Category Archives: Uncategorized

ILLiad feature – Copy to Clipboard – Reminder

The first item that is in this presentation that I am viewing today is the feature “Copy to Clipboard.”  I remember mentioning this in passing, but it is so important that it should be posted to the blog.

In both Lending and Borrowing, the book or journal title is automatically saved to the clipboard so that you can then go to Consuls or where ever and then paste the title into any search engine or database. 

There is also a shortcut for the paste feature that is some sort of Auto Hot Key, but I have to figure out how to do that….so there will be more coming on this subject.

Non-Free Lending Articles going through Odyssey Helper

I was right, any Odyssey requests that needed to incur a charge have not been automatically been billed the way they do in the ILLiad Client.

So,  the LENDING person will put “IFM” in the FEE field.

Students:  For US libraries: we charge $15 for the first 20 pages and then $.25 per page thereafter.

For North American Libraries:  ie:  Canada and Mexico:  the charge is $20.

For the rest of the World:  the charge is $30.

In  some cases for North American and International articles, I may decided that we need to add the page charges, like if it was for a thesis or dissertation that we have to manually scan that has many pages.  For most normal articles, we would just charge the straight fee.

I am working on the exact procedure on how to get the billing to add the extra page charge on when we use Odyssey Helper.

ILLiad Borrowing Overdue Notices

I sent our first borrowing overdue notices on October 23rd.  We had notices in every category, 1st, 2nd and 3rd, even though this was the first time we had run them.  I went back and looked at my overdue settings and decided that I did not like them.

First overdue notice will generate when the item is 5 days overdue.

Second overdue notice will generate when the item is 15 days overdue

Third notice – will generate when the item is 30 days overdue – AND customer will be BLOCKED from using ILLiad.  Their record can be unblocked by unclicking “Blocked”.

Borrowing error message in ILLiad

Scenario:  An article comes in from the lending library and there is a problem with it.  We ask them to fix it and they can’t.  So, we re-send the article out to another library.  ILLiad will ALWAYS give you the following message as a flagged error:

“Received conflicting shipped message from XXX with no due date.”

What does this mean?  It means that ILLiad still has the record of the first library and so has a conflict with the second record.  There is no way around this message.

How to Clear the FLAG: Open the individual error message in ILLiad – select: Process / Clear Followup Flag.

Where to find patron’s electronic documents

OK:  Here is a partial link that works.  What you need to do is add the TN number of the document that you are looking for at the end before the last “12345.pdf”

The link is:  https://ccsu.illiad.oclc.org/illiad/pdf/12345.pdf

You will need to change the 12345.pdf according to the document that you are looking for.

ILLiad Check Out slips and Microfilm

After thinking long and hard about this, it makes more sense to me to treat the microfilm slips as we do regular loans.

So, when the patron comes in and takes the film up to the fourth floor, take the check out slip.

Thanks, Kim

New procedures on the wiki

I wanted to let you know that I have added some borrowing procedures to the wiki.

Look under ILLiad Procedures/Borrowing.

As we encounter new things I am attempting to add them there.  Today I added a section on handling renewal requests.

Kim

New Procedure for Lending Emailed Articles

1) Open BScan ILL Software.  Scan Pullslip.

2) Enter the Pullslip information as follows:

Patron:  n/a, IP: ariel.ccsu.edu; Document ID:  ILL number; Delivery: Save to Disc

3) Scan as usual, do Image Treatment and send

4) The document will appear in the My Documents folder as a PDF and will not be sent to Ariel.

5) Open Microsoft Outlook and email the PDF attachment to the borrowing library.

6) Delete the PDF from the My Documents folder when you are done.

Updating LENDING articles

I hope I have finally gotten this straight:

For LENDING articles:

BSCAN will update automatically: take to the back office

Odyssey

Ariel (except FULL TEXT)

Email (except FULL TEXT)

MANUAL UPDATE: give to UA’s or Kim to update

Fax

Microfilm

Photocopies

Unfilled article requests

Update before taking to the back room:

Full text — Articles going by EMAIL or ARIEL.

New way to change from PDF to TIF format

When you open a PDF file there is a really quick way to change the document.  With the document open, click on the printer icon in the pdf (not the browser printer icon).  Choose Microsoft Office Document Image Writer as the printer, click OK and tell it where you want to save the document and what you want to name it.

This will create a multi-page .tif file that you can import into either Odyssey or Ariel for delivery to other libraries or patrons.