SHARE it logo

 

ILL ADMINISTRATION

Chapter 6. THE PARTICIPANT RECORD

   

 

Managing Patron’s Payment Options

The Participant Record function allows Patron’s Payment Options (cash, check, credit card, will not pay, etc.) for materials supplied through interlibrary loan to be specified for a participant library. Once defined, patrons may select one of the payment options included in the drop-down menu on each ILL request generated.

NOTE: The Patron’s Payment Options field is shown only when the Show Patron Willingness To Pay Message option has been set to Yes.

To add a payment option:

  1. Use the left mouse button to place the cursor in the Patron’s Payment Options list at the position you wish to add the payment option. If the Patron’s Payment Options list is currently empty, the cursor is placed at the top position in the list.
  2. Enter a description of the payment option.

    NOTE: You may use any description you wish for a payment option. The payment option description can be alphanumeric, upper- and lower-case, and can include spaces. The payment option description cannot exceed 50 characters, including spaces. If you enter more than 50 characters, text will be truncated to 50 characters when saved.

To edit a payment option:

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

To delete selected payment options from the list:

NOTE: If you delete a payment option from the Patron’s Payment Options list, any ILL requests for which the deleted payment option was specified will retain the deleted payment option.

  1. Using the left mouse button, double-click the payment option you wish to delete. The selected payment option is highlighted.
    • To select several contiguous payment options in the Patron’s Payment Options list, double-click and hold the left mouse button, then drag through the list to select the payment options.
  2. Click the right mouse button on the selected payment option(s) to display the Patron’s Payment Options edit menu.
  3. Use the left mouse button to select Delete from the menu.

To delete all payment options from the list:

  1. Click the right mouse button inside the Patron’s Payment Options list to display the Patron’s Payment Options edit menu.
  2. Use the left mouse button to choose Select All from the menu.
  3. Click the right mouse button on the selected payment options to display the Patron’s Payment Options edit menu.
  4. Use the left mouse button to select Delete from the menu.