Lending Reasons for Cancellation

The Reasons for Cancellation that display in the ILLiad client can be changed in the ILLiad Customization Manager. In the Customization Manager go to Lending | Cancellations | ReasonsForCancellation. The table will display in the Customization Manager, showing the Reasons and any notes associated with those reasons.

Adding Reasons for Cancellation

Changes to the tables are made using the Editing Options buttons in the Home ribbon of the Customization Manager. A record must first be chosen before any of the EditingOption buttons will function.

1. Click New Record. The Edit Row window will open below the table.

2. Enter the values for the new reason:

   Field	Description
   ReasonNumber	The reason number.
   NVTGC	This will be filled in automatically.
   Reason	The reason text
   DefaultNote	The note that will display after the reason text

3. Click Save. The new reason will be added.

tip

• Reasons for cancellation should be in numerical order beginning with 0 and proceeding sequentially with no gaps in the enumeration.
• Be sure that the ReasonNumber field in each table as it is displayed in the Customization Manager reflects the proper order and enumeration.
• Reasons that are out of order or numerical gaps can lead to the wrong reasons being applied to transactions as they are cancelled.

Lending Update Codes

The following codes are used by OCLC as well as by the ISO ILL Protocols to indicate the reason for saying No to a Loan or Photocopy request.

See OCLC Reasons For No for more information.

Code	OCLC Reason	ISO Reason	Docline Reason
1	InUseOnLoan	In Use On Loan	USE
2	Other	In Process	PRO
3	NotOnShelfMissing	Lost	LOS
4	NonCirculating		NCR
5	NotOwned		NOT
6	OnOrder	On Order	ORD
7	VolumeIssueNotYetAvailable	Volume Issue Not Yet Available	NYR
8	AtBindery	At Bindery	BDY
9	LackingVolumeIssue	Lacking	LAC
10	NotOnShelfMissing	Not On Shelf	NOS
11	OnReserve	On Reserve
12	PoorCondition	Poor Condition	POR
13	CostExceedsLimit	Cost Exceeds Limit	CST
14	CostExceedsLimit	Charges
15	PrepaymentRequired	Prepayment Required
16	Other	Lacks Copyright Compliance	COP
17	Other	Not Found As Cited	INC
18	Other	Locations Not Found
19	InUseOnLoan	On Hold
20	BranchPolicyProblem	Policy Problem
21	NotLicensedToFill	not used by ISO	LIC
22	TechnicalProcessing	not used by ISO
23	RequestedDeliveryServices NotSupported	Requested Delivery Services Not Supported
24	PreferredDeliveryTimeNot Possible	Preferred Delivery Time Not Possible
25	PublisherEmbargo
27	Other	Other	OTH or EXL
30	Offsite ⚠️ Note: This reason is not currently supported in ILLiad. Please use 'Other' when cancelling requests for this reason.
31	Item too new to loan ⚠️ Note: This reason is not currently supported in ILLiad. Please use 'Other' when cancelling requests for this reason.