• At the INN-Reach Central Server, the system:
  • Sends one of the following INN-Reach circulation transactions, as appropriate, to the new owning site:

    104	Item rerequest/patron information
    109	Pickup Anywhere item rerequest/patron information

  • Sends one of the following INN-Reach circulation transactions, as appropriate, to the patron site:

    204	Item rerequest information
    209	Pickup Anywhere item rerequest information

  • Adds a record of the re-request to the statistics files. These statistics can be viewed via the INN-Reach Patron Transfers Report in Web Management Reports.
• At the new owning site, the system receives the circulation transaction and acts as follows:
  • Updates the item record's STATUS to '(' (<SYSTEM> PAGED).
  • Creates a virtual patron record.
  • Adds a hold to the item's hold queue.
  • Adds an INN-Reach message field to the item record.
  • Queues an INN-Reach paging slip for later printing.
• At the patron site, the system receives the circulation transaction and replaces the original virtual item record with a virtual item record for the new item. The new virtual item record has the STATUS of '_' (<SYSTEM> RE-REQUESTED).

During the re-request process, if the second owning site cancels, the INN-Reach Central Server again determines if another copy is available. If another copy is available, the re-request is sent to the third site. Re-requesting continues automatically until the request is cancelled with no re-request or until the elapsed time from the initial request exceeds 25 days, whichever comes first.

The System Cannot Identify Another Available Item

If the INN-Reach Central Server cannot identify a matching item at another site, it sends a cancellation message to the patron site. At the patron site, the system:

• Removes the INN-Reach hold from the patron's hold queue.
• Removes the virtual item record either immediately (if the patron site has NOT enabled the printing of hold cancellation notices) or when the patron site prints hold cancellation notices.
• (Optional) Queues a hold cancellation notice for the request.
• (Optional) Automatically forwards the cancelled request data to your ILL department if your site has acquired Pass2ILL for INN-Reach.