Reasons the Lender Selection form appears
Symptom
- Incoming lending request brings up the Lender Selection form to select the address
Applies to
- ILLiad
Resolution
When a lending request is imported, the Connection Manager constructs ESPShipTo and ESPBillTo strings from the incoming OCLC request and queries the ILLiad system's LenderAddresses for an exact match on both fields. If it finds one, it sets the LenderAddressNumber automatically and the Lender Selection form never appears. If no match is found, the LenderAddressNumber isn't set, and the form opens when staff opens the request. When staff clicks Select, the current request's ESP values are written to the chosen address record, which allows future requests from that borrower to auto-match.
If the ILLiad system has multiple NVTGCs, then if SSSLenderAddressesAll is set to Yes each NVTGC will have its own address book and won't interfere with each other.
The actual issue is that 509 out of ZCU's 1,747 lender address records have completely empty ESPShipTo and ESPBillTo fields, so they can never auto-match. We also found cases like GZM where the stored ESP values are stale (e.g., referencing "Room B106D" when the current OCLC directory now shows "Room B106F").
If ILLiad's lender address records have completely empty ESPShipTo and ESPBillTo fields then they can never auto-match. The Lender Selection form will also come up if th stored ESP values are stale, where the OCLC directory has updated values not yet in ILLiad.
These will self-correct as staff work through these.
Additional information
More information can be found here:
https://support.atlas-sys.com/hc/en-us/articles/360011810454-Verifying-Information-and-Conditions
https://docs.atlas-sys.com/illiad/9.2/lending-processing/lender-address-match-up