ILL ADMINISTRATION
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
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
Batch Holiday Lists, Maintaining
Deleting ILL Requests from the Bookstraps List
Borrower’s ILL Status Definitions
Calculating the Due Date from the Lending Policy Information
Calculating the Renewal Date from the Lending Policy Information
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)
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 (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 Request Manager
Copyright Clearance Center, Accessing
Copyright Compliance, Determining and Tracking
Accessing the Copyright Clearance Center
Determining and Tracking Copyright Compliance
Receiving a Non-returnable (copy) Copy
Creating, Configuring and Deleting Custom Lender Lists
"Custom" Lender Lists, Applying to Unfilled/Retry Requests
Custom Lender Lists, Creating, Configuring and Deleting
Customer-Level ISSI Options, Configuring
Data Fields Chart, Participant Record
"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)
Default Lender, Processing ILL Requests
Default Pickup Location, Setting
Deleted Libraries, Removing from Preferred 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)
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
Editing the Lender List, Special Considerations
Email Subject Lines, Staff Notification
Entering ILL Acceptance Policies
Entering ILL Acceptance Policies
Entering Internal Staff Notes (Borrower)
Entering Internal Staff Note (Lender)
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
Files, Attaching to an ILL Request
Full Record Display (Borrower)
Modifying an Existing Request (Borrower)
Printing the Reference Request
Special Considerations when Editing the Lender List
Viewing and Editing Patron Information
Viewing the Response to a Reference Request
Attaching Files to an ILL Request
Modifying an Existing Request (Lender)
Responding to Renewal Requests
Viewing and Modifying the Lender Return Address
Generic Script Messaging, Setting Up
Handling Unfilled/Cancelled Requests
ILL Acceptance Policies, Entering
ILL Pickup Locations, Managing
Entering ILL Acceptance Policies
ILL Request Barcode Processing
ILL Request Confirmation, Printing
Setting a Default Pickup Location
Using Patron Lookup (SHAREit Authentication only)
Using Select a Patron (SHAREit/SIP2 Authentication)
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 Requests, Deleting from the Bookstraps List
ILL Requests, Deleting from the Shipping Labels List
Additional ILL Statuses for External ISO Trading Partners
Borrower’s ILL Status Definitions
Lender’s ILL Status Definitions
Lender’s Reasons/Conditions for Response
Importing a Master Participant Record
Interlibrary Loan Requests - Overview
ISO Trading Partner, Setting Up
ISSI Options, Configuring Customer-Level
ISSI Options, Configuring Library-Level
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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
Lender Return Address, Viewing and Modifying
Lenders, Importing into Lender Lists (Lender)
Lender’s ILL Status Definitions
Lender’s Reasons/Conditions for Response
Library Information, Searching
Library-Level ISSI Options, Configuring
Linking to Participant Information
Load Leveling Algorithms, Understanding
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)
Maintaining Batch Holiday Lists
Deleting ILL Requests from the Bookstraps List
Maintaining Participant Records
Configuring Single Sign-On Functionality
Managing Patron’s Payment Options
Staff Notification Email Subject Lines
Deleting ILL Requests from the Shipping Labels List
Managing Patron’s Payment 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
Non-returnable (copy) Copy, Receiving
“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
Interlibrary Loan Requests - Overview
Shipping Labels and Bookstraps - Overview
System Administration - Overview
The Participant Record - Overview
Participant Information, Linking to
Participant Record Data Fields Chart
Participant Records, Maintaining
Configuring Single Sign-On Functionality
Managing Patron’s Payment Options
Patron Information, Viewing and Editing
Patron Lookup, Using (SHAREit Authentication only)
Patron’s Payment Options, Managing
Pickup Location, Setting a Default
Printing the ILL Request Confirmation
Printing the Reference Request
Processing ILL Requests as a Default Lender
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Receiving a Non-returnable (copy) Copy
Reference Request, Responding to
Reference Request, Viewing the Response
Reference Requests, Working with
Submitting a Reference Request
Renewal Requests, Responding to
Request Number, Searching By (Borrower)
Request Number. Searching By (Lender)
Responding to a Reference Request
Responding to Renewal Requests
Searching By Request Number (Borrower)
Searching By Request Number (Lender)
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 (Customer SuperUser)
Deleting ILL Requests from the Shipping Labels List
Shipping Labels and Bookstraps - Overview
Single Sign-On Functionality, Configuring
Special Considerations for Multi-Copy Requests
Special Considerations when Editing the Lender List
Staff Notification Email Subject Lines
Additional ILL Statuses for External ISO Trading Partners
Borrower’s ILL Status Definitions
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
The Participant Record - Overview
Third Party ILL Request, Submitting
Trading Partner Status, Updating
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 Trading Partner Status
Using Patron Lookup (SHAREit Authentication only)
Using Select a Patron (SHAREit/SIP2 Authentication)
Using Specific Due Dates in Updating ILL Requests
Setting a Default Pickup Location
Using Patron Lookup (SHAREit Authentication only)
Using Select a Patron (SHAREit/SIP2 Authentication)
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 Request History (Borrower)
Viewing ILL Request History (Lender)
Viewing the System Wide Lender List
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 Reference Requests
Submitting a Reference Request
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