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ILL ADMINISTRATION

INDEX

   

 

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CONTENTS

INDEX


A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

Accessing the Copyright Clearance Center

Adding, Arranging and Deleting Lenders in Lender Lists

Adding Lenders in Lender Lists

Additional ILL Statuses for External ISO Trading Partners

Applying "Custom" Lender Lists to Unfilled/Retry Requests

Arranging Lenders in Lender Lists

Assigning Local Labels - Full Record Displays (Customer SuperUser)

Assigning Local Labels - Full Record Displays (System Administration)

Assigning Local Labels - ILL Request Forms (Customer SuperUser)

Assigning Local Labels - ILL Request Forms (System Administration)

Attaching Files to an ILL Request

B

Batch Holiday Lists, Maintaining

Blank Request Form, Using

Locating ILL Lenders

Bookstraps, Configuring

Bookstraps, Maintaining

Configuring Bookstraps

Deleting ILL Requests from the Bookstraps List

Printing Bookstraps

Bookstraps, Printing

Borrower, Emailing

Borrower Functions - Overview

Borrower’s ILL Status Definitions

Borrower’s Notes, Entering

Borrowing Policies, Entering

Broker Library

Browsing By Patron

Browsing By Title (Borrower)

Browsing By Title (Lender)

C

Calculating the Due Date from the Lending Policy Information

Calculating the Renewal Date from the Lending Policy Information

Changing the Date Shipped

Configuring Bookstraps

Configuring Custom Lender Lists

Configuring Customer-Level ISSI Options

Configuring ILL Request Forms (System Administration)

Assigning Local Labels - ILL Request Forms (System Administration)

Configuring “Optional” Fields - ILL Request Forms (System Administration)

Designating “Mandatory” Fields - ILL Request Forms (System Administration)

ILL Request Form Fields (System Administration)

Setting the Display Sequence - ILL Request Forms (System Administration)

Configuring ILL Request Full Record Displays (System Administration)

Assigning Local Labels - Full Record Displays (System Administration)

Configuring “Optional” Fields - Full Record Displays (System Administration)

Designating “Mandatory” Fields - Full Record Displays (System Administration)

Setting the Display Sequence - Full Record Displays (System Administration)

Configuring Lender Lists

Adding, Arranging and Deleting Lenders in Lender Lists

Configuring the "Default" Lender Lists

Creating, Configuring and Deleting Custom Lender Lists

Understanding Load Leveling Algorithms

Viewing the System Wide Lender List

Configuring Library-Level ISSI Options

Configuring “Optional” Fields - Full Record Displays (Customer SuperUser)

Configuring “Optional” Fields - Full Record Displays (System Administration)

Configuring “Optional” Fields - ILL Request Forms (Customer SuperUser)

Configuring “Optional” Fields - ILL Request Forms (System Administration)

Configuring Patron Request Tracking Text

Configuring Shipping Labels

Configuring Shipping Labels (Customer SuperUser)

Configuring Single Sign-On Functionality

Configuring the Default ILL Request Forms (Customer SuperUser)

Assigning Local Labels - ILL Request Forms (Customer SuperUser)

Configuring “Optional” Fields - ILL Request Forms (Customer SuperUser)

Designating “Mandatory” Fields - ILL Request Forms (Customer SuperUser)

ILL Request Form Fields (Customer SuperUser)

Setting the Display Sequence - ILL Request Forms (Customer SuperUser)

Configuring the Default ILL Request Full Record Displays (Customer SuperUser)

Assigning Local Labels - Full Record Displays (Customer SuperUser)

Configuring “Optional” Fields - Full Record Displays (Customer SuperUser)

Designating “Mandatory” Fields - Full Record Displays (Customer SuperUser)

Setting the Display Sequence - Full Record Displays (Customer SuperUser)

Configuring the "Default" Lender Lists

Configuring the Patron Display

Configuring the Pick List

Configuring the Request Manager

Copies Policies, Entering

Copyright Clearance Center, Accessing

Copyright Compliance, Determining and Tracking

Copyright Compliance Tracking

Accessing the Copyright Clearance Center

Determining and Tracking Copyright Compliance

Receiving a Non-returnable (copy) Copy

Creating Custom Lender Lists

Creating, Configuring and Deleting Custom Lender Lists

"Custom" Lender Lists, Applying to Unfilled/Retry Requests

Custom Lender Lists, Creating, Configuring and Deleting

Customer SuperUser - Overview

Customer-Level ISSI Options, Configuring

D

Data Fields Chart, Participant Record

Using Lookup

Viewing Participant Records

Date Shipped, Changing

"Default" Lender Lists, Configuring

Default ILL Request Forms, Configuring (Customer SuperUser)

Assigning Local Labels - ILL Request Forms (Customer SuperUser)

Configuring “Optional” Fields - ILL Request Forms (Customer SuperUser)

Designating “Mandatory” Fields - ILL Request Forms (Customer SuperUser)

ILL Request Form Fields (Customer SuperUser)

Setting the Display Sequence - ILL Request Forms (Customer SuperUser)

Default ILL Request Full Record Displays, Configuring (Customer SuperUser)

Assigning Local Labels - Full Record Displays (Customer SuperUser)

Configuring “Optional” Fields - Full Record Displays (Customer SuperUser)

Designating “Mandatory” Fields - Full Record Displays (Customer SuperUser)

Setting the Display Sequence - Full Record Displays (Customer SuperUser)

Global Request Search

Default Lender, Processing ILL Requests

Editing the Lender List

Default Lenders, Defining

Default Pickup Location, Setting

Defining Default Lenders

Deleted Libraries, Removing from Preferred Lender Lists

Deleting Custom Lender Lists

Deleting ILL Requests from the Bookstraps List

Deleting ILL Requests from the Shipping Labels List

Deleting Lenders in Lender Lists

Designating “Mandatory” Fields - Full Record Displays (Customer SuperUser)

Designating “Mandatory” Fields - Full Record Displays (System Administration)

Designating “Mandatory” Fields - ILL Request Forms (Customer SuperUser)

Designating “Mandatory” Fields - ILL Request Forms (System Administration)

Determining and Tracking Copyright Compliance

Display Sequence, Setting - Full Record Displays (Customer SuperUser)

Display Sequence, Setting - Full Record Displays (System Administration)

Display Sequence, Setting - ILL Request Forms (Customer SuperUser)

Display Sequence, Setting - ILL Request Forms (System Administration)

Downloading File Attachments

Due Dates, Working with

Calculating the Due Date from the Lending Policy Information

Calculating the Renewal Date from the Lending Policy Information

Using Specific Due Dates in Updating ILL Requests

E

Editing the ILL Lender List

Editing the Lender List

Editing the Lender List, Special Considerations

Email Subject Lines, Staff Notification

Emailing the Borrower

Emailing the Lender

Enhanced NCIP Lookup, Using

Entering Borrower’s Notes

Entering Borrowing Policies

Entering Copies Policies

Entering ILL Acceptance Policies

Entering ILL Policies

Entering Borrowing Policies

Entering Copies Policies

Entering ILL Acceptance Policies

Entering Lending Policies

Entering Shipping Policies

Entering Internal Staff Notes (Borrower)

Entering Internal Staff Note (Lender)

Entering Lending Policies

Entering Shipping Policies

Existing Request, Modifying (Borrower)

Existing Request, Modifying (Lender)

External Trading Partners, Setting Up

Importing a Master Participant Record

Setting Up an ISO Trading Partner

Setting Up Generic Script Messaging

F

Field Codes, Notification

File Attachments, Downloading

Files, Attaching to an ILL Request

Full Record Display (Borrower)

Downloading File Attachments

Editing the ILL Lender List

Emailing the Lender

Entering Borrower’s Notes

Entering Internal Staff Notes

Modifying an Existing Request (Borrower)

Printing the Reference Request

Rebuilding a Lender List

Special Considerations when Editing the Lender List

Viewing and Editing Patron Information

Viewing ILL Request History

Viewing Lenders’ Notes

Viewing the Response to a Reference Request

Full Record Display (Lender)

Attaching Files to an ILL Request

Emailing the Borrower

Entering Internal Staff Notes

Modifying an Existing Request (Lender)

Recalling Loaned Items

Responding to Renewal Requests

Viewing and Modifying the Lender Return Address

Viewing ILL Request History

Working with Lenders’ Notes

G

Generic Script Messaging, Setting Up

H

Handling Unfilled/Cancelled Requests

I

ILL Acceptance Policies, Entering

ILL Admin Menu

ILL Lender List, Editing

ILL Lenders, Locating

ILL Pickup Locations, Managing

ILL Policies, Entering

Entering Copies Policies

Entering ILL Acceptance Policies

Entering Lending Policies

Entering Shipping Policies

ILL Policies, Viewing

ILL Request Barcode Processing

ILL Request Confirmation, Printing

ILL Request Form, Using

ILL Request Form Fields

Setting a Default Pickup Location

Using Enhanced NCIP Lookup

Using Patron Lookup (SHAREit Authentication only)

Using Select a Patron (SHAREit/SIP2 Authentication)

ILL Request Form Fields

ILL Request Form Fields (Customer SuperUser)

ILL Request Form Fields (System Administration)

ILL Request Forms, Configuring (System Administration)

Assigning Local Labels - ILL Request Forms (System Administration)

Configuring “Optional” Fields - ILL Request Forms (System Administration)

Designating “Mandatory” Fields - ILL Request Forms (System Administration)

ILL Request Form Fields (System Administration)

Setting the Display Sequence - ILL Request Forms (System Administration)

ILL Request Full Record Displays, Configuring (System Administration)

Assigning Local Labels - Full Record Displays (System Administration)

Configuring “Optional” Fields - Full Record Displays (System Administration)

Designating “Mandatory” Fields - Full Record Displays (System Administration)

Setting the Display Sequence - Full Record Displays (System Administration)

ILL Request History, Viewing (Borrower)

ILL Request History, Viewing (Lender)

ILL Request Limits

ILL Requests, Deleting from the Bookstraps List

ILL Requests, Deleting from the Shipping Labels List

ILL Status Definitions

Additional ILL Statuses for External ISO Trading Partners

Borrower’s ILL Status Definitions

Changing the Date Shipped

Lender’s ILL Status Definitions

Lender’s Reasons/Conditions for Response

Importing a Master Participant Record

Interlibrary Loan Requests - Overview

Introduction - Overview

ISO Trading Partner, Setting Up

ISSI Options, Configuring Customer-Level

ISSI Options, Configuring Library-Level

 

J

K

L

Lender Functions - Overview

Lender List, Editing

Lender List, Rebuilding

Lender Lists, Configuring

Adding, Arranging and Deleting Lenders in Lender Lists

Configuring the "Default" Lender Lists

Creating, Configuring and Deleting Custom Lender Lists

Understanding Load Leveling Algorithms

Viewing the System Wide Lender List

Lending Policies, Entering

Lender Return Address, Viewing and Modifying

Lenders, Adding

Lenders, Importing into Lender Lists (Lender)

Lender’s ILL Status Definitions

Lenders’ Notes, Working with

Lenders’ Notes, Viewing

Lender’s Reasons/Conditions for Response

Lending Policies, Entering

Library Information, Printing

Library Information, Searching

Printing Library Information

Viewing ILL Policies

Viewing Library Information

Library Information, Viewing

Library-Level ISSI Options, Configuring

Linking to Participant Information

Load Leveling Algorithms, Understanding

Loaned Items, Recalling

Local Labels, Assigning - Full Record Displays (Customer SuperUser)

Local Labels, Assigning - Full Record Displays (System Administration)

Local Labels, Assigning - ILL Request Forms (Customer SuperUser)

Local Labels, Assigning - ILL Request Forms (System Administration)

Locating ILL Lenders

M

Maintaining Batch Holiday Lists

Maintaining Bookstraps

Configuring Bookstraps

Deleting ILL Requests from the Bookstraps List

Printing Bookstraps

Maintaining Participant Records

Configuring Single Sign-On Functionality

Defining Default Lenders

Managing Patron’s Payment Options

Managing ILL Pickup Locations

Managing Shipping Options

Notification Field Codes

Patron Notification Set-up

Staff Notification Email Subject Lines

Staff Notification Set-Up

Updating a Participant Record

Maintaining Shipping Labels

Configuring Shipping Labels

Deleting ILL Requests from the Shipping Labels List

Printing Shipping Labels

Managing ILL Pickup Locations

Managing Patron’s Payment Options

Managing Requests - Overview

Managing Shipping Options

“Mandatory” Fields, Designating - Full Record Displays (Customer SuperUser)

“Mandatory” Fields, Designating - Full Record Displays (System Administration)

“Mandatory” Fields, Designating - ILL Request Forms (Customer SuperUser)

“Mandatory” Fields, Designating - ILL Request Forms (System Administration)

Master Participant Record, Importing

Modifying an Existing Request (Borrower)

Modifying an Existing Request (Lender)

Multi-Copy Requests, Special Considerations

N

NCIP Lookup, Enhanced, Using

Non-returnable (copy) Copy, Receiving

Notification Field Codes

 

O

OpenILL Requests, Processing

Optional Features

“Optional” Fields, Configuring - Full Record Displays (Customer SuperUser)

“Optional” Fields, Configuring - Full Record Displays (System Administration)

“Optional” Fields, Configuring - ILL Request Forms (Customer SuperUser)

“Optional” Fields, Configuring - ILL Request Forms (System Administration)

Organization of the User Guide

Overview

Borrower Functions - Overview

Customer SuperUser - Overview

Interlibrary Loan Requests - Overview

Introduction - Overview

Lender Functions - Overview

Managing Requests - Overview

Shipping Labels and Bookstraps - Overview

System Administration - Overview

The Participant Record - Overview

P

Participant Information, Linking to

Participant Record Data Fields Chart

Using Lookup

Viewing Participant Records

Participant Record - Overview

Participant Record, Updating

Participant Records, Maintaining

Configuring Single Sign-On Functionality

Defining Default Lenders

Managing Patron’s Payment Options

Managing ILL Pickup Locations

Managing Shipping Options

Notification Field Codes

Patron Notification Set-up

Staff Notification Set-Up

Updating a Participant Record

Patron Display, Configuring

Patron Information, Viewing and Editing

Patron Lookup, Using (SHAREit Authentication only)

Patron Notification Set-up

Patron’s Payment Options, Managing

Pickup Location, Setting a Default

Printing Bookstraps

Printing ILL Requests

Printing Library Information

Printing Shipping Labels

Printing the ILL Request Confirmation

Printing the Reference Request

Processing ILL Requests as a Default Lender

Editing the Lender List

Processing OpenILL Requests

Q

R

Rebuilding a Lender List

Recalling Loaned Items

Receiving a Non-returnable (copy) Copy

Reference Request, Printing

Reference Request, Responding to

Reference Request, Viewing the Response

Reference Requests, Working with

Submitting a Reference Request

Renewal Requests, Responding to

Request Manager, Configuring

Request Manager, Using

Sorting Status Browse Lists

Request Number, Searching By (Borrower)

Request Number. Searching By (Lender)

Responding to a Reference Request

Responding to Renewal Requests

S

Searching By Request Number (Borrower)

Searching By Request Number (Lender)

Searching Library Information

Printing Library Information

Viewing ILL Policies

Viewing Library Information

Select a Patron, Using (SHAREit/SIP2 Authentication)

Sending Unfilled/Retry Requests to Default Lenders

Sending Unfilled/Retry Requests to ISSI Lenders

Setting a Default Pickup Location

Setting the Display Sequence - Full Record Displays (Customer SuperUser)

Setting the Display Sequence - Full Record Displays (System Administration)

Setting the Display Sequence - ILL Request Forms (Customer SuperUser)

Setting the Display Sequence - ILL Request Forms (System Administration)

Setting Up an ISO Trading Partner

Setting Up External Trading Partners

Importing a Master Participant Record

Setting Up an ISO Trading Partner

Setting Up Generic Script Messaging

Setting Up Generic Script Messaging

Shipping Labels, Configuring

Shipping Labels, Configuring (Customer SuperUser)

Shipping Labels, Maintaining

Configuring Shipping Labels

Deleting ILL Requests from the Shipping Labels List

Printing Shipping Labels

Shipping Labels, Printing

Shipping Labels and Bookstraps - Overview

Shipping Options, Managing

Shipping Policies, Entering

Single Sign-On Functionality, Configuring

Sorting Status Browse Lists

Special Considerations for Multi-Copy Requests

Special Considerations when Editing the Lender List

Staff Functions Menu

Staff Notification Email Subject Lines

Staff Notification Set-Up

Status Definitions, ILL

Additional ILL Statuses for External ISO Trading Partners

Borrower’s ILL Status Definitions

Changing the Date Shipped

Lender’s ILL Status Definitions

Lender’s Reasons/Conditions for Response

Submitting a 3rd Party ILL Request

System Administration - Overview

System Wide Lender List, Viewing

System Wide Record, Viewing and Editing

Configuring the System Wide Lender List

T

The Participant Record - Overview

Third Party ILL Request, Submitting

Trading Partner Status, Updating

Updating Borrower’s Status

Updating Lender’s Status

U

Understanding Load Leveling Algorithms

Unfilled/Retry Requests, Applying "Custom" Lender Lists to

Unfilled/Retry Requests, Sending to Default Lenders

Unfilled/Retry Requests, Sending to ISSI Lenders

Unfilled/Cancelled Requests, Handling

Updating a Participant Record

Updating Borrower’s Status

Updating ILL Requests

Updating Lender’s Status

Updating Trading Partner Status

Updating Borrower’s Status

Updating Lender’s Status

User Guide, Organization of

Using Enhanced NCIP Lookup

Using Patron Lookup (SHAREit Authentication only)

Using Select a Patron (SHAREit/SIP2 Authentication)

Using Specific Due Dates in Updating ILL Requests

Using the Blank Request Form

Locating ILL Lenders

Using the ILL Request Form

ILL Request Form Fields

Setting a Default Pickup Location

Using Enhanced NCIP Lookup

Using Patron Lookup (SHAREit Authentication only)

Using Select a Patron (SHAREit/SIP2 Authentication)

Using the Request Manager

Sorting Status Browse Lists

V

Viewing and Editing Patron Information

Viewing and Editing the System Wide Record

Configuring the System Wide Lender List

Viewing and Modifying the Lender Return Address

Viewing ILL Policies

Viewing ILL Request History (Borrower)

Viewing ILL Request History (Lender)

Viewing Lenders’ Notes

Viewing Library Information

Viewing the System Wide Lender List

W

Working with Due Dates

Calculating the Due Date from the Lending Policy Information

Calculating the Renewal Date from the Lending Policy Information

Using Specific Due Dates in Updating ILL Requests

Working with Lenders’ Notes

Working with Reference Requests

Submitting a Reference Request

X

Y

Z

 

 


<PREV

CONTENTS

INDEX