Much ado about due dates--updated

Following recent changes to how Undo Shipped works and how notes are indicated, this is an update of a November 2022 post about due dates.

Due dates in the NHAIS ILL System are calculated from the day a request is marked Shipped. By default, the system assigns a date 42 days (6 weeks) in the future. You can set different default loan periods for different formats and for renewals vs. initial loans if you fill out the Lending Policy form.

BUT there are times you may wish to have a special due date on an individual request. That's usually when the borrower has requested an extended loan period, often for a book group. Always look for the "note" icon to the left of the title in the Lender's Pending List--that tells you you should click on the title to see the Borrower's Notes in the Lender's Full Record Display.

To change the note icon from "unreviewed" to "reviewed," you'll need to choose Review Notes when looking at the full record display...

...then choose the Acknowledge Notes button when you've read the note(s)..

You can submit a custom due date at the SAME TIME the status change to Shipped is submitted. You MUST be viewing the Lender's Full Record Display, not the Lender's Pending List, to enter a custom date.

If you realize after the request is Shipped that you should have entered a custom due date, you can use Undo Shipped to change the status back to Pending and get a do-over.

Undo Shipped is available until the borrower marks the request Received. Once a request is Received by the borrower, you  have another opportunity to change the due date by choosing the Renewed by Lender option.

If you're responding to a Renew Pending request from the borrower, you have the option to enter a custom due date at the SAME TIME you submit the Accept Renewal status change. If you don't submit a custom date with the approval, the system will assign a due date that is 42 days (or whatever default renewal period you've specified on the Lender Policy form) from the CURRENT DATE rather than adding to the original due date. (If you accidentally submit Reject Renewal instead of Accept Renewal, there's an undo for that!)

Now that you know, (with apologies to Cole Porter) do do that "due" voodoo that you do so well. Adieu.