Borrower Data

Last updated
Save as PDF

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:

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

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 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.

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.

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:

Not applicable
Signature Required
Signature Obtained

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.
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