Tricks & Tips for ILLiad Newbies
Tricks & Tips for ILLiad Newbies
Tricks & Tips for ILLiad Newbies
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<strong>Tricks</strong> & <strong>Tips</strong> <strong>for</strong> <strong>ILLiad</strong> <strong>Newbies</strong><br />
Mary Guthmiller<br />
Montana State University<br />
<strong>ILLiad</strong> Conference<br />
March 24, 2011
Custom Queues<br />
• Useful <strong>for</strong> managing requests<br />
• Able to set up in different modules<br />
• Use Customization Manager to create
Custom E-Mail<br />
• Ability to set up in any module<br />
• Send individual e-mails as needed with<br />
regards to a specific request<br />
• Set up in Customization Manager<br />
• Create E-mail template
OCLC Interface <strong>Tricks</strong><br />
• Undo a shipped status in LENDING<br />
• Add or Delete a charge in LENDING<br />
• BORROWING Conditional
How to undo a Lending Shipped<br />
(or oops hit the wrong<br />
button fix)
Then here<br />
First click here
How to Add/Delete a Lending<br />
Charge<br />
(or oops messed up<br />
with the lending fee)
Click on this tab<br />
Click on Show
Conditional Messages<br />
Borrowing
Templates<br />
• Customize to your library’s needs<br />
• Merge fields<br />
• If-Then statements
Merge Fields<br />
What fields?
If-Then Statements<br />
Useful <strong>for</strong> different<br />
conditions
Open the template
Creating If…Then…Else Conditions
Routing Rules<br />
• Helps with workflow by automating certain<br />
steps<br />
• MatchStrings vital<br />
• Create in Customization Manager<br />
• Must have same name queue
MatchStrings<br />
Important <strong>for</strong> routing rule(s)
• t.TransactionStatus = 'Awaiting Document<br />
Delivery Processing‘<br />
• t.RequestType = 'Loan' and<br />
t.transactionstatus = 'Customer Notified via<br />
E-mail‘<br />
• t.PhotoJournalYear
Customization Manager <strong>for</strong><br />
Routing Rules<br />
Where & how
Miscellaneous<br />
• Courtesy Notification<br />
• Your lending slips (pick slips)<br />
• DocLine Lua script<br />
• Blank Article/Loan work <strong>for</strong>m mapping<br />
• Searching a specific queue<br />
• Clearing/Merging a patron<br />
• Policy Directory<br />
• Connector Errors
Courtesy Notification<br />
Borrowing Books
Setting the Prior (Courtesy) Notification in<br />
the Customization Manager
Lending Pick Slips<br />
Article and Book
Your complete contact in<strong>for</strong>mation on<br />
lending slips, please!
DocLine Lua Script<br />
Borrowing
Authorized by
Odyssey info
Blank Work Form<br />
Borrowing<br />
Article and Loan
Queue Search<br />
Borrowing<br />
Lending<br />
Doc Del
New Patrons<br />
Clear<br />
or<br />
Merge
Users to Clear from Main Menu
Clear or Merge
Policy Directory<br />
Update<br />
Non-supplier
Update your institution’s in<strong>for</strong>mation
Non-supplier status
Error Messages<br />
Connector<br />
or<br />
Flagged
Click here to clear error
Mailing <strong>Tips</strong><br />
• USPS label layout<br />
• Placement of USPS address<br />
• Mail ID barcode<br />
• Click-n-Ship
This is the website to login to ship<br />
items via USPS
Questions?<br />
Mary Guthmiller<br />
Montana State University<br />
(406)994-4642<br />
guthmill@montana.edu
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