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ILL ADMINISTRATION

Chapter 6. THE PARTICIPANT RECORD

   

 

Managing Shipping Options

The Participant Record function allows Shipping Options 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.

To add a Shipping Option:

  1. Use the left mouse button to place the cursor in the Shipping Options list at the position you wish to add the option. If the Shipping Options list is currently empty, the cursor is placed at the top position in the list.
  2. Enter a name for the shipping option.

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

    NOTE: If you wish to establish a default shipping option of “None,” enter “None” as the first shipping option in the Shipping Options list.

To edit a Shipping Option:

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

To delete selected Shipping Options from the list:

NOTE: If you delete a shipping option from the Shipping Options list, any ILL requests for which the deleted option was specified will retain the deleted option.

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

To delete all Shipping Options from the list:

1. Click the right mouse button inside the Shipping Options list to display the Shipping 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 shipping options to display the Shipping Options edit menu.

4. Use the left mouse button to select Delete from the menu.