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Revised:January 5, 2006 (mc)
Version:Client Version 5.0 and greater
Revision:1
HOWTO: Setting up ILLiad to bill for a lost or damaged item
January 5, 2006

SUMMARY

When an item becomes lost or damaged by one of your customers, you can set ILLiad up to send them an email with charge information in it. You can add this new email template through the Customization Manager and through additional email text files.

 

EXAMPLE

Open the Customization Manager and look under System|EMail for the EMailRouting table. Add a new entry for the Lost/Damaged item for the Borrowing process by adding the following fields:

Field Name Value
ProcessType Borrowing
Name Lost or Damaged Item
DefaultToAddress  
DefaultToName  
DefaultCCAddress  
DefaultSubject Lost or Damaged Item
DefaultFromAddress ill@yourlibrary.edu
DefaultFromName ILLiad
DefaultStatus  
FileNameLoan lostloan.txt
FileNameArticle lostart.txt
NVTGC If you have a SSS setup, this will be your site symbol in ILLiad. If not, this will be ILL.

Once you have added the record to the EMailRouting table, you need to create the loan and article templates. Take a template you are already using for emails and edit it to include the information about the item being lost or damaged. A good one to start from would be ILLLoan.txt and ILLArt.txt. These will be on your server in the default email directory, or another location depending on your setup. Your system administrator should know where these files are located. Once they have been edited, put them in the default email directory.

Once you close and reopen the client, a new entry (Lost or Damaged Item) will appear on the EMail menu from the request forms.

 

MORE INFORMATION

More information about EMailRouting setup can be found in the Implementation Guide.

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