ILL ADMINISTRATION
Chapter 6. THE PARTICIPANT RECORD
Defining Default Lenders
The Maintain Participant Record form has been enhanced to allow libraries to specify two 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 AGent. You can define the default lenders for your consortium.
When a library is designated as a default lender, keep the following in mind:
- A library with a collection (and library code for that collection) may serve as a default lender. In this case, a second library code must be assigned to the library for the default lender functionality. Please contact Auto-Graphics to assign a separate library code for the default lender.
- The Preferred Lender List for the library is not displayed in the Participant Record.
- The Preferred Lender List, Primary Default Lender and Secondary Default Lender fields are removed from the Participant Record for the library designated as a default lender.
- The library code for the library designated as a default lender is removed from the System Wide List in the System Wide Record.
- The library code for the library designated as a default lender is removed from the Preferred Lender List in all Participant Records for your consortium.
To define a default lender:
- On the Maintain Participant Record screen, enter or edit the code assigned by Auto-Graphics for the library you wish to designate as a default lender in the Library Code text box. The Library Code text box initially contains the code for the library under which you logged in.
- Access the record for the participant:
- Click the Search button.
- If a record does not exist for the library, the message “Participant record not found.” displays at the top of the screen.
- If a record does exist for the library, the Participant Record for the selected library displays.
- 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.
- Click the Update button to submit your changes to the Participant Record.
- The message “Successfully updated Participant record!” displays at the top of the screen.