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.
Constant data records for Borrowers
Constant data records can be created to fit any routine borrowing situation. Examples of situations where constant data records can be useful for borrowers are listed in the table below.
You regularly borrow photocopies as well as material that must be returned.
Create one constant data record for loans and another for copies.
You request some photocopies be faxed to you, but that most be electronically returned.
Create one constant data record for faxcopy requests and another indicating you would like to receive documents via Article Exchange under Electronic Delivery.
You handle all ILL transactions at your main library, but want lenders to ship materials directly to branches when appropriate.
Create constant data records with different Shipping and Contact Info for each branch.
Some faculty members are regular ILL customers.
Create a constant data record for each high-volume customer.
You have established policies for the amount you will pay for each type of ILL material.
Create a constant data record for each type of material with its appropriate Maximum Cost.
You have established policies for using ILL Fee Management.
Create constant data records with IFM values in Maximum Cost.
You regularly request multiple copies of the same item for book clubs.
Create a constant data record that contains a Borrowing Note indicating that the request is for a book club.
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.
- 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
|Constant Data Record Name
|The name of this record (20-character limit, with no special characters).
|A brief description of this record.
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.
|Billing address. Click Copy From Shipping Info. to use the same information from the Shipping and Contact Info fields. Otherwise, provide new information.
|Preferred method of shipment.
Choose your preferred method of electronic delivery:
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.
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. See Copyright for more information.
Depending on your country, valid codes include:
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, 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.
Enter the symbols, names, or acronyms of your reciprocal, local, or OCLC's Profiled Groups to display to lenders.
|Additional billing information, if needed.
|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.
|The patron's address.
Any relevant information about the patron.
Watch a video
Create constant data
Run time: 8:37
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.