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Revised:January 6, 2006 (mc)
Version:Client Version 7.0.0.0 and higher, Connection Manager Version 7.0.0.0 and higher
Revision:1
INFO: OCLC Constant Data Settings Needed for ILLiad
January 6, 2006

SUMMARY

You will need to make several changes to your constant data settings within OCLC in order for your Connection Manager to function properly. You can edit these through the OCLC .. Resource Sharing Settings option within the ILLiad Client. These changes are necessary for any constant data used by a site for updating within the Connection Manager. In shared server installations, each site can designate a constant data to use for sending and receiving requests from within the Customization Manager under System .. OCLC.

Please note that a DEFAULT Constant Data set is required by the ILLiad Connection Manager unless your OCLCILLConnectorCDBorrowing and/or OCLCILLConnectorCDLending keys are set to some other Constant Data set.

Check the following values in your constant data. These are the ones needed for ILLiad. Others may be recommended or necessary for OCLC sending to function but are not specific to ILLiad.

Required Changes

Shipped - The value should be "-0" so that when responding Yes to requests, the status changes to Will Ship instead of Will Supply. ILLiad does not use Will Supply for updating filled requests.

Return To - This should be the full return address for your institution. If this value is missing and ILLiad attempts to update Yes for a Loan, you may get an error about the request missing a required field. You can not update Loans to Yes without supplying a Return To field in OCLC.

Optional Changes

Patron fields - These should be blank. ILLiad will fill out the Patron field with the customer's name by default and append it to whatever is in the field already. You can edit what is put in that OCLC field by editing the WorkFormMapping table.

Due Date - This value should be blank. If you put in a default value such as +30, the date created will be overwritten by the due date from ILLiad or N/A for articles.

Lending Charges - This value should be blank. ILLiad will enter any charges and add IFM tags for those items billed via IFM.

All other borrowing fields for the OCLC workform will be filled out using the WorkFormMapping table or the Connection Manager when performing the updates.

More Related Topics

INFO: Processing Borrowing Renewals in ILLiad Client 6
INFO: OCLC Fields That Can be Used In the WorkFormMapping Table
PROBLEM: Errors when updating OCLC from Borrowing
HOWTO: Removing Pending OCLC Updates