Status Line

• Resource Sharing
• Mar 08
• Issue: 220

Using the Conditional Notes Manager in WorldCat Resource Sharing

One of the time saving features available in WorldCat Resource Sharing is the Conditional Notes Manager. The Conditional Notes Manager allows the lender to create and store multiple Lending Notes that describe lending restrictions for Conditional responses.

While some conditionals are unique messages that apply to only to one request, many conditional messages are used on a continuing basis.

The Conditional Notes Manager allows you to store and reuse up to 20 conditional notes. Examples of conditional notes might include “Bad citation. Please check source,” “We prefer IFM for billing,” or “Exceeds maxcost.” Conditional Notes are created and managed in the FirstSearch Administrative Module.

• Logon to the FirstSearch Administrative Module.
• Click the Resource Sharing section of the main menu, then choose Saved Notes from the drop-down list under Staff ILL Settings in the sidebar menu.
• In the Conditional Note Name field, type in a name. Each note can contain up to 30 characters and blank spaces. In the Conditional Note Text field, type in any information to identify the note. Text can contain up to 500 characters and blank spaces.
• Click Save Changes. The note name displays in the Conditional Note Name field, and the text displays in the Conditional Note Text field. The note name also is listed in the Select a Conditional Note field.

Resource Sharing Contact Information

Please contact Jon Penn, Resource Sharing Librarian at Nylink, with questions. Jon is available via email (pennj@nylink.org) or phone (800-342-3353/518-443-5444).