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ERTI Lender List Smart-build

The Enhanced Request This Item (ERTI) feature in SHAREit increases the efficiency of request creation for patrons & staff by automatically building the Lender List from all activated search resources/targets.

What is ERTI?

ERTI is a matching algorithm used by the Illume (SHAREit) software to automatically build the lender lists in each request. It builds the best and most complete lender list of library codes for your item based on the holdings available from your activated Search Resources (eg. BC Union Catalogue and Simon Fraser University Z39.50 target).

ERTI is currently activated for 100% of all libraries using Illume (SHAREit).

May 27th 2020: Auto-Graphics has made adjustments to the ERTI Lender List Smart-build to hopefully improve the quantity and quality of Lender codes pulled into your automatic Lender List builds. The lender list validation process will no longer require a match on title and author if there is a match on a standard numeric identifier (ISBN, ISSN, LCCN, OCLC). This change should allow records with minor differences (e.g., Title: Dawn’s Light / Dawns Light) to be included in the lender list builds!

Please Note: If a Z-target doesn’t support a search, such as LCCN, the process will continue to look for a match on title, author, publisher and date information. LDR and format validation will still occur. Please let us know if you continue to encounter issues with the ERTI smart-build.

A-G has also made improvements to the lender list build validation against the 007/00 value of the source record for all formats,so non-matching formats such as eBook holdings should not be pulled into lender list builds for print materials. Please Note: If the source record does not contain an 007, that field cannot be validated. Specialty formats like Large Print will continue to be validated in additional ways beyond the 007.  

 

What are the advantages of ERTI?

  1. ERTI pulls the holdings of all activated search resources, including Z39.50 targets such as UBC, SFU, UVic & UNBC, even if they weren't selected (checked-off) or displayed in your search results. More information on Search Resources/Targets available in our Guides.
     
  2. ERTI should add all holdings from activated libraries into the Lender List, rather than just the library holdings from the first master record. Due to cataloguing differences, many of the same items have multiple master records and the ERTI smart-build merges holdings from all matching records rather than only using the initial record used during request creation.

    Note: Sometimes the ERTI smart-build does not combine all holdings within a request due to algorithm issues. The algorithm has seen improvements in SHAREit V6 and Auto-Graphics is continuing to work on additional improvements. More information in our FAQ: Why doesn't the ERTI Smart-build combine all the records correctly in my search results?
     
  3. Live Shelf Status availability checking and Lending Policies (material format deflection) features do not impact the ERTI smart-build. Originally when the feature was first activated in 2015, Auto-Graphics provided misinformation regarding the interaction of ERTI and these additional software features. We have recently confirmed with the vendor that the ERTI smart-build algorithm is a completely separate feature that only builds the initial lender list based on holdings from available search resources/targets.

    Live shelf status and lending policies only take effect when a request arrives at a lending library not during the ERTI lender list code smart-builds.

What is the workflow with ERTI activated?

After a request is created using the "Request this Item" button - ERTI initially moves the request to "Awaiting Lenders" where the algorithm searches all activated Search Resources/Targets for library holdings and organises the generated lender list based first on your "Preferred Lender" list and secondly using the "System Wide" Lender List. Codes that you have blocked using the Blocked Lender list are automatically removed from ther ERTI lender list build.

Please do not edit requests while in Awaiting Lenders as this can impact the automatic lender list build. Note: Please contact us if your requests appear stuck in Awaiting Lenders for longer than approximately 5 minutes. The ERTI workflow also depends on the permissions assigned to the account creating the request:

  1. If the account creating the request does not have "Automatic Approval" activated (recommended): Requests created with "Request this Item" will move to "Awaiting Approval" to be meditated.

    Staff can edit the request and manually update the Lender List build if desired before it is approved or use ILL Review to assign a new record and rebuild the lender list. Currently all patron-initiated requests are mediated.
     
  2. If the Staff account creating the request has "Automatic Approval" activated: Requests created with "Request this Item" will automatically skip "Awaiting Approval" and be sent to the first library code found in the Lender List created by the automatic ERTI smart-build.


How do I create Multi-Copy requests?

While logged into the Illume (SHAREit) software as Staff, search for the item you wish to request and click the "Multi Copy" link available when logged in as Staff. Check our Multi-Copy ILL Requesting training guide for additional information including screenshots.

With Multi-copy requests the ERTI smart-build creates the Lender List during request creation rather than after request submission. You can manually edit the Lender List build before you submit your multi-copy request; once all available search resources have been checked for holding or by clicking the "Stop" button to end the algorithm build. You can also continue to update individual requests created from the multi-copy feature within your Awaiting Approval.

 

Have questions or concerns or encounter any issues with the ERTI smart-build? Please contact us for assistance!