Insignia Library system

Interlibrary Loan

Inter-branch lending is similar to reserve. When you place a reserve on an item belonging to another library in the union, the Insignia Library System initiates its inter-branch lending process.

To process an inter-branch loan on behalf of a patron:

1. 
   Click on “Circulation” on the Navigator Toolbar
   
2. 
   Select “Reserve”
   
3. 
   Scan in Patron barcode (or enter the first name or last name depending on the default criteria you have defined in Configuration >> Circulation)
   
4. 
   Click on “Find” button in the right column
   
5. 
   Select the radio button "Other Libraries in Union" (on the bottom of the window), and search for the desired item
   
6. 
   When you have found the item, click on the “Reserve” button
   
7. 
   The holding library automatically receives the details of the item on its Reserves List
   
8. 
   The holding library scans the reserved item's barcode when it is returned from the previous borrower, or
   

scans the barcode in the Reserves List and clicks on

“Send”. The item status changes to “Outbound”

9. 
   The requesting library scans the copy barcode in “Reserves” and click on “Receive” when it receives the item from the holding library. The item status changes to “Available”
   
10. 
    The requesting library checks out the item to the patron. The item status changes to “Out”
    
11. 
    The patron returns the item to the requesting library which checks it in. When the book is checked in, a message appears informing the librarian that it belongs to another library. The book is sent to the holding library, and its status changes to “In Bound”
    
12. 
    The holding library checks in the item when it is received from the requesting library, and the item status changes to “In”
    
13. 
    To see what items are in the process of being loaned between libraries in the union, click on "Reserves List" in Circulation on the Navigator Toolbar. You can quickly distinguish between inter-branch loans and local reserves by looking at the first two columns on the Reserve List: "Library" and "Pickup At". These fields remain blank for local reserves. The first field, “Library", contains the name of the library that owns the item and is lending it to a patron at another library. The second field, “Pick up at", contains the name of the library that will receive the item and circulate it to the requesting patron
    

You can edit the pickup location of your reserve by following these steps:

1. 
   Double click the item you wish to edit
   
2. 
   Click on “Edit”
   
3. 
   Choose a new pickup location from the dropdown list
   
4. 
   Click “Save”
   
5. 
   Click “Close”
   

The status of inter-branch loans is displayed on the Reserve List as "In progress" or "Available", signifying exactly the same thing as they do in local reserves. In addition, however, inter-branch loans may have the status of "Inbound" or “Outbound”. "Outbound" means the copy is on its way to the requesting library; "Inbound” means the copy is on its way back to the owning library.