Setting Up ILL

After your library has acquired ILL, the following steps must occur before you can use the product:

1. Your library provides the necessary installation information to Innovative.
2. Innovative installs ILL.
3. Your library completes the setup.

Providing Information to Innovative to Install ILL

Before Innovative can install ILL, you must provide the following information about your library's ILL parameters:

• The LOCATION and I TYPE values you want ILL to use when creating virtual ILL items. For more information, see Defining Locations and Item Types for ILL Requests.
• Parameters for each type of ILL request you want to allow, including patron types allowed to submit their own ILL requests, if any. For more information, see Defining ILL Request Types.
• Information about the acquisition methods you want to use. For more information, see Setting Up ILL Acquisition Methods.
• Parameters for each ILL department, if your library has acquired multiple departments. For more information, see Setting Up Multiple ILL Departments.

In addition, you must inform Innovative whether you want to:

• Customize the ILL request prompts.
• (ARTEmail only) Use an alternative ARTEmail voucher number format.

You can provide this information to Innovative by filling out the ILL worksheets in the Sierra Implementation Manual.

Setting Up ILL After Installation

After Innovative has installed ILL, you must complete the setup by making the following updates:

• Set up the loan rules you want to use for ILL requests.
• Add entries to the Loan Rule Determiner table so that the system associates the new loan rules with the LOCATIONs and I TYPEs you provided prior to installation.
• Create institutional patron records for your ILL suppliers.
• Ensure that your system's default record templates (that is, the templates called _i and _b) contain generic fixed-length field values. ILL uses the fixed-length field values in these default templates when creating virtual bibliographic and item records.
• If desired, add predefined texts to the Text of Circulation Notices table for use in ILL notifications to patrons and suppliers.
• If you want to email ILL notifications to patrons and suppliers, set the values in the Inter-Library Loans: E-mail information circulation option.
• If you want to display a unique "send to" address on requests sent to supplying institutions (for example, if you want the address to include the phrase "ILL Department"), add an entry to the Branch Addresses table for each ILL location you created.
• If you want to limit the number of ILL requests that patrons can place, update the Max ILL (at one time) and Max ILL (per interval) elements of the Patron Blocks table.
• If your library has barcode validity checking enabled, you can disable it for ILL logins. Doing so prevents errors when using suppliers' barcodes to circulate ILL items. To disable barcode validity checking when you check items out and in, select the Disable barcode validity checking for check-out/check-in Setup option.