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ILL ADMINISTRATION

Chapter 6. THE PARTICIPANT RECORD

   

 

Importing Lenders into Lender Lists

You may import lenders into the Preferred Lender List, Network Lenders list or Blocked Lenders list for the currently selected institution using the System Wide List in the System Wide Record as the source.

To import selected lenders into a lender list:

  1. Using the left mouse button, double-click the name of the library you wish to add from the System Wide lender list. The selected library will be highlighted.
    • To select several contiguous lenders from the 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 lender list edit menu.
  3. Use the left mouse button to select Copy from the menu.
  4. Use the right mouse button to position the cursor in the desired lender list in the position in which you wish to insert the lender(s); the lender list edit menu displays.
  5. Use the left mouse button to select Paste from the menu.
    • If a selected lender is already entered in the lender list, the second occurrence of the lender is removed when the Participant Record is updated.
  6. Repeat steps 1 through 5 to add additional lenders to the lender list.
  7. 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)?”
  8. 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.

To import all lenders into a lender list:

  1. Click the right mouse button inside the System Wide lender list to display the lender 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 lender list edit menu.
  4. Use the left mouse button to select Copy from the menu.
  5. Use the right mouse button to position the cursor in the desired lender list in the position in which you wish to insert the lender(s); the lender list edit menu displays.
  6. Use the left mouse button to select Paste from the menu.
    • If a selected lender is already entered in the lender list, the second occurrence of the lender is removed when the Participant Record is updated.
  7. 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)?”
  8. 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.
    • If a selected lender is already entered in the Participant Lender List, the second occurrence of the lender is removed when the Participant Record is updated.