Use the Borrower Data screen to configure Borrower constant data. Constant data is stored information that your staff can use to ensure consistency when they initiate or respond to requests. Constant data automatically transfers repetitive data to workforms and requests. A default constant data record is created for any institution that does not have one.
Note: If you would like your default constant data record to be automatically applied to each request, turn on the Persistence Setting. See Interlibrary Loan Options for more information.
Configure Borrower Constant Data
To add a constant data record:
- Click Create New CD record.
- Fill in the fields. See Borrowing fields and Patron fields for details.
- Click Save as New.
To copy a constant data record:
- From the Constant Data Record list, select the constant data record you want to copy.
- Edit the Constant Data Record Name.
- Make any additional edits to the record, if needed.
- Click Save as New.
To edit a constant data record:
- From the Constant Data Record list, select the constant data record you want to edit.
- Edit the record.
- Click Save.
To delete a constant data record:
- From the Constant Data Record list, select the constant data record you want to delete.
- At the bottom of the screen, click Delete Record.
- On the confirmation window, click OK.
Borrowing Library Information fields
|Constant Data Record Name||The name of this record (20-character limit, with no special characters).|
|Description||A brief description of this record.|
|Need Before||Date by which you want to receive the item. Note: To assign a period of up to 99 days, type +DD for the system to calculate a date that is 1-99 calendar days from today's date.|
|Shipping and Constant Info||Complete mailing address and contact information.|
|Bill to||Billing address. Click Copy From Shipping Info. to use the same information from the Shipping and Contact Info fields. Otherwise, provide new information.|
|Ship Via||Preferred method of shipment.|
Choose your preferred method of electronic delivery:
Note: Electronic Delivery is defined in the OCLC Policies Directory. Log in to the Policies Directory to make changes.
|ILL Fee Management (IFM)||
Select the ILL Fee Management (IFM) check box to turn IFM on.
For more information on IFM, see Interlibrary Loan Fee Management (IFM).
Indicates your compliance for copy requests. Depending on your country, valid codes include:
If you have selected to manage copyright via the WorldShare ILL > Advanced Workflows module in the OCLC Service Configuration, Copyright Compliance configurations in any constant data record will be overwritten. Please see Copyright for more information.
Libraries in Australia, New Zealand, and the United Kingdom can track patron acceptance of local copyright terms. Copyright Signature indicates whether or not the patron has acknowledged the copyright terms. Options include:
See Copyright Clearance for more information.
Note: Libraries outside of Australia, New Zealand, and the United Kingdom will not see the Copyright Signature field.
|Affiliations||Symbols, names, or acronyms of your reciprocal or local groups.
|Billing Notes||Additional billing information, if needed.|
|Borrowing Notes||Type here any additional information needed to clarify the request.|
The patron's name.
A number used for patron identification.
The patron's department. Be consistent in the use of department names
The patron's status.
|The patron's email address.|
|Address||The patron's address.|
Any relevant information about the patron.