ILL ADMINISTRATION
Chapter 6. THE PARTICIPANT RECORD
Entering Borrowing Policies
Borrowing policies define whether or not a library allows library guests, patrons and staff user types to submit ILL borrow requests for a given material type. When a given user type is prohibited from submitting ILL borrow requests for a specified material type, display of the Request This Item button is suppressed on Brief Browse Lists and Full Record Display for items of the associated material type.
To enter borrowing policies:
-
Click
the Borrowing button at the top of the Maintain Participant Record
screen (see
Maintaining Participant Records
for details).
- The Borrowing Policy screen displays. The screen shows an alphabetical list of all formats (material types) supported by your library’s SHAREit system.
Borrowing Policy Screen
- Use the Guest, Patrons and Staff user type menus for
each format to indicate if the associated user type can submit ILL borrow
requests for items of the associated format.
- Select Y (for Yes) if the associated user type can submit ILL borrow requests for items of the associated format (material type).
- Select N (for No) if the associated user type cannot submit ILL borrow requests for items of the associated format (material type).
- The default selection for the Guest, Patrons and Staff user type menus is Y.
- When borrowing policies have been specified for all listed formats
(material types), click the Save button to submit your changes to
borrowing policies.
- The message “Success” shows briefly at the top of the screen.
- Click the Cancel button to close the Borrowing Policy screen and return to the Maintain Participant Record screen.
To print borrowing policies:
- Click the Print button on the Borrowing Policy screen.
- A standard Print dialog displays.
- Make the desired selections on the Print dialog, then click the OK or Print button, as applicable. (Click the Cancel button to cancel the print request.)