Sending lists from the NHAIS ILL System and more...

The latest from NHAIS Notes... Sending lists from the NHAIS ILL System NHAIS ILL: The Next 3 Years Hello, new Request Manager screen Request Manager enhancements 3/31 No NC Van Mon 3/30

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Seen on the NHAIS-L e-mail list:

"If a patron makes a list on share it and supposedly sends it to me where is it? I have not done this before but it would be helpful if this is a possibility."

Anyone, whether logged in or not, can save titles to a list in the NHAIS ILL System and send that list to any valid e-mail address. How users add titles to the list varies. On screens with multiple search results, click the icon under "List" for the desired title.

When viewing a single search result on the detail screen, choose "Add to Your List" from the menu on the left.

To send the list, users can choose the Email List button if visible. If it's not on the screen, click on the Your List icon in the upper right (just above "Login"), then choose Email List.

An e-mail address must be entered--let your patrons know which address you'd like them to use to send titles to you. The default subject line is "Session List" but that should be changed to indicate who's sending the list, which will appear to come from no-reply-nhais@librarycard.com.

The resulting e-mail, with "ILL request from..." entered in this example to replace the default "Session List" in the subject line: 

All the above can be done without a login. At libraries allowing patron-initiated ILL requesting, patrons have the option to log in to save lists for future sessions. Otherwise, the list disappears in SHAREit when the current session is ended.

Another option for anyone to send bibliographic information from the NHAIS ILL System: choosing the "Email This Item" option in the left-side menu of the detail screen.

This sends more details than the basic title/author info transmitted with the list option and has more editable fields (just don't change "no-reply@auto-graphics.com" in the FROM area) but it only deals with one title per e-mail. 

The resulting e-mail, with a patron name entered in place of "guest" in the FROM area for this example:

 

The NHAIS Interlibrary Loan system runs on Share-It, a product from Auto-Graphics (now part of Soutron Global for those keeping score at home). The first contract for this iteration of the system was approved by Governor and Council in July 2019. In 2023 we exercised our option to extend the contract for a period of 3 years. That extension will conclude on June 30, 2026.

We will be going before Governor and Council to seek approval for the remaining 3-year extension available to us in the original contract. If they approve we will continue with our current ILL system until June 30, 2029. We will begin the process of issuing an RFP for the next iteration of NHAIS Interlibrary Loan during 2028. 

Today we submitted the contract amendment documents to the NH Department of Information Technology which will review and (hopefully) approve them. This is the first step toward having the contract amendment on the agenda for a June 2026 Governor & Council meeting. 

 

 

 

Welcome to April and the new Request Manager screen. When you view that screen with the All tab selected (which is what you'll see when you first view the page after last night's software update), you may note several statuses that are not used in our system and were previously hidden. These include the following statuses on the borrower side:

ILL Review
ILL Review Awaiting Lenders
ISO Messages
NCIP Hold Placed
Passed to Local System
Request Transferred

And on the lender side:

ILL Review
ISO Messages
Request Transferred

Of course, you can now hide those statuses and all others with zero requests by choosing the Active tab, which most users will likely find to be the handiest way to view the Request Manager.

Remember that Items Awaiting Trading Partner Response is now Awaiting Borrower Action on the lender side and Awaiting Lender Action on the borrower side. 

How do you get rid of those red dots? See the second half of a NHAIS Notes post from March 24. You should certainly have a look at notes on requests in your Borrower Action Items and Lender Action Items areas. It's probably not worth your time to deal with red dots for requests in Complete status. Remember that all requests in Complete or Expired status are automatically deleted after 365 days in either of those statuses.

We've received feedback that the font size on the statuses ought to be larger and have passed that suggestion on to Auto-Graphics.

If you need further help with anything in the NHAIS ILL System, contact the NHAIS Help Desk at nhu-pac@dncr.nh.gov or 603-271-2141.

Tonight's the night the Request Manager page in the NHAIS ILL System gets a new look. The system will be offline for the software update starting at 10 o'clock tonight (Tuesday, Mar. 31). The outage should last no more than 15 minutes.

Key Changes:
•    Borrower Action Items and Lender Action Items will be displayed in a default set of groups of related statuses.
o    A count for the total number of requests in the Borrower Action Items and Lender Action Items sections is displayed.
•    Awaiting Lender Action and Awaiting Borrower Action sections replace “Items awaiting trading partner response” for borrowers and lenders, respectively.
o    A count for the total number of requests in the Awaiting Lender Action and Awaiting Borrower Action sections is displayed.
•    A Complete section, with a count, includes just those requests in “Complete” status – they have gone through the full ILL cycle and have been checked in by the lender.
•    There are three options for which statuses to display:
o    “All” – this is the default setting and includes all statuses, even those with 0 active requests
o    “Active” – includes only statuses with a count greater than 0 
o    “Unreviewed Notes” – includes only statuses with one or more requests with an unreviewed note
•    The displayed status selection (All, Active, or Unreviewed Notes) is sticky and will persist between sessions for individual logins.
o    The status selection remains available even when scrolling to the bottom of the Request Manager.
•    Active statuses with at least one request with an “Unreviewed Note” will display with a red dot next to the status to easily alert staff that there are notes to be reviewed.
•    The main sections (Borrower Action Items, Awaiting Lender Action, Complete, Lender Action Items, Awaiting Borrower Action, and Complete) can be individually collapsed or expanded.
•    Direct access to the ILL Administration User Guide section on the Request Manager is provided.
•    The Request Manager will automatically refresh every 30 seconds to display any updated statuses, e.g., new “Pending” requests in the Lender Action Items section.

The first two screenshots below are examples of the Request Manager with “All” statuses selected. These samples provided by Auto-Graphics include some spaces and statuses not used in the NHAIS ILL System. The order in which statuses are listed also varies from what you'll see in our system.

1.    “All” is the default selection.
a.    Click the 3-dot icon to access “Help” in the ILL Admin User Guide.
2.    There are 17 requests altogether in the Borrower Action Items grouping (4 Awaiting Approval + 2 Overdue + 5 Not Received/Overdue + 6 Expired).
a.    Click “^” to collapse the section.
3.    Requests for which the borrower is expected to take the next action are indicated with the count of requests in that status.
a.    Click in the row with a count to open that list of requests in that status. 
b.    Statuses with a count of 0 are displayed but grayed out.
4.    The red dot next to a status indicates there is at least one request in that status with an unreviewed note.
5.    When scrolling on the page, as shown below, the option to change the status selection remains available at the top of the page.

In the example below, the same Request Manager as shown above is limited to “Active” statuses.
•    “No Request” displays when there are no active requests in a section. 

In the example below, the same Request Manager as shown above is limited to “Unreviewed Notes.”

NOTE: Remember that the selection for All, Active, or Unreviewed Notes is sticky so it persists between logins. If “No Requests” is displayed for all sections, as above, check to be sure “Unreviewed Notes” isn’t selected as it will not display requests without an Unreviewed Note.

ALSO: The Request Manager has been added as an option for a staff user’s default opening page. To change the default opening page for your login, go to Your Account and select Your Preferences:

Select “Request Manager” from the drop-down menu in “Default Opening Page”: