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Version: ILLiad 10.0 (Pre-release) 🚧

Print Secondary Items (Lending)

The Print Secondary Items page in the ILLiad Staff Web Client allows staff to print documents for lending transactions that are ready for secondary processing steps. This may include shipping labels, copyright forms, or other supporting documentation needed before the material can be sent to the borrowing institution. 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 Lending > Print Secondary Items and provides the same functionality as the desktop client's print secondary items process.

Page Structure​

The Print Secondary Items page displays:

  1. Transaction List - Shows all lending transactions ready for secondary document 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 transaction, typically including:

  • Transaction Number (TN)
  • Borrowing institution
  • Title
  • Author
  • Request type (loan or copy)
  • Shipping method
  • Current status
  • Special instructions
  • Copyright information (if applicable)

The list automatically includes all transactions in the relevant status that are ready for secondary 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
  • Items have been scanned or prepared and are ready for final processing
  • 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 the appropriate secondary documents for the selected transactions
  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 the nature of the request. Common secondary items include:

  • Shipping labels and packing slips
  • Copyright compliance forms (CONTU or CCG)
  • Lending transmittal forms
  • Special handling instructions
  • Article Exchange delivery notifications
  • Tracking information
  • Invoice or billing documents

Workflow​

Typical workflow for using Print Secondary Items:

  1. Navigate to Lending > Print Secondary Items
  2. Review the list of transactions ready for secondary printing
  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 attach them to the appropriate requests
  6. Complete final packaging and shipping steps
  7. Update tracking information as needed

Tips for Efficient Processing​

  • Process secondary items in batches based on shipping method or destination
  • Keep shipping supplies and label stock readily available
  • Verify printer settings before beginning a large batch
  • Use the refresh function before printing to ensure you're working with current data
  • Double-check copyright requirements for article requests
  • Coordinate with shipping schedules for timely processing
  • Verify borrowing institution contact information on shipping labels

Relationship to Desktop Client​

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