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OCLC

Lender Data

Use this screen to configure Lender 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 Lender Constant Data

To add a constant data record:

  1. Click Create New CD record.
  2. Fill in the fields. See Lending Library Information fields below 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

Lending Library Information fields

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

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.
Due Date
  • The date on which the Borrower should return the item, not the date on which the item should arrive at your library.
  • When editing a request, type the specific date or specify a time span of 1-999 days from today's date using the format +DDD.
  • For copy requests, type N/A for the Due Date.

Example:
+101

Shipped Date

The date on which the item leaves your library (past or current), using the format -DD.

Examples:
-0
-10

Add ILL Management Fee (IFM)

Select the Add ILL Management Fee (IFM) check box to turn IFM on.

For more information on IFM, see Interlibrary Loan Fee Management.

Lending Charges
  • All costs: handling, photocopying, postage, etc., in U.S. dollars. Numeric data only. Type 0.00 if there are no charges.
  • To accept a Borrower's IFM offer, enter a numeric value, and check the IFM check box.

Examples:
0
8

Insurance Amount The amount of insurance, if applicable.
Lending Notes
  • Required only for Conditional responses. Type additional information or a Conditional query.
  • Optional for non-Conditional responses. Use for notes about method of payment, invoicing, no-renewal responses, etc.
Lending Restrictions

Restrictions that apply to loans.

Example:
Library use only.

Return to

Complete return mailing address.

  • If you include a Due Date, you must supply a return address.
  • If you type N/A, you need not complete this field.
Return Via A preferred method for returning loaned materials. This field provides tracing information if the item is lost in transit.

Watch a video 

Creating constant data (9:29)

This video shows how to create, edit and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending.