Interlibrary handoff

Step by step

1. Prepare request Collection Coordinator

   Collection Coordinator links the interlibrary request to the loan and records the owning library, requested copies and relevant dates.

   • Link the request to the circulation case
   • Updates Interlibrary requests, Loans

2. Gather evidence Collection Coordinator

   The coordinator reads the loan's custody history and adds the files needed to explain the handoff.

   • Show copy custody and support
   • Updates Loan events, Record attachments, Loans

3. Submit handoff Collection Coordinator

   The request moves from draft to submitted with a revision that the reviewer can judge.

   • Identify the submitted revision
   • Updates Interlibrary requests

4. Decide handoff Collection Reviewer

   Collection Reviewer checks the frozen revision, patron entitlement, custody and supporting evidence, then records an approval or rejection with a reason.

   • Record reviewer, reason and decision
   • Updates Review decisions, Interlibrary requests
   ApprovalA person approves before the work moves on.

5. Record outcome Collection Coordinator

   Staff use the decision, custody event and operation receipt to explain the handoff, retaining the earlier request and review history.

   • Trace actual movement and result
   • Updates Loan events, Operation receipts, Interlibrary requests

Collection Coordinator

Prepares and follows the handoff; Collection Reviewer decides; Auditor reads the authorized decision and evidence trail.