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Borrower Data

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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.

Configure Borrower Constant Data

To add a constant data record:

  1. Click Create New CD record.
  2. Fill in the fields. See Borrowing fields and Patron fields for details.
  3. Click Save as New.

To copy a constant data record:

  1. From the Constant Data Record list, select the constant data record you want to copy.
  2. Edit the Constant Data Record Name.
  3. Make any additional edits to the record, if needed.
  4. Click Save as New.

To edit a constant data record:

  1. From the Constant Data Record list, select the constant data record you want to edit.
  2. Edit the record.
  3. Click Save.

To delete a constant data record:

  1. From the Constant Data Record list, select the constant data record you want to delete.
  2. At the bottom of the screen, click Delete Record.
  3. On the confirmation window, click OK.

Borrowing Library Information fields

Field Description
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.
Request Type
  • Loan - Only requests for loans will match.
  • Copy - Only requests for nonreturnable copies will match.
Editions Preferred edition.
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.
Electronic Delivery

Choose your preferred method of electronic delivery:

  • Arie (FTP): FTP delivery via Ariel.
  • Article Exchange: Delivery via OCLC Article Exchange.
  • Electronic: Delivery via email.
  • ILLiad Odyssey: Delivery via ILLiad Odyssey software.

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).
Maximum Cost
  • Maximum amount (in US dollars) that you will pay for the item. Type the amount you will pay, and check the IFM check box to apply IFM.
    Note: This reflects the total cost, not the cost per page.
  • If you will not pay, leave the check box empty and type 0.00 in the box.
    Note: If you do not provide a value, you are responsible for whatever the Lender charges. If both the IFM and Maximum Cost boxes are empty, the Lender is able to specify a Maximum Cost amount when the request is returned to you. You automatically agree to pay the specified amount when you update the request.
Copyright Compliance

Indicates your compliance for copy requests.  Depending on your country, valid codes include:

Region Copyright Compliance
United States
  • CCG Conforms to CONTU Guidelines
  • CCL Conforms to U.S. Copyright law
Australia
  • Australian Copyright Cleared
  • Australian License
  • S183 - Commonwealth
  • S183 - State
  • S200AB - Special case
  • S43 - Judicial Proceedings
  • S50 - for S49 client
  • S50(7) - for collection, previously supplied
  • S50(7A) - for collection, more than a reasonable portion
  • S50(7B) - for collection electronic
  • S50 - for collection
  • S50 - for parliamentarian
New Zealand 
  • NZ Copyright Requirements
United Kingdom
  • UK Copyright Cleared
  • UK Fair Dealing

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.  
Affiliations Symbols, names, or acronyms of your reciprocal or local groups.
Example: 
LVIS
Billing Notes Additional billing information, if needed.
Borrowing Notes Type here any additional information needed to clarify the request.

Patron fields

Note: Required fields are marked with an asterisk (*).

Field Description
Patron Name

The patron's name.

  • For best results, use the format: last name, first name, middle name or initial.
  • If necessary, add descriptive text to differentiate patrons with similar names.
  • Do not enter patron identification numbers in this field. Use ID instead.

Examples:
Butterworth, Ada Esther
Smith, Bob, CompSci Dept.
Patron ID

A number used for patron identification.

Examples:
123-45-6789
ALl/6496KRTXX/0001
OH4751603
Patron Department

The patron's department. Be consistent in the use of department names

Example:
Department of Chemistry
ChemDept
Chemistry
Status

The patron's status.

Examples:
Faculty
Executive
Undergraduate
Email The patron's email address.
Address The patron's address.
Notes

Any relevant information about the patron.

Examples:
Maximum Cost $5.00
Can pickup from East Branch on Tuesdays
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