Sara Juel
Articles
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Saving Customized Form Layouts
In order to make or save any form layout customizations, you must be in Template Editing mode. See Creating and Assigning Desktop Client Templates to Staff Users for more information. Individual...
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The Local Info Table
The LocalInfo Table houses the contact information for your site. You can use these fields on your print and email templates. The LocalInfo table can be found in Customization Manager under Contac...
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Adding Notes to Request Forms
The Notes section of the Request form shows any notes that have been added by users, staff or lenders, or via ISO ILL, OCLC Alert, or LOCL Lending. Once a request has been created you can add and ...
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SymphonyAPI: Customizing Settings
SymphonyAPI authentication works similar to how PatronAPI authenticates users who interface into ILS/OPAC, except Symphony API is used to authenticate users into the SIRSI Symphony catalogs. The...
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Adding Lending Import Queues
Adding entries to the BorrowerStatus table will let ILLiad know when to filter requests from certain Borrowers to a separate queue. The BorrowerStatus table is found in the ILLiad Customization Man...
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Checking In/Out Items: Marking Return Items as In Transit
Marking an item as InTransit checks the item in from the Customer and sets the transaction at a status of In Transit to Customer. This is typically used in situations where the item is checked in a...
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Routing Direct OCLC Requests with a Predefined Lending String
The Awaiting OCLC Sending Queue Routing Requests to the Awaiting OCLC Sending Queue Requests that come into ILLiad with a value already in the Lending String field (via OpenURL for example) and re...
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Reviewing Pending and Failed Emails
You can view pending and failed emails from the Outgoing Notifications screen. From the ILLiad main screen, double-click on Outgoing Notifications in the System group. To see Failed email notifica...
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Configuring Required Web Form Fields
The default Ares web pages have some form fields that are marked by default as "required." When viewing the pages on the web, these required web form fields are flagged with a red * (asterisk). Th...
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Designating Full Proxy Users
Adding a user as a full proxy to an Instructor's account gives that user the ability to manipulate all of the Instructor's courses, including designating other users as proxy users. Adding a user ...