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Sara Juel

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Recent activity by Sara Juel
  • Recalling Lending Requests

    To recall a transaction that has been shipped to a Borrowing institution, open the Request form for that transaction and choose Recall from the OCLC ribbon. This will write an entry to the ESPUpdat...

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  • Customization Manager Favorites List

    The Favorites feature allows you to bookmark keys and tables that you access regularly so that you can locate them quickly. To add a key or table to the Favorites list, right click on your selecti...

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  • Processing Renewal Responses

    After a renewal request has been initiated and sent to OCLC, the Lending library will review the request and respond. The renewal response will change the status of the request in the Client, and ...

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  • ILLiad Glossary

    A Acquisitions The library personnel or department tasked with selecting materials to purchase or acquire for the library's permanent collection. Often, ILL data is used to determine what material...

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  • Adding Document Delivery Requests Manually

    You can add Document Delivery requests manually for any ILLiad user by opening their user record and clicking Add Request. From the ILLiad main screen, search for the user you want to add a reques...

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  • ILLiad Customization Keys

    This is a master list of all keys and tables viewable in the ILLiad Customization Manager. Borrowing | Contact Information | DocDel | Lending | Odyssey | System | System Billing | Web Interface  ...

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  • Checklist for Going Live

    Update All ILLiad Components to the Current Version Unless your institution goes live almost immediately after installing the ILLiad software, it is possible that new versions of the various compo...

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  • Configuring Borrowing Renewals

    The borrowing renewal process can be configured in several ways. The configurations control to how your patrons request renewals and how you manage the process in the Client. The Customization Man...

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  • Initiating Renewal Requests

      Renewals can be initiated in 2 ways Customer-Initiated Renewals--via the ILLiad customer Web pages. Staff-Initiated Renewals--via the ILLiad Client's Request Form. Patron-Initiated Renewal R...

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  • Overview of the ILLiad System

      ILLiad is a complete ILL solution, covering Borrowing, Lending, Document Delivery and Electronic Delivery of articles to your patrons. Borrowing ILLiad Borrowing allows your library's patrons to...

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