ILL ADMINISTRATION
Chapter 6. THE PARTICIPANT RECORD
Viewing Participant Records
To view participant records:
NOTE: When updating a specific area of the Participant Record only, use the Lender Info, Contact Info, Holiday List, ISO, Usernames, Related Info, Patron Notices, Staff Notices, NCIP C-ILL, SSO and URL Info buttons at the top of the screen to scroll to the desired section of the Participant Record.
-
From the ILL Admin menu (see
The ILL Admin Menu for details),
select Participant Record.
- The Maintain Participant Record screen displays.
Maintain Participant Record Screen
- The screen shows the Participant Record for the library under which you logged in.
NOTE: If you have NOT been granted the Change own library permission (see the User Administration User Guide for details), the message “Read-Only Mode: This account does not have permission to edit this page.” shows at the top of the screen, and the Participant Record is shown in “read only” format.
- For Customer SuperUsers ONLY: If desired, access the Participant
Record you wish to view:
- Use the Lookup function to locate and select the Library Code for
the library for which you wish to view the Participant Record (see
Using Lookup for details).
NOTE: The Library Code text box initially contains the code for the library under which you logged in.
- The Library Code is entered into the Library Code text box automatically when selected.
- Click the Search button. (Click the Reset button to return the Maintain
Participant Record screen to its initial conditions.)
- The participant information for the library displays.
- Use the Previous Page
button
and
Next Page
button
to browse other participant records. Participant Records are
browsed in alphabetic order. - Use the First Page
button
and
Last Page
button
to scroll to the first or last participant record, respectively,
by Library Code.
- Use the Lookup function to locate and select the Library Code for
the library for which you wish to view the Participant Record (see
Using Lookup for details).
To print a participant record:
- Click the Format to Print button.
- A formatted version of the Participant Record displays in an additional browser window.
- Use the standard procedures for your web browser to print the Participant Record.
- Close the formatted Participant Record.