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ILL ASAP2 – connecting OCLC and ILLIAD

ILL ASAP2 – connecting OCLC and ILLIAD. By Terry Reese Oregon State University terry.reese@oregonstate.edu. What is ILL ASAP. Originally a VBScript written by Kyle Banerjee while at Oregon State University

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ILL ASAP2 – connecting OCLC and ILLIAD

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  1. ILL ASAP2 – connecting OCLC and ILLIAD By Terry Reese Oregon State University terry.reese@oregonstate.edu

  2. What is ILL ASAP • Originally a VBScript written by Kyle Banerjee while at Oregon State University • Would process ILLMe source file and extract holdings information from Innovative Interfaces OPACs and create easy to use XML generated request slips.

  3. Why Retire ILL ASAP • No choice • With OCLC retiring ILLMe, the original ILL ASAP no longer had a source file to process. • Many users had migrated to ILLIAD, so I had been under the preception that ILL ASAP was no longer in use.

  4. Short retirement… • Within a week of ILLMe’s retirement, I started receiving questions from users regarding the continuance of ILL ASAP, so….

  5. ILL ASAP 2 • Creation of ILL ASAP 2 • Specifications: • Works with OCLC’s WorldCat Resource Sharing system • Can interact with ILLIAD’s borrowing system • Can extract holdings from SIRSI and III systems • Written in C#, and as always, has been released as Open Source.

  6. OCLC’s WorldCat Resource Sharing • OCLC’s new interface • SOAP-based WSDL system • Accomedates both borrowing and lending

  7. OCLC’s WorldCat Resource Sharing • Configuring ILL ASAP 2 • Billing Options • ILLIAD Options • Labels • Security • Server Options • Shipping Options

  8. OCLC’s WorldCat Resource Sharing • Configuring ILL ASAP 2

  9. OCLC’s WorldCat Resource Sharing • Testing Server Configuration:

  10. ILL ASAP 2 OCLC Interaction • Messaging File • Can process materials in the message file with a status of conditional pending, pending, renewal request and retry pending.

  11. ILL ASAP 2 OCLC Interaction • Messaging File • When processing the message file, ILL ASAP 2 will: • Query each item against your OPAC (presuming it’s a III or SIRSI system) • Print out a request receipt • Sets each processed item from PENDING to IN_PROCESS.

  12. ILL ASAP 2 OCLC Interaction • Receipt Example: (link)

  13. ILL ASAP 2 OCLC Interaction • Customizing Receipt: • XML-based template that defines data to be utilized. • http://oregonstate.edu/~reeset/presentations/nwill/2005/template.xml • XSLT-based template that defines how the data should be displayed. • http://oregonstate.edu/~reeset/presentations/nwill/2005/ill.xsl

  14. ILL ASAP 2 OCLC Interaction • Batch Processing Requests • New to ILL ASAP 2 • Batch Filling of Requests: Users can set fill requests for individual items or in batches. • Allows users to store and select different Date Dues for each lending request. • Changes status from IN_PROCESS to Filled.

  15. ILL ASAP 2 OCLC Interaction • Batch Processing Requests

  16. ILL ASAP 2 OCLC Interaction • Batch Processing Requests • New to ILL ASAP 2 • Batch Decline of Requests: Users can decline requests for individual items or in batches. • Allows users to store and select from different reasons for no. • Changes status from IN_PROCESS to not filled.

  17. ILL ASAP 2 OCLC Interaction • Batch Processing Requests

  18. ILL ASAP 2 ILLIAD Interaction • Need: • Capturing holdings information • Present software uses Z39.50 to get Call Number/Location Information from MARC record.

  19. ILL ASAP 2 ILLIAD Interaction • Need: • However, what is actually needed is the holdings record data to determine actual holdings.

  20. ILL ASAP 2 ILLIAD Interaction • Need: • Exactly what information to extract becomes more muddled as ILS add-ons are created. In III, ERM records provide only a title to the Z39.50 Client giving no indication of holdings.

  21. ILL ASAP 2 ILLIAD Interaction • Importing Holdings • Interacts with the following ILLIAD tables: • dbo.Transactions, dbo.LendingRequests • Processes items from the dbo.Transactions table with a ProcessType of “Lending” and a TransactionStatus of “Awaiting Processing”

  22. ILL ASAP 2 ILLIAD Interaction • Importing Holdings • Appends holdings data to the OCLC request in the dbo.LendingRequests. • Inserts Call Number into the dbo.Transactions table for all items and Location into the dbo.Transactions table when handling individual items.

  23. ILL ASAP 2 ILLIAD Interaction • ILLIAD Screens (OCLC Request):

  24. ILL ASAP 2 ILLIAD Interaction • ILLIAD Screens (Main Window):

  25. Questions? • Where is this program available? • http://oregonstate.edu/~reeset/illasap/

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