ILL ADMINISTRATION

Chapter 1. INTRODUCTION

   

 

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The ILL Admin Menu

The ILL Admin menu provides access to features and functions related to administration of interlibrary loan activities for your library.

To access the ILL Admin menu:

1. Click the Staff Dashboard link on any screen in the Search interface.
   • The Staff Dashboard screen displays. The Dashboard displays all staff menus available for your user account.
2. The ILL Admin menu provides access to the following options:

• Request Manager - lets you view in-process ILL requests you have submitted as a borrower or received as a lender, by status category; and provide responses, as appropriate, to the trading partners.
• Borrower - displays a submenu of features and functions for managing and processing ILL requests you have submitted as a borrower.
  • Title Browse - lets you browse a list of all active and completed ILL requests you have submitted as a borrower, by the title of the item requested.
  • Request Number Search - lets you locate the Full Record Display for a specific ILL request you have submitted using the system-assigned Request Number.
  • Global Request Search - lets Customer SuperUsers locate the Full Record Display for a specific ILL request submitted by any library in a consortium or collective using the system-assigned Request Number.

    NOTE: The Global Request Search option is shown in place of Request Number Search for Customer SuperUsers only.

  • Patron Browse - lets you browse a list of all active and completed ILL requests you have submitted as a borrower, by the name of the patron who requested the material.
• Lender - displays a submenu of features and functions for managing and processing ILL requests you have received as a lender.
  • Title Browse - lets you browse a list of all active and completed ILL requests you have received as a lender, by the title of the item requested.
  • Request Number Search - lets you locate the Full Record Display for a specific ILL request you have received using the system-assigned Request Number.
  • Global Request Search - lets Customer SuperUsers locate the Full Record Display for a specific ILL request received by any library in a consortium or collective using the system-assigned Request Number.

    NOTE: The Global Request Search option is shown in place of Request Number Search for Customer SuperUsers only.

• Participant Record - lets you create and maintain a Participant Record for each trading partner in your library’s consortium, containing ILL policies, contact information, etc., necessary to ensure proper handling of interlibrary loan activities.
• Blank Request Form - lets you prepare and submit an interlibrary loan request.
• ALA Form – click to download a blank “fillable” ALA Form in PDF format.
• System Wide Record - lets you establish system-wide defaults for all participant libraries in the consortium.

  NOTE: The System Wide Record option is available to Customer SuperUsers only).

• Print Shipping Labels - lets you review and print shipping labels for ILL items.

  NOTE: The Print Shipping Labels feature is optional, and may not be enabled for all consortia.

• Print Bookstraps - lets you review and print bookstraps for ILL items.

  NOTE: The Print Bookstraps feature is optional, and may not be enabled for all consortia.

• Batch Holiday Lists - lets Customer SuperUsers perform batch updates to the Holiday Lists for multiple selected libraries.

  NOTE: The Batch Holiday Lists option is available to Customer SuperUsers only.

• Search Library Information - lets you view lending policies and reference information for any library within your library’s consortium.
• ILL Request Limits - lets you establish and maintain limits on the number of simultaneous active ILL requests allowed for a given authenticated patron based on Patron Category assignment.

  NOTE: The ILL Request Limits feature is optional, and may not be enabled for all consortia.

• Patron Tracking - lets you configure labels and message content for the Patron Request Tracking feature available to library patrons and guests through the Search module.

  NOTE: The Patron Tracking option is available to Library SuperUsers and Customer SuperUsers only.

• Set Workstation Printer – lets you specify the workstations printer(s) to be used when printing barcodes on an Avery 6464 label for libraries that print adhesive routing labels). See the System Basics User Guide for details.
• Configuration - displays a submenu of features and functions for configuring forms, displays and bookstraps and Inter-System Sharing Initiative (ISSI) parameters for your system:

  NOTE: Configuration options are available to Library SuperUsers and Customer SuperUsers only.

  • Configure Request Manager - lets Customer SuperUsers set the order in which statuses are listed in the Request Manager.

    The Configure Request Manager option is available to Customer SuperUsers only.

  • Configure Bookstraps - lets you select the specific information to be included on printed bookstraps for ILL items.

    NOTE: The Configure Bookstraps feature is optional, and may not be enabled for all consortia.

  • Configure Shipping Label - lets you select the specific information to be included on printed shipping labels for ILL items.

    NOTE: The Configure Shipping Label option is available to Customer SuperUsers and, optionally, to Library SuperUsers.

    NOTE: The Configure Shipping Label feature is optional, and may not be enabled for all consortia.

  • Configure Pick List – lets you select the specific information to be shown for each request in printed Pick Lists, and configure the Pick List function to print either new requests only, or both new and previously printed requests.
  • Configure Request Forms - lets you specify the specific fields to be included in the ILL Request Form and Blank Request Form for borrow requests and copy requests, set the order in which the specified fields are listed, assign local labels to selected fields, and configure selected fields as mandatory.
  • Configure Loan Full Record Display – lets you specify the specific fields to be included in the Full Record Display for borrow requests, set the order in which the specified fields are listed, assign local labels to selected fields, and configure selected fields as mandatory.

    NOTE: Customer SuperUsers establish the “default” request forms for all libraries within a consortium. Library SuperUsers may modify the “default” forms (with limitations) to suit local needs.

  • Configure Copy Full Record Display – lets you specify the specific fields to be included in the Full Record Display for copy requests, set the order in which the specified fields are listed, assign local labels to selected fields, and configure selected fields as mandatory.

    NOTE: Customer SuperUsers establish the “default” request forms for all libraries within a consortium. Library SuperUsers may modify the “default” forms (with limitations) to suit local needs.

  • Configure ISSI – lets you specify the specific fields to be included in the Full Record Display for copy requests, set the order in which the specified fields are listed, assign local labels to selected fields, and configure selected fields as mandatory.

    NOTE: Customer SuperUsers can allow/disallow libraries to participate in ISSI at the customer level and manage Customer ISSI Configuration options. Customer SuperUsers and Library SuperUsers can manage Library ISSI Configuration options.

3. Click the Home icon to return to your library’s “Home” page.

 

 

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< PREVIOUS Chapter 1 The Staff Functions Menu

CONTENTS INDEX

NEXT > Chapter 1 Organization of the User Guide