Sara Juel
Articles
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Breaking the User Link in the ILLiad Database
In some cases, libraries may want to break the link in ILLiad between the user and their requests. This document explains a possible way to do this and the consequences in ILLiad. This script coul...
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Enabling Billing in Lending
All time-period Billing for Lending is done through the Billing Manager. Per-Item billing for Lending can still be processed in the client.Through the Customization Manager, you can enable or disab...
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Printing Billing Invoices
ILLiad uses Word document templates, and these templates use Excel (XLS) data files to pull data for the mail merge. The Word document templates are stored by default on the local client workstati...
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Tracking Payment of Lending Invoices
If you bill for Lending, there are basically three ways to request payment: Invoices IFM (Interlibrary Loan Fee Management) Docline EFTS (Electronic Funds Management System) You will only need t...
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Searching for Invoices
There are two methods by which you may access a single invoice record. You can use the Search Invoices button to search for a known invoice number, or you may click the View button on the Previous...
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Authentication Overview
There are 5 different types of authentication available to ILLiad users with a default install. Included in the explanation of each method is a user authentication flowchart. Stand-Alone Registrat...
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Automated Request Manager - Configuring ILLiad and OCLC Resource Sharing Settings
Note: The OCLC Automated Request Manager was formerly known as Direct Request. For a brief overview of using this feature with ILLiad, see Automation with Direct Request and the Automated Request M...
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Adding Billing Charges in Lending
In order to process Billing for your lending requests, Billing for Lending Requests must be turned on in the Customization Manager. If Billing is turned off, the Add Billing Charges Form will not ...
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Adding Additional Fees to Invoices in the Billing Manager
If you have the need to add additional fees to an invoice rather than adding new charges or modifying existing charges for a specific transaction, you can do this as well. This would typically be ...
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Cancelling a Single Invoice
To cancel a single invoice, you must first access the invoice record for the invoice to be cancelled. You can do this by using the Search button in the top right corner of the Billing Manager for...