[Lender Lists & ERTI Smart-build] As of November 2024, the SHAREit software now has an option to create additional separate custom Lender Lists. The new Lender List options, used for the ERTI smart-build to build the "Lender List" field of available lender codes on your borrower requests, are available under Staff Dashboard > ILL Admin > Configuration > Configure Lender Lists.
Custom Lender Lists:
Libraries can create custom Lender Lists that Staff can use to quickly and easily rebuild lenders on Retry/Unfilled requests.
These custom Lender List options can be used to update requests to only be sent to particular lenders (eg. only InterLINK libraries). Enhancement Request: BCUC has also requested the option to update Awaiting Approval requests using a custom lender list for situations such as a postal strike where Staff may only wish to send requests to a select group of lenders first.
- Library administrators can create and update their "Custom Lists" option under Staff Dashboard > ILL Admin > Configuration > Configure Lender Lists. Administrators please contact us for assistance updating or creating a custom lender list.
- ILL Staff can update existing requests in Retry or Unfilled using a custom lender list (if available) from the status drop-down options. This option will rebuild the ERTI smart-build "Lender List" field to include lender codes of available lenders (holdings available via UDB or live Z39.50 target records) listed in your custom list.
Non-Returnable Lender Lists:
The new separate Non-Returnable lender list (if updated) can also be used to automatically build lenders for all your Copy requests. This lender list does not default to the System Wide lender list if lenders are not included. So both Illume libraries will need to include both Public and Post-secondary libraries if they activate their Non-Returnable lender list configuration.
- For Post-secondary libraries please consult our Post-Secondary Preferred Lender Lists guide here or contact us for assistance updating your Non-Returnable lender list.
- For Public libraries please contact us for assistance as your recommended Lender Lists are supplied primarily by Public Libraries Branch.
Please Note: This Copy lender list is not actively used until updated and the "Preferred" lender list and "System Wide" are used for both Loan and Copy requests until then. Once your library/site has updated the "Non-Returnable" lender list settings only then the Preferred & System Wide lender lists will only be used for Returnable (Loan) requests.
Please contact us with any questions/concerns about the Lender Lists or for assistance updating or creating custom lender list configurations.