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ILL ADMINISTRATION

Chapter 6. THE PARTICIPANT RECORD

   

 


Participant Record Data Fields Chart

The Participant Record includes the Library Code, name, type, location, and shipping address for the library; as well as other necessary data used in the ILL process. 

Information contained in the Participant Record is defined below.

NOTE: Depending on the specific configuration of SHAREit for your library or consortium, some options may not be available.
 

The Participant Record – Lender Information

Field

Description

Library Code

Code assigned to the library by Auto-Graphics.

Library Name

The name of the library (read-only field, this value is managed through the PAC Administration module) (see the PAC Administration User Guide for more details).

Library Type

The type of library (None, Public, Academic, School, Special, Correctional, Other, Lookup Only or Training/Testing). (read-only field, this value is managed through the PAC Administration module) (see the PAC Administration User Guide for more details).

Agency Code

MARC Agency code assigned to the library by the Library of Congress. (This information is viewable by library staff only.)

Broker Code

Code designating the broker responsible for fulfilling ILL requests. (This information is viewable by library staff only.)

Days to Respond

Number of business (open) days within which the library will respond to ILL requests received as a lender. This field must have a value. The participant library determines this information. (This information is viewable by library staff only.)

Ref Request Default

Library code designating the default lender to whom Reference Requests are submitted. When a Ref Request Default lender is specified, this option overrides the Reference Lender configured in the System Wide Record (see Viewing and Editing the System Wide Record for details). The participant library determines this information. (This information is viewable by library staff only.)

Days to Supply

Number of calendar days it takes the participant library, as a lender, to send requested material to a borrower. This field must have a value. The participant library determines this information. (This information is viewable by library staff only.)

Days to Return

Number of calendar days (including shipping days) a borrower can keep material before it must be back to the lender. This field must have a value. The participant library determines this information. (This information is viewable by library staff only.)

Days Requests are Processed

Days of the week on which the library processes ILL requests (not the days on which the library is open). For example, if a library is open Monday through Friday, but processes ILL requests only on Tuesday and Thursday, only the Tuesday and Thursday checkboxes should be selected.

ISSI Participant?

Read-only Yes/No button to indicate whether or not the associated library is an ISSI (Inter-System Sharing Initiative) participant. This field is applicable only to systems configured for ISSI participation. (This information is viewable by library staff only.)

(Use the ISSI Configuration function to enable or disable the library for ISSI participation (see Configuring Library-Level ISSI Options for details)).

Notes

Additional notes related to library information. (This information is viewable by library staff only.)

Move Request with Vols Needed Note to Awaiting Approval

Yes/No button to indicate whether requests that include Volumes needed are forced to Awaiting Approval status.

Allow Retry as Borrower Yes/No button to indicate whether requests for which all lenders provide a response indicating they are not currently able to supply the requested item will go to borrower’s Retry status or borrower’s Unfilled status. The lender’s responses can be supplied either manually (by selecting Will Not Supply and providing a qualifying reason or by selecting Retry) or automatically by the system (in cases where the lender is “on holiday,” or where the lender’s item is not currently available and “lender skipped, retry later” is noted in ILL Request History).
Automatically resend requests in Retry Yes/No button to indicate whether requests in Retry status should automatically be updated to Approved - Send by the system a specified number of days after being placed in Retry status. (This option is active ONLY when the Allow Retry as Borrower option is set to Yes. If the Allow Retry as Borrower option is set to No, the Automatically resend requests in Retry option is “read only,” and any previous settings for the option are ignored.)
If Yes, resend Retry requests after _____ days (1-30) Determines the number of days (from 1 to 30) after being placed in Retry status that a request is automatically placed in Approve-Send status by the system. (This field is shown ONLY when the Automatically resend requests in Retry option is active and is set to Yes.)
Access ILL Request Checkboxes to indicate the User Types (Guests, Patrons, Staff, Institutional, etc.) granted access to ILL Request Forms according to the Show Blank ILL Form and Show Request This Button selections. (If the checkbox for a given User Type IS NOT selected, that User Type WILL NOT be granted access to ILL Request Forms regardless of the Show Blank ILL Form and Show Request This Button selections.)

Show Blank ILL Form

Checkboxes to indicate whether the Blank ILL Request option will be shown on Search and Staff screens according to User Type (Guests, Patrons, Staff, Institutional, etc.). (If the checkbox for a given User Type IS selected, but the Access ILL Request checkbox for the User Type IS NOT selected, the Blank ILL Form WILL NOT be available for the User Type.)

Show Request This Button

Checkboxes to indicate whether the Request This Item button will be shown in Brief Browse Lists and on Full Record Displays in the Search interface based on User Type (Guests, Patrons, Staff, Institutional, etc.). (If the checkbox for a given User Type IS selected, but the Access ILL Request checkbox for the User Type IS NOT selected, the Request This Item button WILL NOT be available for the User Type.)

Show Availability to Checkboxes to indicate whether Status (availability) information will be shown in search results and on Full Record Displays based on User Type (Guests, Patrons, Staff).

Uses Mediated Patron Renewal

Yes/No button to indicate whether the library has enabled mediated patron renewal functionality on the patron ILL Request Tracking screen. (This button is available only if the customer has enabled the optional “Mediated Patron Renewal Requests” feature.)

Show Item Due Date to Patron

Yes/No button to indicate whether the library has selected to display due dates on the patron ILL Request Tracking screen.

Patron’s due date is __ days prior to lender's due date.

Specifies the number of days by which the item due date shown to the patron is offset from the date the item is due back to the lender. (This field is available only if the Show Item Due Date to Patron option has been set to Yes.)

Use Holiday List in Calculating Patron's Due Date

Yes/No button to indicate whether library holidays are considered when calculating the patron's due date. (This field is available only if the Show Item Due Date to Patron option has been set to Yes.)

Show Patron Willingness To Pay Message

Yes/No button to indicate whether the library has selected to display the “patron willingness to pay” message on patron ILL Request Forms. (This button is available only if the library has enabled the optional “Patron Willingness to Pay Message” feature.)

Patron’s Payment Options

Lists all patron payment options for the library. (This field is available only if the Show Patron Willingness To Pay Message option has been set to Yes.)

Blank Request – Disable NCIP Function

Yes/No button to indicate whether NCIP messaging is disabled for ILL requests originated using the Blank Request Form.

Note that this function is controlled by the Participant Record of the library updating the request. When a request is created, the Blank Request – Disable NCIP Function feature pertains to the borrower, and is controlled by the borrower's Participant Record. When request status is updated, the Blank Request – Disable NCIP Function feature pertains to the library that is making the update (borrower or lender) and the feature is controlled by the updating library's Participant Record.

Blank Request – Disable Availability

Yes/No button to indicate whether availability checking is disabled for ILL requests originated using the Blank Request Form.

Send Blank ILL Request without Lender List To: Determines the status in which Blank ILL Requests (created by library patrons) and ILL requests created using the optional OpenILL feature (from an external site) that do not include at least one lender in the Lender List will be placed; either Awaiting Approval or ILL Review.

Is this library a default lender?

Yes/No button to indicate whether the library is a default lender. This button is available to a Customer SuperUser only. Libraries designated as default lenders are prevented from being added to Lender Lists (see Configuring Lender Lists for details).

Display History Information

Determines the order in which history information is shown in the History Information field on ILL Request Full Record Displays; either Oldest First or Newest First.

Calculate Renewed to Date

Determines how the system calculates the "renewed to" date when a renewal request for an item on loan through ILL by your library is accepted; either Add to original due date or Add to Accept Renewal date.

"Any Edition is Acceptable" Checked as default:

Determines whether the Any Edition is Acceptable checkbox on the ILL Request Form and Blank Request Form is selected by default; either Yes or No.

Customer Field 6 on Request Form Checked as default Determines whether the Customer Field 6 checkbox on the ILL Request Form and Blank Request Form is selected by default; either Yes or No.

Shipping Label Default

Determines the default selection for the Include menu on the Maintain Shipping Labels screen; either Shipped Status Only or Both Shipped and Returned.

Hide patron data on shipping labels

Yes/No button to indicate whether patron data configured for inclusion on Borrower - Item labels is included on printed labels (see Configuring Shipping Labels (for library staff) or Configuring Shipping Labels (for Customer SuperUsers) for additional information).

Move Request with Patron Note to Awaiting Approval

Yes/No button to indicate whether requests that include patron notes are forced to Awaiting Approval status. (In cases where Show Patron Note to Lenders is set to No, then Move Request with Patron Note to Awaiting Approval is set to Yes by default and is “read only.”)

Show Patron Note to Lenders

Yes/No button to indicate whether Patron’s Notes (when included in an ILL request) are visible to the lender in the Patron’s Notes field on the Lender’s Full Record Display for the request. (In cases where Show Patron Note to Lenders is set to No, then Move Request with Patron Note to Awaiting Approval is set to Yes by default and is “read only.”)

Display [ILL Lender] to Patrons/Guests

Yes/No button to indicate whether the [ILL Lender] indicator is displayed in Locations information for library patrons and guests.

Allow patrons to change need-by date

Yes/No button to indicate whether patrons can change the Need By date when preparing and submitting ILL requests.

Allow patrons to change pickup location

Yes/No button to enable/disable display of the Pickup Location Options menu on ILL Request Forms and the Blank Request Form for library patrons granted the Change Pickup Location permission in ILL Permissions for their user account  (see the User Administration User Guide for details). This field does not apply to systems employing Network Lender functionality.

Participate in Patron Lookup Tool Yes/No button to indicate whether the Library Code for the participant will be included in the system’s implementation of the Patron Lookup Tool. This field is applicable only to systems utilizing the optional “Patron Lookup Tool” functionality.
Number of copies default – Multi Copy Form Specifies the default value (1 to 999) shown in the Number of Copies Needed (over 1 creates multiple requests) text box on the multi-copy ILL Request Form.
Number of copies default – Blank Request Form Specifies the default value (1 to 999) shown in the Number of Copies Needed (over 1 creates multiple requests) text box on the Blank Request Form.
Number of lenders to print per request Radio buttons/text box to specify the number of lenders to be included on printed requests when printed from a Status Browse List using the Print All – With Lenders printing option, or when printed from a Full Record Display. The default value is 5 lenders.

Set Default Need-by Date

Specifies the number of days added to the calendar date on which an ILL request is prepared and submitted to determine the “Need By” date for the request. The default value is 90 days.

Set Minimum Need By Date

Determines the minimum allowable Need By date for ILL requests. When the Allow patrons to change need by date option is enabled, patrons are prevented from entering a Need By date that is earlier than the specified minimum date.

Enable checking for duplicate requests

Yes/No button to indicate whether functionality is enabled to check for duplicate requests submitted by the same user.

Time Zone Adjustment (in hours)

Specifies the number of hours difference between the time zone in which your library is located and the Pacific Time Zone.


The Participant Record – Owned by My Library

Field

Description

Show Owned By This Library Notification Message

Yes/No button to indicate whether the library has selected to display the “owned by this library” message when accessing patron and staff ILL Request Forms. (This button is available only if the library has enabled the optional “Owned by This Library Notification” feature.)

Enable Network Availability Checking

Yes/No button to indicate whether network availability checking for ILL requests is enabled. This field is applicable only to systems configured for network handling of ILL requests.

Handling Method if Local System Owns

Determines the handling method in cases where a title requested through interlibrary loan is owned by a network library associated with the library from which the ILL request was placed. These fields are applicable only to systems configured for network handling of ILL requests.

   Do Not Place Hold

Indicates that the ILL request will not be processed and a hold on the item at the local library will not be placed (the item is available only through normal library checkout). (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Configure message
   text

Text of the message shown to the patron in cases where a title requested through interlibrary loan is owned by the library from which the ILL request was placed and the Handling Method if Local System Owns – Do Not Place Hold option is selected. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Pass to Catalog

Indicates that the ILL request will not be processed and the patron submitting the request will be directed to the catalog specified by the URL in the associated text box to perform a search for the desired title. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Configure message
   text

Text of the message shown to the patron in cases where a title requested through interlibrary loan is owned by a network library and the Handling Method if Local System Owns – Pass to Catalog option is selected. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Pass to Record in
   Catalog

Indicates that the ILL request will not be processed and the patron submitting the request will be directed to the bibliographic record in the catalog specified by the URL in the associated text box. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Configure message
   text

Text of the message shown to the patron in cases where a title requested through interlibrary loan is owned by a network library and the Handling Method if Local System Owns – Pass to Record in Catalog option is selected. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Place Hold Using
   NCIP

Indicates that a hold for the requested item will be placed through NCIP with the network library owning the title. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Configure message
   text

Text of the message shown to the patron in cases where a title requested through interlibrary loan is owned by a network library and the Handling Method if Local System Owns – Place Hold Using NCIP option is selected. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Stop Request if not
   available

Yes/No button to indicate whether the ILL request will be processed in cases where a title requested through interlibrary loan is owned by a network library is not currently available. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)

   Configure message
   text

Text of the message shown to the patron in cases where a title requested through interlibrary loan is owned by a network library but is not currently available. (This option is available only when the Enable Network Availability Checking parameter is set to Yes.)


The Participant Record – ILL Request Form Patron Notices

Field

Description

Display Disclaimer Notice to Patrons

Yes/No button to indicate whether the Patron Disclaimer Notice will be shown on the ILL Request Form and Blank Request Form accessed through the Search interface.

Text of the Notice

Patron Disclaimer Notice text to be displayed when the Display Disclaimer Notice to Patrons option is set to Yes. (This field is available only if the Display Disclaimer Notice to Patrons option is set to Yes.)

Display ILL Status Notice

Yes/No button to indicate whether the ILL Status Notice will be shown on the ILL Request Form and Blank Request Form accessed through the Search interface.

Text of the Notice

ILL Status Notice text to be displayed when the Display ILL Status Notice option is set to Yes. (This field is available only if the Display ILL Status Notice option is set to Yes.)


The Participant Record – Address/Contact Information

Field

Description

Address

Street address of the library (read-only field, this value is managed through the PAC Administration module) (see the PAC Administration User Guide for more details). .

Address 2

Secondary address of the library, if needed; some libraries include a P.O. Box number in this field (read-only field, this value is managed through the PAC Administration module) (see the PAC Administration User Guide for more details).

City

City or town of the library (read-only field, this value is managed through the PAC Administration module) (see the PAC Administration User Guide for more details).

State/Province

State or province of the library (read-only field, this value is managed through the PAC Administration module) (see the PAC Administration User Guide for more details).

ZIP/Postal Code

ZIP or postal code of the library (read-only field, this value is managed through the PAC Administration module) (see the PAC Administration User Guide for more details).

Country

Country of the library (read-only field, this value is supplied by the system)

Ship To Name

Shipping name (only if different from the library name).

Ship To Address 1

Ship to street address of the library (only if different from the library physical address).

Ship To Address 2

Ship to secondary address of the library, if needed (only if different from the library physical address). Some libraries include a P.O. Box number in this field.

Ship To City

Ship to city or town of the library (only if different from the library physical address).

Ship To State/Province

Ship to state or province of the library (only if different from the library physical address).

Ship To ZIP/Postal Code

Ship to ZIP or postal code of the library (only if different from the library physical address).

Ship To Country

Ship to country of the library (read-only field, this value is supplied by the system)

Route Schedule

General information related to pickup/delivery times for common carriers used in shipping or returning materials.

Contact 1

Contact information for the primary ILL contact for the library:

   Contact Type

Drop-down menu that allows for selection of the contact type (ILL Contact, Director Contact, Technical Contact, Billing Contact, Other Contact). It is recommended that ILL Contact be selected for Contact 1.

   ILL Contact Name

Name of the staff member responsible for managing ILL activities for the library.

   ILL Contact Title

Title of the staff member responsible for managing ILL activities for the library.

   ILL Phone Number:
   General

Phone number used to reach the library for general matters related to ILL.

   ILL Phone Number:
   Borrowing

Phone number used to reach the library for matters related to borrowing items from the library through ILL.

   ILL Phone Number:
   Lending

Phone number used to reach the library for matters related to lending items to the library through ILL.

   ILL Phone Number:
   Contact

Phone number used to reach the staff member entered in the ILL Contact Name field.

   ILL Email Address

Email address used to reach the library for matters related to ILL.

   ILL FAX Number

Fax number used to reach the library for matters related to ILL.

   Ariel Address

Ariel address used to reach the library for matters related to ILL.

   ILL Pickup
   Locations

Lists all Pickup Locations defined for the library.

   Shipping Options

Lists all Shipping Options defined for the library.

Contact 2

Contact information for an additional contact for the library:

   Contact Type

Drop-down menu that allows for selection of the contact type (ILL Contact, Director Contact, Technical Contact, Billing Contact, Other Contact). It is recommended that ILL Contact be selected for Contact 1.

   Contact 2 Name

Name of the staff member.

   Contact 2 Title

Title of the staff member.

   Contact 2 Phone
   Number

Phone number used to reach the staff member.

   Contact 2 Email
   Address

Email address used to reach the staff member.

   Contact 2 FAX
   Number

FAX number used to reach the staff member.

Contact 3

Contact information for an additional contact for the library:

   Contact Type

Drop-down menu that allows for selection of the contact type (ILL Contact, Director Contact, Technical Contact, Billing Contact, Other Contact). It is recommended that ILL Contact be selected for Contact 1.

   Contact 3 Name

Name of the staff member.

   Contact 3 Title

Title of the staff member.

   Contact 3 Phone
   Number

Phone number used to reach the staff member.

   Contact 3 Email
   Address

Email address used to reach the staff member.

   Contact 3 FAX
   Number

FAX number used to reach the staff member.


The Participant Record – Holiday List

Field

Description

Holiday List

Lists the normal business days on which the library is closed for holidays or vacation.


The Participant Record – External Communications

See Setting Up External Trading Partners for more information.

Field

Description

System type

Shows the system type for the ILL trading partner outside your consortium; either ISO ILL, OCLC Direct to review, OCLC Direct to profile, Generic Script messages or AGent VERSO CILL. (This information is viewable by library staff only.)

NOTE: The System type - AGent-Verso CILL option is intended for use with Circ-ILL (see the Circ-ILL User Guide for more information), and must NEVER be selected when setting up an ISO trading partner or Generic Script messaging.

Transport method

Shows the means by which ILL requests are forwarded to the ILL trading partner outside your consortium; either Direct connection (TCP/IP), Email (SMTP) or Verso URL (This information is viewable by library staff only.)

NOTE: The Transport method – AGent Verso URL option is intended for use with Circ-ILL (see the Circ-ILL User Guide for more information), and must NEVER be selected when setting up an ISO trading partner or Generic Script messaging.

Computer or Email Address

Address for the computer that will process requests (for Direct connection transport method) or email address to which requests will be sent (for Email transport method). (This information is viewable by library staff only.)

Computer Port No.

Port number for the computer that will process requests. (This information is viewable by library staff only.)

ISO System Code

Alphanumeric code or symbol assigned to a library or ILL provider. (This information is viewable by library staff only.)

Code Type

The name authority registered with the ILL Application Standards Maintenance Agency responsible for the Library Code or symbol in the ISO System Code. (This information is viewable by library staff only.)


The Participant Record – Usernames and Passwords

Field

Description

OCLC Code

Code assigned to the library by OCLC (see Setting Up External Trading Partners for more information). (This information is viewable by library staff only.)

OCLC Authorization:

Authorization number assigned by OCLC (see Setting Up External Trading Partners for more information). (This information is viewable by library staff only.)

OCLC Password

Password assigned by OCLC (see Setting Up External Trading Partners for more information). (This information is viewable by library staff only.)

CCC Username

Copyright Clearance Center account username for your library or consortium, as appropriate (see Accessing the Copyright Clearance Center for more information).

CCC Password

Copyright Clearance Center account password for your library or consortium, as appropriate (see Accessing the Copyright Clearance Center for more information).

FedEx User ID

Federal Express account user ID for your library or consortium, as appropriate.

FedEx Password

Federal Express account user password for your library or consortium, as appropriate.

UPS User ID

United Parcel Service account user ID for your library or consortium, as appropriate.

UPS Password

United Parcel Service account user password for your library or consortium, as appropriate.

CISTI Account

CISTI account number for your library or consortium, as appropriate.


The Participant Record – Other Related Information

Field

Description

Is the Library Open to the Public?

Yes/No button to indicate whether or not the library is open to the public.

Explanation

Identifies any exclusions, conditions or limitations to whether or not the library is open to the public.

Allow Borrow Material in Person

Yes/No button to indicate whether or not the public can borrow material from the library in person.

Explanation

Identifies any exclusions, conditions or limitations to whether or not the public can borrow material from the library in person.

Allow Borrow Material through ILL

Yes/No button to indicate whether or not the public can borrow material from the library through ILL.

Explanation

Identifies any exclusions, conditions or limitations to whether or not the public can borrow material from the library through ILL.

Hours Library Open

Normal business hours for the library.

Exceptions to Library Hours Open

Indicates any exceptions to the normal business hours for the library.


The Participant Record – Patron Notification Set-up

Information for up to five patron notification messages may be entered.

Field

Description

ILL Status

The request status that triggers transmission of the patron notification message. (This information is viewable by library staff only.)

E-Mail Text

The text included in the patron notification message for the associated request status. (This information is viewable by library staff only.)


The Participant Record – Email Notice Setup

Field

Description

EMail Notice Subject

The subject line text included in each patron notification message. (This information is viewable by library staff only.)

EMail Notice From Name

The "From" name included in each patron notification message. (This information is viewable by library staff only.)

EMail Notice From Address

The "From" address in each patron notification message. (This information is viewable by library staff only.)

CC EMail Address (optional)

The email address to which "courtesy copies" of all patron notification messages are sent. (This information is viewable by library staff only.)


The Participant Record – Staff Notification Set-Up

Field

Description

Borrower emails

Configures email notification for ILL requests processed as a borrower:

   Email notification
   address

The e-mail address(es) to which notifications of new borrowing requests and/or notifications of ILL request status changes will be sent (e-mail notifications are sent automatically by the system). (This information is viewable by library staff only.)

   NEW request

Indicates whether or not the library will receive e-mail notifications for new ILL requests (placed in Awaiting Approval status), and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Conditional
   response

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Conditional, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Overdue notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Overdue, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Recall request

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Recalled, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Renew rejected
   response

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Rejected Renewal, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Unfilled notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has transitioned to Unfilled, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Retry notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Retry, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Lost/not returned
   notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to lender’s Lost, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Shipped notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Shipped, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

Lender emails

Configures email notification for ILL requests processed as a borrower:

   Email notification
   address

The e-mail address(es) to which notifications of new lending requests and/or notifications of ILL request status changes will be sent (e-mail notifications are sent automatically by the system). (This information is viewable by library staff only.)

   NEW lending
   request

Indicates whether or not the library will receive e-mail notifications for new ILL requests (placed in Pending status), and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Condition accepted
   response

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Accept Condition (placed in Pending status), and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Renew request

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Renewal (placed in Renew Pending status), and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Renew/overdue
   request

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the due date has expired (item is overdue) and the status has been set to Renewal (placed in Renew/Overdue status), and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Cancel request

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Request Cancel (placed in Pending Cancel status), and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Item not received
   notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has transitioned to borrower’s Not Received status, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Overdue item not
   received notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has transitioned to borrower’s Not Received/Overdue status, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)

   Return notice

Indicates whether or not the library will receive e-mail notifications for ILL requests for which the status has been set to Returned, and defines the text included in the e-mail notification. (This information is viewable by library staff only.)


The Participant Record – NCIP C-ILL Communication Parameters

NOTE: NCIP C-ILL Communication Parameters are available only for systems utilizing the optional Circ-ILL functionality. Certain information in this section is supplied automatically by the system and should not be edited or modified locally except under direction of Auto-Graphics.

Field

Description

   NCIP System

Indicates the NCIP system in use. (Supported systems include Alma (Exlibris), Apollo (Biblionix), Book Systems, Evergreen, FOLIO, III (Millennium), Koha, Library.Solution (TLC), Polaris ILS, Sierra (currently in development), Sirsi-Dynix Horizon, Standard NCIP, Unicorn (SirsiDynix), Verso (Auto-Graphics), Voyager (Exlibris)). (This information is viewable by library staff only.)

   NCIP Version

Indicates the NCIP Version supported by the NCIP System in use. (This information is viewable by library staff only.)

   Communication
   method

Indicates the Communication Method supported by the NCIP System in use. (This information is viewable by library staff only.)

   Computer Address

The address (URL) of the computer supporting the NCIP System in use. (This information is viewable by library staff only.)

   Computer Port No.

The computer port number over which communication takes place. (This information is viewable by library staff only.)

   NCIP To Agency ID

The NCIP "To Agency" identifier. (This information is viewable by library staff only.)

   NCIP To Agency
   Scheme

The address (URL) of the NCIP "To Agency" scheme. (This information is viewable by library staff only.)

   NCIP From Agency
   ID

The NCIP "From Agency" identifier. (This information is viewable by library staff only.)

   NCIP Application
   Profile

The address (URL) of the NCIP application profile. (This information is viewable by library staff only.)

   Lookup User
   Element Types

Indicates the user-related information that should be returned; Name Information, User Address Information, User Privilege, Block or Trap, Visible User ID. (Name Information, User Address Information, User Privilege and Block or Trap are selected by default, and cannot be unselected). (This information is viewable by library staff only.)

   Request Scope
   Type

Determines the scope type for the NCIP request item message from the Circ-ILL system; either Bibliographic Item or Title (used when the NCIP System selection is Sierra). (This information is viewable by library staff only.)

   CheckoutItem
   Message Includes
   DesiredDueDate

Indicates whether the NCIP CheckoutItem message includes the DesiredDueDate supplied by the NCIP message or is taken from the Due Date in the ILL Request; Yes or No. (This information is viewable by library staff only.)

   Display CILL Check
   In Reminder

Indicates whether the system will display the CILL Check In Reminder message; Yes or No. (This information is viewable by library staff only.)

   EzProxy Active

Indicates whether EzProxy is active at the participant institution; Yes or No. (This information is viewable by library staff only.)

   EzProxy Login URL

The EzProxy login address (UTL). (Applicable only when EzProxy Active is set to Yes). (This information is viewable by library staff only.)

   EzProxy key

The EzProxy key. (Applicable only when EzProxy Active is set to Yes). (This information is viewable by library staff only.)

   EzProxy Message
   Text

The EzProxy message text. (Applicable only when EzProxy Active is set to Yes). (This information is viewable by library staff only.)

   EzProxy Link Text

The EzProxy link text. (Applicable only when EzProxy Active is set to Yes). (This information is viewable by library staff only.)

   EzProxy Logout
   URL

The EzProxy logout address (URL). (Applicable only when EzProxy Active is set to Yes). (This information is viewable by library staff only.)


The Participant Record – SSO

Field

Description

SAML Configures Single Sign-On functionality using Security Assertion Markup Language (SAML), as follows:

SAML Active

Indicates whether SAML is active at the participant institution; Yes or No. (This information is viewable by library staff only.)

SAML Service Provider

The name of the SAML Service Provider. (This information is viewable by library staff only.)

SAML Identity Provider

The name of the SAML Identity Provider. (This information is viewable by library staff only.)

SAML Message Text

The SAML message text. (Applicable only when SAML Active is set to Yes). (This information is viewable by library staff only.)

SAML Link Text

The SAML link text. (Applicable only when SAML Active is set to Yes). (This information is viewable by library staff only.)


The Participant Record - URL Information

Field

Description

Library Catalog(URL)

The URL for the library’s Online Public Access Catalog (OPAC).

Library Homepage(URL)

The URL for the library’s Home Page.

ILL hours open

The hours during which the library is open for ILL activities.

Directions

Directions for locating the library.

Directions (URL)

The URL for a map and/or "driving directions" page maintained by the library.

Regulations (URL)

The URL for a policies/rules/regulations page maintained by the library.

System Message (URL)

The URL for a general "messages" or "announcements" page maintained by the library.

ILL Message (URL)

The URL for an ILL-specific "messages" or "announcements" page maintained by the library.

ILL Help Page (URL)

The URL for an ILL services "Help" page maintained by the library.

Library Help Page (URL)

The URL for a general library services "Help" page maintained by the library.

Lending Policy

Provides a listing of material types (books, videos, etc.), and identifies the library’s ILL lending policy for each material type in its collection.

Shipping Policy

Provides a listing of shipping methods (US Mail, UPS, etc.), indicates whether or not the library utilizes the associated shipping method, and lists the materials that may be shipped by each method listed.

ILL Acceptance Policy

Provides a listing of ILL request submission methods, and indicates whether or not the library accepts ILL requests submitted using the associated method.

Copies Policy Provides a listing of copy methods (Photocopy, FAX, etc.), and identifies the fees charged for copy requests supplied by the lender. The currency type is set by your consortium.