ILL ADMINISTRATION
Chapter 9. CUSTOMER SUPERUSER
Configuring the Default 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.
Configuration of the “loan” Full Record Display and “copy” Full Record Display is accomplished in a similar manner.
NOTE: The default ILL Request Full Record Displays 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 Loan Full
Record Display or Configure Copy Full Record Display, as desired.
- The Configure Loan Form or Configure Copy Form screen displays, as appropriate.
Configure Loan Full Record Display Screen
- 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 a local label to selected fields (see Assigning Local Labels for details)
- Configure selected fields as “mandatory” (see Designating “Mandatory” Fields for details)
Configure Copy Full Record Display Screen