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ILL ADMINISTRATION

Chapter 6. THE PARTICIPANT RECORD

   

 

Managing ILL Pickup Locations

The Participant Record function allows ILL Pickup Locations to be specified for a participant library. Once defined, patrons may select one of the pickup locations included in the drop-down menu on each ILL request generated.

NOTE: If the ILL Request Form and/or Blank Request Form for your library are configured to include the Pickup Location Options menu (see Configuring ILL Request Forms or Configuring the Default ILL Request Forms for details), you MUST include at least one pickup location in the ILL Pickup Locations list in the Participant Record for your library or the Pickup Location Options menu WILL NOT display on the request form(s).

To add an ILL Pickup Location:

  1. Use the left mouse button to place the cursor in the ILL Pickup Locations list at the position you wish to add the location. If the ILL Pickup Locations list is currently empty, the cursor is placed at the top position in the list.
  2. Enter a name for the pickup location.

    NOTE: You may use any name you wish for a pickup location. The pickup location name can be alphanumeric, upper- and lower-case, and can include spaces. The pickup location name cannot exceed 50 characters, including spaces.

    NOTE: If you wish to establish a default pickup location of “None,” enter “None” as the first pickup location in the Pickup Locations list.

To edit an ILL Pickup Location:

  1. Place the cursor within the pickup location name you wish to edit.
  2. Using the left- and right-arrows, <Backspace> and <Delete> keys, make the desired changes.

To delete selected ILL Pickup Locations from the list:

NOTE: If you delete an ILL Pickup Location from the ILL Pickup Locations list, any ILL requests for which the deleted location was specified will retain the deleted location.

  1. Using the left mouse button, double-click the name of the pickup location you wish to delete. The selected pickup location is highlighted.
    • To select several contiguous names in the ILL Pickup Locations list, double-click and hold the left mouse button, then drag through the list to select the pickup location.
  2. Click the right mouse button on the selected pickup location(s) to display the ILL Pickup Locations edit menu.
  3. Use the left mouse button to select Delete from the menu.

To delete all Pickup Locations from the list:

  1. Click the right mouse button inside the ILL Pickup Locations list to display the ILL Pickup Locations edit menu.
  2. Use the left mouse button to choose Select All from the menu. 
  3. Click the right mouse button on the selected pickup locations to display the ILL Pickup Locations edit menu.
  4. Use the left mouse button to select Delete from the menu.