Glossary content

batch process

Functionality where processing can take place against a set of records.

blind authorities

Authority records that are not linked to any titles in the database.

cash balance

Appropriation minus expenditures (but not encumbrances).

child organizational unit

The organizational unit that is located one step down within the ILS hierarchical structure. For example, a branch may be the child organizational unit for a library; a library for a region; a region for a network, and so on.

claim and cancel controls

Refers to settings used to determine how long to wait for an item to be received before automatic claiming and, eventually, canceling.

collection codes

A code used for identifying and displaying the collection an item is a part of.  For example, New Adult Fiction, New Large Print, etc.

Generally these codes are not included in loan rules and are purely descriptive.

customer sites

Other institutions currently using the ILS platform (in the commercial world, these are indeed customers).

direct borrowing privileges

Borrowing (and requesting) that does not require additional authorization or processing from a third-party entity (manual or automatic).

For example, a patron borrowing or requesting an item from a library on the same system as their home library would be an example of direct borrowing privileges; conversely, a request that must go through INN-Reach or the Virtual Catalog would not be considered direct.


Functional Requirements for Bibliographic Records. This is an effort to link related bibliographic records together (such as multiple editions of the same title).


In terms of fund accounting, this refers to a status that doesn't allow new ordering against that fund, but will allow changes to encumbrance and/or expenditures.

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