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.
|Best Practices for SHAREit Academic Libraries
|Best Practices for Post-secondary libraries using the SHAREit software to borrow & lend within the Illume system.
Includes guidelines & recommendations for Preferred Lender Lists, Participant Record Configuration, SHAREit Request Manager Workflow, SHAREit Software Optimisations, and Union Database Updates.
For Best Practices for Public libraries, please contact Public Libraries Branch <firstname.lastname@example.org>.
|Best Practices for ISO-target Academic Libraries
|Best Practices for Post-secondary libraries using ISO-target software (eg. Relais) as their primary ILL management system to borrow & lend within the Illume system.
Includes guidelines & recommendations for SHAREit Participant Record Configuration, ISO-target Request Manager Workflow, SHAREit Software Optimisations, and Union Database Updates.
|Blocked Lenders List
[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.
|Borrowing Policy Set-up Guide
|Set-up your new Borrower 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!
|Configure Shipping Labels
|*NEW March 31st, 2022* Library administrators can set-up your new custom Borrower, Lender or Avery shipping labels.
|Create and Update your Library's ILL Policy Page
|Template for Post-secondary libraries publishing their ILL Policy Pages as part of their Benefits & Responsibilities for BC ELN academic libraries.
|ERTI (Enhanced Request This Item) Functionality and the ERTI ILL Request Workflow
|How the ERTI matching algorithm is used by Illume when ILL requests are forwarded to potential lenders on the lender list, including workflow changes.
|Holiday/Temporary Closures Set-up Guide
[2m ; MP4]
|Update your Illume Holiday List with your closure dates and/or suspend Patron-Initiated requesting.
|Some libraries charge a fee when loaning ILL items. This guide includes more information on fees, and tips on how to avoid charges.
|Live Shelf Status Set-up Guide
|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.
|Lending Policy Set-up Guide
|** Updated with New Features for SHAREit V6! ** Set-up your automatic system Lender Policy to determine lendable items by all available material types/formats in SHAREit. If a request is sent to your library for a non-lendable item, your library will be skipped over as a lender automatically.
|"Open URL" Structure: Passing a Search String into Illume Guide
|** 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.
|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!
|Preferred and System-wide Lender Lists
|Post-secondary and Public libraries both have a Preferred (or Primary) Lender List that load-levels requests first within their own library type (eg. Public to Public). Requests to other library types (eg. Public to Post-secondary) use the the System-wide (or Secondary) Lender List to locate remaining available lenders.
|Customise your Quick Links (formerly Quick Menu) menu on your Staff Dashboard. Quick Links are specific to each separate logged in account.
|Search Target/Resource Configuration Guide
[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
[2m ; MP4]
|Libraries can deactivate the Social Media icons for Patrons/Guests and/or Staff if desired. More information available in our FAQ.
|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.
|User Accounts Setup Tips
|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.