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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
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?
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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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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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.
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.
05/01/00 WebZ Interlibrary Loan
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.
05/01/00 WebZ Interlibrary Loan
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.
05/01/00 WebZ Interlibrary Loan
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.
05/01/00 WebZ Interlibrary Loan
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 . . .
05/01/00 WebZ Interlibrary Loan
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 . . .
05/01/00 WebZ Interlibrary Loan
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 . . .
05/01/00 WebZ Interlibrary Loan
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.
05/01/00 WebZ Interlibrary Loan
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 . . .
05/01/00 WebZ Interlibrary Loan
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.
05/01/00 WebZ Interlibrary Loan
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
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.
05/01/00 WebZ Interlibrary Loan
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
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
05/01/00 WebZ Interlibrary Loan
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 . . .
05/01/00 WebZ Interlibrary Loan
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
05/01/00 WebZ Interlibrary Loan
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.
05/01/00 WebZ Interlibrary Loan
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
05/01/00 WebZ Interlibrary Loan
Procedure:Procedure:4.4. Optionally, set the value for the Optionally, set the value for the
- 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 . . .
05/01/00 WebZ Interlibrary Loan
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.
05/01/00 WebZ Interlibrary Loan
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