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.
Use automation to apply constant data in borrowing requests. For more information, refer to Automated Request Manager.
Note: If you would like your default constant data record to be automatically applied to each request, turn on the Persistence Setting. When the Persistence Setting is turned On in the OCLC Service Configuration > WorldShare ILL > Interlibrary Loan Options module, the DEFAULT constant data record overrides other Constant Data applications including through automation. If using automations to apply constant data, turn off 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
Note: Required fields are marked with an asterisk (*).
|*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. 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.
Persistence Setting, do not specify a Request Type in your default Borrower Constant Data. If a Request Type is present in the default constant data record, the persistence setting will overwrite the Request Type as it was initially submitted with the value specified in the default constant data. For example, if you see that your Request Type changes from a Loan to a Copy, you may have specified Copy as the Request Type in your default Browser Constant data.Note: If you have turned on the
|Shipping and Contact 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:
OCLC Policies Directory. Log in to the Policies Directory to make changes.Electronic Delivery is defined in the
|ILL Fee Management (IFM)||
Select the ILL Fee Management (IFM) check box to turn IFM on.
Note: If the Maximum Cost is set to 0.00, do not select ILL Fee Management (IFM).
For more information on IFM, see Interlibrary Loan Fee Management (IFM).
Indicates your compliance for copy requests. Depending on your country, valid codes include:
Libraries in Australia, New Zealand, Spain, 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, Spain and the United Kingdom will not see the Copyright Signature field.
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.
Watch a video
Creating constant data