Skip to main content
Version: ILLiad 10.0 (Pre-release) 🚧

Print Receives

The Print Receives page in the ILLiad Staff Web Client allows staff to print and process borrowing transactions that have been received from lending institutions. This page displays a list of transactions in the appropriate status and provides controls for printing and routing.

Overview​

This printing page is located under Borrowing > Print Receives and provides the same functionality as the desktop client's print receives process.

Page Structure​

The Print Receives page displays:

  1. Transaction List - Shows all transactions in the received status that are ready for printing
  2. Refresh Button - Updates the list to show current transactions
  3. Print Button - Prints and routes the selected transactions

Transaction List​

The transaction list displays key information for each received item, typically including:

  • Transaction Number (TN)
  • Patron name
  • Title
  • Lending institution
  • Date received
  • Due date
  • Special handling notes

The list automatically includes all transactions in the relevant status that are ready for printing.

Using the Refresh Button​

Click the Refresh button to update the transaction list with the most current data. This is useful when:

  • Multiple staff members are processing transactions simultaneously
  • You want to see newly received items
  • You need to verify that previously processed items have been removed from the list

Using the Print Button​

The Print button performs the following actions:

  1. Generates printable documents for the selected transactions (such as routing slips or pickup notices)
  2. Routes the transactions to their next status in the workflow
  3. Updates the transaction history

This process works the same way it does in the desktop client.

What Gets Printed​

The specific documents printed depend on your institution's configuration and may include:

  • Patron notification slips
  • Routing slips
  • Book bands or spine labels
  • Transaction details for staff reference

Workflow​

Typical workflow for using Print Receives:

  1. Navigate to Borrowing > Print Receives
  2. Review the list of transactions
  3. Click Refresh if needed to ensure you have the most current list
  4. Click Print to generate documents and route transactions
  5. Retrieve printed materials and follow your institution's procedures for patron notification or delivery

Tips for Efficient Processing​

  • Establish a regular schedule for checking and printing receives (e.g., multiple times per day)
  • Keep print supplies stocked to avoid interruptions
  • Verify printer settings before beginning a large batch
  • Use the refresh function before printing to ensure you're working with current data
  • Consider coordinating with other staff to avoid duplicate processing

Relationship to Desktop Client​

This web-based page provides the same functionality as the desktop client's Print Receives feature. Staff can choose which interface to use based on their workflow preferences and access needs.

  • For information about other printing pages, see:
  • For information about processing pages, see the Processing section of this documentation
  • For more information about borrowing workflows, see the Borrowing Processing section
  • For information about customizing print templates, see Print Templates