How can I block certain lenders from automatically being added to my lender list builds?

[Lender Lists/ERTI] As requested by BCUC members, Auto-Graphics has now added the ability to add any lender codes to a new Blocked Lender list that stops the ERTI smart-build from automatically adding those codes during it's lender list builds. This allows you to have Search Targets/Resources active that may charge fees, so you can continue to search their catalogues, but without the worry that their library code will accidentally be added.

You can still request from libraries that you've blocked by manually adding their code to your lender list build before approving your request. Manually adding their code will over-ride your blocked lender list and forward the request along to them normally. For more information check-out the guide with screenshots below or watch the quick video demonstration! Currently manually adding a code only works with Blank Request forms, but we've asked for additional improvements from Auto-Graphics and will update this FAQ when more information is available.

Some sites are unable to manually add a lender code to the Lender List build if the code is included in the Blocked Lenders list. If you encounter an error message while trying to manually add a blocked code you may need to temporarily remove the code from your Maintain Participant Record > Blocked Lenders list then add the code manually to your request and approve. Check-out the video or FAQ below on how to re-add your blocked lender after using this temporary workaround!

Watch a quick video on how to add lender codes to your "Blocked Lenders" list within your "ILL Admin > Maintain Participant Record". [No sound] Watch Video [90s ; MP4]

 

FAQ:

To update your Blocked Lender list:

  1. Login as an Admin within your OutLook OnLine.
     
  2. Under Staff Dashboard > ILL Admin > Maintain Participant Record > Blocked Lenders you can add the codes you'd like to block from the automatic lender list builds.

    For example to add the University of Victoria code enter BVIV and click Submit to save your changes. Hit return to enter another code on the next line. Multiple codes can be added and each one needs to be on a separate line. Check our Search Now page for a list of all library codes or contact us for assistance.

Remember you can still manually add BVIV before approving your request if you ever need to route to them! Note: Only currently works on requests created from the Blank Request form.

Check-out the Configuring Search Targets Display Guide [PDF] to add or edit your search resources. For example if you've removed The University of Victoria as a search target to avoid any unexpected fees you can now add them back in after you've entered their code in your Blocked Lenders list.

Please contact us if you have any questions/concerns or would like some assistance updating your Blocked Lenders list or Search Targets/Resources.

 

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