South Dakota Library Network ALEPH Integrated ILL (ILL2) Set Up Viewing / Editing Partner Records South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD © South Dakota Library Network, 2008 ©Ex Libris (USA), 2008 Modified for SDLN Version 18.01

ILL2 Set UP ILL partners 2 ILL partners have been created by SDLN. There are three types of partners: Internal Partner (ILL Unit) These are the SDLN ALEPH system libraries that are participating in ALEPH ILL2. You may edit/update the information for your ILL unit only. Shared External Partner A supplying or requesting library which is not a part of the SDLN ALEPH system; it is external to our library system. An external shared partner can be used as a supplier/requester by the ILL units of all ADM libraries. Non-Shared External Partner A non-shared external partner is the same as a shared external partner, but can be used only by the Units within a single administrative environment (ADM library).

ILL2 Set Up Viewing Partners - Administration Tab 3 ILL partner records are viewed and updated through the Administration/Partner node in the Administration tab of the Integrated ILL module. You may edit/update the information for your ILL unit only.

ILL2 Set Up Viewing Partners - Administration Tab 4 The list of ILL partners (internal ILL units and external suppliers) is displayed in the upper-right pane:

ILL2 Set Up Viewing Partners - Administration Tab 5 You can use Search mode and the Filter options to sequence and filter the list. You can set the Search mode to Code, Name, Keywords or Exact code. The Name and Code Search Mode filters affect the order of the entries in the list to allow you to browse through the list of partners. When filters are not active, the list includes all internal partners, all external partners that are shared by all units, and all non-shared external partners that can be used by your institution (ADM/ILL library).

ILL2 Set Up Viewing Partners - Administration Tab 6 Actions include: Access the list at a particular From the Search mode drop-down place in the alphabet, if you list choose Code, type the first few know the code letters of the partner code in the space provided and click Go. Access the list at a particular From the Search mode drop-down place in the alphabet, if you list, choose Name, type the first know the partner name few letters of the partner’s name in the space provided and click Go.

ILL2 Set Up Viewing Partners - Administration Tab 7 Actions include (cont.): Retrieve a partner record From the Search mode drop-down by code list, choose Exact Code, type the code of the partner in the space provided exactly as it was entered into the system and click Go. Filter the list to include Select the Active/Not Active check only Active or only boxes as appropriate. Not Active partners

ILL2 Set Up Viewing Partners - Administration Tab 8 Action include (cont.): List only internal partners Select the Internal Partners only check box to list only internal partners. Clear filters and return to Click Clear. the default All

ILL2 Set Up Lower pane – Tab 1 Partner Info 9

ILL2 Set Up Lower pane – Tab 2 Communication 10

ILL2 Set Up Lower pane Tab 3 – Borrowing ILL Unit 11 This is where you can opt in or out of Unmediated Locate

ILL2 Set Up Lower pane – Tab 4 Lending ILL Unit 12 This is where you can opt in or out of Unmediated Locate

ILL2 Set Up Lower pane – Tab 5 Gen Contact 13

ILL2 Set Up Lower pane – Tab 6 Ship Contact 14 If you have only General Contact info for your ILL Unit, Tab 6 may be left empty. The system will pull the information from Tab 5.

ILL2 Set Up Lower pane – Tab 7 Bill Contact 15 If you have only General Contact info for your ILL Unit, Tab 6 may be left empty. The system will pull the information from Tab 5.

ILL2 Set Up New Partners 16 If new partners are needed, please contact SDLN staff.