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ILL ADMINISTRATION

Chapter 6. THE PARTICIPANT RECORD

   

 

Staff Notification Set-Up

The Staff Notification Set-Up section of the Maintain Participant Record screen lets you configure preferences for receiving emails for ILL requests processed as a borrower or as a lender. Each email text field in the Staff Notification Set-up section of the Maintain Participant Record screen is configured with default text and includes field codes for content that is extracted by the system from the ILL request for which the notification is generated. This text can be customized as desired. See Notification Field Codes for a full list of available field codes. The subject lines for staff notification emails (see Staff Notification Email Subject Lines for details) are supplied by the system, and cannot be edited.

To configure email preference:

  1. Use the Borrower emails options to configure email preferences for ILL requests processed as a borrower:
    • Enter the e-mail address(es) to which ILL notifications should be sent in the Email notification address text box.
      • When entering multiple email addresses, separate the addresses with a semicolon. Do not include spaces.
    • Use the checkboxes to select the status values for which you wish to receive email notification as a borrower.

      NOTE: Email notification will be sent each time an ILL request transitions to a selected status.

      • A checkmark checkmark indicates email notification will be sent each time an ILL request transitions to the associated status.
      • An empty checkbox checkbox indicates email notification will not be sent when ILL requests transition to the associated status.
      • Clicking a checkbox repeatedly will toggle it on and off.
  2. Use the Lender emails options to configure email preferences for ILL requests processed as a lender:
    • Enter the e-mail address(es) to which ILL notifications should be sent in the Email notification address text box.
      • When entering multiple email addresses, separate the addresses with a semicolon. Do not include spaces.
    • Use the checkboxes to select the status values for which you wish to receive email notification as a borrower.

      NOTE: Email notification will be sent each time an ILL request transitions to a selected status.

      • A checkmark checkmark indicates email notification will be sent each time an ILL request transitions to the associated status.
      • An empty checkbox checkbox indicates email notification will not be sent when ILL requests transition to the associated status.
      • Clicking a checkbox repeatedly will toggle it on and off.