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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 format (material type). When a given user type is prohibited from submitting ILL borrow requests for a specified format, display of the Request This Item button is suppressed on Brief Browse Lists and Full Record Display for items of the associated format.

To enter borrowing policies:

  1. 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

Borrowing Policy Screen

  1. Use the Guest, Patron and Staff menus for each Format (material type) to indicate if the associated user type can submit ILL borrow requests for items of the associated Format.
    • Select Yes if the associated user type can submit ILL borrow requests for items of the associated Format.
    • Select No if the associated user type cannot submit ILL borrow requests for items of the associated Format.
    • The default selection for the Guest, Patron and Staff menus is Yes.
  2. 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 “Borrowing Policy Saved” shows briefly at the bottom of the screen.
  3. Click the Cancel button to close the Lending Policy screen and return to the Staff Dashboard, or, click the Close close button button to close the Lending Policy screen and return to the “Home” Page.

To print borrowing policies: