Sara Juel
Articles
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Local Routing for Lending
If you are using Local Processing, the custom queue of Awaiting Local Request Processing must be created in the Customization Manager. Requests routed through Local Routing will automatically app...
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Sending ALA Borrowing Requests
For situations in which you are not able to send a request electronically (through OCLC, Docline, etc.) you have the option to send an ALA request. This can be sent to the lending library by mail,...
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Adding ALA Lending Requests
Search for the institution for which you wish to add a request manually by using the Search Addresses section of the Home Ribbon on the Main Page of the ILLiad Client. This will bring up the Searc...
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Sending Requests via ISO ILL
Like most other ILLiad Borrowing processes, ISO ILL requesting is dependent upon following the normal procedures outlined in this guide. To avoid problems when processing ILLiad ISO ILL requests, ...
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Lending - Receiving ISO Requests
When a library sends you an ISO ILL request, it immediately goes to Awaiting ISO ILL Request Processing. You can then search and send it, cancel or conditionalize it. With each relevant step, ILLi...
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Local Routing
Local Routing is a way to create a contained requesting between several locations using ILLiad on the same closed Shared Server ILLiad system, bypassing the creation of an ILLiad request to send t...
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Lending - Forwarding Requests via ISO ILL
ISO ILL requests can be forwarded (or referred) to another ISO ILL Library on the same server within ILLiad using the standard ILLiad Route icon. When a Lending request is received for a site...
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Clearing Customer Authentication
Customers accessing the web interface using Basic ILLiad Authentication will need to be cleared manually in the Client. Authentication of new ILLiad customers should be performed periodically thro...
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Adding Notes to User Records
You can view, add, and delete User Notes from the User Information screen. User Notes are notes attached to the Customer Record and are intended for internal uses only. They do not display on the c...
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Changing User Passwords
To change a user's password:Search and open the user record.Click Change Password.A popup box will appear. Type the new password in the New Password and Verify Password fields.Click OK to change th...