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Guides

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.

Can't find the guide or answer you're looking for? Try the Search function or contact us for additional assistance.

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
ERTI (Enhanced Request This Item) Functionality and the ERTI ILL Request Workflow PDF
[302 KB]
How the ERTI matching algorithm is used by Illume when ILL requests are forwarded to potential lenders on the lender list, including workflow changes. June 2015
Holiday/Temporary Closures Set-up Guide PDF
[537 KB]

Watch Video
[1m:30s ; MP4]
Update your Illume Holiday List with your closure dates and/or suspend Patron-Initiated requesting. May 2018
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
[223 KB]
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
[1.9 MB]

** We are currently working with Auto-Graphics & EBSCO to update the OpenURLs to work with 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.
August 2017
Patron-Initiated ILL Setup and Procedures

HTML

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! Coming soon updated for V6
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
Search Target/Resource Configuration Guide PDF
[526 KB]

Watch Video
[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.

March 2017
Search Widget

HTML

Watch Video
[2m:30s ; MP4]

** We are currently working with Auto-Graphics to update the widgets to work with V6. **

Libraries can add a direct Illume search widget to their web pages (LibGuides, Moodle and more!) using our HTML code example.
June 2018
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
[400 KB]
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.