April 7, 2020

Seeing Your Lending Policy Exceptions

The NHAIS ILL System offers lenders a chance to specify whether certain formats can be borrowed and for how long as well as whether renewals are an option. If, for example, your library will lend music CD's but not spoken word CD's, or wants a shorter loan period for DVD's than books, you can print the Lending Policy Form, fill it in, and send the paper to NHAIS Services. Alternatively you can scan the completed form and send it as an email attachement to nhu-pac@dncr.nh.gov

Note that the system determines formats based on coding in the MARC bibliographic records associated with your holdings, not on your call number or item type or collection code. The lending policy form is optional: if you don't send one in, default settings apply and you'll continue to see requests for all types of materials (you still get to say "will not supply" to a request, of course) and the system's default loan period will apply (and you have the option to change that for any individual request).

If you aren't sure whether or not this is set up for your library (or what exceptions were set) you can see this information in your Participant Profile.

  1. Log into the NHAIS ILL System as an ILL user.
  2.  Click on Staff Dashboard
  3. Under "ILL Admin" click on "Participant Record"
  4. Across the top of the screen you will see 2 rows of boxes, click on the one marked "Lending" to open your "Maintain Lender Policy" screen. You cannot actually edit this screen, it is a read-only display. To make changes use the Lending Policy Form 
  5. If the check-box at the top next to "Use my library's lending policies ..." is NOT checked then it doesn't matter what the screen says because none of it applies, you are using the default lending rules (every format is available for the default loan and renewal periods). If it IS checked then the loan policies shown in the chart is what the System is using to decide what requests to send to your library.

 

NOTE: this post was updated 10/16/2020 to link to an updated version of the Lending Policy Form

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