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The Illume Administrative Support Centre offers a wide-variety of training guides & options:
- Guides/FAQs: Custom consortial FAQs, Admin/Set-up Guides, and Training Guides available in HTML or PDF format.
- E-learning: Quick demo videos are available for those that prefer to learn visually. Search for your topic or check-out the FAQs and Guides.
- Webinars: We also offer live webinar training sessions. Contact us to schedule a live webinar (no download required).
- Training Sites: Training software is available for new staff or students to practice with Illume. Just contact us!
- In-person: We can visit you for training in the Lower Mainland BC. Just contact us!
|Training||Formats Available||Description||Last Updated|
|Borrower Workflow||Watch Video
[12m:31s ; MP4]
|Learn the workflow basics, suggested by SHAREit libraries, within the Borrower section of the ILL Admin > Request Manager including searching, creating, editing, approving, & cancelling Staff & Patron initiated requests. Also includes Receiving and Returning. Additional Borrower workflow videos coming soon on Conditional Messages and Unfilled/Retry Requests. No sound.||November 2018|
Watch Videos [Multiple available]
|Training guide on how Borrower & Lender libraries can use Illume to directly upload & deliver PDF documents, such as digital or photocopy versions of articles, directly to a request within Illume including patrons (via Guest Patron "Track ILL Requests" or with Borrower Patron Email Notices set-up).||March 2020|
|Expired Requests and Need by (Expiry) Dates||HTML
[7m;42s ; MP4]
|How-to guide for administrators to update the Need by (Expiry Dates) defaults for Staff & Patrons, as well as activate/add a patron Expiry/Need by pick calendar and patron minimums. Also outlines how Need by (Expiry) dates work in Illume for ILL Staff & Patrons!||July 2018|
|ILL Review Feature (Modify Existing Request)||HTML
[9m:30s ; MP4]
|Traning guide for the new ILL Review feature, added to our SHAREit sites at the end of 2018, which allows ILL Staff to update staff or patron-created requests with new records or automatic lender list re-builds.||July 2020|
|Lender Workflow||Watch Video
[6m ; MP4]
|Learn the workflow basics, suggested by most SHAREit libraries, within the Lender section of the ILL Admin > Request Manager including approving or rejecting lender requests. Also includes Shipping, Check In and Lost items. Additional Lender workflow videos coming soon on Conditional Messages and Lost/Overdue Requests. No sound.||October 2018|
|Multi-Copy ILL Requesting Guide||HTML||How-to submit a single ILL request for multiple copies of the same title which uses the new ERTI algorithm to automatically generate separate lenders for each request.
|Out-of-Province Requesting||HTML||Steps for out-of-province requesting including recommended library catalogues and tips from other libraries within BC. Please contact us for additional assistance requesting out-of-province items!||March 2019|
|Print-Disabled Patrons||HTML||Steps for libraries to share "talking book" formats that support print disabled patrons with visual or learning impairments or disabilities. Includes info on requesting DAISYs, MP3s, and Audiobook discs and cassettes.||May 2019|
|Rebuild or "Refresh" Lender List||HTML||ILL Staff can now quickly & easily rebuild or "refresh" the current Lender List field generated by the automatic system ERTI Smart-build using the "Rebuild Lender List" button available on borrower requests not currently attached to any lender.
To update or add a Record to a request (eg. requests created from the Blank Request form) and Rebuild the lender list field staff should continue to use the ILL Review feature instead.
|New! December 2022|
|Requesting from ISO Libraries||PDF
|Training info for ILL Staff on ISO 10160/10161 standards, that allow different ILL software (eg. Relais) to "speak" to each other. Includes tips on requesting from UBC, SFU, UVic, KPU & TRU via ISO with Relais. RRU is also an ISO site via VDX.||May 2019|
|Search Groupings & Results Views Options||HTML||Search Groupings & Results Views in Illume (SHAREit V6) search results. Customise your Patron & Staff search results with different record clustering & merging options and views. Activate a drop-down list that lets your Patrons and/or Staff change their search results groupings live!||September 2019|
|Search Tips||HTML||Basic tips on how to conduct searches including the simple, advanced, and browse search. Also check-out the Borrower Basic Workflow video for search tips. Updates for V6 searching coming soon!||January 2020|
|Staff Dashboard Customisation||HTML||Coming soon. Contact us directly for assistance.|
|Undo Request Statuses||HTML||BCUC members recently requested the ability to be able to "Undo" more status options, than just "Undo Shipped", for when a Staff member accidentally selects the wrong status update.||New! August 2021|
|User Account Customisation||HTML||Coming soon. Contact us directly for assistance.|
|UX Admin Customisation||
Learn the basic steps for updating any text block components on your current Illume Home page. More guides on additional new component options, such as images and videos, coming soon!
Also check-out the Search Groupings & Results Views Options training guide.
Auto-Graphics also has extensive documentation available from within your Staff Dashboard > Documentation > User Guides and extensive video documentation available from within your Staff Dashboard > Documentation > Training Videos.