Tag Archives: ILLiad

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”.

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

Processing Recalled for ISO items in ILLiad

I made a discovery today.  We had an item that needed to be recalled that had come in from reQuest.  When I looked at the brief record, I pulled down the [Process] menu and discovered that there was a submenu for [ISO ILL].  This produced a further menu with options such as Lost Item, Recall, Status Request, Cancel Request – Yes, Cancel request – No, Expired Request, and “Send request back to Prior ILLiad Status.”

I did do the recall this way and it did work.  Now I need to check some of the others…..

ILLiad Borrowing Training

***Exercises/Tutorials***

 From Stephanie at Atlas:
I posted practice exercises and tutorials for you to complete between classes.  These are not required but would give you a chance to try some borrowing tasks while you are still in testing before going live. 

 http://www.atlas-sys.com/training/handouts/bexercisesday1n1.pdf Patron Interface exercise (Day 1)

 http://www.atlas-sys.com/training/tutorials/72copyright.htm Copyright Tutorial (web-based tutorial with audio) (Day 1)

 http://www.atlas-sys.com/training/handouts/bexercisesday2n1.pdf Enable ConnectionManagerActiveBorrowing for training (temporary) (Day 2)

 http://www.atlas-sys.com/training/handouts/bexercisesday2n2.pdf Searching and Sending Requests on OCLC (Day 2)

 http://www.atlas-sys.com/training/handouts/bexercisesday3n1.pdf Basics of receiving items (Day 3)

 http://www.atlas-sys.com/training/handouts/bexercisesday3n2.pdf Review other ILLiad webs (Day 3)