Working ISO 18626 Requests

ISO 18626 requests are worked from the same ILLiad client screens you already use for interlibrary loan, with a dedicated ISO ribbon page for the protocol-specific actions. ILLiad treats ISO 18626 as its own system alongside the older ISO ILL (ISO 10160/10161) system: a transaction is marked ISO 18626 by its System value, and the client relabels the request and shows the ISO ribbon accordingly.

ISO 18626 must be turned on first

The ISO ribbon, the ISO 18626 lender fields, and the ISO 18626 status monitor only appear when an administrator has enabled ISO 18626 for your site (the ISO18626Enabled system setting) and the ISO 18626 Manager server component and database schema are installed. If you don't see these features, see the ISO 18626 Overview and Setup and Configuration pages.

Marking a request as ISO 18626

A transaction becomes an ISO 18626 request through the System dropdown on the request's detail panel. The dropdown offers OCLC, DOC, LOCL, ISO, ISO18626, OTH, and RAPID. Choosing ISO18626 designates the transaction as ISO 18626.

When System is set to ISO18626, the system panel relabels itself:

• The group heading changes to ISO 18626 ILL.
• The identifier field is labeled System Number.

This distinguishes it from the legacy ISO ILL system, which the ISO value produces.

The ISO ribbon

When a transaction's System is ISO or ISO18626, the client shows a System ribbon category containing an ISO ribbon page. The ISO page has three groups:

• Manual Options — the protocol messages staff send by hand.
• Conditional — reply to a conditional offer.
• Process — schedule a retry for a future date.

Which buttons are enabled depends on whether the request is borrowing or lending, the transaction's current status, and your borrowing/lending permissions. ISO 18626 actions use the standard Borrowing / Borrowing Write and Lending / Lending Write permissions — there is no separate ISO 18626 permission.

Manual Options

Button	Available for	Enabled when
Lost Item	Borrowing	Status is Checked Out to Customer (requires Borrowing Write)
Recall Item	Lending	Status is Item Shipped (requires Lending Write)
Cancel Request	Borrowing	Request is not Cancelled or Finished (requires Borrowing Write)
Expired Request	Lending	Request is not Cancelled or Finished (requires Lending Write)
Status Request	Borrowing or Lending	Request is not Cancelled or Finished (requires the matching Write permission)
Send Message	Borrowing or Lending	Opens the "Message to send:" window; the window's Send button stays disabled until you type a message
Cancel Reply Yes	Lending	Responding to a borrower's cancel request
Cancel Reply No	Lending	Responding to a borrower's cancel request

Each action records the outgoing message on the transaction and confirms it with a dialog. For example:

• Status Request confirms "ISO 18626 ILL Status Request sent."
• Cancel Request confirms "ISO 18626 ILL Cancel Request sent."
• Expired Request confirms "ISO 18626 ILL Expired Request sent."
• Cancel Reply Yes confirms "ISO 18626 ILL CancelReply - Yes sent."
• Cancel Reply No confirms "ISO 18626 ILL CancelReply - No sent. You will need to move this request to an appropriate status."
• Send Message confirms "ISO 18626 ILL Message sent."

Send Message opens a small window with a Message to send: box and a Send button. The Send button stays disabled until you type message text.

After Cancel Reply No, move the request yourself

When you send Cancel Reply No as a lender, ILLiad reminds you that you will need to move the request to an appropriate status — the reply alone does not re-route it.

Conditional (replying to a conditional offer — borrowing)

When a lender responds to your borrowing request with a conditional offer, the request moves to the Awaiting Conditional Processing status and the Conditional group's Yes and No buttons become available (Borrowing + Borrowing Write). Choosing Yes accepts the condition; ILLiad returns the request to Request Sent and confirms "Conditional Acceptance Sent."

Process — Future Date

Future Date opens a window with a date picker and a Send button. Use it to ask a lender to try again on a later date: it records the date you pick as the transaction's needed-by date, sets the request to the Request Conditionalized status, and queues a retry.

Sending a borrowing request

After you've marked a borrowing request as ISO18626 and filled it in, send it from the request form the same way you send any borrowing request. ILLiad dispatches the ISO 18626 request, sets the transaction to Request Sent, and closes the request.

Other borrowing follow-up actions live on the ISO ribbon page described above — Status Request, Cancel Request, Lost Item, Send Message, Future Date, and the Conditional replies. Renewals are sent with the standard renew action, which confirms "Renewal Request Sent" for ISO 18626 requests.

Routing to another site

If you refer an ISO 18626 request to a different site, ILLiad uses that site's ISO 18626 system ID for the routing and records a note on the transaction — for example "Request referred via ISO 18626 ILL to [site]."

Working a lending request

Incoming ISO 18626 lending requests are worked from the same request form and ISO ribbon:

• Expired Request and Recall Item send the corresponding protocol messages.
• Cancel Reply Yes / Cancel Reply No respond when a borrower asks to cancel.
• Send Message sends a free-text message.
• Conditionalize Request offers the request on a condition (see below).
• Cancel / mark unfilled goes through the Cancellation control (see below).

Conditionalize Request

The general Conditionalize Request ribbon button opens the Conditionalize control. It contains:

• A Reason for Conditional dropdown, populated from your library's ReasonsForConditional list for the lending user/site.
• A note box.
• A Conditionalize Request button.

Conditionalizing sets the request to the Request Conditionalized status and sends the conditional offer to the borrower. (The Conditionalize Request button is unavailable for the DOC, OTH, RAPID, and LWeb systems, or without Lending Write permission.)

Cancelling / marking unfilled

Cancelling a lending ISO 18626 request uses the shared Cancellation control, which contains:

• A Reason for Cancellation dropdown (relabeled Reason for Not Found when you're marking an item not found). The note box is pre-filled from the reason's default note.
• Send Notification, Edit Notification, and Move to Print Queue checkboxes.
• A Cancel Request button (relabeled Mark Not Found for the not-found case).

For ISO 18626 requests, ILLiad sends the appropriate unfilled response to the borrower and tags the staff note as ISO 18626. Cancelling a borrowing ISO 18626 request uses the same Cancellation control.

Shipping a filled lending item (scanning)

When you fill a lending request and ship the document through the scanning workflow, ILLiad uses your site's ISO 18626 system ID as the sender symbol on the outgoing document, so the borrower's system can match the delivery to the ISO 18626 request. No extra steps are required beyond scanning as usual.

The ISO tracking control

ILLiad includes an ISO tracking control — a tree that shows the protocol exchange history for a single transaction (the sent and received messages that make up the ISO conversation). Received messages display as Received and outgoing messages as Sent, each with a status icon, and messages that are held show a note such as "Received (Held until a Shipped APDU is received from Lender)." The control is aware of both ISO and ISO18626 transactions.

Current surfacing of the tracking tree

The ISO tracking tree is embedded in the Lender Selection window. In the current release it is displayed for legacy ISO transactions; for ISO18626 transactions the Lender Selection window suppresses the tree. Use the request's status and history, the confirmation dialogs, and the ISO 18626 status monitor (below) to follow an ISO 18626 exchange.

The Lender Selection window itself (title Lender Selection, with a Process group and a Select button) is used to choose the lending address as usual; address editing is disabled for ISO transactions.

Per-transaction ISO 18626 status and clearing attention

Each transaction carries its own ISO 18626 status, tracked separately from the legacy ISO status. When the ISO 18626 Manager needs staff attention on a transaction, it sets this status, and the request shows an alert.

To clear it, use the ISO Attention button in the Error Clearing group on the Errors ribbon (ribbon category Errors, Manage page, Error Clearing group). The button is enabled whenever either the legacy ISO status or the ISO 18626 status is set. Clicking it clears both statuses and refreshes the error ribbon, removing the attention flag from the transaction.

Clear attention only after you've resolved the underlying issue

The ISO Attention button simply clears the flag. Make sure you've addressed whatever the ISO 18626 Manager flagged before clearing it, or the request may stall.

Monitoring the ISO 18626 Manager

The client's System Status monitor adds an ISO18626 Manager row (shown only when ISO 18626 is enabled) that reports the manager's current error count, alongside the legacy ISO Manager, Connection Manager, and Odyssey Manager rows. A non-zero count means ISO 18626 transactions need attention.

Customization keys used while working requests

All of the following live in Customization Manager > System > ISOILLDefaults.

Key	Default	Purpose
ISO18626Enabled	No	Master on/off switch for ISO 18626 ILL. Gates the ISO 18626 lender fields, the ISO ribbon behavior, and the ISO18626 Manager status row.
ISO18626SystemID	(empty)	Your site's ISO 18626 system ID / sender symbol. Used as the sender symbol when shipping a filled item and as the routing target when referring a request to another site.
ISO18626MonetaryValue	15	The MaxCost value applied to ISO 18626 ILL requests (also used for OCLC Direct Request).
ISO18626CurrencyCode	USD	The currency used for ISO 18626 request costs.
ISO18626AutoUpdateAddress	No	System default for whether incoming ISO 18626 requests overwrite the shipping address in the lender's address record. Each lender address also has its own Auto Update Address override.
ISO18626IFMBorrowing	Yes	ISO 18626 ILL system setting for borrowing. Do not change.
ISO18626IFMLending	Yes	ISO 18626 ILL system setting for lending. Do not change.

One additional key tracks the server component version:

Key	CM location	Default	Purpose
VersionISO18626Manager	System > Versions	10.0.0.0	Installed version of the ISO 18626 Manager server component. Stamped by the component installer when the manager is installed.

Database changes behind these screens

ISO 18626 adds the following to the ILLiad database (delivered with the ILLiad 10 update). Staff don't edit these directly, but they're the storage behind the screens above. The full field list is on the Data and Upgrade Notes page.

• Transactions.ISO18626Status — a per-transaction status column (nvarchar(50)), separate from the existing ISOStatus. This is the value the ISO Attention button clears.
• ISO18626Status table — a per-transaction status history: one row per status change, with TransactionNumber, Status, and a Created timestamp, keyed newest-first.
• LenderAddresses ISO 18626 columns — the per-lender ISO 18626 credentials and endpoint (ISO18626, ISO18626Address, ISO18626AgencyID, ISO18626AccountID, ISO18626SecurityCode, ISO18626AutoUpdateAddress, ISO18626Version). These back the ISO 18626 Information section on the Lender Addresses form, covered on the Setup page.