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ILL ADMINISTRATION

Chapter 9. CUSTOMER SUPERUSER

   

 

Editing the System Wide List

The System Wide List should contain all the ILL participant libraries registered as potential lenders for your SHAREit system. If used, libraries should be entered in the list in descending order of preference. Customer SuperUsers can:

NOTE: If you enter an invalid code in the System Wide List (a code with a typographical error or a code for a non-ILL participant), the message “The following library codes are not ILL participants and have not been added to the system wide list: (invalid codes list)” displays at the top of the screen when you update the Participant Record, and the invalid codes are removed from the list.

To add a library to the System Wide List:

  1. On the System Wide Record screen, place the cursor in the System Wide List at the position you wish to insert the new Library Code.
  2. Type the Library Code assigned by Auto-Graphics for the library you wish to add, then press the <Enter> key.
  3. Click the Submit button to save changes to the System Wide Record. (Click the Reset button before updating to leave the System Wide Record unchanged.)
    • The screen refreshes and displays the message “The system wide record has been successfully updated.”
  4. To add additional Library Codes, repeat steps 1 through 3, above.

    NOTE: If you enter an invalid code in the System Wide List, the invalid code will not be saved in the System Wide List when you submit your changes.

    • If an added lender is already entered in the System Wide List, the second occurrence of the lender is removed when you submit your changes.

To edit a library name in the System Wide List:

  1. On the System Wide Record screen, place the cursor within the Library Code you wish to edit.
  2. Using the left- and right-arrows, <Backspace> and <Delete> keys, make the desired changes to the Library Code.
  3. Click the Submit button to save changes to the System Wide Record. (Click the Reset button before updating to leave the System Wide Record unchanged.)
    • The screen refreshes and displays the message “The system wide record has been successfully updated.”
  4. To edit additional libraries, repeat steps 1 through 3, above.

    NOTE: If you enter an invalid code in the System Wide List, the invalid code will not be saved in the System Wide List when you submit your changes.

    • If an edited lender is already entered in the System Wide List, the second occurrence of the lender is removed from the list when you submit your changes.

To delete selected libraries from the System Wide List:

NOTE: The System Wide Record screen provides a means for removing deleted libraries from Preferred Lender Lists (in Participant Records) throughout the system (see Removing Deleted Libraries from Preferred Lender Lists for details). To make use of this feature, libraries must be deleted from the System Wide List one at a time. If you choose to delete multiple libraries in a single transaction and wish to remove the deleted libraries from one or more Preferred Lender Lists, the Participant Records must be updated manually on a case-by-case basis.

  1. On the System Wide Record screen, using the left mouse button, double-click the name of the library you wish to delete in the System Wide List; the selected library will be highlighted.
    • To select several contiguous lenders from the System Wide List, double-click and hold the left mouse button, then drag through the list to select the desired lenders.
  2. Click the right mouse button on the selected lenders to display the System Wide List edit menu.
  3. Use the left mouse button to select Delete from the menu.
  4. Click the Submit button to save changes to the System Wide Record. (Click the Reset button before updating to leave the System Wide Record unchanged.)
    • If you selected to delete a single library from the System Wide List, a Manage removal of (deleted library code) from Preferred Lender Lists link is shown. You can remove the deleted library from one or more Preferred Lender Lists, as desired (see Removing Deleted Libraries from Preferred Lender Lists for details).
    • If you selected to delete multiple libraries from the System Wide List, a confirmation dialog displays.

Delete Multiple Libraries Confirmation Dialog

Delete Multiple Libraries Confirmation Dialog

  • To continue with the deletion, click the OK button.

NOTE: If you choose to delete multiple libraries in a single transaction and wish to remove the deleted libraries from one or more Preferred Lender Lists, the Participant Records must be updated manually on a case-by-case basis.

  • To cancel the deletion, click the Cancel button.
  1. To delete additional libraries, repeat steps 1 through 4, above.

To delete all libraries from the System Wide List:

NOTE: The System Wide Record screen provides a means for removing deleted libraries from Preferred Lender Lists (in Participant Records) throughout the system (see Removing Deleted Libraries from Preferred Lender Lists for details). To make use of this feature, libraries must be deleted from the System Wide List one at a time. If you choose to delete multiple libraries in a single transaction and wish to remove the deleted libraries from one or more Preferred Lender Lists, the Participant Records must be updated manually on a case-by-case basis.

  1. On the System Wide Record screen, click the right mouse button inside the System Wide List to display the System Wide List edit menu.
  2. Use the left mouse button to choose Select All from the menu.
  3. Click the right mouse button on the selected lenders to display the System Wide List edit menu.
  4. Use the left mouse button to select Delete from the menu.
  5. Click the Submit button to save changes to the System Wide Record. (Click the Reset button before updating to leave the System Wide Record unchanged.)
    • A confirmation dialog displays.

Delete Multiple Libraries Confirmation Dialog

Delete Multiple Libraries Confirmation Dialog