ILL ADMINISTRATION
Chapter 6. THE PARTICIPANT RECORD
The Participant Record - Overview
The Participant Record function lets you access, view and update Participant Records. Library staff, Library SuperUsers and Regional SuperUsers may view and update the Participant Record for their own library. Customer SuperUsers are able to view and update the Participant Record for any library in their consortium or collective.
Each participant institution is assigned a unique Library Code by Auto-Graphics. A library’s Participant Record contains all the reference information necessary to ensure the proper handling of interlibrary loan activities, including a participant profile, interlibrary loan (ILL) contact information, Preferred Lender List, general lending/ILL policies, operating hours, detailed ILL policy information, and links to related information.
The Participant Record includes a list of lenders to which ILL requests from the participant are submitted. Each entry in the Lender List shows the code assigned by Auto-Graphics for the lending institution. You may add lenders to the list, remove lenders from the list, or edit information for any lender in the list. The Days Requests are Processed field lets you indicate the days of the week when the institution is normally open for business. The Holidays List lets you indicate normal business days on which the institution is closed in observance of a holiday. The system uses this information to calculate need-by dates, due dates, etc. You may also add notes to the Participant Record to indicate any special policies the institution holds with regards to interlibrary loan.
Library staff and patrons may view abbreviated Participant Records (in read-only form) via the Search module, by:
- Searching the Library Information Database
- Clicking a “Holdings” link on a Full Record Display
Library staff may view the complete Participant Record (when logged in under Staff Mode). The information shown to patrons is determined by the Library SuperUser or Customer SuperUser (see Configuring the Patron Display for details).