Status Line

• Resource Sharing
• June 2006
• Issue: 203

Using the Conditional Notes Manager

Do you find yourself using the same Lending Notes when sending a conditional response? If so, you may wish to use the Conditional Notes Manager to create and store multiple Lending Notes. Here are some instructions:

Conditonal Notes are created in the FirstSearch Administrative Module.

1. Go to http://firstsearch.oclc.org/admin.
2. Enter your ILL authorization and password.
3. Click the start button.
4. 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.
5. In the Conditional Note Name field, type in a name. Each name can contain up to 30 characters and blank spaces. In the Conditional Note Text field, type in any information to identify the note.
6. Text can contain up to 500 characters and blank spaces.
7. 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.
8. To clear the form and start over, click New Blank Record. The system clears the screen.
9. 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.