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Configuring
WebZ to Send ILL Requests to an E-Mail Address
Contents
Introduction
Document Conventions
Information Needed for This Procedure
Step-by-Step Procedure
Introduction
This document
describes how to configure WebZ to send ILL requests to a specified e-mail
address. These are ILL requests for databases for which you wish to route
ILL requests to a single e-mail address. ILL staff can review requests
sent to this address and process them consistent with your policies and
procedures.
See WebZ
and E-Mail ILL Requests for examples of situations where this ILL
option may be appropriate and to see an example of an e-mail ILL request.
| Note: |
You can
also configure WebZ to submit ILL requests generated by SiteSearch
users to the OCLC ILL Direct Request Service for selected databases
while you route requests originating from other databases to an
e-mail address. For more information, see WebZ
and OCLC ILL Direct Request.
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Document
Conventions
- <WebZ_root>
is the location of your WebZ environment.
- Version 4.0.x
refers to any SiteSearch 4 version prior to 4.1.0; that is, 4.0.0, 4.0.0a,
4.0.1, or 4.0.2.
Information
Needed for This Procedure
Before you start
this procedure, make sure that you know the following:
- Databases for
which you wish to enable e-mail ILL requests and the names of their
database configuration files
- Whether you
want patrons to reauthenticate periodically if they submit multiple
ILL requests during a single session
- The default
method your site uses to ensure copyright compliance
- Destination
e-mail address for ILL requests
- Name of the
SMTP (Simple Mail Transfer Protocol) server at your site that handles
e-mail messages originating from SiteSearch
- Subject line
and first line in the body of the message for ILL e-mail requests
- ILL shipping
and billing information for your site
- Method you
wish to use (e-mail or fax) for receiving copies of resources
Step-by-Step
Procedure
Follow these steps
to enable routing of ILL requests from one or more databases to a specified
e-mail address.
Editing Database
Configuration Files
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1. Use a
text editor to open the database configuration
file for the first database for which you want to enable e-mail
ILL requests. You can find the database configuration files in the
<WebZ_root>/ini/dbs directory, where <WebZ_root>
is the directory where you installed SiteSearch.
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2. Set the
ILLService variable (in the [database] section) of the file to EMAIL.
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3. Set the
isoill variable (in the [Formats]
section) refer to the desired formatting
configuration file or formatting class):
- Version
4.1.0:
- Use
the <WebZ_root>/ini/format/obiv1/MarcCatalogILLFormat.ini
formatting configuration file for catalog databases.
- Use
the <WebZ_root>/ini/format/obiv1/MarcArticleILLFormat.ini
formatting configuration file for citation databases.
- Use
a server-specific formatting configuration file, such as <WebZ_root>/ini/format/obiv1/NotisILLFormat.ini.
OR
- Provide
your own formatting configuration file..
OR
- Use
a formatting class, as described for Version 4.0.x.
- Version
4.0.x:
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4. Save
and close the database configuration file.
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5. Repeat
steps 1-4 for any other databases you want to configure to route
ILL requests to an e-mail address.
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Editing IllService.ini
| Note: |
You enter
default data that applies to all ILL requests in IllService.ini.
If you use WebZ's Access component
(which includes the accessdb database
or your own patron authorization database), to control patron authorization
to WebZ, institution-specific information in accessdb or your database
overrides the data from IllService.ini when WebZ submits ILL requests
to OCLC ILL Direct Request. This applies to the following variables:
- reauthoLimit
(see step 9)
- requesterNote
(see step 12)
- library
delivery information, except for Service and Electronic Service
(see step 18)
- library
billing information (see step 21)
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6. Use a
text editor to open the IllService.ini
file. You can find it in the <WebZRoot>/ini/servers
directory.
| Note: |
You
do not have to edit anything in the [ILLServer] section of
this file to enable e-mail ILL requests. Go to the [IllInfo]
section of the file.
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7. Are you
using the Resource Sharing interface style (rssStyle.ini) or have
you customized your WebZ interface by adding an option that allows
your patrons to obtain a blank ILL form?
- Yes.
Go to step 8.
- No.
Go to step 9.
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8. Edit
the DefaultService variable to indicate which method WebZ should
use to process ILL requests that patrons initiate by requesting
a blank ILL form:
- To
use the e-mail method, set DefaultService to EMAIL.
- To
send the request to OCLC ILL Direct Request, set DefaultService
to ISOILL.
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9.
Set the reauthoLimit variable to specify the number of ILL requests
a patron can make before having to reauthenticate.
- To
allow patrons to submit an unlimited number of requests without
reauthenticating, set reauthoLimit to 0.
- To
require patrons to reauthenticate after a certain number of requests,
set reauthoLimit to the specified number of requests.
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10. If you
wish, provide a default value for the method your library uses to
comply with copyright policy in the CopyrightCompliance field:
- To
indicate conformance to U.S. copyright law, use CCL.
- To
indicate conformance to copyright guidelines, use CCG.
- If
neither of the above methods applies, leave this variable
blank.
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11. Although
OCLC recommends that you leave the NeedBeforeDate variable blank,
you can enter a date after which the resource is of no use to the
patron. The date format for this variable is YYYYMMDD, where YYYY
is the year, MM is the month, and DD is the date.
| Note: |
This
date becomes the default date on the ILL form that patrons
complete. Because patrons may forget to edit this field, OCLC
recommends that you leave this blank.
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12.
To include a note that appears in all ILL requests, add the note
in the RequesterNote variable.
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13. Go to
the [Emailinfo] section of
the file. In the EmailAddress variable, enter the e-mail address
that you wish to use as the destination for e-mail ILL requests.
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14. Use
the server variable to specify the SMTP (Simple Mail Transfer Protocol)
server that handles e-mail requests at your site.
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15. Use
the from variable to specify the address to insert in the "From:"
line of the e-mail message.
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| 17. Use the
message variable to specify the first line of the body of the e-mail
message. |
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18.
Use the variables in the [LibraryDeliveryInfo]
section to provide information about the delivery address and delivery
methods for ILL requests.
Most of
these variables should be self-explanatory, except for those described
in steps 19 and 20. For more information about other variables in
this section, see the [LibraryDeliveryInfo]
section of the IllService.ini Configuration File document.
| Note: |
Remove
existing data from any of the variables that do not apply
to your site. For example, if you don't need to use the ExtendedAddress
variable, delete the data for this variable.
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19. How
do you want lender libraries to send electronic copies of materials
to you?
- By
e-mail. Enter EMAIL as the value for the ElectronicService
variable. Make sure you provide the e-mail address for sending
copies in the Email variable.
- By
fax. Enter FAX as the value for the ElectronicService variable.
Make sure you provide the fax number for sending copies in the
Fax variable
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20. How
do you want lender libraries to send hard copies and/or borrowed
materials to you?
- Via
U.S. mail. Enter MAIL as the value for the Service variable.
- Via
the U.S. Postal Service's library rate. Enter LIBRARY RATE
as the value for the Service variable
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21.
Use the variables in the [LibraryBillingInfo]
section to provide information about how to bill you for ILL requests.
Most of
these variables should be self-explanatory. For more information
about other variables in this section, see the [LibraryBillingInfo]
section of the IllService.ini Configuration File document.
| Note: |
(1)
Remove existing data from any of the variables that do not
apply to your site. For example, if you don't need to use
the ExtendedAddress variable, delete the data for this variable.
(2) If you enter a value for MaxCostforItem, you must also
enter a value for CurrencyCode.
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| 22. Save
and close IllService.ini. |
Testing WebZ's
Ability to Send E-Mail ILL Requests
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23. Test
your capability to route ILL requests to an e-mail address, using
the procedure described in Testing ILL
Services.
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