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ILL ADMINISTRATION

Chapter 7. SYSTEM ADMINISTRATION

   

 

Configuring the “Default” Lender Lists

To configure the Preferred Lender List:

  1. On the Configure Lender Lists screen (see Configuring Lender Lists for details), select Preferred from the Lender List menu.
    • The Configure Lender List screen refreshes to display the currently defined values for the Preferred Lender List.

Preferred Lender List Screen

Preferred Lender List Screen

  1. Select the desired load-leveling algorithm for the Lender List from the Algorithm menu, Ordered or Random (see Understanding Load Leveling Algorithms for details).
  2. Use the Continue to System Wide checkbox to specify whether or not requests that have been sent to all appropriate lenders in the Preferred Lender List and remain unfilled should be automatically forwarded to the appropriate lenders in the System Wide Lender List:
    • A checkmark checkmark indicates that requests meeting the specified criteria will be automatically forwarded to the appropriate lenders in the System Wide Lender List.
    • An empty checkbox checkbox indicates that requests meeting the specified criteria will not be automatically forwarded to the appropriate lenders in the System Wide Lender List.
    • Clicking the checkbox repeatedly will toggle it on and off.
  3. Use the Continue to Default Lenders checkbox to specify whether or not requests that have been sent to all appropriate lenders in the Preferred Lender List (and System Wide Lender List if configured in step 3) and remain unfilled should be automatically forwarded to the Default Lenders specified for your library:

    NOTE: For libraries participating in the Inter-System Sharing Initiative (ISSI), the default value for the Continue to Default Lenders checkbox is “unselected.” For libraries not participating in ISSI, the default value for the Continue to Default Lenders checkbox is “selected.”

    • A checkmark checkmark indicates that requests meeting the specified criteria will be automatically forwarded to the Default Lenders specified for your library.
    • An empty checkbox checkbox indicates that requests meeting the specified criteria will not be automatically forwarded to the Default Lenders specified for your library.
    • Clicking the checkbox repeatedly will toggle it on and off.
  4. Use the Primary Default Lender and Secondary Default Lender menus to specify the primary and/or secondary Default Lender(s) for your library.
    • The Primary Default Lender and Secondary Default Lender menus list all Default Lenders defined for your SHAREit system.
      • If you do not wish to designate a primary and/or secondary Default Lender for your library, select No Default from the Primary Default Lender and/or Secondary Default Lender menu, as appropriate.
  5. Add, arrange and/or deleted lenders in the Lenders list as desired (see Adding, Arranging and Deleting Lenders in Lender Lists for details).
  6. When all desired changes have been made, click the Save button to save your changes.

To configure the Non-Returnable Lender List:

The default Non-Returnable Lender List is initially based on the Preferred Lender List and System Wide Lender List until customized. You can add, arrange and delete lenders as desired. You can also revert a modified list to its default values.

  1. On the Configure Lender Lists screen (see Configuring Lender Lists for details), select the Lender List you wish to configure from the Lender List menu.
    • The Configure Lender List screen refreshes to display the currently defined values for the selected Lender List.

Non-Returnable Lender List Screen

Non-Returnable Lender List Screen

  1. Select the desired load-leveling algorithm for the Lender List from the Algorithm menu, Ordered or Random (see Understanding Load Leveling Algorithms for details).
  2. Add, arrange and/or delete lenders in the Lenders list as desired (see Adding, Arranging and Deleting Lenders in Lender Lists for details).
  3. When all desired changes have been made, click the Save button to save your changes.
    • If you are making changes to the default Non-Returnable Lender List, a confirmation dialog displays the message “This list will no longer be based off of the Preferred and System lists. Are you sure you want to edit this list?”
    • Click the Continue button to save your changes. (Click the Cancel button to discard your changes and retain the default Non-Returnable Lender List.)
  4. To revert a customized Non-Returnable Lender List to its default values:
    • Click the Menu icon menu icon at the top of the screen, and select Revert.
      • A confirmation dialog displays the message “Reverting the list will change it to use the Preferred and System lists.”
    • Click the Continue button to revert the Non-Returnable Lender List to its default values. (Click the Cancel button to retain the customized Non-Returnable Lender List.)
      • The message “Non-Returnable List reverted” shows briefly at the bottom of the screen.

To configure the Blocked Lenders and/or Network Lender Lists:

  1. On the Configure Lender Lists screen (see Configuring Lender Lists for details), select the Lender List you wish to configure from the Lender List menu.
    • The Configure Lender List screen refreshes to display the currently defined values for the selected Lender List.

Blocked Lenders List Screen

Blocked Lenders List Screen

  1. Select the desired load-leveling algorithm for the Lender List from the Algorithm menu, Ordered or Random (see Understanding Load Leveling Algorithms for details).
  2. Add, arrange and/or delete lenders in the Lenders list as desired (see Adding, Arranging and Deleting Lenders in Lender Lists for details).
  3. When all desired changes have been made, click the Save button to save your changes.