You are here
Staff can customise Illume (SHAREit) for their own personal use and Administrators can also set-up/configure Illume with improvements for both staff & patrons.
Check-out our new Illume System Health Checklist [PDF] for administrators including our recommended yearly checklist to maintain the health of your Illume system as well as an updated Borrower & Lender Workflow overview to highlight optimisations available.
|Guide||Formats Available||Description||Last Updated|
|Blocked Lenders List||Watch Video
[1m:30s ; MP4]
|Add any lender codes to a new Blocked Lenders list that stops the ERTI smart-build from automatically adding those codes during it's lender list builds. For example, add the code for any fee-based libraries! More information also available in our FAQ.||January 2018|
|Borrowing Policy Set-up Guide||HTML||Set-up your new Borrowing policy to hide the "Request this Item" button on records based on material type (eg. DVD). Guest patrons and Staff can be configured with the request button available on different formats!||March 2020|
|ERTI (Enhanced Request This Item) Functionality and the ERTI ILL Request Workflow||HTML||How the ERTI matching algorithm is used by Illume when ILL requests are forwarded to potential lenders on the lender list, including workflow changes.||December 2019|
|Holiday/Temporary Closures Set-up Guide||PDF
[2m ; MP4]
|Update your Illume Holiday List with your closure dates and/or suspend Patron-Initiated requesting.||June 2020|
|ILL Fees||HTML||Some libraries charge a fee when loaning ILL items. This guide includes more information on fees, and tips on how to avoid charges.||July 2015|
|Live Shelf Status Set-up Guide||HTML||Would you like to activate live shelf status checks for your library? System Librarians/Administrators and ILL Staff can check-out the guide for information on what to expect during the process. Please contact us directly to set-up Live Shelf Status.||June 2018|
|Lending Policies Set-up Guide||PDF
|Set-up your Lending policies to determine lendable items by material type. If a request is sent to your library for a non-lendable item, your library will be skipped over as a lender automatically.||February 2019|
|"Open URL" Structure: Passing a Search String into Illume Guide||PDF
|** Updated for SHAREit V6! ** If your library doesn't have an item, you can generate a link that will take users directly to search results for the desired item in Illume, instead of to the search screen. Information on how-to create these OpenURLs to pass search strings into the Illume system. Includes both Bibliocommons and EBSCO Custom Links (EDS, Databases, Full Text Finder etc) information.||February 2020|
|Patron-Initiated ILL Setup and Procedures||Patron-initiated ILL requests allows patrons to search Illume and then directly request from a record in the system. Documentation and templates available on setting up PI-ILLs and custom forms, recommended patron ILL permissions, suggested privacy disclaimer notices, and enabling patron tracking of ILL requests. The new customisable patron forms can now be made privacy compliant for British Columbia patrons!||June 2020|
|Preferred Lender Lists||HTML||Post-secondary libraries can set-up their Preferred Lender list with their desired order of library codes. When requesting items the system first checks your Preferred Lender list and then the System-Wide lender list second.||May 2019|
|Quick Links||HTML||Customise your Quick Links (formerly Quick Menu) menu on your Staff Dashboard. Quick Links are specific to each separate logged in account.||November 2019|
|Search Target/Resource Configuration Guide||PDF
[7m30s ; MP4]
Configure the available catalogues (resources or targets) displayed for both patrons and Staff. Search resources are used for Search Results and the ERTI Smart-build of the lender list. Check-out our Library and Archives Canada Search Resources guide for how to set-up a Library & Archives Canada web link or Z39.50 search target/resource to directly Voila within Illume.
** Updated for SHAREit V6! ** Libraries can add a direct Illume search widget to their web pages (LibGuides, Moodle and more!) using our HTML code example.
|Social Media Icons||Watch Video
[2m ; MP4]
|Libraries can deactivate the Social Media icons for Patrons/Guests and/or Staff if desired. More information available in our FAQ.||March 2018|
|Statistics Guide||HTML||Includes info and differences on retrieving statistics from each Statistics section If all your report options aren't display check-out our FAQ to activate additional reports.||March 2017|
|User Accounts Setup Tips||PDF
|Each user account in Illume can be edited for different levels of access and ILL permissions. Includes recommended settings for administrators, ILL staff, and other library staff users.||December 2017|