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ILL ADMINISTRATION

Chapter 7. SYSTEM ADMINISTRATION

   

 

Configuring Lender Lists

The Configure Lender Lists function lets you view the System Wide Lender List, maintain the “default” (Preferred, Non-Returnable, Blocked Lenders and Network) Lender Lists for your library, and create "custom" Lender Lists for your library that can be selectively applied to Unfilled or Retry requests (see Applying “Custom” Lender Lists to Unfilled/Retry Requests for details).

NOTE: If you have NOT been granted the Change own library permission (see the User Administration User Guide for details), Lender Lists are shown in “read only” format. You CANNOT configure Lender Lists.

To access Configure Lender Lists:

  1. From the ILL Admin menu, select Configuration – Configure Lender Lists.
    • The Configure Lender Lists screen displays. The screen is configured as a “two-pane” display.

Configure Lender Lists Screen

Configure Lender Lists Screen

  • The left pane contains the Lender Lists menu, which shows a listing “default” Lender Lists and Custom Lists.
  • The right pane shows the Configure Lender List screen for currently selected Lender List (the Preferred Lender List is initially selected by default).
  1. To locate a lender list in the Lender Lists menu:
    • Enter your search term (the name of the Lender List you wish to locate) in the Search Lender Lists field.
      • You may enter a complete or partial word as your search term.
      • You may enter one or more words as your search term.

        NOTE: The system reads your search term as a string of characters (rather than as separate words), reading each character from left to right. When entering multiple words as you search term, enter the words in the order in which they appear in the Lender List name.

      • The Lender Lists menu refreshes as you type to display only those Lender List names that contain your search term.
    • Click the X in the Search Lender Lists field to delete the text from the field and return to the full Lender Lists menu.
  2. Select the Lender List you wish to view and/or configure from the Lender Lists menu.
  3. When all desired changes have been made, click the Save button to save your changes.
    • If you try to exit the page without saving your changes, an advisory dialog displays the message “You have unsaved changes. Do you want to continue?”
      • Click the Cancel button to close the advisory dialog, then click the Save button to save your changes. (Click the Ok button to close the advisory dialog and discard your changes.)