ILL ADMINISTRATION
Chapter 7. SYSTEM ADMINISTRATION
Configuring “Optional” Fields
The ILL request forms can include a combination of “system required” and “optional” fields (elements). “System required” elements are indicated by the notation “Sys Dflt” (in the Include column of the ILL Admin Request Form field) or “Sys Req” (in the Include on (Staff/Patron) Form column of the STAFF Form and PATRON Form fields). These elements cannot be excluded from the form. “Optional” elements are indicated by a checkbox in the Include column of the ILL Admin Request Form field and in the in the Include on (Staff/Patron) Form column of the STAFF Form and PATRON Form fields. These elements may be selectively included in or excluded from the request form.
To configure “optional” fields for the ILL Admin Request Form:
- Use the Include checkboxes to include an “optional” element in the form or
exclude an optional element from the form.
- A checkmark indicates the element will be included in the form.
- An empty checkbox indicates the element will be excluded from the form.
- Clicking a checkbox repeatedly will toggle it on and off.
- When all “optional” elements have been configured as desired, click the
Submit button to save your changes.
If you de-select a previously selected “optional” element, the Sequence # for the element is deleted automatically.
To configure “optional” fields for the STAFF Form or PATRON Form:
- Use the Include on Staff Form or Include on Patron Form checkboxes to
include an “optional” element in the form or exclude an optional element from
the form.
- A checkmark indicates the element will be included in the form.
- An empty checkbox indicates the element will be excluded from the form.
- Clicking a checkbox repeatedly will toggle it on and off.
- When all “optional” elements have been configured as desired, click the
Submit button to save your changes.
If you de-select a previously selected “optional” element, the Sequence on Staff Form# / Sequence on Patron Form for the element is deleted automatically and the Mandatory on Staff Form / Mandatory on Patron Form checkbox (as applicable) is cleared when your changes are submitted.