ILL ADMINISTRATION
CONTENTS
CHAPTER 1. INTRODUCTION
Organization of the User Guide
CHAPTER 2. INTERLIBRARY LOAN REQUESTS
Using Patron Lookup (SHAREit Authentication only)
Using Select a Patron (SHAREit/SIP2 Authentication)
Setting a Default Pickup Location
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
Borrower’s ILL Status Definitions
Lender’s ILL Status Definitions
Additional ILL Statuses for External ISO Trading Partners
Lender’s Reasons/Conditions for Response
Updating Trading Partner Status
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
CHAPTER 4. BORROWER FUNCTIONS
Special Considerations when Editing the Lender List
Viewing and Editing Patron Information
Viewing the Response to a Reference Request
Printing the Reference Request
Handling Unfilled/Cancelled Requests
Sending Unfilled/Retry Requests to ISSI Lenders
Determining and Tracking Copyright Compliance
Receiving a Non-returnable (copy) Copy
Accessing the Copyright Clearance Center
CHAPTER 5. LENDER FUNCTIONS
Viewing and Modifying the Lender Return Address
Responding to Renewal Requests
Attaching Files to an ILL Request
Responding to a Reference Request
Processing ILL Requests as a Default Lender
CHAPTER 6. THE PARTICIPANT RECORD
Participant Record Data Fields Chart
Maintaining Participant Records
Importing Lenders into Lender Lists
Managing Patron’s Payment Options
Staff Notification Email Subject Lines
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 Acceptance Policies
Configuring the Patron Display
Linking to Participant Information
CHAPTER 7. SYSTEM ADMINISTRATION
Designating “Mandatory” Fields
Configuring ILL Request Full Record Displays
Designating “Mandatory” Fields
Configuring Patron Request Tracking Text
Configuring Library-Level ISSI Options
CHAPTER 8. SHIPPING LABELS AND BOOKSTRAPS
Deleting ILL Requests from the Shipping Labels List
Deleting ILL Requests from the Bookstraps List
ILL Request Barcode Processing
CHAPTER 9. CUSTOMER SUPERUSER
Configuring the Default ILL Request Forms
Designating “Mandatory” Fields
Configuring the Default ILL Request Full Record Displays
Designating “Mandatory” Fields
Viewing and Editing the System Wide Record
Understanding Load Leveling Algorithms
Removing Deleted Libraries from Preferred Lender Lists
Configuring the Request Manager
Maintaining Batch Holiday Lists
Configuring Customer-Level ISSI Options