ILL ADMINISTRATION

Chapter 7. SYSTEM ADMINISTRATION

   

 

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Configuring ILL Request Full Record Displays

When accessing ILL Administration as a Customer SuperUser, the Configure Loan Full Record Display and Configure Copy Full Record Display functions let you establish the default content and arrangement for Returnable (loan) and Non-Returnable (copy) request Full Record Displays.

Customer SuperUsers establish the “default” Full Record Displays for all libraries within a consortium. Library SuperUsers may modify the “default” forms (with limitations) to suit local needs. Even if a Library SuperUser has already made local changes to their settings, a Customer SuperUser may still force a field to be active locally. When accessing the Configure Loan Full Record Display or Configure Copy Full Record Display function as a Library SuperUser, fields and options that have not been enabled by a Customer SuperUser are “grayed out" at the library level.

Configuration of the “loan” Full Record Display and “copy” Full Record Display is accomplished in a similar manner.

• From the ILL Admin menu (see The ILL Admin Menu for details), select Configure Loan Full Record Display or Configure Copy Full Record Display, as desired.

  • The Configure Loan Full Record Display or Configure Copy Full Record Display screen displays, as appropriate.

• The Configure Loan Form and Configure Copy Form screens list all fields that may be included in the respective ILL request Full Record Displays, and provide the following information for each field:

• Sequence # – specifies the order in which the field is shown on the Full Record Display.

• Element – the default name of the data field. Local labels may be applied to certain fields.

• Add to Form – allows “optional” data fields to be included in or excluded from the Full Record Display; “system required” data fields (identified by the notation “System Default”) are always included in the form. “Optional” fields configured by the Customer SuperUser for your consortium or collective are identified by the notation “Customer Selected.”

• Local Label (limit is 30 characters) – Allows a local label to be applied to certain fields.

• Mandatory – allows “optional” fields included in the form to be configured as “mandatory.”

• Click the Sequence # link to sort the screen numerically by sequence number for the associated form. Click the Element link to sort the screen alphabetically by element name.

• From the Configure Loan Form or Configure Copy Form screen, you may choose to:

  • Set the display sequence for form fields (see Setting the Display Sequence for details)

  • Add “optional” fields to the form (see Configuring “Optional” Fields for details)

  • Assign local labels to selected fields (see Assigning Local Labels for details)

  • Configure selected fields as “mandatory” (see Designating “Mandatory” Fields for details)

 

 

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