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ILL ADMINISTRATION

Chapter 6. THE PARTICIPANT RECORD

   

 


Defining Default Lenders

The Preferred Lender List (see Configuring Lender Lists for details) allows libraries to specify two default lenders selected from a list of available default lenders.

Default lenders are able to assume the role of the borrowing library in modifying an ILL request. Default lenders perform additional searching and verification for requests that have not been verified or located by the borrowing library. Default lenders (such as a library system headquarters or the state library) have additional tools and resources not available to the borrower. One or two default lenders may be configured. Use of two default lenders permits the first default lender to send requests to the secondary default lender for even more in-depth verification.

When specified, the default lenders (along with Days to Respond taken from the associated Participant Record) are appended to the end of the Lender List for all ILL requests generated within SHAREit. Customer SuperUsers define the available default lenders for their consortium.

When a library is designated as a default lender, keep the following in mind:

To define a default lender:

  1. Use the Lookup function to access the Participant Record for the library you wish to designate as a default lender (see Using Lookup for details).
  2. Select the Is this library a default lender? - Yes radio button.

    NOTE: The Is this library a default lender radio buttons are available to Customer SuperUsers only.

  3. Click the Submit button to submit your changes to the Participant Record.
    • A confirmation dialog displays the message “Are you sure you want to make changes to the participant record for library code (library code)?”
  4. Click the OK button to save your changes to the Participant Record. (Click the Cancel button to cancel the operation and leave the Participant Record unchanged.)
    • The message “Successfully updated Participant record!” displays at the top of the screen.