Adding a System Generated Note to your Outgoing Borrowing Requests

I was recently asked to add a note to our outgoing borrowing requests so that when libraries got our request, certain information would be on every request.

This is an example of what these extremely common notes might look like in a lending request in ILLiad.

ILLiad Notes panel in Lending Request

Once I found the correct OCLC service, editing/adding this note was extremely easy. The Borrower Notes and Billing Notes fields are located on the “Borrower Data” tab within OCLC Service Configuration. Currently, the login page is under Worldshare ILL configuration.

Spine Labels and Automatic Stamps

OCLC Connexion has a way to automatically add collection codes above the call number to make printing labels easier. So for example, a spine label will read:


instead of


This is accomplished by defining an automatic stamp for each oclc holding library code.

Open OCLC Connexion Client -> Tools -> Options -> Printing -> Label Options -> Define Automatic Stamps