Saved Notes overview

General Information related to the Saved Notes screen

Conditional Notes are used to set any conditions for borrowing or lending. Special library hours, library lending practices or general information may be noted here.

Conditional Notes will appear in the Staff View on a Pending request screen. You may select text to add as a message to the borrower outlining your condition(s) for loan.

Note: You may create a maximum of 20 Conditional Saved Notes.

Add a Conditional Note color>

To add a Conditional Note:

1

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.

The system displays the Saved Notes screen.

2

In the Conditional Note Name field, type in a name. Each note can contain up to 30 characters and blank spaces.

 

3

In the Conditional Note Text field, type in any information to identify the note. Text can contain up to 500 characters and blank spaces.

 

4

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.

5

To clear the form and start over, click New Blank Record.

The system clears the screen.

6

Click View/Print to see more information about Conditional Notes.

The system displays a Print screen listing all Conditional Notes, with Conditional Note Text, for your institution.



Delete a Conditional Notecolr>

To delete a Conditional Note:

1

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.

The system displays the Saved Notes screen.

2

Select the note to be deleted by clicking it in the Select a Conditional Note field.

The system fills in the Conditional Note Name and Conditional Note Text fields, and highlights the note name in the Select a Conditional Note list.

3

Click Delete Record.

A pop-up window displays to confirm the deletion of the selected note.

4

Click OK.

Note: To cancel the request, click Cancel.

The Conditional Note Name and Conditional Note Text fields are cleared, and the note name is removed from the Select a Conditional Note list.



Change display order of Conditional Notescolor>

To change the order of how Conditional Notes are listed:

1

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.

The system displays the Saved Notes screen.

2

Select the desired note by clicking it in the Select a Conditional Note field.

The system fills in the Conditional Note Name and Conditional Note Text fields, and highlights the note name in the Select a Conditional Note list.

3

Click Move Up or Move Down.

The note name will move up or down accordingly in the list.

4

Click Save Changes.

The order of the list in the Select a Conditional Note field will not be permanently changed until you click Save Changes. If you do not click Save Changes, an error message will display in a pop-up window.