Stockitem settings
Learn how to set Stockitem form settings and ILL default settings for Amlib VDX ILL Email.
Stockitem Form Settings
Typically, users will create ILL-specific Form and Stats Codes for use with inter-library loan items. This is particularly true with VDX/ILL Email client generated ILL requests, as the Form and/or Stats Code used for lending must have its loan rules altered to allow holds.
Form Codes
- Launch the Amlib client
- Go to Main > StockItems > StockitemForms – the Form Codes screen will display:
- If there is no ILL-specific Form Code, then:
- Click the F1 New or F2 Insert button
- Enter the following:
- Form code – for example: ILL
- Description – for example: Inter Library Loan
- Allow Loan: Y
- Floating: N
- Click the F3 Save button – a prompt with the following message may display: Remember to check Loan and Validation Parameters for new or changed Form Types.
- Click the OK button
Loan Parameters
Caution: The Loan Parameters must be adjusted for ALL Borrower Types eligible for ILL requests.
- Highlight the ILL-related Form code and click the F7 Loan button
Please Note: If a prompt with the following message displays: This installation CURRENTLY uses the Stockitem Stats Code and Borrower Type as loan combinations. then the user should apply these instructions to the ILL-related Stockitem Stats Code (see following section).
- The Loan Parameters and Borrower Types screen will display:
- Check/enter the following settings:
- (H)ourly (O)vernight (D)aily: this is usually set to D (for Day)
- Can Loan (Y/N): Y
- Loan Qty: set the minimum number of allowable interlibrary loans – for example: 5
- Loan Days: set the default number of loan days for ILL items – for example: 7
- Grace Period Days – for example: 0
- Can Renew (Y/N) – for example: N
- Qty Renew – for example: 0
- Can Rsve (Y/N): MUST be set to Y
- Rsve Qty: should match the Loan Qty – for example: 5
- Click the F3 Save button when complete
Stats Codes
- Go to Main > StockItems > StockitemStatsCodes – the Form Codes screen will display:
- If there is no ILL-specific Stats Code, then:
- Click the F1 New or F2 Insert button
- Enter the following:
- Stats Code – for example: ILL
- Allow Loan: Y
- Floating: N
- Stats / Collection Description – for example: Inter Library Loan
- Price Group Code – this must match a corresponding code on the Stats Group Codes screen (Application > StockStatsGroup)
- Click the F3 Save button – a prompt with the following message may display: Remember to check Loan and Validation Parameters for new or changed Form Types.
- Click the OK button
ILL Default Settings
- Launch the Amlib client
- Go to Main > StockItems > Stockitem – the Stockitem screen will display
- From the menu, select Item > ILLS – the Interlibrary Loans screen will display:
- Ensure that the following Item Create Defaults are set:
- Form: set the default Form code to be used for all ILL items (including VDX) – for example: Form = ILL
- Stats: set the default Stats code to be used for all ILL items (including VDX) – for example: Stats = ILL
- Click the F6 UpdDef button when complete
The Amlib client setup is now complete.