
Lending Workflow

Below you will find an overview of the ILLiad lending workflow. For each step you will find links to corresponding workflow tools, as well as ILLiad documentation and video tutorials from Atlas Systems.

Lending Checklist

Essentials for every ILLiad library

These are the essential tips that every ILLiad library needs to implement for an optimized workflow. These are quick to implement and save tons of time.

Time-saving customizations

These take a little longer to implement, but will save you lots of time (and sometimes money) in the long run.

  • Constant data – Eliminate hand typing on your OCLC work forms
  • Email routing – True time savers: contact patrons with custom messages, while updating the status of requests at the same time
  • Routing rules – Let ILLiad automate parts of your workflow
  • Print templates – Use your (hopefully post-consumer content) paper more effectively

Helpful tips to consider

Unessential, but these cool tips can do wonders for your workflow.

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