Sara Juel
Articles
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Local Conditionals
Conditional requests processed with Local Routing are handled manually and responses are not automated. If a request is returned to the borrower with a conditional are updated to Local System Cond...
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Local Routing for Borrowing
To route a borrowing request to another site on you ILLiad server If you discover the item is available at another ILLiad site via a catalog search, save the call number and location information ...
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Unmediated Local Request Processing
Unmediated local processing allows Local requests with a lending string already defined and a System ID of LOCL to be sent via the ILLiad System Manager to the Lending site without intervention. ...
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Fields Transferred with Local Requests
The fields listed below are transferred during the Local Routing process. The fields are copied from borrower to lender, and from lender to lender when the request is cycled to the next lender in ...
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Changing a Patron's Cleared Status
By default, after a new user has been added in ILLiad, the user status will be Not Cleared. To change the cleared status, select the new status and it will highlight. If you are using basic ILLiad...
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Disavowing Users
Disavowing a user removes the user's access to the ILLiad web interface, automatically cancels all open requests in the user's name, and sends an email to the user stating that they have been disa...
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Signing into a User's Web Account from the Client
Using the Logon as User button, staff can sign into a user's web account from the client and view the account from the perspective of the user. This enables staff to assist users with their web acc...
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User Dropdown Fields
The Department, Status and State field values are populated from entries in the CustomDropDown table in the ILLiad Customization Manager. In fields where the Label Name and Label Value differ (suc...
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Blocking Users
By default, blocking prohibits a user from submitting further requests in the ILLiad web interface. Additionally, in their User record in the ILLiad client, their cleared status will be changed to...
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Merging Users
If a customer has already registered with ILLiad and their name appears in the Similar Users list you can merge one username and associated information and requests with another username. To act...