ILL ASAP2 connecting OCLC and ILLIAD

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ILL ASAP2 connecting OCLC and ILLIAD

• By Terry Reese
• Oregon State University
• terry.reese_at_oregonstate.edu

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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.

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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.

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Short retirement

• Within a week of ILLMes retirement, I started
  receiving questions from users regarding the
  continuance of ILL ASAP, so.

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ILL ASAP 2

• Creation of ILL ASAP 2
• Specifications
• Works with OCLCs WorldCat Resource Sharing
  system
• Can interact with ILLIADs borrowing system
• Can extract holdings from SIRSI and III systems
• Written in C, and as always, has been released
  as Open Source.

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OCLCs WorldCat Resource Sharing

• OCLCs new interface
• SOAP-based WSDL system
• Accomedates both borrowing and lending

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OCLCs WorldCat Resource Sharing

• Configuring ILL ASAP 2
• Billing Options
• ILLIAD Options
• Labels
• Security
• Server Options
• Shipping Options

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OCLCs WorldCat Resource Sharing

• Configuring ILL ASAP 2

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OCLCs WorldCat Resource Sharing

• Testing Server Configuration

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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.

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ILL ASAP 2 OCLC Interaction

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

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ILL ASAP 2 OCLC Interaction

• Receipt Example (link)

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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

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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.

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ILL ASAP 2 OCLC Interaction

• Batch Processing Requests

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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.

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ILL ASAP 2 OCLC Interaction

• Batch Processing Requests

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ILL ASAP 2 ILLIAD Interaction

• Need
• Capturing holdings information
• Present software uses Z39.50 to get Call
  Number/Location Information from MARC record.

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ILL ASAP 2 ILLIAD Interaction

• Need
• However, what is actually needed is the holdings
  record data to determine actual holdings.

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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.

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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

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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.

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ILL ASAP 2 ILLIAD Interaction

• ILLIAD Screens (OCLC Request)

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ILL ASAP 2 ILLIAD Interaction

• ILLIAD Screens (Main Window)

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Questions?

• Where is this program available?
• http//oregonstate.edu/reeset/illasap/