ILL ADMINISTRATION
Chapter 9. CUSTOMER SUPERUSER
Configuring the Default ILL Request Forms
When accessing ILL Administration as a Customer SuperUser, the Configure Request Forms function lets you establish the default ILL Request Form and Blank Request Form content and arrangement for Returnable (staff), Non-Returnable (staff), Returnable (patron) and Non-Returnable (patron) requests.
NOTE: The default ILL Request Forms are applied to new libraries and to libraries that have not locally modified the request forms. Once changes to the request forms have been made at the library level (to field names and/or display order), subsequent changes to the default request forms in these areas will not be reflected locally. Changes to available fields will continue to be reflected at the local level.
-
From
the ILL Admin menu (see
The ILL Admin Menu
for details), select Configure Request Forms.
- The Configure Request Forms screen displays.
Configure Request Forms Screen
- Use the Allow patron/guests to change request type checkbox to
establish whether or not library guests/patrons can change the request type
once the request form has been displayed.
NOTE: When Request this Item is selected from a Brief Browse List or Full Record Display, the system determines the appropriate request type, Returnable (loan) or Non-Returnable (copy), based on the item being requested, and displays the associated request form. By default, the request type for the Blank Request Form is Returnable (loan).
- A checkmark
indicates
that guests/patrons can change the request type. - An empty checkbox
indicates
that guests/patrons cannot change the request type. - Clicking the checkbox repeatedly will toggle it on and off.
- A checkmark
- Click the tab for the request form you wish to configure; Returnable (staff), Non-Returnable (staff), Returnable (patron) or Non-Returnable (patron).
- The Configure Request Forms screen lists all fields currently
included in the respective ILL request form in the order in which they appear
on the form, and provides the following information for each field:
NOTE: Fields that are currently inactive (not included in the form) are listed in the Inactive Fields menu.
- The default name of the data field. Local labels may be applied to certain fields.
- An illustration of how the field will appear on the form (as a text box, drop-down menu, etc.).
- Checkboxes that allow “optional” fields included in the form to be configured as “mandatory” and/or required fields.
To configure ILL Request Forms:
- From the Configure Request Forms 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 a local label to selected fields (see Assigning Local Labels for details)
- Configure selected fields as “required” or “mandatory” (see Designating “Mandatory” Fields for details)