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ILL ADMINISTRATION

CONTENTS

   

 


CHAPTER 1. INTRODUCTION

Overview

The Staff Functions Menu

The ILL Admin Menu

Organization of the User Guide

Optional Features

CHAPTER 2. INTERLIBRARY LOAN REQUESTS

Overview

Using the ILL Request Form

ILL Request Form Fields

Using Patron Lookup (SHAREit Authentication only)

Using Select a Patron (SHAREit/SIP2 Authentication)

Using Enhanced NCIP Lookup

Setting a Default Pickup Location

Using the Blank Request Form

Locating ILL Lenders

Special Considerations for Multi-Copy Requests

Printing the ILL Request Confirmation

Submitting a 3rd Party ILL Request

Working with Reference Requests

Submitting a Reference Request

CHAPTER 3. MANAGING REQUESTS

Overview

Using the Request Manager

Sorting Status Browse Lists

Updating ILL Requests

ILL Status Definitions

Borrower’s ILL Status Definitions

Lender’s ILL Status Definitions

Changing the Date Shipped

Additional ILL Statuses for External ISO Trading Partners

Lender’s Reasons/Conditions for Response

Processing OpenILL Requests

Updating Trading Partner Status

Updating Lender’s Status

Updating Borrower’s Status

Working with Due Dates

Calculating the Due Date from the Lending Policy Information

Calculating the Renewal Date from the Lending Policy Information

Using Specific Due Dates in Updating ILL Requests

Printing ILL Requests

CHAPTER 4. BORROWER FUNCTIONS

Overview

Browsing By Title

Browsing By Patron

Searching By Request Number

Full Record Display

Modifying an Existing Request

Emailing the Lender

Editing the ILL Lender List

Rebuilding a Lender List

Special Considerations when Editing the Lender List

Viewing ILL Request History

Viewing Lenders’ Notes

Entering Borrower’s Notes

Entering Internal Staff Notes

Viewing and Editing Patron Information

Viewing the Response to a Reference Request

Printing the Reference Request

Downloading File Attachments

Handling Unfilled/Cancelled Requests

Sending Unfilled/Retry Requests to ISSI Lenders

Applying "Custom" Lender Lists to Unfilled/Retry Requests

Sending Unfilled/Retry Requests to Default Lenders

Copyright Compliance Tracking

Determining and Tracking Copyright Compliance

Receiving a Non-returnable (copy) Copy

Accessing the Copyright Clearance Center

ILL Request Limits

CHAPTER 5. LENDER FUNCTIONS

Overview

Browsing By Title

Searching By Request Number

Full Record Display

Modifying an Existing Request

Emailing the Borrower

Working with Lenders’ Notes

Entering Internal Staff Notes

Viewing ILL Request History

Viewing and Modifying the Lender Return Address

Recalling Loaned Items

Responding to Renewal Requests

Attaching Files to an ILL Request

Responding to a Reference Request

Processing ILL Requests as a Default Lender

Editing the Lender List

Broker Library

CHAPTER 6. THE PARTICIPANT RECORD

Overview

Participant Record Data Fields Chart

Viewing Participant Records

Using Lookup

Maintaining Participant Records

Updating a Participant Record

Managing Patron’s Payment Options

Managing ILL Pickup Locations

Managing Shipping Options

Patron Notification Set-up

Staff Notification Set-Up

Notification Field Codes

Staff Notification Email Subject Lines

Defining Default Lenders

Configuring Single Sign-On Functionality

Setting Up External Trading Partners

Importing a Master Participant Record

Setting Up an ISO Trading Partner

Setting Up Generic Script Messaging

Entering ILL Policies

Entering Lending Policies

Entering Borrowing Policies

Entering Shipping Policies

Entering ILL Acceptance Policies

Entering Copies Policies

Configuring the Patron Display

Linking to Participant Information

CHAPTER 7. SYSTEM ADMINISTRATION

Overview

Configuring Lender Lists

Viewing the System Wide Lender List

Configuring the "Default" Lender Lists

Creating, Configuring and Deleting Custom Lender Lists

Adding, Arranging and Deleting Lenders in Lender Lists

Understanding Load Leveling Algorithms

Configuring ILL Request Forms

ILL Request Form Fields

Setting the Display Sequence

Configuring “Optional” Fields

Assigning Local Labels

Designating “Mandatory” Fields

Configuring ILL Request Full Record Displays

Setting the Display Sequence

Configuring “Optional” Fields

Assigning Local Labels

Designating “Mandatory” Fields

Configuring Patron Request Tracking Text

Searching Library Information

Viewing Library Information

Viewing ILL Policies

Printing Library Information

Configuring the Pick List

Configuring Library-Level ISSI Options

CHAPTER 8. SHIPPING LABELS AND BOOKSTRAPS

Overview

Maintaining Shipping Labels

Printing Shipping Labels

Deleting ILL Requests from the Shipping Labels List

Configuring Shipping Labels

Maintaining Bookstraps

Printing Bookstraps

Deleting ILL Requests from the Bookstraps List

Configuring Bookstraps

ILL Request Barcode Processing

CHAPTER 9. CUSTOMER SUPERUSER

Overview

Configuring the Default ILL Request Forms

ILL Request Form Fields

Setting the Display Sequence

Configuring “Optional” Fields

Assigning Local Labels

Designating “Mandatory” Fields

Configuring the Default ILL Request Full Record Displays

Setting the Display Sequence

Configuring “Optional” Fields

Assigning Local Labels

Designating “Mandatory” Fields

Viewing and Editing the System Wide Record

Configuring the System Wide Lender List

Configuring Shipping Labels

Configuring the Request Manager

Global Request Search

Maintaining Batch Holiday Lists

Configuring Customer-Level ISSI Options