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05/01/00 WebZ Interlibrary Loan Agenda Agenda Define Interlibrary Loan Define Interlibrary Loan Access and Review the Access and Review the Interlibrary Loan Form Interlibrary Loan Form ILL Classes ILL Classes Identify the ILL Identify the ILL Configuration Files Configuration Files Configuring a Direct Request Configuring a Direct Request Configuring an Email Request Configuring an Email Request Future Processing Options Future Processing Options WebZ Interlibrary Loan

05/01/00WebZ Interlibrary Loan Agenda Define Interlibrary LoanDefine Interlibrary Loan Access and Review the Interlibrary Loan FormAccess and Review the

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Page 1: 05/01/00WebZ Interlibrary Loan Agenda Define Interlibrary LoanDefine Interlibrary Loan Access and Review the Interlibrary Loan FormAccess and Review the

05/01/00 WebZ Interlibrary Loan

AgendaAgenda• Define Interlibrary LoanDefine Interlibrary Loan• Access and Review the Interlibrary Access and Review the Interlibrary

Loan Form Loan Form • ILL ClassesILL Classes• Identify the ILL Configuration FilesIdentify the ILL Configuration Files• Configuring a Direct RequestConfiguring a Direct Request• Configuring an Email RequestConfiguring an Email Request• Future Processing OptionsFuture Processing Options

WebZ Interlibrary LoanWebZ Interlibrary Loan

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05/01/00 WebZ Interlibrary Loan

DefinitionDefinition• Configurable function that allows Configurable function that allows

patrons to request materials or a copy patrons to request materials or a copy of an item owned by another library of an item owned by another library other than their ownother than their own

What is WebZ Interlibrary Loan?What is WebZ Interlibrary Loan?

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05/01/00 WebZ Interlibrary Loan

WebZ Interlibrary Loan ProcessWebZ Interlibrary Loan Process

Staff member or patron Staff member or patron submits an ILL requestsubmits an ILL request

Your Site with Your Site with SiteSearch SuiteSiteSearch Suite

Email Email RequestRequest

Request is reviewed Request is reviewed locally before it is sent locally before it is sent to a lending institution.to a lending institution.

Lending InstitutionLending Institution

ProfilesProfiles

review file

OCLC Interlibrary OCLC Interlibrary Loan (ILL) ServiceLoan (ILL) Service

ISO 10161 Direct RequestISO 10161 Direct Request

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05/01/00 WebZ Interlibrary Loan

Access PointsAccess Points• Full Record DisplayFull Record Display• RSS New ILL Request FormRSS New ILL Request Form

Accessing the ILL Request FormAccessing the ILL Request Form

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05/01/00 WebZ Interlibrary Loan

Full Record Display ProcedureFull Record Display Procedure1.1. Conduct a search to retrieve a brief Conduct a search to retrieve a brief

display of records.display of records.

2.2. Click on the title of the desired record to Click on the title of the desired record to fully display it.fully display it.

3.3. Click .Click .

Accessing the ILL Request Formcontinued . . .

Accessing the ILL Request Formcontinued . . .

Note: The request button displays for any database for which ILL service has been configured. For example, Psych First does not provide the request button.

Note: The request button displays for any database for which ILL service has been configured. For example, Psych First does not provide the request button.

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Resource Sharing ProcedureResource Sharing Procedure1.1. Click .Click .

Accessing the ILL Request Formcontinued . . .

Accessing the ILL Request Formcontinued . . .

Note: While the New Ill

Request button is always available in the RSS style, the request button may also appear for any database for which Ill service has been configured.

Note: While the New Ill

Request button is always available in the RSS style, the request button may also appear for any database for which Ill service has been configured.

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Two VersionsTwo Versions

• Short – accessed from the full Short – accessed from the full display of a recorddisplay of a record

• Long – accessed from the Long – accessed from the resource sharing styleresource sharing style

WebZ ILL Request FormWebZ ILL Request Form

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Short FormShort Form

WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

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05/01/00 WebZ Interlibrary Loan

WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

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05/01/00 WebZ Interlibrary Loan

WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

Note: The Bibliographic Information is automatically populated on the short form.

Note: The Bibliographic Information is automatically populated on the short form.

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WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

Long FormLong Form

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WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

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WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

Note: Delivery Information

is automatically filled in based on parameter settings under the corresponding section in the IllService.ini file.

Note: Delivery Information

is automatically filled in based on parameter settings under the corresponding section in the IllService.ini file.

[LibraryDeliveryInfo]

Name = Dallas Suburban

ExtendedAddress = Shipping and Receiving

Address = 1 Suburb Street

POBox =

City = Dallas

Region = TX

Zip = 39393

Country = US

Fax =

EMail = [email protected]

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WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

Note: Billing Information is

automatically filled in based on parameter settings under the corresponding section in the IllService.ini file.

Note: Billing Information is

automatically filled in based on parameter settings under the corresponding section in the IllService.ini file.

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WebZ ILL Request Formcontinued . . .

WebZ ILL Request Formcontinued . . .

Note: The long version of

the ILL form does not contain the the populated bibliographic section.

Note: The long version of

the ILL form does not contain the the populated bibliographic section.

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05/01/00 WebZ Interlibrary Loan

Illform.htmlIllform.html• Java Page or OCLC application used to Java Page or OCLC application used to

build the short version of the ILL formbuild the short version of the ILL form

HTML SourceHTML Source

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HTML Sourcecontinued . . .

HTML Sourcecontinued . . .

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WebZ Page ProcessingWebZ Page Processing

User with a User with a web browserweb browser

WebZWebZWebZWebZ

1) URL is sent 1) URL is sent into the system into the system

2) Java class in URL 2) Java class in URL is processed is processed

4) Reads html 4) Reads html page in WebZ. page in WebZ.5) Processes java 5) Processes java

class in <oclc-app>. class in <oclc-app>.5) Processes java 5) Processes java class in <oclc-app>. class in <oclc-app>.

6) Processes entities 6) Processes entities and populates the and populates the values in the html. values in the html.

6) Processes entities 6) Processes entities and populates the and populates the values in the html. values in the html.

7) Finished page sent 7) Finished page sent to browser. to browser.7) Finished page sent 7) Finished page sent to browser. to browser.

3) Uses the next= or 3) Uses the next= or bad= values based on bad= values based on processing of class. processing of class.

htmlhtmloror

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Remove a Field:Remove a Field:• Delete the Social Security field on the ILL Delete the Social Security field on the ILL

Form by removing it from the illform.html page.Form by removing it from the illform.html page.

• The following line of html should be deleted:The following line of html should be deleted:

<th align="right">/<th align="right">/

&StyleTable.fonts.illFormLabel;<B>/&StyleTable.fonts.illFormLabel;<B>/

SSN: </b></th><td align="left">/SSN: </b></th><td align="left">/

<INPUT NAME="SSN" /<INPUT NAME="SSN" /

value="&tempSSN;" SIZE=11/ value="&tempSSN;" SIZE=11/

MAXLENGTH=20></font></td>MAXLENGTH=20></font></td>

Modifying the ILL FormExercise

Modifying the ILL FormExercise

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Two Classes:Two Classes:• ISOILLISOILL• MyISOILLMyISOILL

ILL ClassesILL Classes

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ISOILL ClassISOILL Class• Base class that enables the ISOILL Base class that enables the ISOILL

functionalityfunctionality• Source is Source is notnot shipped for this class shipped for this class

ILL Classescontinued . . .

ILL Classescontinued . . .

Note: Consult the Javadoc at

ORG.oclc.webZ.ISOILL for a list of parameters and complete functional description for this class.

Note: Consult the Javadoc at

ORG.oclc.webZ.ISOILL for a list of parameters and complete functional description for this class.

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MyISOILLMyISOILL• Example class based on ISOILL that can be Example class based on ISOILL that can be

extendedextended

• Located at:Located at:

<WebZ_root><WebZ_root>/ORG/oclc/obi/extverb/ORG/oclc/obi/extverb• Can be used as is or modifiedCan be used as is or modified

ILL Classescontinued . . .

ILL Classescontinued . . .

Note: References to either

class are made in several configuration files. To implement a custom form, you must change all these references or modify the class, illformscreen.java.

Note: References to either

class are made in several configuration files. To implement a custom form, you must change all these references or modify the class, illformscreen.java.

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Files Specific to ILLFiles Specific to ILL• IllService.iniIllService.ini• Locations.iniLocations.ini

ILL Configuration FilesILL Configuration Files

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IllService.iniIllService.ini

• Contains parameters and settings for Contains parameters and settings for configuration of Interlibrary Loan Requestsconfiguration of Interlibrary Loan Requests

• Some sections are for setting up direct Some sections are for setting up direct requests to OCLC’s Direct Request Servicerequests to OCLC’s Direct Request Service

• Some sections are for setting up WebZ’s Some sections are for setting up WebZ’s ability to route ILL requests to a specified ability to route ILL requests to a specified email addressemail address

• Some sections pertain to both direct and Some sections pertain to both direct and email requestsemail requests

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: You must edit this

file to configure WebZ Interlibrary Loan.

Note: You must edit this

file to configure WebZ Interlibrary Loan.

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Server SectionServer Section[ILLServer]

hostname = testenv.oclc.org

port = 5771

responderId =

instSym = ACQ

autho = 100-091-178

password = test

changeSendTo = false

orderPreference = UNORDERED

OclcIllServiceType = directToReview

Source = SS-4.0.1

Affiliations = Name your ILL partners here.

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: Comments have

been removed for display purposes.

Note: Comments have

been removed for display purposes.

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HostnameHostname- Name of the ILL server at OCLC- Name of the ILL server at OCLC

PortPort- Name of the port that you intend- Name of the port that you intend

to use.to use.

instSyminstSym

-- Your OCLC ILL symbolYour OCLC ILL symbol

- Default is ACQ - Default is ACQ

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

authoautho- Nine-digit authorization code to- Nine-digit authorization code to

access ILL serveraccess ILL server

- Default value is 100-091-178 for- Default value is 100-091-178 for

OCLC test serverOCLC test server

passwordpassword- Grants access to the ILL server- Grants access to the ILL server

- Default is “test”- Default is “test”

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changeSendTochangeSendTo

- Used with directToProfile option for- Used with directToProfile option for

OclcIllServiceTypeOclcIllServiceType

- If “true,” Direct Request supplies - If “true,” Direct Request supplies

potential lenders for the requestpotential lenders for the request

- If “false,” Direct Request does not try to - If “false,” Direct Request does not try to

supply lenderssupply lenders

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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OrderPreferenceOrderPreference

- Used with Direct-to-Profile or Direct-to-- Used with Direct-to-Profile or Direct-to- Lender service typesLender service types

- If “ordered,” ILL DirectRequest stops - If “ordered,” ILL DirectRequest stops adding lenders to the ILL request for anadding lenders to the ILL request for an invalid OCLC symbolinvalid OCLC symbol

- If “unordered,” ILL DirectRequest skips- If “unordered,” ILL DirectRequest skips over invalid lenders and validates otherover invalid lenders and validates other symbolssymbols

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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OclcIllServiceTypeOclcIllServiceType

- If “directToReview,” OCLC sends all ILL- If “directToReview,” OCLC sends all ILL requests to your OCLC ILL Review Filerequests to your OCLC ILL Review File

- If “directToProfile,” the patron request- If “directToProfile,” the patron request is matched against profiles set up for is matched against profiles set up for OCLC ILL Direct RequestOCLC ILL Direct Request

- If “directToLender,” OCLC forwards - If “directToLender,” OCLC forwards patron requests through OCLC ILL topatron requests through OCLC ILL to first potential lender without staff review, if first potential lender without staff review, if

symbols are sentsymbols are sent

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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SourceSource- Indicates the database where the ILL- Indicates the database where the ILL

request originatedrequest originated

Affiliations (optional)Affiliations (optional)- Lists the names of your ILL partners- Lists the names of your ILL partners

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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ILL Info SectionILL Info Section

[IllInfo]

DefaultService = EMAIL

reauthoLimit = 0

CopyrightCompliance= US:CCG

NeedBeforeDate =

RequesterNote = This is a test.

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: Comments have

been removed for display purposes.

Note: Comments have

been removed for display purposes.

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DefaultServiceDefaultService- Uses the values you set to route the long- Uses the values you set to route the long

(NewIllRequest) form(NewIllRequest) form

- Possible values are EMAIL or ISOILL- Possible values are EMAIL or ISOILL

- Default value is EMAIL- Default value is EMAIL

reauthoLimitreauthoLimit- Number of ILL requests a user can make - Number of ILL requests a user can make

before reauthorization occursbefore reauthorization occurs

- A “0” means the user can make unlimited - A “0” means the user can make unlimited

requests without reauthorizationrequests without reauthorization

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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CopyrightComplianceCopyrightCompliance- Defines whether your library adheres to - Defines whether your library adheres to

standard copyright policystandard copyright policy

- Possible values are CCL, CCG, or blank- Possible values are CCL, CCG, or blank

NeedBeforeDateNeedBeforeDate- The date after which material is of no use - The date after which material is of no use

to the patronto the patron

- Format is YYYYMMDD- Format is YYYYMMDD

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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RequesterNoteRequesterNote- General note appearing on all requests- General note appearing on all requests

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: You can use this for

any purpose. For example, you could use it to indicate that you are conducting a test.

Note: You can use this for

any purpose. For example, you could use it to indicate that you are conducting a test.

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EMAIL SectionEMAIL Section

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: The variables in this

section are optional and apply to EMAIL ILL requests.

Note: The variables in this

section are optional and apply to EMAIL ILL requests.

[EmailInfo]

# Used when IllService=EMAIL

# Change these to reflect your address & SMTP server

EmailAddress = [email protected]

server = Mailserver.your.library.org

from = [email protected]

subject = RSS ILL Request

message = This message was generated by ILLEmail.

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EmailAddressEmailAddress- Destination email address for ILL - Destination email address for ILL

requests originating from databasesrequests originating from databases

configured to process requests by emailconfigured to process requests by email

serverserver- Name of SMTP server that handles email- Name of SMTP server that handles email

requestsrequests

fromfrom- Address to be used in the “From” field- Address to be used in the “From” field

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: The email server is

often, but not always, the same server where you have installed SiteSearch.

Note: The email server is

often, but not always, the same server where you have installed SiteSearch.

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SubjectSubject- Subject line of the email request- Subject line of the email request

messagemessage- First line in the body of the email - First line in the body of the email

message that contains the ILL requestmessage that contains the ILL request

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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Library Delivery InformationLibrary Delivery Information[LibraryDeliveryInfo][LibraryDeliveryInfo]

# This information is for the OCLC ILL :SHIPTO: field# This information is for the OCLC ILL :SHIPTO: field

Name = Dallas SuburbanName = Dallas Suburban

ExtendedAddress = Shipping and ReceivingExtendedAddress = Shipping and Receiving

Address = 1 Suburb StreetAddress = 1 Suburb Street

POBox =POBox =

City = DallasCity = Dallas

Region = TXRegion = TX

Zip = 39393Zip = 39393

Country = USCountry = US

Fax = Fax =

EMail = [email protected] = [email protected]

Service = MailService = Mail

# FAX or EMAIL# FAX or EMAIL

ElectronicService =ElectronicService =

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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NameName- Name of the borrowing library- Name of the borrowing library

ExtendedAddressExtendedAddress- Optional second line for the library name- Optional second line for the library name

AddressAddress- Street address of the borrowing library- Street address of the borrowing library

POBoxPOBox- Post Office box of the borrowing library- Post Office box of the borrowing library

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: The ExtendedAddress

parameter can contain a value such as department name.

Note: The ExtendedAddress

parameter can contain a value such as department name.

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CityCity- City of the borrowing library- City of the borrowing library

RegionRegion- Region, state, or providence of borrowing- Region, state, or providence of borrowing

librarylibrary

ZipZip- Zip or postal code of borrowing library- Zip or postal code of borrowing library

CountryCountry- Country of borrowing library- Country of borrowing library

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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05/01/00 WebZ Interlibrary Loan

FaxFax- Fax number of the borrowing library- Fax number of the borrowing library

EmailEmail- Email address of the borrowing library- Email address of the borrowing library

ServiceService- Delivery method for sending borrowed - Delivery method for sending borrowed

materialsmaterials

ElectronicServiceElectronicService- Indicates if copies are to be sent by fax or- Indicates if copies are to be sent by fax or

emailemail

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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Library Billing InformationLibrary Billing Information[LibraryBillingInfo][LibraryBillingInfo]

# This information is for the OCLC ILL :BILLTO: field# This information is for the OCLC ILL :BILLTO: field

Name = Dallas Public LibraryName = Dallas Public Library

ExtendedAddress = Billing DepartmentExtendedAddress = Billing Department

Address = 1 Main StreetAddress = 1 Main Street

POBox =POBox =

City = DallasCity = Dallas

Region = TXRegion = TX

Zip = 39393Zip = 39393

Country = USCountry = US

AccountNumber = AccountNumber =

MaxCostForItem =MaxCostForItem =

CurrencyCode = USDCurrencyCode = USD

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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NameName- Name of the library to be billed for the- Name of the library to be billed for the

materialmaterial

ExtendedAddressExtendedAddress- Optional second line for library name- Optional second line for library name

AddressAddress- Street address for billing purposes- Street address for billing purposes

POBoxPOBox- Post Office box for billing purposes- Post Office box for billing purposes

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: The ExtendedAddress

parameter can contain a value such as department name.

Note: The ExtendedAddress

parameter can contain a value such as department name.

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AccountNumberAccountNumber- Billing account number of the borrowing- Billing account number of the borrowing

librarylibrary

MaxCostForItemMaxCostForItem- Maxmimum cost the borrowing library pays- Maxmimum cost the borrowing library pays

for the requested materialfor the requested material

CurrencyCodeCurrencyCode- Defines the type of currency used to- Defines the type of currency used to

conduct the transactionconduct the transaction

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Note: The AccountNumber

may be any account number you use for this purpose, such as a credit card number.

Note: The AccountNumber

may be any account number you use for this purpose, such as a credit card number.

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locations.inilocations.ini

• Contains a list of location configuration filesContains a list of location configuration files

Example:Example:

[locations][locations]

loc1 = loc/Endeavorloc.iniloc1 = loc/Endeavorloc.ini

loc2 = loc/Horizonloc.iniloc2 = loc/Horizonloc.ini

loc3 = loc/IIIloc.iniloc3 = loc/IIIloc.ini

loc4 = loc/Notisloc.iniloc4 = loc/Notisloc.ini

ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

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ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

locations.inilocations.ini[locations][locations]

loc1 = loc/Endeavorloc.iniloc1 = loc/Endeavorloc.ini

loc2 = loc/Horizonloc.iniloc2 = loc/Horizonloc.ini

loc3 = loc/IIIloc.iniloc3 = loc/IIIloc.ini

loc4 = loc/Notisloc.iniloc4 = loc/Notisloc.ini

locations.inilocations.ini[locations][locations]

loc1 = loc/Endeavorloc.iniloc1 = loc/Endeavorloc.ini

loc2 = loc/Horizonloc.iniloc2 = loc/Horizonloc.ini

loc3 = loc/IIIloc.iniloc3 = loc/IIIloc.ini

loc4 = loc/Notisloc.iniloc4 = loc/Notisloc.ini Notisloc.ini

[Notis]

Default=TRN

Music Listening Center=NoInst

Special Collections=NoInst

King North Storage=NoInst

Architecture Library=ACQ

Young Library=ACQ

Young Periodicals=ACQ

Art Library=OCL

Law--Documents=OCL

Notisloc.ini

[Notis]

Default=TRN

Music Listening Center=NoInst

Special Collections=NoInst

King North Storage=NoInst

Architecture Library=ACQ

Young Library=ACQ

Young Periodicals=ACQ

Art Library=OCL

Law--Documents=OCL

Location configuration Location configuration files, like Notisloc.ini, files, like Notisloc.ini, relate the names of relate the names of location in a bibliographic location in a bibliographic record’s Locations or record’s Locations or Holdings field to its Holdings field to its OCLC institution symbol.OCLC institution symbol.

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ILL Configuration Filescontinued . . .

ILL Configuration Filescontinued . . .

Notisloc.ini

[Notis]

Default=TRN

Music Listening Center=NoInst

Special Collections=NoInst

King North Storage=NoInst

Architecture Library=ACQ

Young Library=ACQ

Young Periodicals=ACQ

Art Library=OCL

Law--Documents=OCL

Notisloc.ini

[Notis]

Default=TRN

Music Listening Center=NoInst

Special Collections=NoInst

King North Storage=NoInst

Architecture Library=ACQ

Young Library=ACQ

Young Periodicals=ACQ

Art Library=OCL

Law--Documents=OCL

Database Record

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Changing the Billing andChanging the Billing and

Delivery Information:Delivery Information:

- Using your current business address,- Using your current business address,

change the Billing and Delivery change the Billing and Delivery

information in the IllService.ini file.information in the IllService.ini file.

- Bounce the system.- Bounce the system.

ILL Configuration FilesExercise

ILL Configuration FilesExercise

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• OCLC’s ILL Direct Request OCLC’s ILL Direct Request ServiceService

• Email ILL RequestEmail ILL Request

• BER-Encoded Email BER-Encoded Email Requests Requests

ILL Processing OptionsILL Processing Options

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What is ILL Direct Request?What is ILL Direct Request?- Online feature of the OCLC Interlibrary- Online feature of the OCLC Interlibrary

Loan (ILL) ServiceLoan (ILL) Service

- Allows an external system (WebZ) to - Allows an external system (WebZ) to submit patron-generated requests to OCLCsubmit patron-generated requests to OCLC ILL with special instructionsILL with special instructions

- Supports the ISO-10161 protocol (and - Supports the ISO-10161 protocol (and several proprietary extensions) to permitseveral proprietary extensions) to permit the exchange of information among the exchange of information among different ILL hardware and softwaredifferent ILL hardware and software

ILL Direct RequestsILL Direct Requests

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Direct Processing OptionsDirect Processing Options

- - Direct-to-Review FileDirect-to-Review File:: Sent directly to Sent directly to

your OCLC ILL Review fileyour OCLC ILL Review file

- - Direct-to-LenderDirect-to-Lender:: Sent directly to Sent directly to

potential lenderspotential lenders

- - Direct-to-ProfileDirect-to-Profile:: Matched against Matched against

profiles of borrowing criteria before beingprofiles of borrowing criteria before being

sent to potential lenders or to your Reviewsent to potential lenders or to your Review

FileFile

ILL Direct Requestscontinued . . .

ILL Direct Requestscontinued . . .

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ILL Direct Requestscontinued . . .

ILL Direct Requestscontinued . . .

Proce ssin gOp tion

Le v e l o fAu tomatio n

Le v e l o f Hu manIn te rv e n tion

Dire ct-to-Re vie w File

Dire ct-to-Le nde r

Dire ct-to-Profile

Low

High

M e dium

High

Low

M e dium

Proce ssin gOp tion

Le v e l o fAu tomatio n

Le v e l o f Hu manIn te rv e n tion

Dire ct-to-Re vie w File

Dire ct-to-Le nde r

Dire ct-to-Profile

Low

High

M e dium

High

Low

M e dium

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Procedure:Procedure:1.1. Specify “ISOILL” as the interlibrary loan Specify “ISOILL” as the interlibrary loan

method in the database configuration file.method in the database configuration file.

2.2. Provide the necessary information in the Provide the necessary information in the IllService.ini file:IllService.ini file:

- - Authorization and Password

- - Direct Request processing option

- - Billing and and Shipping addresses addresses

Configure Direct RequestsConfigure Direct Requests

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Procedure:Procedure:3.3. Choose the processing option for the Choose the processing option for the

OrderPreference variable (“ordered” or OrderPreference variable (“ordered” or “unordered”).“unordered”).

4.4. Provide information in the locations.ini file Provide information in the locations.ini file to relate lender names to their appropriate to relate lender names to their appropriate OCLC ILL symbols.OCLC ILL symbols.

5.5. Optionally, provide ILL-related information Optionally, provide ILL-related information about the institution associated with each about the institution associated with each patron autho in the Access database.patron autho in the Access database.

Configure Direct Requestscontinued . . .

Configure Direct Requestscontinued . . .

Note: For Direct-to-Profile, you

need to indicate whether ILL Direct Request can supplement the lenders supplied in an ILL request with those from the Custom Holdings path in the profile applicable to the request.

Note: For Direct-to-Profile, you

need to indicate whether ILL Direct Request can supplement the lenders supplied in an ILL request with those from the Custom Holdings path in the profile applicable to the request.

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What is an Email ILL Request?What is an Email ILL Request?- ILL method that provides a way for staff to- ILL method that provides a way for staff to

review requests before submitting them toreview requests before submitting them to

a lending librarya lending library

Email ILL RequestsEmail ILL Requests

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Procedure:Procedure:1.1. Edit the database configuration file to set Edit the database configuration file to set

the ILLService variable to “EMAIL.”the ILLService variable to “EMAIL.”

2.2. Set the isoill variable under the [Formats] Set the isoill variable under the [Formats] section in the database configuration file to section in the database configuration file to refer to the desired formatting refer to the desired formatting configuration file.configuration file.

3.3. Edit the IllService.ini file to set reauthoLimit Edit the IllService.ini file to set reauthoLimit to “0” for an unlimited number of requests to “0” for an unlimited number of requests or or nn for a specific number of requests. for a specific number of requests.

Configuring an Email ILL RequestConfiguring an Email ILL Request

Note: If you are using the

resource sharing style,

you need to set the

DefaultService variable

to indicate which

method WebZ should

use to process ILL

forms: EMAIL or ISOILL

Note: If you are using the

resource sharing style,

you need to set the

DefaultService variable

to indicate which

method WebZ should

use to process ILL

forms: EMAIL or ISOILL

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Procedure:Procedure:4.4. Optionally, set the value for the Optionally, set the value for the

CopyrightCompliance variable:CopyrightCompliance variable:

- CCL to indicate conformance to US- CCL to indicate conformance to US

copyright law copyright law

- CCG to indicate conformance to - CCG to indicate conformance to

copyright guidelinescopyright guidelines

- Blank to indicate neither- Blank to indicate neither

Configuring an Email ILL Requestcontinued . . .

Configuring an Email ILL Requestcontinued . . .

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Procedure:Procedure:5.5. Optionally, type a date for the Optionally, type a date for the

NeedBeforeDate variable. NeedBeforeDate variable.

6.6. Optionally, add a note for the Optionally, add a note for the RequesterNote variable.RequesterNote variable.

7.7. Type the email destination address in the Type the email destination address in the [Emailinfo] section.[Emailinfo] section.

8.8. Type the delivery address information in Type the delivery address information in the [LibraryDeliveryInfo] section.the [LibraryDeliveryInfo] section.

9.9. Type the billing address information in the Type the billing address information in the [LibraryBillingInfo] section.[LibraryBillingInfo] section.

Configuring an Email ILL Requestcontinued . . .

Configuring an Email ILL Requestcontinued . . .

Note: OCLC recommends that

you leave this blank.Note: OCLC recommends that

you leave this blank.

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What is a BER-encoded emailWhat is a BER-encoded email

request?request?

- ILL request is BER encoded and sent as a- ILL request is BER encoded and sent as a

binary block via email to the servicebinary block via email to the service

organization organization

BER-Encoded Email RequestsBER-Encoded Email Requests

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IllService.iniIllService.ini[MIMEEmailInfo][MIMEEmailInfo]

# Used when IllService=ILLMIME# Used when IllService=ILLMIME

# Change these to reflect your email address & SMTP server# Change these to reflect your email address & SMTP server

#What office is supposed to receive ISO-10161 ILL emails?#What office is supposed to receive ISO-10161 ILL emails?

MEmailAddress = [email protected] = [email protected]

#What is your mail server? Probably same as the one above#What is your mail server? Probably same as the one above

Mserver = Mailserver.your.library.orgMserver = Mailserver.your.library.org

#What is your canned return address?#What is your canned return address?

Mfrom = [email protected] = [email protected]

#DO NOT CHANGE THE SUBJECT LINE : required by the IPIG standard#DO NOT CHANGE THE SUBJECT LINE : required by the IPIG standard

Msubject = ISO-10161-ILL-1Msubject = ISO-10161-ILL-1

#Sender (may be the same as the canned return address)#Sender (may be the same as the canned return address)

Msender = [email protected] Msender = [email protected]

#Replyto address - (may be the same as the canned return address)#Replyto address - (may be the same as the canned return address)

Mreplyto = [email protected] = [email protected]

BER-Encoded Email Requestscontinued . . .

BER-Encoded Email Requestscontinued . . .

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Exercise 1:Exercise 1:

- - Using the short form, submit a requestUsing the short form, submit a request

for a title from a searchfor a title from a search

Exercise 2:Exercise 2:

- Using the long form, submit a new ILL- Using the long form, submit a new ILL

requestrequest

WebZ Interlibrary LoanExercises

WebZ Interlibrary LoanExercises