Updates

Version 7.1

SUMMARY

Below is a list of items changed in release 7.1.0.0 of the ILLiad Auto Updater.

• Versions for the ILLiad Gateway Service and the ILLiad Connector are no longer used.
• Support for ISO Manager and Odyssey Manager updates and versions added.
• If a new version of the Connection Manager, ISO Manager or Odyssey Manager is downloaded, the Updater checks to see if that service is currently installed. If not, it prompts the user to install the service.
• Added ability to uninstall a service through update scripts.

MORE INFORMATION

For more information, see the updated documentation.

Below is a list of items changed in release 7.1.0.0 of the ILLiad Client.

Odyssey and Electronic Delivery

All scanning forms have been updated to have new components. These new forms allow users to crop, resize and rotate pages within a document before sending to the server for delivery. These new forms can also be resized or maximized to fill the entire desktop, allowing for more editing real estate on the screen.

The scanner settings (resolution, color, etc.) persist and are saved when closing and reopening the client.

On the scanning form, a "hot key" can be chosen to act as the scan button. This is helpful if you are using a flatbed scanner to scan multiple pages and append them to the document but don't want to use the mouse to click Scan each time.

Importing, saving and sending documents show progress bars in the bottom right of all scanning forms.

The Doc Del stacks search update form and the Borrowing check in from lending library forms now have buttons to scan articles from that form (Scan Now) or move them to a queue for scanning later within the client (Scan Later).

A new key, IgnoreMissingScannerError, allows staff

ISO ILL

Outgoing Borrowing requests can have any single note marked as the note that is sent with the ISO ILL request. Right-click on the note and change the Note Type to ISO-REQ. If you choose to make another note the ISO ILL request note, you can edit it and it will mark the previous note as ISO.

Odyssey and Ariel (if applicable) information transfer with an ISO ILL request from the borrower to the lender to allow for delivery in either of those method.

Address information for libraries can be marked to not be overwritten when new requests come from that library. There is an overall key in the Customization table (ISOAutoUpdateAddress) as well as a check box on each library record under the ISO Information tab to change that setting.

Z39.50

The Z39.50 searching form has been completely updated to perform more like the OCLC searching form. Searches are available to choose from within the menu. Custom searches are available as well as the default searches. Holdings information displays in the main grid results for items with single holdings and in a holdings tab at the bottom for items with multiple copies/holdings.

The ILLiad citation is visible in its own tab on the Z39.50 searching form.

Record details are visible in a separate tab in both MARC and text format.

For libraries using Z39.50 to search RLG Eureka's catalog, a lending string box will appear on the search form. This search form allows staff to double-click on individual RLG id numbers and add that lending library to the lending string in the RLG ISO ILL format. That lending string can then be imported into the ILLiad request form to send via ISO ILL.

OCLC Searching and Sending

When searching OCLC, under the Request menu, you can import the bibliographic information from OCLC into the ILLiad client. This is the same functionality that normally happens when you submit a request on OCLC, but it can be used to verify a citation and replace it in the client without sending the request on OCLC if you choose to send it using other methods.

On the OCLC Resource Sharing Form, if the local holdings option is checked, and the holdings information is very long, that column can scroll to the right.

On the OCLC Resource Sharing Form, the holdings menu is disabled if there are 0 holdings as a result of the search.

On the OCLC Resource Sharing Form, the list of lending libraries chosen can again be clicked and dragged to rearrange the order.

If the request submitted is detected as a duplicate on OCLC, the OCLC web service returns an error which ILLiad will display to staff with the original ILLNumber and will import that information into ILLiad. This is primarily a change within the OCLC ILL web service to catch duplicate requests if the initial request timed out etc, but ILLiad has been updated to receive this error from OCLC and process the request.

OCLC Customizations and Setup

On the OCLC Request Form, deleting a record from OCLC no longer changes the transaction status.

On the OCLC Resource Sharing Settings Form, Direct Request Profiles tab added to allow staff to create and edit OCLC Direct Request profiles within the client.

On the OCLC Resource Sharing Settings Form, Custom Holdings Group and Path descriptions can now have ampersand and other XML special characters without giving an error when editing.

On the OCLC Resource Sharing Settings Form, added functionality to enter symbols to Custom Holdings Groups with spaces between them (so that symbols can be copied from the OCLC policies directory)

On the Special Messages form, the Lending Special Messages now count and display correctly.

Logging and Notifications

Any errors or messages for the Connection Manager, Odyssey Manager or ISO Manager will have a "stop sign" icon display on the left side of the Main Menu for that process type. Clicking that icon will open the System Information form (also accessible under Maintenance .. System Information) and those services with errors/messages will have stop sign icons on the tabs at the top.

The Connection Manager, Odyssey Manager and ISO Manager services all log to a table that is visible from the System Information form instead of log files on the server. These logs default to showing the last two days of activity, but a calendar option at the top can edit that time period.

Any errors that need to be cleared from the System Information form can be right-clicked on and removed as a group.

Double-clicking on an error will display the General Search form with a list of those transactions. Once on the General Update form, you can remove the error for that single transaction under the process menu.

DOCLINE via ISO ILL

After registering with the National Library of Medicine and changing your institution's preferences to be ISO ILL only for sending and receiving DOCLINE requests, ILLiad can then be used to send a receive DOCLINE requests without using the DOCLINE web interface. The two methods of communication (web pages vs. ISO ILL) are mutually exclusive and require setup on NLM's part before it can be implemented.

Overall Updates

If there are no values in the QueueSort table, only the alphabetical display of requests displays on the Main Menu. If there are entries in the QueueSort table for that process type, the tabs will appear.

On the Copyright processing form, if the Customization key of CCCAutoSearch is set to No, choosing an article request will not auto search the Copyright Clearance Center gateway. You can still perform the search by clicking the search button at the bottom of the form. This key is new in Version 7.1 and defaults to Yes but can be edited.

On the Copyright Processing form, the list of items requested over five times can scroll to the right if needed.

On the Electronic Delivery form, the section to choose a lender is expanded to show symbols longer than three characters.

The NoteType for a note can be changed on both the General Update form and the request form in all modules.

On the General Update form, the Reference Number field is no longer read only (it can now be edited and saved).

On the General Search form, the option to disregard user link works for Lending and Doc Del in addition to Borrowing.

On the Borrowing Request Form, the Docline .. Import menu button was removed (not used).

On the Borrowing Request Form, if you click cancel on the verify form for Hold Request Until .. option, it cancels and closes the verification form.

On the Lending Update Stacks Search form, ILLiad does not assume the SystemID is OCLC if that field is blank.

On Borrowing and Lending Overdues forms,all overdue queries simplified to allow for negative grace days and simpler explanation.

On the Lending Overdues form, the incorrect syntax error no longer displays if not all three overdue levels had requests.

SUMMARY

Below is a list of items changed in release 7.1.0.0 of the ILLiad Connection Manager.

• The ILLiad Connection Manager now handles OCLC ILL Direct Request. The ISODirectRequestEnabled key has been renamed to DirectRequestEnabled. All the same routing rules and procedures still apply and no changes are necessary in addition to the update. Once you update to Version 7.1 of the ILLiad Connection Manager, and if you do not use ISO ILL for communicating directly with other libraries peer-to-peer, you can disable or uninstall the ISO Service on your ILLiad server. The ILLiad Connection Manager has an additional 30 second timer that checks for items at Awaiting Direct Request Sending and attempts to send those to OCLC using the web services and Direct Request Profiles. If no profile matches or there are any other errors, the request is sent to Awaiting Request Processing immediately with a note. If the request successfully is created on OCLC, the ILLNumber and Lending String are added to the ILLiad request immediately.
• Session IDs from OCLC connections are logged in the Identifier field in the Log table to make troubleshooting easier.
• The Connection Manager uses OCLC web services version 1.1 (updated from version 1.0).

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.1.0.0 of the ILLiad Customization Manager.

• The Z39.50 setup form has been updated to allow more specific settings for databases and OPACs.
• The Customization Manager allows the use of an ILL entry in the logon.txt file for shared server sites to edit global settings.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.1.0.0 of the ILLiad ISO ILL.

• The ISO ILL service no longer supports sending OCLC ILL Direct Request items via ISO ILL. This has been replaced with the functionality in Version 7.1.0.0 of the ILLiad Connection Manager.
• SMTP Transport is now an option for sending and receiving ISO ILL requests and related APDUs. When updating to version 7.1.0.0, these keys are turned off by default. The ISOSMTPEnabled customization key must be set to Yes as well as the ISO SMTP and ISO POP customization keys must be configured to communicate with other libraries via SMTP for ISO ILL. This transport method is in addition to ISO ILL via TCP/IP.
• The ISO ILL service has had several changes made to make it compatible with the National Library of Medicine's DOCLINE system version 2.6. To use DOCLINE via ISO ILL in ILLiad, the library must first register with NLM as an ISO ILL user and make several settings changes. Updating to this version does not disable or inhibit the original DOCLINE web interfaces.
• Odyssey information (borrower's TransactionNumber and NVTGC as well as the Odyssey ip address) is sent with any outgoing ISO requests if Odyssey is enabled and that information is given in the Customization table. This allows two ISO ILL libraries using ILLiad to fill ISO ILL article requests via Odyssey.
• Errors and informational messages related to ISO ILL no longer change the transaction status of a request to ISO Attention, ISO Sending Failed, or Awaiting SOER Processing but are flagged in the Transactions table for the client to display a notice on the Main Menu.
• Staff can choose to not have Incoming requests update and overwrite the address information for requesting libraries. This can be set with a Customization key called ISOAutoUpdateAddress as well as a check box on the Address maintenance form for each library.
• Incoming requests can have the request type (Article vs. Loan) determined by either the Item Type or Service Type value from the ISO ILL request, depending on which is provided.
• If no understandable request type is provided, ILLiad assumes the request is an article and does not leave the request type blank.
• ILLAnswer - Locations work with non-ILLiad ISO ILL libraries as well as ILLiad ISO ILL libraries.
• Incoming requests with an ISBN no longer have the value overwritten by the blank ISSN value.
• Receiving a Conditional Reply - No APDU no longer changes the status to Request Finished in Lending but leaves the request at Request Conditionalized and adds a note to the transaction.
• Incoming messages have the sending library's symbol in brackets and not the receiving library.
• The Ariel IP address from the LocalInfo table is included in outgoing ISO ILL requests.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

This is a new service created and installed to replace portions of the ILLiad Gateway service related to ISO ILL. If you wish to use ISO ILL for communicating with other ISO ILL libraries peer-to-peer, you only need to have this service and the ILLiad ISO Service installed and running on the ILLiad server (in addition to setting up the necessary customization keys).

Below is a list of items changed in release 7.1.0.0 of the ILLiad ISO Manager.

• The Gateway service is no longer necessary after installing the ILLiad Odyssey Manager and ILLiad ISO Manager. The 7.1.0.0 update for the ILLiad Gateway uninstalls that service so that after rebooting the server it is no longer installed or running. The Gateway service should not be run in conjunction with the ILLiad ISO Manager.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

This is a new service created and installed to replace portions of the ILLiad Gateway service related to Odyssey. If you wish to use Odyssey for local electronic delivery processing or communicating with other Odyssey servers, you only need to have this service installed and running on the ILLiad server (in addition to setting up the necessary customization keys).

Below is a list of items changed in release 7.1.0.0 of the ILLiad Odyssey Manager.

• The Gateway service is no longer necessary after installing the ILLiad Odyssey Manager and ILLiad ISO Manager. The 7.1.0.0 update for the ILLiad Gateway uninstalls that service so that after rebooting the server it is no longer installed or running. The Gateway service should not be run in conjunction with the ILLiad Odyssey Manager.
• A new customization key - OdysseySend - allows Lending staff to disable the client from processing outgoing articles as Odyssey requests while still using Odyssey for Borrowing and Document Delivery. If this key is set to No, any items that have Odyssey information will be processed as non-Odyssey requests. The three other Odyssey keys - UseOdyssey, UseOdysseyProtocolLocally and OdysseyReceive - still need to all be set to Yes in order for the Odyssey Manager service to function and be enabled.
• All Gateway e-mail keys (if used) have been renamed to begin with the term Odyssey instead of Gateway (i.e. GatewayEMailSMTPServer is now OdysseyEMailSMTPServer).
• Any errors or warnings in the Odyssey process are noted in the Transactions table for the client to display a warning on the Main Menu.
• Requests sent from one site on a shared server (SystemID of LOCL) to another include the Odyssey information (BorrowerTN, BorrowerNVTGC, OdysseyIPAddress) to allow the lending library to send the article via Odyssey.
• The Odyssey Manager can override default SQL logins by using a logon.txt file in the same folder where the OdysseyManager.exe file exists on the server.
• Adobe Acrobat version 7 coversheets can be used and pre-pended to Odyssey documents.
• Converted pdf files are copied from the received folder to the pdf folder so that they inherit the permissions of the pdf folder. The file is then deleted from the received folder after successfully copying.
• The e-mail components have been updated to match those used in the Version 7 and higher ILLiad Client.
• When sending an Odyssey document, the service by default will attempt 6 times over an hour before failing.
• If there are single quotes in electronic delivery emails, they do not give syntax errors.
• Significant enhancements have been made to the error handling, networking and load balancing of the service.

MORE INFORMATION

For more information, see the updated documentation.

Below is a list of changes in the 7.1.6.0 version of the ILLiad Client.

Main Menu Form

The check to determine if the Custom Sort and Not In Custom Sort tabs are displayed now only occurs when switching process types. The queries for retrieving Custom Sort and Not In Custom Sort values are not executed unless the tabs are visible when performing a refresh.

The queries to determine if there are any "attention" items were consolidated into one simplified query.

Menu bar updating is now disabled when changing process types to prevent flicker and slightly speed up the switch.

Query to determine if Clear Users button should be visible has been simplified.

If the user logging into the client does not have access to the last module accessed by some other staff member, ILLiad will start at Borrowing and try each module until it finds one where the user has access. If the user logging in does not have access to any of the modules, a message will appear and close the client.

Importing Lending DOCLINE requests, looks for different formats within the requests to make it compatible with both DOCLINE 2.6 and DOCLINE 2.7 (which should be released later in March).

The OCLC ILLiad link in the help menu now direct to http://www.oclc.org/illiad.

Corrected typo of "unknwon" error within client.

Request Form

If staff use the OCLC button to return to the OCLC request form after having gone back to the ILLiad request form, it will no longer give an access violation when sending the request on OCLC. This was most often seen with blank work forms, but could happen with any request in previous clients if staff clicked back to the request form.

Removed requirement for * to be first character in lending string in order to perform Hold process - Holding a request will now report correct result when returning so that hold process functionality will be restored.

Electronic Delivery Form

If using file shares to deliver documents to the server (not using Odyssey), the Deliver button now reappears without having to close and reopen the form.

When moving a file to the backup folder, if a file already exists in the backup folder with the same name then it is deleted beforehand.

Scanning Form (all modules)

When moving a file to the backup folder, if a file already exists in the backup folder with the same name then it is deleted beforehand

System Information form

ISO Manager tab is hidden when the form is opened if ISO is not enabled.

Z39.50 Search Form

When reading value from XML tags, if the tag is not a simple text element then the value will be read as all child nodes of the XML tag. This was only found to be an issue on Innovative OPACs and only certain records in certain installations.

Searching by title on Aleph OPACs no longer strips out words like "and" or "or" within the title.

Check In From Lending Library form

The due date field defaults to mm/dd/yy format and is no longer a plain text field. This returns the format to the way it was in 7.0 and previous.

If the lending string is longer than 5 symbols, you no longer get an access violation when choosing that transaction number to check it in from the lending library in Borrowing.

General Search Form (edit request)

Searching, filtering those results and then performing a new search will clear the filter before performing the new search. This prevents an access violation error as well as incompatible filters.

Filtering the results will again display the total number of results as well as the number with the filter applied.

OCLC Search/Review Statuses form

There is now a new button to the right that says Check for Duplicates. That button will search all of the online produced items (things created within the last 4 days), shipped, unfilled and conditional requests and look for requests where there is more than one ILL number for the same transaction number. It will display them in a grid and highlight the request that matches the ILLiad ILL number. The others you can then double-click on to open and delete them from OCLC. This list of results can also be exported to Excel, HTML, text or XML just like the results on the General Search Form.

As a note, duplicates are no longer possible in the 1.1 version of OCLC web services, but this tool will help libraries who are updating from version 7.0 of ILLiad (that used 1.0 of the OCLC web services) to 7.1 in finding any previously created duplicates.

Below is a list of items changed in release 7.1.3.0 of the ILLiad Connection Manager.

Increased timer interval to 60 seconds

Lending Pending requests are downloaded and moved to In Process every 10 minutes. The other updates and downloads are still processed every 2 hours.

Added SystemInformation initialization function which verifies the records exist so that updates can be made to the SystemInformation table without having to verify the type exists each time.

If Odyssey information is found in the Email field of incoming lending requests, ILLiad sets the BorrowerTN to -1 so that the normal Odyssey process can be used with standalone sites. The Odyssey information must be in the format of <ODYSSEY:123.123.123.123/ILL> where 123.123.123.123 is the ip address of the library's receiving Odyssey client.

Initialization of OCLC customization keys when processing direct requests will only occur if there are requests to process.

Below is a list of changes in ILLiad Elec Del Cleanup version 7.1.0.0.

Added check for any Odyssey temporary files in the OdysseyReceivedPath folder to remove those files that are at status "Delivered to Web" or "Request Finished".

Below is a list of items changed in release 7.1.1.0 of the ILLiad ISO ILL.

Removed expired request processing (moved to ISO Manager)

Outgoing ILLRequest APDUs will now always use the ISOTransport specified in LenderAddresses, all other outgoing APDUs will continue to use the last transport used for that particular APDU. This allows one ILL request to go out as TCP and come back as unfilled and the next request to go out as SMTP.

Modified ordering of sender-info and recipient-info transports in apdu-delivery-info extension, the transport that is being used will now be first in the list.

Below is a list of items changed in release 7.1.2.0 of the ILLiad ISO Manager.

Increased timer interval to 60 seconds from 30 seconds.

Checks system information when the service starts to reduce number of database queries during processing.

Expired request processing that runs every hour was moved into ISO Manager and an additional check was to verify that there are no pending outgoing requests before creating an Expired APDU.

The address variables in the ImportISO function are now reset to defaults at the beginning of each run to prevent invalid data being added to a lender address if more than one request is processed. This prevents extraneous address information being written to address records.

Modified query that retrieves list of delivery addresses so that it retrieves the sender-info addresses only

Moved updating of ISOPaymentMethod to section that is dependent on ISOAutoUpdateAddress keys

When updating addresses based off of incoming ISO requests, if the server is not shared server, the query does not reference an NVTGC field. Previously it was only updating addresses with an NVTGC of ILL.

Modified query for updating addresses upon receiving requests to only update the first address in the incoming APDU.

Corrected the messages so that the sending library's symbol is in brackets instead of the receiving library.

Below is a list of items changed in release 7.1.6.0 of the ILLiad Odyssey Manager.

Increased timer interval to 60 seconds from 30 seconds.

Added SystemInformation initialization function which verifies the records exist so that updates can be made to the SystemInformation table without having to verify the type exists each time.

Updated files from the client are now moved to the Received folder replacing the existing files if present (as a backup).

If the PDF conversion fails, the Odyssey error status will be set for the transaction and processing will cease.

The LendingLibrary, LenderAddressNumber, Pieces, and Pages values for a transaction will no longer be updated and an entry to ESPUpdate to update OCLC will no longer be added when a received item is an item being Delivered To Web

Corrections made to allow for resend commands from the ILLiad client if the original send fails.

Corrected lookup for Odyssey stand alone trusted senders when receiving requests to successfully move to the next query and not stall receiving.

Extraneous logging removed.

Below is a list of items changed in release 7.1.6.0 of the ILLiad Odyssey Manager.

Increased timer interval to 60 seconds from 30 seconds.

Added SystemInformation initialization function which verifies the records exist so that updates can be made to the SystemInformation table without having to verify the type exists each time.

Updated files from the client are now moved to the Received folder replacing the existing files if present (as a backup).

If the PDF conversion fails, the Odyssey error status will be set for the transaction and processing will cease.

The LendingLibrary, LenderAddressNumber, Pieces, and Pages values for a transaction will no longer be updated and an entry to ESPUpdate to update OCLC will no longer be added when a received item is an item being Delivered To Web

Corrections made to allow for resend commands from the ILLiad client if the original send fails.

Corrected lookup for Odyssey stand alone trusted senders when receiving requests to successfully move to the next query and not stall receiving.

Extraneous logging removed.

Below is a list of changes in the 7.1.7.0 version of the ILLiad Client.

The grid components used within the ILLiad client have been changed to a previous version. The version in the 7.1.6.0 release does not perform as fast and users were noticing slow performance when using the client, particularly closing forms and refreshing lists of requests.

Version 7.0

SUMMARY

The following changes apply to version 7.0.0.0 of the ILLiad User Manager

• New option to add access to Resource Sharing Settings menu option in the client added. Turning this option on will allow that staff user to access the Resource Sharing Settings form from the Main Menu under Maintenance .. OCLC to edit constant data, custom holdings paths, custom holdings groups and the field order of downloaded requests from OCLC. This option is turned off by default.
  

SUMMARY OF CHANGES

Below is a list of items changed in release 7.0.0.0 of the ILLiad Auto Updater.

• Auto Updater version 7.0.0.0 is necessary to download and install any of the 7.0releases. Remember that after you download the latest Auto Updater, you must copy it from the Setup\AutoUpdaterUpdates\7.0.0.0 folder into your Admin folder or wherever you normally run the Updater.
• Connection Manager added as option for available downloads to retrieve.
• The Auto Updater will prompt you to install the Connection Manager service if you do not have it installed already. If you choose to skip this, you can install the service yourself by running the InstallConnectionManager.bat file in your c:\illiad\Connection Manager\ folder on the server.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.4.0.0 of the ILLiad Client.

• In the Electronic Delivery screen, the documents are compressed when saved so that double pages, etc. should not occur.
• When sending requests via Odyssey, requests default to TIF when sent if the type is not specified in the Odyssey header information (would result in the past in an UNKNOWN tag if this was not sent).

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.0.0.0 of the ILLiad Client.

Overall Updates

• The e-mail components within the client have been updated. This should be transparent to users except that they may have better compatibility with their smtp server using these new components.
• The imaging components used for Borrowing electronic delivery and the Lending Odyssey scanning form have been updated. This should also be transparent except that tif files that were giving errors previously (duplicate or blank pages) should work now.
• The Notes tab on the General Update form is the default tab displayed (instead of ISO tracking).
• For Lending billing by item, the Invoice tab displays on the General Update form.
• The browse function on the General Update form (PageUp, PageDown, Home and End) now follows the order of the grid on the Search form, even if it has been reordered by other fields than transactionnumber.
• Refreshing the list on the General Search form and Search Requests form follows the grid order for the next selection.
• Grid sorting is now case-insensitive (so that Journal and journal are sorted in the same order).
• Customizations to the grid display are now based on the process type in addition to the form. This means that when you update to Version 7, your grid views will reset so that you can change them and save them for each process type.
• Disregarding the user link on the General Search form disables the FirstName, LastName and Organization fields to prevent SQL syntax errors when running.
• Custom Search Queries saved on the General Search form do not run when being saved to allow staff to save a query that may not be functional at the moment.
• Document type dropdown on the General Update form displays the current document type and allows staff to type in a value and save it as well.

Borrowing

• The OCLC live link is now the OCLC Resource Sharing form. All PRISM based communication with OCLC has been replaced with a graphical interface for searching and sending requests. For more details on this form and it's features, see the updated Version 7 documentation.
• On the General Update form, the current OCLC status shows if that request has a system id of OCLC and a valid ILL Number.
• The Maintenance menu has a new OCLC menu that allows staff to see the current status of all OCLC requests, view the Policies Directory via a web page and edit constant data, custom holdings groups and paths and the field order of downloaded OCLC requests (if enabled via User Manager).
• The Maintenance menu has a new System Information menu option that shows the Log table of all Connection Manager activity as well as the date and time the Connection Manager last ran and when it will run next.

Lending

• On the Lending Request form, the OCLC request form in the top right has been replaced with a customizable list of fields and values from OCLC.
• On the Update Stacks Search form, for OCLC requests the current OCLC status displays on the form. If that status is anything other than IN PROCESS, the status is highlighted in yellow.

Clearing Customers

• Right-clicking on the list of users in the right pane of the clear customer form gives the option to show all users.
  

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.0.1.0 of the ILLiad Client.

• When sending customer clearance emails, if you choose to review the e-mail before sending, you no longer receive an error about invalid syntax. The error was only showing if you chose to edit the e-mail before sending it and it the e-mail still delivered.
• On the Electronic Delivery form, the ILLiad Client uses the default printer used for the rest of ILLiad printing. ILLiad uses the Windows default printer as its default printer, but you can change that from the Main Menu under File .. Printer Setup.
• The default threshold is now set for Odyssey scanning. This improves compatibility with certain scanners and ILLiad. If the scanner threshold is set too low, pages scanned in black and white show up blank.
• When hitting Request Sent on the Borrowing Request Form, the client has improved database connection detection. This change also reduces the number of database actions when closing the Request Form, increasing responsiveness. These changes should eliminate any unresponsive clients staff may see when clicking Request Sent from that form.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.0.2.0 of the ILLiad Client.

There are now OCLC Search forms for searching using OCLC Resource Sharing web service. This new form is almost identical to the standard OCLC Resource Sharing form, except that it does not include the workform tab for producing requests. You can access this form via the Show menu from the General Update form and Lending Request form (you could already get there from the Borrowing request form, obviously). Anywhere you see the WorldCat icon, it's a place to access OCLC for searching. There is a button added to the General Update form next to the OCLC number field as well as on the Main Menu under the refresh button (it's also in a menu under Maintenance .. OCLC). All of these forms that were added are non-modal, meaning you can flip back to the request form behind it to read it. On the General Update form, the button shows regardless of the current system ID and it will automatically attempt an OCLC number search if that number exists.

Overall changes

• If no printers are installed on the client machine, you will no longer receive a warning message when opening the client.
• All of the custom grids are version number based for the client. This is so if new fields are added to the those grids, you will automatically be able to see them. This means with each new version of a client the grid defaults will reset, but it does make it so that any new fields that are added are visible.
• Under Maintenance .. Connection Manager Sessions, there is now a refresh button to update the session information without closing and reopening the form.
• Under Maintenance .. OCLC Resource Sharing Settings, you can use both Ctrl+Up and Ctrl+Down to move the fields in the Downloaded Request Field order as well as use Ctrl+Home and Ctrl+End to move field names to top or bottom of list.
• Under Maintenance .. Current Statuses, added Transaction Number column that will show the transaction number from the verified field if it can be determined. You can then sort by that field to find requests of yours at any OCLC status, if necessary.
• Added additional logs for OCLC connections to aid in troubleshooting (user-agent information and logoff functions). If there are errors in any connection to OCLC from the client, the error message itself has a session ID and the specific error returned from OCLC.
• On the Borrowing Request Form and Lending Request Form, you can delete notes that have single quotes in them. This was working before but only from the General Update form.
• Email importing will import the entire form values. In Version 7.0.0.0 and 7.0.1.0, the messages would come in without errors, but were blank.
• When cancelling a request in Borrowing or Document Delivery the email template will allow the <#User> tag for the staff username and <#ShowNotes> to insert all notes associated with that transaction number. Previously, those notes would only work if staff reviewed the email before sending it.
• On the Borrowing Request Form, the tab order was corrected so that tabbing through the system information on the right would go in the correct order.
• On the Borrowing Request Form, Ctrl+I will import OPAC information if you have used the Passport macros to retrieve the call number and location and store them in c:\illiad\illiad.in.

General Update Form

• Removed Resubmit Manual and Resubmit OCLC menus. This option has been replaced on the General Update form as well as on the Request form with a menu option called Import Request into Resubmission under the Process menu. This option is only available if there is a lending string and ILL number filled out for the request. It will save those values in the Resubmission table and allow you to send the request out via any other form. It does *not* cancel or delete the request on OCLC or any other external system.
• If the process type is Lending and the OCLC status is valid (Returned, Recalled, etc.), an option called Manual Complete shows under the Process menu.
• If the process type is Borrowing and the OCLC status is valid (Shipped, Received?, etc.), options for Manual Receive, Manual Not Received and Manual Return show under the Process menu. After updating a request to Not Received, you can then edit the request under Show .. OCLC Request to add any borrowing notes. You can not edit the request on OCLC until the status is changed to Not Received from Shipped (Special Message - Received?).
• The History tab orders by date time.
• Ctrl+P will print the request (same as Process .. Print Request)
• Ctrl+T will print the request to a template and append to the file (same as Process .. Print Another Request to Template (Append))
• Modified OCLC Status function to prevent access violations. In some cases it was giving an error if the status retrieval was not finished before moving onto the next request.
• If a billing account and/or description is very long, the cursor will default to the beginning of the field instead of the end. The account will then show on the dropdown and the description will scroll off to the right.

OCLC Resource Sharing Form (with WorkForm tab for sending requests)

• The OCLC Resource Sharing form is now non-modal. This means that if you have that form at the front, you can click on the request form behind it and bring that form to the front. Once on the request form, if you want to go back to the OCLC Resource Sharing form, click on the OCLC button and it will bring the OCLC form to the front again.
• A new key exists - OCLCILLAutoLimitType - that allows sites to turn off the background search from automatically limiting by format type. This key defaults to Yes. If you wish to remove the format limit for the automatic search that ILLiad does in OCLC, change this key to No.
• A new key exists - OCLCILLAutoBackgroundSearch - that defaults to Yes. This allows you to turn off the option within the client to have ILLiad automatically begin an OCLC search from the borrowing Request Form in the background. This search happens in the background to make the default search happen faster.
• A new key exists - OCLCILLAutoBackgroundHoldings - that defaults to Yes. This allows you to turn off the option within the client to have ILLiad automatically pull custom holdings for the first search result or the search tab (the one with the highest holdings). This retrieval happens in the background to make the holdings display faster.
• Two new keys exist - OCLCILLAutoBackgroundSearchOrderLoan and OCLCILLAutoBackgroundSearchOrderArticle- allowing you to customize the type of background searches that are performed and in what order (choosing from the list of default searches). The default option is OCLC,ISSN,Keyword. This option can be changed to any of the default searches (i.e. OCLC,ISSN,DerivedTitle or ISSN,ScanTitle).
• Retrieving custom holdings for an item with an OCLC primary document type of Serial will no longer add suggested lenders to the selected lenders list.
• If the OCLCILLHoldingsPathLoans or OCLCILLHoldingsPathArticles customization key values are not valid (i.e. have a space in them instead of just the holdings path name) the client displays an error and disables the invalid default holdings option so it is not used. No changes are made to the Customization Manager settings.
• In the middle "fixed fields" section of the Record Detail tab of both OCLC search forms, the OCLC number text label is now a read-only text box to facilitate copying.
• The list of previous requests shows on the Holdings tab if any information exists in that table, regardless of the request status. Previously, it would only show if the request was at Awaiting Unfilled Processing.
• Retrieving other holdings no longer clears the existing list of selected lenders. So if you choose 1 or two lenders and then do another holdings selection, those lenders stay in the selected lenders box.
• Added a count of lender symbols next to selected lenders caption.
• Clicking and dragging a symbol will show the OCLC symbol "hint" both in the holdings box as well as the selected lenders box. Previously the dragged hint would only show while in the holdings box. Moving lenders up and down the selected lenders list does not show a hint.
• When moving lenders up and down in the Selected Lenders box, you can use Ctrl+Up and Ctrl+Down to move that symbol up and down in the list. Now you can also use Ctrl+Home and Ctrl+End to move lenders to top or bottom of the list.
• Made Max Cost Type a required field if there is a value in the Max Cost field. It will force you to choose either IFM or Other. This is only an issue if your constant data is blank for Max Cost and you type in something manually.
• For unfilled requests, retrieving holdings now successfully filters out symbols used in previous requests. It also will not suggest lenders that were previously sent to for custom holdings.
• In Borrowing, for conditionals that are refused and go to unfilled, the lending note is no longer added to the notes table a second time (the note is already added when the conditional comes in).
• Added more ISSN and ISBN format recognitions for searching OCLC.
• ISSN and ISBN fields clear out between requests while searching and sending.
• On the Workform tab, the Rec Date, Renewal Req, Due Date and New Due Date fields are all blank and disabled as they are not used in the initial requesting of an item.
• Corrected it so that if you are using the customer NotWantedAfter field in the OCLC NeedBeforeDate, it will use that date and not today's date.
• Modified the error handling during OCLC searching to prevent access violations and return specific information from OCLC.
• If the background search that happened on the Request Form before opening the OCLC Resource Sharing form fails, a message will say at the bottom of the form saying "Background search failed." Also if the background search is not performed at all (because the OCLCILLAutoBackgroundSearchOrderLoan or OCLCILLAutoBackgroundSearchOrderArticle key is invalid) a message will say "Background search not performed."
• The TransactionNumber field is now required in the Verified OCLC field to submit a request. The WorkFormMapping table should insert it by default, but if staff accidentally delete it or change the value to an invalid format, an error message will appear for it to be corrected.
• If a request does not have all required fields filled in, the Send Request button is greyed out. The fields that need correcting are highlighted and hovering over them will give a hint explaining what is required for the request to send. Correcting the field(s) will make the Send Request highlighted again.

OCLC Request Form (under Show .. OCLC Request)

• The cells on the detailed grid tab now have selectable text to allow you to copy certain portions of the information.
• The additional patron fields (Patron Status, Patron Department, etc.) were removed and replace with the Lending fields (Lending Notes, Return To, Return Via, Lending Charges, Lending Charges Type, Shipped, Ship Insurance, Lending Restrictions) for viewing.
• In Lending, added the ability to edit lending fields when the item is at shipped status by your library (as long as the borrower symbol is not the same as your SystemIDOCLCSymbol key value).

Update Stacks Search Form

• Changed highlighting so that an OCLC status of anything except IN PROCESS will be highlighted.
• Modified OCLC Status function to prevent access violations. In some cases it was giving an error if the status retrieval was not finished before moving onto the next request.

Lending Searching Form

• Added functionality to reset the grid to the default view after making changes to the filter or sorting of fields.

System Information Form

• Added grid saving/loading/reset functionality so that the view can be changed and saved.

OCLC Resource Sharing Settings Form

• If you have made changes to the Saved Request Field Order and close the form, it will prompt you to save changes first.

Overdues Form, Connection Manager Sessions Form and General Search Form

• Updated grid components to match others within client.
• Updated progress bar components (where applicable) to newest versions.
  

SUMMARY

Below is a list of items changed in release 7.0.3.0 of the ILLiad Client.

• The import requests .. Loansome Doc menu option in Borrowing has been modified to look for a different format of ILL Number and unique identifier. The import will attempt to match the Patron EMail field in Loansome Doc to the ILLiad username field. You will need to re-register new usernames for your Loansome Doc users in ILLiad to have the fields match upon import. If your Loansome Doc users have email addresses longer than 20 characters, you may also need to expand the username field in several ILLiad tables to accomodate the new values.
  

SUMMARY

Below is a list of items changed in release 7.0.4.0 of the ILLiad Client.

OCLC Searching and Sending

To navigate to the OCLC searching tab on the Resource Sharing form, staff can click Ctrl+F to move the cursor into the list of results and then use the arrow keys to navigate those requests. This eliminates the need to use the mouse to move the cursor to that area of the form.

If you do a “scan title” search and choose “return to list” it shows the previous results (it was showing a blank form).

The background OCLC number search will only be performed if the OCLC number value is numeric and not formatted like any other system number or note.

Keyword searching on the default search tab uses the option of searching on the words anywhere in the OCLC request (this behavior hasn’t changed). On the custom search tab, there is the Keyword search option as well as a Keyword Adjacent search option that searches for the words listed but only where they are next to each other. For example, doing a Keyword search for “harry potter” would find any results where those two words appear in any of the searched fields. Doing a Keyword adjacent search would only show results where “harry potter” or “potter harry” were in any of the searched fields.

If the OCLC record is held by the borrowing library, the words “Held by ABC – 1234 other holdings” displays in red and is preceded with an asterisk.

The grid component for the list of library holdings has been replaced with a different type that does not “jump” to the next section when scrolling.

The highlighted fields on OCLC workforms are bright yellow instead of cream so that staff can more easily find them.

The most recent 10 requests sent on OCLC have the Transaction Number stored in memory so that if staff attempt to send the request again (after receiving an error) the client will not send the produce request command to OCLC. This is to prevent duplicates.

Updated the error handling and reporting to check for a specific error code from OCLC and return that. The details will be shown if they exist; otherwise, it will be reported as “Unknown Error”.

Viewing and Editing OCLC Requests

Current Statuses menu option under OCLC has been changed to Search/Review Statuses. The top section now allows staff to search by ILLNumber, Author/Title, Borrowing Library, Lending Library, Patron Department, Patron ID, Patron Name and Title.

On the OCLC workform (where the detail tab shows) there is now an option of Export .. to Browser that opens the request in a temporary html file for faster printing.

The ILLiad Client allows staff to edit OCLC requests at any of the possible editable statuses on OCLC. For any given OCLC status, those fields that are editable have green field labels and are preceded with an asterisk.

If staff click on Show .. OCLC Request and the ILL number is not found on OCLC, the form still opens but is blank and allows staff to type in another ILL number and click search to view it.

If the key for automatically retrieving the OCLC status is set to No, the client displays all manual OCLC updating options but then checks the status on OCLC before attempting to perform that update and returns an error to staff if that OCLC action is not allowed.

The Process .. Manual OCLC update menu options (receive, not received, returned etc.) have been added to the request forms in addition to the General Update form. Manual Return and Manual Complete no longer change the status back to its previous status or close the form.

OCLC System Alerts can be read through the ILLiad Client under Maintenance .. System Information and clicking on the OCLC System Alerts tab. The most recent alert is at the top of the list.

Special Messages

The OCLC menu under the Maintenance menu has been moved to the top level as its own menu. Special Messages are now accessible from a form under this OCLC menu. Once on the Special Messages form, ILLiad shows the Special Messages for either Borrowing or Lending (depending on current process type) and the requests in each of those categories. Double-clicking on a request will allow staff to perform manual updates to it (receive, mark as not received, return, complete, etc.) as well as click on a link to the ILLiad transaction. Special Messages are no longer imported using the Connection Manager.

Unfilleds and Conditionals

Items at Awaiting Conditional Processing allow staff to click another button from the workform to search OCLC before saying Yes or No to the Conditional. On that same searching form, staff can decide to create a new request on OCLC and ILLiad will automatically delete the previous request. This eliminates having to move the request from Conditional to Unfilled processing to process it after deleting it.

If a request comes back as Unfilled and the request has locations in it, the client automatically fills out the workform with the new lending string using the next 5 symbols in the Locations field and removes those 5 from the locations field on the workform. Then if staff used the locations field when sending the original request, they would only have to open OCLC and click on “Resubmit Request” to send it to the next lenders and delete the previous ILL request. If there is an error deleting the previous request (it is not found or the record is locked) the new request is still sent and the previous ILLNumber is saved in the Resubmission table but staff will need to manually delete the old ILL number through the client.

Borrowing Electronic Delivery

Importing documents into ILLiad from Ariel is compatible with both Ariel version 4.1 and earlier versions. Two new customization keys – ArielType and ArielDatabaseAddress have been added. By default, the update will leave the client compatible with older version of Ariel by setting the ArielType to “File.” To make the importing process compatible with newer Ariel versions (4.1 and higher), you will need to change the ArielType key to “Query” and may need to change the database address as well. More information on this is in a separate Knowledge Base article.

SUMMARY

Below is a list of items changed in release 7.0.0.0 of the ILLiad Connection Manager.

The Connection Manager is a new service that runs on the ILLiad server (the web server if your ILLiad server is split amongst multiple machines). This service replaces the ILLiad Connector that was used in Version 6.x of ILLiad for updating OCLC records and downloading requests from OCLC. There is no scheduling associated with this service or any batch files that need to run. It should be set to start automatically on reboot of the server and will run continuously, updating and downloading on a two hour schedule. The Connection Manager performs all of the standard updates and downloads for day to day processing as well as downloads all Special Messages for review within the client.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.0.2.0 of the ILLiad Connection Manager. When updating to this version the Updater may ask if you would like to install the Connection Manager service. If you have already done so for the original Connection Manager release, you do not need to install the service again.

• For Shared Server institutions with separate OCLC symbols, the Connection Manager will download a lending pending request that was previously downloaded by another site on the server and is in the database for their site as well. Previously it looked at the lendingstring, ILL number, OCLC number and borrowing library symbol and saw it as a duplicate (not taking the movement of the "star" to designate the current lending library).
• Added additional logging information for connections to OCLC. The Session ID is logged in the Log table for the Connection Manager to better track connections to OCLC.
• Added an identity field to the ConnectorDetails table to prevent key violations. The Connection Manager processes updates much faster than the Connector did, so this was not a problem before the change in functionality.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.0.3.0 of the ILLiad Connection Manager. When updating to this version the Updater may ask if you would like to install the Connection Manager service. If you have already done so for the original Connection Manager release, you do not need to install the service again. There are no database changes to this release.

• Corrected Conditional Pending downloads in Lending so that the status on OCLC changes to In Process. This prevents the request from being downloaded and moved to Awaiting Conditional Processing again after the intial download.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.0.4.0 of the ILLiad Connection Manager. When updating to this version the Updater may ask if you would like to install the Connection Manager service. If you have already done so for the original Connection Manager release, you do not need to install the service again. There are no database changes to this release.

• The Aging Date in OCLC is downloaded and stored in the InProcessDate field in Transactions for pending, in process, and cond pending requests (previously this was only done for cond pending).
• The Edition field is now imported into the LoanEdition in Transactions when importing new Lending requests. The Loan Edition field has been added to the Lending Request form so that it’s visible.
• For Borrowing Received OCLC updates, ILLiad continues trying to update the request X number of times before failing, where X is a Customization key called ConnectionManagerAttemptsReceived defaulting to 10.
• If an item has attempted to update as shipped twice and fails, the error message is flagged in the ConnectorErrorStatus field and show in the Connection Manager Error tab on the Main Menu.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 7.0.0.0 of the ILLiad Customization Manager.

• When viewing OpenURLMapping, LocalInfo and WorkFormMapping tables for a shared server site, the site can also review their delivery locations as well as you may view sites that are not the first site in your drop down list on the logon form (if you have multiple entries in your logon.txt file).
• You can now add entries to the EMST table.
• The Customization Manager has been optimized to open more quickly after logging in on the logon form.
• New GAC table available for editing under System .. OCLC for adding and removing profile groups. This table is stored locally since it changes so rarely.
• New OCLCStatusOverride table available for editing under System .. OCLC for editing the status that OCLC Special Messages and Renewal OK items go in ILLiad, if any.

MORE INFORMATION

For more information, see the updated documentation.

Version 6.5

SUMMARY

Below is a list of items changed in release 6.5.0.0 of the ILLiad Billing Manager.

The ILLiad Billing Manager is entirely new. Before using the Billing Manager, please review the new ILLiad Billing Manager manual. You can download the latest documentation from: http://www.atlas-sys.com/Documentation.html

The Billing Manager is a completely separate program that allows billing staff to generate, print and track invoices for all three ILLiad modules without accessing the ILLiad Client. There is also an option to generate and track EFTS reports for institutions participating in that program. The Billing Manager does not change how the Billing setup tables are created, but only provides a new and improved method for invoicing institutions or individuals by time period. If you bill your borrowing libraries on a per item basis, that functionality has not changed.

The Billing Manager also includes a "test mode" by default, allowing you to experiment with the new product while still invoicing using the ILLiad Client. Once you are ready to go live with the Billing Manager, you will no longer be able to generate invoices through the Client, but will still be able to view, print and add payments for those invoices. The invoices generated through the ILLiad Client are not converted over to the Billing Manager because of the differences in table structure.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

The following changes apply to version 6.5.0.0 of the ILLiad User Manager

There is a new interface for all User Manager functions. The functionality is basically the same, but the interface has been updated to improve performance and usability.

" New options for adding access to the Billing Manager Borrowing, Billing Manager Doc Del and Billing Manager Lending have been added.
" New option to add access to Database Manager added. All new access options are turned off by default.

SUMMARY

NOTE:This release will overwrite previous html files for the web reports. When the updater is run for this release, it will overwrite the current ILLiad web pages for the ILLiad Reports, while simultaneously making a backup of the current pages. If you have customized the ILLiad report pages, you will need to review the changes made in the new pages to incorporate them into your web pages. If you have not customized the reports pages, this update will give you the latest functionality for the ILLiad web reports.

* Limits have been removed for all reports for number of groups you could have. (Exceeding the number of groups would result in an EParser Error.)
* Groups display for shared sites is now groupable by shared site name and will not duplicate results.
* New getBuildInfo query added: http://yourservername/illiad/webreports/illiadreports.dll?getBuildInfo
* New Delivery Time Distribution report: This report shows two graphs - one displaying the number of requests filled on each day after submitted and the second showing the cumulative percentage of requests filled with each day of the month chosen.
* New Requests Received by SystemID report. This report shows all incoming Lending requests broken down by reques type and the SystemID of the request submitted (OCLC, DOC, LOCL, ISO, etc.).
* Registered Users by Department report: last department on the list was not displaying in the html but was being included in totals. This has been fixed to display.
* Registrered Users by Department report: Ability to add the option to show Disavowed users as part of the report. The html has been updated with a radio button to include disavowed users or not.
* Most Requested Journals report: added the ability to select the key to group the report by (ESPNumber, ISSN, or Title (PhotoJournalTitle). Previously this report only grouped by ESPNumber and Title.
*Copyright Report: Added CCCNumber to table header output (was showing up in report but not in titles above). If CCCNumber or ISSN are empty they are replaced with a &nbsp character.
* Doc Del Requests by Department and User Statushad a limit of 20 statuses. Dynamic arrays were substituted so statuses are now unlimited for all reports.
* Electronic Delivery Turnaround Time report: If you skipped the normal processing of Electronic Delivery and manually delivered items by moving them directly to Delivered to Web, these items were not counted. A second section was added to the report including these items.
* Doc Del Filled By Day report: Electronically delivered items were being counted twice - once when the status went to Delivered to Web and once again when it went to Request Finished. Items are now only counted the very first time that they went to a "finished" status for each Transaction Number.
* Lending Fill Rate Statistics, Who We Lend To, Requests Received by Day, and Requests Received by System IDreports now take ISO ILL statuses and the Lending Web page statuses into account.
* Who We Borrow From report now correctly counts items at the "Imported From %" status.
* Borrowing Invoices Received report: For shared sites who use separate address tables (LenderAddressesALL views), this report would show duplicates for addresses with more than address number associated with them. This has been corrected.
* Borrowing Fill Rate Statistics report no longer includes items that are resubmitted but only the original time the request was submitted.
* Doc Del Filled by Day report: the column titles for the table at the bottom said "received" and have been updated to say "filled"
* Copyright Report: Does not count items as Outstanding that are Cancelled. (bottom of Copyright report).
* Who We Lend To report: For shared sites who use separate address tables (LenderAddressesALL views), you could not run the report for "ALL" sites correctly but would need to run it for each site. This has been fixed.
* Who We Lend To report: You can now choose to filter this report by Article or Loan request type as well as showing both.
* Most Requested Journals report: For a shared server site that uses separate lender addresses (LenderAddressesALL), selecting the "ALL" option uses the non-viewed table for addresses, so that each duplicated address is shown and required selecting all of the sites individually. This has been fixed.
* Lending Turnaround Time report: the graphical representation of the turnaround time showed incorrect percentages in some cases. This has been fixed.

KNOWN ISSUES WITH VERSION 7

• The Lending Special Messages download but do not display (show values of 0 for each). This will be corrected in a client maintenance release.
• When using Client version 7.0.4.0, in the OCLC Resource Sharing form in the Selected Lender box, you can use the control up and control down to change the order of selected lenders but if you try to drag them up or down you get an Access violation. This will be corrected in a client maintenance release.
• In Lending, when you click 'Process' and 'Overdues' and one of the over due boxes is empty you get a General SQL error Line 1: syntax near ','. Use a temporary record with a due date that will fill in the blank box in order to print overdues. This will be corrected in a client maintenance release.
• enew Item for Customer menu option under Check Out/In is greyed out. There is no entry in the User Manager to enable this option. The process behind this function was never implemented but the menu item was disabled instead of hidden. The menu item will be removed in a maintenance release.
• Items with a large number of holdings (generally exceeding 2000) can cause the size of the resulting MARC record to exceed the maximum size that the OCLC SRW server can currently handle. This results in no holdings information being returned for custom holdings or all holdings. Default, regional, and state holdings should still work for these records.
• If you try to request an item from an OCLC symbol who's status is Selective, and you do not belong to their group, you will receive an error. The Selective status is being retired by June 30th, 2005 and will no longer be available to sites. If you receive an error when trying to send to a specific site, check the ILL Policies Directory for the site, look under the Information tab, and check the OCLC Relationship. If it is Selective, then you will be unable to send to them (unless you are part of their group).
• The Connection Manager service will automatically shut down each night after it completes the first download run occurring after midnight. By default, the service is set to automatically restart. This has been verified to work under Windows 2000 Server and Windows 2003 Server. If you use Windows NT 4.0 Server (which is no longer officially supported for ILLiad), you will have to add a scheduled restart job at 3am each morning.
• SMTP Authentication has been added to this version of the ILLiad Client, but is not officially supported. You can experiment with SMTP Authentication by setting the SMTPUserID and SMTPPassword keys to valid values, and setting the EMailAuthMechanism key to eitherUserPassword or MD5 (CRAM-MD5 is what MD5 implements). UserPassword uses the LOGIN parameter to send the UserID and Password. MD5 uses the CRAM-MD5 authentication method. This will be fully supported in Version 7.1 with the release of a new ILLiad Client and ILLiad Gateway.
• If a Lending request is no longer available for update (has moved on to the next lender), and the Lending library attempts to update to Shipped, the Connection Manager will try to update twice but will not give a Connection Manager error on the Main Menu after that. The Update Stacks Search form does highlight the status if it is anything other than In Process to alert Lending staff that the item should not be shipped or updated as such on OCLC. The Connection Manager behavior will be changed in an upcoming maintenance release.
• ILLiad scanning currently saves files at 2560x3300 resolution. It has been reported that Ariel will not inport TIF files at that resolution.

ISSUES RESOLVED IN ILLIAD CLIENT 7.0.1.0

• When sending customer clearance emails, if you choose to review the email before sending, you will receive an error. The email is still sent. If you do not review the customer clearance email before sending, you will not receive an error. (This was addressed in release 7.0.1.0 of the ILLiad Client)
• You can not change the default printer that the electronic delivery screen prints to using the Print Setup box in ILLiad. If you have more than one printer setup on the processing machine, you will not be able to choose which printer you want to use. (This was addressed in release 7.0.1.0 of the ILLiad Client)
• The default threshold is now set for Electronic Delivery scanning. This improves compatibility with certain scanners and ILLiad. If scanner threshold is set too low, pages scanned in Black and White show up blank. (This was addressed in release 7.0.1.0 of the ILLiad Client)
• Enhancement to database connection error detection when hitting Request Sent on Borrowing Search form. This change also reduces the number of database actions when closing the Search form, increasing responsiveness. (This was addressed in release 7.0.1.0 of the ILLiad Client)

ISSUES RESOLVED IN ILLIAD CLIENT 7.0.2.0

• If your own symbol is part of a custom holdings group, it will not be displayed even if you hold the item.
• When opening the ILLiad Client on machines with no printers installed, you will receive a message stating that there is no default printer currently selected.
• If your constant data has a blank max cost field and you type in a max cost value on the ILLiad work form, you must choose either IFM or OTHER from the drop down. If you do not choose one and leave that drop down blank, the max cost will not transfer to OCLC. The drop down will be required in a future release of the ILLiad client.
• The Need Before Date field, if you enter your NotWantedAfter date from the ILLiad client, cannot translate the date and defaults to today's date.
• The Connection Manager may produce key violations during some downloads because of the increased speed and attempts to write two log entries at the same millisecond. This may prevent the current task to abort and the Connection Manager to move on to the next function. The error should be rare and will correct itself with a later download.
• The filter to remove previous lenders when choosing new lenders from custom holdings (when resubmitting unfilled OCLC requests) does not remove those previous lenders currently.
• EMail Importing does not give an error, but the emails come in blank.

SUMMARY OF CHANGES

Below is a list of items changed in release 6.5.0.0 of the ILLiad Auto Updater.

• Auto Updater version 6.5.0.0 is necessary to download and install any of the 6.5 releases. Remember that after you download the latest Auto Updater, you must copy it from the Setup\AutoUpdaterUpdates\6.5.0.0 folder into your Admin folder or wherever you normally run the Updater.
• Database Manager added as option for available downloads to retrieve.
• Billing Manager added as option for available downloads to retrieve.
• The Auto Updater will automatically overwrite new ILLiad Reports html pages while creating a backup of the pages that are currently installed.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.5.1.0 of the ILLiad Billing Manager.

• The date function for EFTS file generating was updated to allow it to understand the last month of the previous year. This corrects the "invalid argument to date encode" error that would appear when trying to access EFTS for the month of December.

SUMMARY

Below is a list of items changed in release 6.5.2.0 of the ILLiad Billing Manager.

• If a site bills for non-whole dollar amounts (i.e. $11.55) when payments are added, the final invoice status will say Paid when the balance is $0. Previously, the balance would be correct but the status would either say Partial Payment or Overpaid. This was only for certain dollar amounts and never for whole dollar or 25 cent increments.

• EFTS reports can be run on the first of the following month instead of the second or later of that month.

• If a site uses SQL Server 7, the Billing Manager no longer gives a syntax error of "incorrect syntax near 'Count'" when attempting to generate invoices. This syntax error would only happen on servers using SQL Server 7.

• The CustBalanceSummary.rav file has been added to the available report files.

• The Doc Del receivables report syntax was updated to match the Borrowing and Lending reports.

SUMMARY

Below is a list of items changed in release 6.5.0.0 of the ILLiad Client.

Overall Updates

" When printing and reprinting ALA requests and Return items in Borrowing, the DBF file now uses a subset of items from the LocalInfo table. DBF files are limited to 255 columns, and the combination of columns from the different tables for those 2 print items exceeds 255.
" New grid components have been added to the following forms: Check In From Customer, Check In from Lending Library, Check In from Customer, Check Out to Customer, Clear User, Electronic Delivery, Event Log, Edit User, Lender Address, Lending Receives, Pre Process, Clear User, Copyright Processing. The grids allow for sorting, filtering and grouping of any results. This is most effective on the General Search form for querying transactions.
" On several forms, buttons are enabled only when sufficient information is available to complete the process. If the button has no text, but on a graphic, the graphic will not display until the button is enabled.

Billing

" Updating existing billing records, the Client now overwrites records even if the billing account number has been changed. This prevents billing records from having a different account number than the transaction number associated with it.
" When updating billing records, the BillingDate field is not changed. This date is added when the charge is first created. This allows for updates to the billing record without changing the invoice date range in which the item belongs.
" If the Billing Manager is being used in Live mode, you can not update the charges on an item using the Client if an invoice has already been generated for the transaction. You can use the Billing Manager for this change.
" When viewing the billing information using the Client, if an item has been billed using the Billing Manager, the invoice number and status of that request show up when using Show .. Billing from the General Update form.
" Error message no longer shows on the Show Billing form when a column is empty.
" When using the billing built-in to the ILLiad Client, Null EFTS values are now counted as non-EFTS. Also, the NVTGC is used when generating EFTS files. Charges for $0 are automatically removed.
" If the Billing Manager is being used in Live mode, the Generate Invoices button is not available in the ILLiad Client.
" On the Add Billing form, added a check to ensure amount fields have valid values before calculating the total amount.

Copyright

" A new grid control is available on the Copyright Processing form, allowing you to choose what fields you see, in what order and sorted by the field you choose.
" The Copyright Gateway Interface menu option has been added to the Maintenance Menu. This option allows for automatically placing orders with the Copyright Clearance Center using the new Copyright Gateway. You will need to have completed the CCCUsername and CCCPassword fields in the Customization Manager for this to work.

Clearing Customers

" When an email error occurs during clear new customers, the email component is completely wiped to ensure correct email processing.

General Update Form

" New Show|Copyright Status menu option if copyright has been paid through the Copyright Clearance Center Gateway
" Renamed Invoice tab to Lending Library Invoice
" The Lending Library Invoice tab only visible if in a Borrowing request.
" You can no longer change an account for a billed item if an invoice has already been generated using the new Billing Manager.

General Search Form

" There is a new grid control is available on this form.
" Records Selected label shows additional information if records are being filtered using the new grid control. An example would be that 60 records are selected but only 13 show with current filter applied.
" When right-clicking on the bottom grid of items, actions are only performed on displayed items. Items filtered out by using the filtering controls of the new grid control are not updated.
" Any search results can be exported to Excel, HTML, Text or MXL formats by clicking the Export button in the top right corner of the form. Clicking the button will pop up a menu with the four format choices. Choosing a format will prompt you for a location of the exported file.

Lending Request Form

" Referral menu no long shows unless the request has a SystemID of OCLC.

Borrowing Request Form

" Docline Web interface auto-fill delays added to enable more precise control of web session.

Connector Sessions

" Sessions with no valid detail records no longer report an error.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.5.0.0 of the ILLiad Connector.

" A new grid control is available for all tables.
" Tree items no longer auto-expand when clicked.
" Removed duplicate entry for WorkFormMapping table from Borrowing|Searching
" Removed unused System|Groups category
" Added a check for changes to values when you close the form without saving.
" More Information search against the Knowledge Base now includes category or table information.
" The Enter key defaults to the save button for String and Yes/No entries.
" When viewing OpenURLMapping and WorkFormMapping tables for a shared server site, the site can also review their delivery locations.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.5.0.0 of the ILLiad Database Manager.

The ILLiad Database Manager is new in Version 6.5. Please review the latest documentation in the Implementation Manual. You can download the latest documentation from here: http://www.atlas-sys.com/Documentation.html

The Database Manager allows you to remove Transactions that were last touched before a certain date for each module - Borrowing, Document Delivery and Lending. Those transactions are permanently removed from the database to save hard drive space. You should only removed transactions that you no longer need for statistics or processing. You can also remove patrons who have no transactions in the database as well as block multiple users based on custom criteria.

The Database Manager is also where you can convert your Billing Manager from test mode to live mode as well as reset your test mode.

All functions in the Database Manager are for the site you have logged in as, if you are a shared server installation. So you will not be able to accidentally remove someone elses transactions. Going Live for the Billing Manager is on a per site basis as well for shared servers.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY OF CHANGES

Below is a list of items changed in release 6.5.0.0 of the ILLiad Gateway.

" Additional logging added for exceptions.
" Added logon.txt file support for authentication.
" Processing of PDF documents can now occur simultaneously.
" All new requests created default to a Request Type of Article. This may be overwritten to Loan throughout the import process, but prevents any request from having blank Request Types. This is generally an issue for incoming ISO ILL requests.

MORE INFORMATION

For more information, see the updated documentation.

Version 6.4

SUMMARY

The following changes apply to version 6.4.0.0 of the ILLiad Connector.

• Changed the BorrowingDownloads parameter so that if you have ISODirectRequestEnabled set to Yes, the commands to download the Review File and Direct Request have been replaced with two new functions. The BorrowingReviewFile function now removes any items from the review file that attempted to go out via Direct Request and failed. The BorrowingDirectRequest function now grabs the Lending String from the request on OCLC by looking up the ILLNumber originally returned by OCLC when creating the request.
• The OdysseyIPAddress field in LenderAddresses is not updated if the new value is blank. So if a site sends a request with Odyssey information that gets imported and a later request comes in with no Odyssey information, the original request can still proceed while the second request will not be treated as an Odyssey request.
• Unfilled requests only import the Lending note if that field is not blank. The tag of the Lender before the note has been removed.

p> SUMMARY OF CHANGES

Below is a list of items changed in release 6.4.0.0 of the ILLiad Auto Updater.

• Auto Updater version 6.4.0.0 is necessary to download and install any of the 6.4 releases.
• Scrolls down list of updating items as they are being checked off and successfully installed.
• OpenURL no longer exists as a separate update to retrieve (this has been folded into the ILLiad DLL version 6.4 and higher).
• Client Setup is an option for available downloads to retrieve.
• The updater connects to www.atlas-sys.com instead of an ip address.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY OF CHANGES

Below is a list of items changed in release 6.4.0.0 of the ILLiad Client Setup program.

• This version still consists of only the setup.exe and supporting files. The client setup files must be placed in the ILLiad share and run from that same location in order for all shortcuts to be created properly.
• Client Setup performs all tasks of setup, Version 6 components (for OCLC connectivity), and Z39.50 components (for searching OPACs and other Z39.50 databases).
• Asks for database name in addition to SQL Server IP address. Defaults to ILLData.
• Asks if this client is part of a shared server environment. If so, it prompts for the username and password for connecting. This automatically creates the SSS logon script for that client to run.
• Automatically creates docline and connector folders for all installations.
• Creates shortcuts to ILLiad Client, Customization Manager and User Manager on the desktop.
• Creates shortcuts for all available default Word document templates under Programs .. ILLiad in separate folders for each module (some were missing previously).

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.4.0.0 of the ILLiad Connector.

• The form can be resized or maximized to better see the list of keys and tables.
• The currently logged in staff member shows in the title bar as well as their shared server location if in a shared server installation.
• There is a search option that allows searching on key terms within keys, tables, values and/or descriptions. The search results display below in a Search Results folder.
• Any selected key shows its location within the folders at the bottom of the form (i.e. System|Versions|VersionILLiadClient).
• When editing a table, the bottom entry form automatically retrieves the field names for adding a record without choosing a current record first.
• There is a button now to "Copy Record", which copies the currently selected entry from the table as a template for adding a new record. If the user tries to add a duplicate of a current request, the system warns them and will not allow them to add it.
• Deleting a record no longer shows the delete script but now prompts the user to confirm before deleting.
• The OpenURLMapping table now displays under the OpenURL folder.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY OF DLL CHANGES

Below is a list of items changed in release 6.4.0.0 of the ILLiad Web DLL.

• OpenURL is now part of the ILLiad DLL.
• Request limits are checked on each submit request - so if a patron uses the back button to get back to a prior request and changes the info so they can submit it again, the system will check their request limit each time.
• NVTGC will default to "ILL" if the site has accidentally removed this from the web page. This will make it so that single server sites don't need this as a hidden field.
• All user submitted fields are being corrected for single quotes before being written to the database.
• WebTNNotesFilter customization key usage corrected so that the query checks against NoteType field (was looked at AddedBy field).
• Number of Active Requests now excludes items Delivered to Web.
• PhotoItemPlace added to the fields allowed on the Borrowing request forms.
• All user entered fields are stripped of any leading/following spaces before being saved.
• AutomaticRenewals key logic has been fixed. In the past, if this was set to Yes, then AutomaticRenewals was turned off and vice-versa. This has been switched and a script was run against your database to change the value to the opposite of what it was currently set to (so that your functionality remains the same).
• Math fixed for the renewal date window days (renewals can now be requested through the end date).
• WebFormValues and WebValidation tables are now separated by NVTGC so that shared sites can have different values.
• On the Electronic Delivery Web Page - changed the delete button to have the word DELETE: on it before the TN. Also changed the link for the item to have the word View before the TN.
• You can now show the patron the billing details of a transaction by adding a new tag to the ViewDetailedInformation.html page called CGIFN=^VARBillingInformation^. This tag is replaced by a table that shows a detailed listing of items from BillingDetails when the amount is greater than 0. If billing is not active, the table does not show.
• Patron, ISSN, ShippingOptions and CopyrightComp fields have been added to Lending web request forms. The web pages would need to be edited, but those values are read and then written to the database.
• Items at "In Document Delivery Print Queue" status can no longer be cancelled via the web.
• If RequestLimit is set to 0, request limits are turned off and the status line will just show the number of active requests. If they set the RequestLimit to a nonsense entry (blank, characters, etc) then the system will assume it is set to 0.
• Electronic Delivery web page now has a column that displays when the article expires. This value is based off of the first date that the request was moved to "Delivered to Web" with the number of days from the DaysBeforeElectronicDeliveryCleanup key added to it.
• The LendingViewOutstandingRequests web page no long shows items that are conditionalized or shipped.
• Generic Request web forms now have a value for Exit to Main Menu included so that entries no longer need to be added to the WebFormValues table for that button.
• ImportValidation using a User Gateway has been changed to allow for other fields to be populated from the ImportValidation table during registration. The list of possible fields that may be in the ImportValidation table are: Username, LastName, FirstName, SSN, Status, EMailAddress, Phone, Department, Password, NotificationMethod, DeliveryMethod, LoanDeliveryMethod, AuthorizedUsers, Web, Address, Address2, City, State, Zip, Site, Number, Organization, Fax, BillingCategory, Country, SAddress1, SAddress2, SCity, SState, SZip, SCountry, PasswordHint. This only affects the authentication where the ImportValidation key is set to Lookup.
• Registration Page now uses the WebLogoutURL key correctly.
• Added RemotePDFVirtualDirectory key to allow for SSS sites to have separate PDF shares. This key works in conjunction with the RemotePDFStorage key and the creation of virtual directories within IIS on the ILLiad web server.
• Routing rules have been updated to work with Borrowing and Lending. If the request is first submitted from the Borrowing web pages, the routing table queries against the Transactions and Users tables. If the request is a Lending web request, the routing table queries against the Transactions and LenderAddresses table.
• Resubmitted requests go to a status of 'Re-Submitted by Customer' before going to Awaiting Copyright Clearance, Awaiting Request Processing, or Awaiting Document Delivery Processing.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY OF CHANGES

Below is a list of items changed in release 6.4.0.0 of the ILLiad Gateway.

• CISTI Coversheets are now handled correctly when converting items in Electronic Delivery.
• Database access has been enhanced to allow for a greater simultaneous number of threads.
• Memory usage has been optimized.
• Rotated pages are correctly converted (edges are not cut off).
• Direct Request items are sent to OCLC if ISODirectRequestEnabled is set to Yes and there are any requests at status "Awaiting Direct Request Sending".

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY OF CHANGES

Below is a list of items changed in release 6.4.0.0 of the ILLiad Gateway.

• All updates for interoperability with RLG ILL Manager that were in previous limited releases are included in this general release.
• ISO config tables are emptied and recreated.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY OF CHANGES

Below is a list of items changed in release 6.4.1.1 of the ILLiad ISO ILL Service.

• NoOfUnits portion of the Shipped APDU removed for backwards compatibility with older versions of ILLiad ISO ILL.
• SystemNumber encoding and decoding removed for interoperability with RLG ILL Manager systems.
• Direct Request updated to allow shared server installations to use separate OCLC symbols and/or authorizations.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY OF CHANGES

Below is a list of items changed in release 6.4.1.3 of the ILLiad ISO ILL Service.

• Direct Request updated to allow single server installations to use separate or shared OCLC authorizations and symbols.
• Customization keys are no longer cached when the service starts, but set each time they are used. This means keys in the Customization Manager that are changed no longer require resetting the ISO ILL Service.
• The Customization key description for SystemIDOCLCSymbol has been updated to explain that this value is used by Odyssey *and* Direct Request now.
• Any exceptions found in decoding an ISO ILL APDU only are logged but the request will continue importing. This is key in receiving requests from ILL Manager sites until they correct their currency code and monetary value portions of outgoing ILLRequests.

MORE INFORMATION

For more information, see the updated documentation.

Version 6.3

SUMMARY

The following changes apply to version 6.3.2.1 of the ILLiad Client.

• Updated the naming convention for Z39.50 searching within Shared Server installations so that each site can have their own naming for servers to setup and search. The naming of the sites can now be the same and still have separate values.
• The EMail menu on the Borrowing Request Form entries shows under the EMail Menu instead of the Process menu.
• The Edit Customer form for sites with BillingActive set to "No" now has the form size "cleaned up" (it was slightly cut off at the bottom).
  

SUMMARY

The following changes apply to version 6.3.2.2 of the ILLiad Client.

• Corrected menu in Borrowing so that option to send Renewal requests to the update table for OCLC is available.
  

SUMMARY

The following changes apply to version 6.3.2.3 of the ILLiad Client.

• The General Update Form opens and defaults to showing the Notes tab instead of the Other Request tab.
• Z39.50 Searching can be accessed from the General Update Form without first searching from a request form.
  

SUMMARY

The following changes apply to version 6.3.0.1 of the ILLiad Connector.

• Improved speed of Borrowing Downloads to prevent Conector from closing before downloads completed.
• If downloading borrowing statuses and the Connector comes to a request in use, it moves past it and keeps downloading instead of cancelling the download of that entire status.

SUMMARY

The following changes apply to version 6.3.0.5 of the ILLiad Connector.

• Added option to database connectivity to prevent possible deadlocks. The code used in this version is now equivalent to that in the ILLiad Client.
• Added a logging option for troubleshooting Connector sessions. To enable logging, you can add a parameter at the end of the Connector command with the directory for the log file. The log files automatically store as the date and time for their names. An example of a Connector job would be:
  
  IlliadConnector.exe username:ABC password:ABCPassword LendingUpdates LendingDownloads LogPath:c:\illiad\connector\logs\
  
  Be sure that your log path has a trailing backslash. Please note that you do not want to turn on logging for an extended amount of time as the log file directory could get very large.
• Requests coming into Lending from libraries with no default shipping method supplied no longer default to "Mail" but leave that field blank. This allows the piece of the Connector checking for Ariel tags to change the ShippingOptions field to "Ariel" in the Transactions table and not be overwritten.
• Conditional notes only import if the request has never been updated to Awaiting Conditional Processing before. Else, the notes are skipped over and the request is left at its current status. Previously, duplicate notes were being entered for requests.
• Special Messages now download Overdues in addition to Received? messages. Previously, these were being skipped.

SUMMARY

The following changes apply to version 6.3.0.2 of the ILLiad Electronic Delivery Cleanup.

• Small changes to the formatting if viewed for manually processing.
• Script included to add keys to the Eventlog table to prevent key violation errors in sites with nothing to update or remove.

SUMMARY

Below is a list of items changed in release 6.3.2.0 of the ILLiad Client.

• Z39.50 searching has been added to the search forms in Borrowing and Lending. Note that you must run the OCLCILLiadZ3950Setup.exe file on any client machine that needs to use this feature. That file is downloaded in the \setup\ClientUpdate\6.3.2.0\ folder of the ILLiad share.
• All menu options and interfaces with OCLC Passport and ILL MicroEnhancer have been removed from the ILLiad Client. This means that updating to ILLiad 6.3 *requires* the use of the ILLiad Connector for downloading and updating requests on OCLC.
• ILLiad does not attempt an ILL Number search in the OCLC Search form unless an ILL Number exists.
• When matching lending libraries on the Electronic Delivery form, ILLiad assigns the lowest address number available in the LenderAddresses table. Previously that field was either blank or defaulted to the number 1.
• Delivery Method can be set for items on the Add Request form if a site is using Local Routing. If LocalRouting is set to No, the drop down box will not appear. This only affects Borrowing requests added to the system.
• Return labels in Borrowing now produce two dbf files - returns.dbf and return1.dbf. Returns.dbf lists an entry for each piece (for return slips etc.) and Return1.dbf only lists one entry for each transation number (for return label printing). To use this new dbf file, you would need to change your BorrowingReturnLabels.doc file to use Return1.dbf instead of Returns.dbf.
• On the General Update form, you can now right click and choose Cut, Copy or Paste.
• BillingAdditions now show on the Billing form and calculate. Previously the additions would calculate and log in the table, but you could not view them to verify them after the fact.
• Addresses for Electronic Delivery now check the SystemID of the request before assigning a lending library. If a request is sent on OCLC, then the entry in ElecDelAddresses for the ip address sending the article must be for OCLC. An entry for DOC or ISO will not match. This prevents requests from being sent out on OCLC, but showing a lending library with a Docline symbol.
• Added a Cancel Request button to the Document Delivery Update Stacks Search form so that you can either mark a request as not found to route it Borrowing or cancel the request and notify the customer directly.Corrected the billing form so that if no service level is chosen, the shipping fees will still calculate.
• If there is more than one piece for a lending item being checked in, a message box verifies that you want to check it in. If you choose No, the request status does not change and the item is not checked in.
• When double-clicking on an address in the Lending Request Form, the billing information on the tab not showing also updates as well as the address information.
• On the Clear Customer form, if you choose a customer that is blocked, a message box appears notifying you the customer is blocked in ILLiad.
• On the Lending Request Form, there is a third tab that shows groups for the library chosen. Staff can then view and assign groups from the form when receiving requests.
• If a Document Delivery item is sent to Odyssey, the billing form still appears. Previously, the billing form only showed for items marked as found and scanned outside of ILLiad/Odyssey.
• For Docline requests in Borrowing, the imported article information is saved when the request is closed. Previously, the information would import but not save.
• Citation fields have been added to all print jobs.
• On the Lending General Update form, the Patron field shows in place of the "user" first name and last name.
• Reprinting ALA documents prints in the same order as the original print process.
• For any local requests (requests sent between sites on the same server), the due date is blanked when sent from site to site.
• For Docline requests imported, the year field imports even if there is no month shown in the citation.
• If there is no Transaction chosen before you choose the scanbutton on the Odyssey scanning form, ILLiad displays an error message instead of a SQL
  error.
• Reference Number field added to the General Update form next to the Item Number field.
• When adding a lending request manually in ILLiad, a missing library symbol will show a message box stating that the Borrower Symbol is missing. Previously, it said the Lender Symbol, regardless of the module to which you were adding the request.
• On the Address Maintenance form, you can now mark a library as blocked. This value updates all addresses for that symbol (ABC address 1, ABC address 2, etc.). This value can then be used with the Connector version 6.3.0.0 to mark requests from blocked libraries or automatically cancel them in OCLC.
• On the Address Maintenance form, you can now choose a Default Shipping Method. The options for this dropdown come from the values for Lending in the BillingShippingFees table. Updating this entry will mark any incoming requests imported through the Connector as that shipping method. Items at status Item Shipped in ILLiad can be recalled on OCLC. From the General Update Form, under Process, choose Recall item. An entry will be put in the history table and the request will be updated as Recalled with the next Connector Lending update.
• Notes are transferred from local site to site for requests sent amongst libraries on a shared server.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.3.0.0 of the ILLiad Connector.

• Updated all Lending and Borrowing updates to work for multiple statuses. For example, Lending Completes would only work if the status was Returned on OCLC. Now Completes will work for Not Received, Received, Renewal Request, Complete?, No Renewal, Returned, Renewal OK, or Recalled in OCLC. This should prevent a lot of errors from showing on the Connector Errors tab in ILLiad.
• The Connector now defaults to closing after 30 minutes. There is also the option of adding a timeout flag to the command line to change the value for when the Connector closes. The tag in the command line is formatted as: TIMEOUT:10 where 10 is the number of minutes before the Connector closes. This will prevent a Connector session from staying open because of any error and failing to run again the next time it is scheduled.
• Lending Conditional and Renewal requests no longer make a new request if the ILLNumber does not match. This is particularly helpful for shared server installations that share an OCLC symbol and need to download only t heir own requests.
• Lending imports can have the pending items not downloaded. This is so that if you want to import lending items but *not* grab new requests and only check for Lending Renewals and Conditionals. A sample tag in the Command line would be: LendingDownloads -LendingPending to download only Renewals and conditionals.
• For Review File and Direct Request imports the LendingLibrary field is not updated as this would be the borrowing library's OCLC symbol. That field will stay blank until the request is filled on OCLC by a lending institution.
• The routing table now references the processtype for that import and no longer assumes the request is lending. As a note, if you are routing incoming Review File and Direct Request items using the Routing table, you will need to change the Routing table field for ProcessType to say Borrowing instead of Lending. Any incoming Lending requests that are routed using the Routing table are unaffected.
• For Direct Request and Review File items, if the username is not found and the server is a shared server, the request will import with a username of the site's NVTGC and not Unmatched. This allows shared sites to all import using the Connector without unmatched requests going to only one symbol.
• For Direct Request and Review File items, when matching the username in the Users table it only allows non-disavowed users to be matched. If the user is disavowed, a note is added to the request that the username was not found and the request goes to Awaiting User Verification.
• If there is a single quote in the LendingReasonforCancellation table's reason field, the Connector now finds that note and chooses the appropriate OCLC reason for cancellation.
• If the key LendingBlockedAutoCancel is set to Yes, then any blocked libraries will be automatically cancelled in ILLiad and OCLC. Otherwise, the request imports and goes to Awaiting Cancellation Review with a note that the borrowing library is blocked.
• ILLiad Connector now handles Lending Recalls.
• Lending imported requests now import the Patron Notes and the Borrowing Notes. The Borrowing Notes are still the last note added.
• Command Line tag added for INPROCESS that will import items at status In Process on OCLC. This would only be used for testing or to correct some import problem.
• Command Line tag added for SMLENDING to import Special Messages for Lending. Items at Not Received or Complete? statuses are imported. Either goes to Awaiting Not Received Special Message or Awaiting Complete Special Message in Lending.
• Command Line tag added for SMBorrowing to import Special Message for Borrowing. Items at Overdue or Received? are imported. Either goes to Awaiting Overdue Processing or Awaiting Receipt Verification in Borrowing.
• ISSN field for Lending import grabs everything from the end of the ISSN: tag up to the first space after that.
• InProcessDate imports in yyyymmdd format as the date the request was downloaded for Lending imports.
• Lending Reasons for Cancellation (Transaction History) now downloads into the OCLC request for Unfilled items in Borrowing.
• Removed all carriage returns and line feeds from Article, Title and BorrowingNotes fields in Lending import.
• If logging on to OCLC fails, the Connector closes and the connector detail table notes the Logon process as an error.
• If nothing is at status Direct Request or Review in OCLC, the Connector skips that step and notes that no requests were found at that status.
• All imports of Lending Downloads and Borrowing Downloads grab both pages of the OCLC request.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.3.0.0 of the ILLiad Connector.

• Added a Z39.50 Configuration Tool to the Customization Manager for setting up Z39.50 servers, profiles and searches.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

ElecDelCleanup deletes PDF files that are no longer required or that are older than the maximum number of days allowed (DaysBeforeElectronicDeliveryCleanup). The associated transaction records are updated to reflect the new status.

ElecDelCleanup searches for transactions that have a status of 'Delivered to Web' and that have a transaction date that is more than X number of days from the current date, X being the value that is set in Customization Manager for DaysBeforeElectronicDeliveryCleanup.

For each transaction found that meets the criteria, the transaction status is set to 'Request Finished' and the associated PDF file for the transaction is deleted.

A file scan is then performed that searches for files (within the directory set by the WebPDFPath key) that have a date that is more than X number of days from the current date, X being the value that is set in Customization Manager for DaysBeforeElectronicDeliveryCleanup.

For each file found that meets the criteria, ownership of the associated transaction is determined. If it is determined that the transaction is owned by the current user then the PDF file is deleted. If it is determined that the current user owns the transaction and the transaction status is 'Delivered to Web' then the transaction status is set to 'Request Finished'.

COMMAND LINE PARAMETERS

USERNAME:<username>
Sets the username that is used for the connection to the ILLiad database and as the NVTGC name for SQL queries that require it. If this parameter is not provided then the default username and password will be used for the ILLiad database connection. If the site is a shared server site then the application will fail to run and an error message will be provided.

PASSWORD:<password>
Sets the password that is used for connection to the ILLiad database. This parameter is ignored if the USERNAME parameter is not set.

NOAUTO
Prevents the application from running automatically. The window will be displayed and the cleanup process will then need to be started manually.

HIDEGUI
Minimizes the application upon launch and prevents the status updates from being added to the window (may slightly increase performance).

LOG FILE

A log file is created in the executable path (ElecDelCleanup.log) that contains all of the status information that is normally written to the window. The status information is written to the log file regardless of the HIDEGUI switch.

MORE INFORMATION

For more information, see the updated documentation.

SUMMARY

Below is a list of items changed in release 6.3.1.5 of the ILLiad Gateway. The Gateway changes below apply to the Odyssey component for sending articles to other ILLiad libraries or to your own ILLiad server from client workstations.

• Networking multi-threading re-written to allow multiple articles to be transferred, converted and posted to the web at once.
• Articles converted to pdf by the Gateway were occationally shrinking or zooming out of proportion. Those items now stay at the correct 100% zoom in pdf format.
• Emails that have single quotes in the text or subject now save to the EMailCopies table without errors in the client.

Version 6.2

SUMMARY

The following changes apply to version 6.2.0.1 of the ILLiad Auto Updater.

• Updates added specifically for ISO, OpenURL and the ILLiad Gateway.
• All files are downloaded and replaced by the server after rebooting. If a file could not be replaced, an error message appears specific to that file.
• Directories added for ISO, OpenURL and the Connector. These are the locations where the Updater will attempt to replace the files.

SUMMARY

The following changes apply to version 6.2.0.1 of the ILLiad Client.

• Odyssey support included for Borrowing, Lending and Document Delivery. For complete details on these changes read the Odyssey Review Manual.
• Electronic delivery errors now show in the electronic delivery form with the specific windows error given based off of the code in the WindowsErrorCodes table. Email errors are written to the history table with the transaction number and description.
• The ILLiad eventlog now allows staff to sort items by date, subject and staff. Also the eventlog entries can be searched using any combination of keywords.
• The Electronic Delivery form now combines pdf conversion and delivery to the ILLiad web server in one step. This is true whether the client is configured to use the original conversion process or the Odyssey conversion and delivery.
• On the Main Menu, under the Maintenance menu, there is a link to the OCLC Policies Directory. This menu option opens a link to the Policies directory in a separate browser window.
  

SUMMARY

The following changes apply to version 6.2.0.3 of the ILLiad Client.

• The printing problem from version 5.1.3.0 has been reapplied to this version. This fixes ALA and Return label Word docs where the Address2 was giving the Customer address 2 line instead of the Libraries.
• Delivering Non-odyssey documents using the Odyssey protocol is now an option.

   

   

   

SUMMARY

The following changes apply to version 6.2.0.1 of the ILLiad Customization Manager.

• Added logon form that uses the Staff table CustomizationManagerAccess field (changeable in User Manager version 6.2.0.0) to determine if that staff person can run the Customization Manager.
• For shared server installations, the Customization Manager uses the c:\illiad\logon.txt file to determine the location that staff person can view and edit. If you need to make global changes to shared servers, add two lines to the end of your logon.txt file of ILL and ILLPassword. Also for pickup locations under any shared server site, you can add an entry for those as well. This will work as long as the first entry in the logon.txt file is a valid SSS site.
• Any table with an NVTGC field is automatically filtered by that NVTGC for shared server installations so that staff at ABC can only change settings for the ABC entries.
• If a table is shared across sites in a shared server installation, a warning message shows that the table is shared and that changes to it will affect all sites.
• Table views have been updated to show the entries at the top and a view at the bottom to edit that entry.
• The OdysseyAccess table was added for editing (under Odyssey .. Access Control)
• The ElecdelAddresses table was added for editing (under Borrowing .. Electronic Delivery).

SUMMARY

The following changes apply to version 6.2.0.0 of the ILLiad DLL.

• PatronAPI support added so that if an invalid patron type is queried, the result is -1. This allows sites to restrict PatronAPI access to only certain patron type numbers.
• WebTNNoteFilter key added, allowing the DLL to filter out the note types listed in the key's value. The default value is "Lender,System" which filters out Lender notes from lending libraries and System notes that may be added by ILLiad.

SUMMARY

The following changes apply to version 6.2.0.0 of the ILLiad Electronic Delivery Cleanup.

• Remote PDF Storage is now taken into account for the location of pdf files.
• Shared server installations can set different values for the cleanup days and customer delete delays.
• For shared server installations, the illiadcleanup.exe file can be called from a command line with the site's username and password following it, much like the Connector. The command can then be scheduled on the web server using scheduled tasks. An example of the command would be:

  c:\illiad\admin\illiadcleanup.exe Username:ABC Password:ABCPassword

• Any pdf files that have a modified date of older than today minus the number of cleanup days are deleted, regardless of their status in ILLiad.

SUMMARY

The following changes apply to version 6.2.0.1 of the ILLiad Gateway.

• Odyssey support added for Borrowing, Lending and Document Delivery. For complete details, see the ILLiad Overview Manual. This is the same Gateway used for ISO ILL and would need to replace the file currently being used.

SUMMARY

The following changes apply to version 6.2.0.4 of the ILLiad Gateway.

• Odyssey documents transferred to the server from Ariel are updated to OCLC as received.

SUMMARY

The following changes apply to version 6.2.0.0 of the ILLiad ISO ILL Service.

• Several internal ISO pieces have been optimized.

SUMMARY

The following changes apply to version 6.2.0.1 of the ILLiad ISO ILL Service.

• The ISO setup tables are reloaded with this release. Those tables include ISOConversion, ISOCustomization, ISOFieldMapping and ISOState. There is not ISO ILL component update itself but only these database changes.

SUMMARY

The following changes apply to version 6.2.1.0 of the ILLiad ISO ILL Service.

• This update adds an option for specifying the Payment Method in ISO requests. For RLG ISO requests, that value would be SHARES and for others it would be IFM etc. By default the value is set to SHARES for now. With version 6.3 of the ILLiad client, there will be an option for sites to change this value for each site. As a note, adding this field causes the Updater to recreate the LenderAddresses views for Shared Server installs that have their own views of the LenderAddressesALL table. This update, however, only replaces the views for logins that are necessary and replaces the views with the ones there previously. So there should be no need to run scripts to reset views at any site after this update.

• This update also allows for shared server installations to send and receive from their individual sites based off of the information in their ISOCustomization table.
  

SUMMARY

The following changes apply to version 6.2.0.0 of the ILLiad OpenURL.

• If a shared server installation, hitting Logon to ILLiad will send the customer to the correct shared server location.
• New OpenURLReview.jsp page includes a comment of the entire string sent from the database over OpenURL. This is valuable for troubleshooting data sent to ILLiad. This page would need to be manually replaced from the illiad\setup\OpenURLUpdates\6.2.0.0\ folder on the server to the C:\illiad\OpenURL\jakarta\webapps\OpenURL folder (assuming OpenURL is installed in c:\illiad\OpenURL).

SUMMARY

The following changes apply to version 6.2.0.0 of the ILLiad User Manager.

• For shared server installations, if the staff person has an NVTGC of ALL in the staff table, then they can view all staff in the staff table. Otherwise, the staff person can only see users for that NVTGC code. When updating all current staff are set to ALL and given access to the Customization Manager and User Manager.
• Two buttons have been added to toggle access to the User Manager and the Customization Manager.

   

Version 6.1

SUMMARY

The following changes apply to version 6.1.0.0 of the ILLiad Client.

Printing

• Added PrintSessions and PrintDetails tables.  These tables track the printed items and allow for reprinting of those requests.  The form can be accessed under Maintenance .. Print Sessions.
• Added SeparatePrintOptions key (set to No by default) which will restrict the menus to only have the single printing for both articles and loans.
• Added ability to auto-open any number of Microsoft Word documents associated with each ILLiad print process.
• Added PrintSessions form from Maintenance Form. This shows the last 30 print jobs (for the side of ILLiad you are currently on) and lets you reprint items here. You can also select more than one job at a time to merge print jobs together (of the same type).
• Batch Move printing fixed to allow really long fields. If a really long field is encountered, it will be truncated and the rest of the record will successfully export.
• Added the last note field to all new printing functions. It is the last field in the DBF, and is called Notes.
• Added the citation fields to print on all new borrowing and doc del functions.
• Borrowing Cancellations printing now exports the LastNote from the notes table in the DBF.

Shared Server

• Fixed the Cancellations form to choose a correct reason when a SSS site has different reasons based on NVTGC.
• Searching invoices on invoice form now takes Shared Server into account.
• Changed refresh for Not in Custom Sort tab to correctly exclude statuses for SSS sites.
• Direct Produced, Review File, Loansome Doc, Ovid, and EMail Importing now use the NVTGC code for the SSS site when uploading a request with an unmatched username. This will allow separate sites to upload their own requests, and be able to sort their own requests when they have unmatched users.

Billing

• Added LocalInfo to General Search form secondary invoice printing (for billing by item - right clicking on results of a search).
• Updated Add Billing form to allow saving of notes from the General Update form.
• Added the Billing table to the email template for notifying electronic delivery on the Electronic Delivery processing screen.

General Borrowing/Document Delivery

• Added ability to mark item as "In Transit" from the Check In from Customer screen. Check In from Customer screen also defaults to searching for items at the In Transit status as well and that status does not count in the barometer.
• Removed the special "Cancelled by Customer" screen. Now when double-clicking on the status, it brings up the General Search form, where you can either clear them all with the "Move Selected Records" to command, or you can open each one by double-clicking on it, and setting the status to Cancelled by ILL Staff after reviewing the item (or using the "Cancel Request" button and sending the customer an email).
• Removed leading spaces in user records when importing and creating new user records via email importing for some malformated email messages.
• Fixed memory leak in Electronic Delivery PDF conversion.
• Imported Docline year field no longer includes the entire date - now just includes the year.
• Added default document types for Loansome Doc imported requests.
• Comments now import into the Notes field in ILLiad for Loansome Doc requests.
• Added an "order by DateTime" to History queries on the Show History form and the General Update form in order to force the system to show the entries in chronological order.
• Added an "order by NoteDate" to User Notes on the Show User Notes form.
• Added Customer Notified via E-Mail as an option for the Change Status To... menu on the General Update form.
• Check In from Lending Library form will not longer give an error of Missing Right Quote if clicking the Partial/Incorrect button.
• Fixed Borrowing and Document Delivery Customer Contact to not use TN in the subject line for multiple emails.
• Added ability to include the Transaction Number <#TransactionNumber> tag in the subject lines for Borrowing Overdue emails.
• Updated Borrowing Request Form to allow changing and saving of shipping options.
• Added "order by PhotoJournalTitle" to the default copyright queries.
• Disavow/Merge email now references the users table and the localinfo table for the NEW username.
• Added a keyboard shortcut of Ctrl+O to open the OCLC search form/live link from the Borrowing Search form.
• Added a keyboard shortcut of Alt+S to save the workform changes on the OCLC search form.
• The Number (Other) field now shows on the Show User Information form.
• Document Delivery Cancellations now show the cancellation email form, and allow you to send/edit emails for cancels. This is from the General Update form, and when cancelled, the item goes to Cancelled by ILL Staff, and remains in the Document Delivery module. Hitting the Not Found button on the check-in form has not changed its function.
• Added ability to view downloaded emails and requests from the Doc Del General Update form.
• Added ability to route to a Borrowing Custom Queue for the Doc Del General Update form.
• Added ability to search on string values in the OCLC Number field from the General Search Form.
• Review.in must exist when selecting Import OCLC FS Requests or an error message is displayed.
• Borrow.in must exist when importing OCLC Borrowing Requests or an error message is displayed.
• SrchDocl.txt, FillDocl.txt, ImplDocl.txt must exist or the client will return an error message when using Docline.
• SrchRlin.txt, RlinFill.txt, RlinFD.txt, RlinFC.txt, rlinfdu2.txt, rlinfdut.txt, rlinimp.txt must exist or the client will return an error message when using RLIN.
• MEDatPath and 4 .dat files are checked for before doing Borrowing OCLC Exporting. Error message is displayed if these files are not found.
• On Borrowing Search form, added function that makes sure all file exist for Docline if the docline directory exists. 
• The Address search form now defaults to Search when you hit enter.
• Database Isolation is set to Read Uncommitted for all transactions.

General Lending

• Copyright Compliance is now imported for Lending Docline requests. If the field states Copyright Compliance Guidelines, it is recorded as CCG, otherwise it is recorded as CCL.
• Routing Query has been changed for Lending access the LenderAddresses table after it is matched. Any Routing table entries should now only reference Transactions (t) or LenderAddresses (l) and not reference Users (u). Borrowing and Document Delivery have not been changed.
• Searching Endeavor catalog/web opac is no longer case sensitive.
• Updated III lending searching to work with Chinese University, HK.
• Updated SIRSI lending searching.
• When the NewCustomerMainMenuNotification key is activated, a button will display on the main menu when customers are awaiting clearance.
• Removed Conditionalize Request option from Lending Request Form for OTH SystemID.
• Lending.in must exist when importing OCLC Lending requests or an error message is displayed.
• Lending.in must exist when importing OCLC Shared Symbol lending requests or an error message is displayed.
• RLINLend.in must exist when importing RLIN lending requests or an error message is displayed.

SUMMARY

The following changes apply to version 6.1.2.0 of the ILLiad Client. This version also includes the changes from 6.1.1.0.

• Adds permissions for PrintDetails and PrintSessions
• Removed electronic delivery optimization so that the conversion process continues to work on older Windows 95 machines
• Updated coversheet generation in electronic delivery
• Reprinting updated for all modules.
• Pieces field automatically filled out for all printed requests.

SUMMARY

The following changes apply to version 6.1.3.0 of the ILLiad Client.

• Printing for ALAs and Returns in Borrowing export the dbf with the Lender Address before User information. This allows the old Word docs to work as well (the User information was added to the export for more optional fields). If you noticed your ALAs or Return items printing the wrong value for the second address line, this update will fix it.
  

SUMMARY

The following changes apply to version 6.1.4.0 of the ILLiad Client.

• This client fixes an error that some sites were seeing when printing shipping labels in Lending. The error was LabelPrintingQuery: No SQL statement available. This was only happening for sites who print lending invoices on a per item basis (as opposed to printing invoices by month etc.). The error only appeared if invoices had been printed before shipping labels. Closing and reopening the client would allow labels to print. With this client 6.1.4.0, the shipping labels print fine now with no errors.

SUMMARY

The following changes apply to version 6.1.5.0 of the ILLiad Client.

• The Docline ILL Number imports all eight characters of the number instead of only the last seven. This is only an issue for ILLiad sites using Docline for Borrowing.
• The electronic delivery memory leak is fixed within the pdf conversion component.
  

SUMMARY

• OpenURL updated in this release. For complete details see OpenURL release 1.0.2.0.
• Ability to direct Patrons to appropriate web pages based on NVTGC. This gives shared server a single logon page, then displays site-specific pages for patrons.
• Changed type and initialization of SharedServerSupport variable. Now accepts any case-variation of "yes" as boolean true. Any other value, or missing value assigns boolean false.
• On Login, check Cleared for value "New" - if found send person to ChangeUserInformation.html. Upon completion, Cleared should be set to "Yes" (these users have been registered by an external process - therefore cleared)
• Display custom pages based on patron status (ex. LoanRequest-Faculty.html or LoanRequest-Staff.html etc.) if page exists. Otherwise display base page (ex LoanRequest.html). Spaces in Status name are replaced by '_'.
• Added error handling (dancing !) for MaxCost
• Added LendingLogoutOfILLiad function. Uses key LendingWebLogoutURL to determine where to go next. This value can be a local page or a URL starting with http://
• LDAP authentication now handles a blank LDAPSearchSuffix.
• Cookie authentication methods added. There are several keys added to accommodate this, but it defaults to not active with installation.
• Fixed bug where error message is not returned to user when PatronAPI call fails.
• DLL handles virtual hosts - tries to get db configuration data from {LogonPath}/logon.txt, then c:\illiad\dll\{VirtualHostName-logon.txt}, then uses default ILLData. Virtual Host implementation requires DNS changes as well as Webserver changes.
• PubCookie did not set username properly during new user registration.
• Replaced PatronAPI string handling with Regular Expressions.

SUMMARY

• Other Request imports MaxCost field and uses dancing exclamation point error tag. The tags on the web form must be CGIFN=^VARMaxCost^ for the value and CGIFN=^VARERRORMaxCost^ for the error tag.
• On Logon form, entering a user not in the ILLiad database returns status line value of SLUsernameNotInDatabase instead of SLPasswordIncorrect. This is true for all authentication methods, except LDAP authentication where the LDAP server takes priority.
• LDAP authentication now allows a LDAPSearchSuffix that is empty. This was specifically tested with a Lotus Domino LDAP Server. In that case, the LDAPSearchPrefix and LDAPSearchSuffix Customization keys should both be blank. This does not affect other LDAP authentications.
• The page displayed upon logging out of the ILLiad web can be set using the WebLogoutURL customization key. The value can either be a URL (http://www.atlas-sys.com/) or an html file on the server in the ILLiad web directory (logon.html).
• The logon and registration pages have been updated for Shared Server Support. The main difference is if a customer at site ABC mistakenly tries to login at site XYZ, the ILLiad web will immediately take the customer to the logon page of their site (ABC) to log in again. Once the user logs in at ABC's web pages, the Main Menu appears for ABC. The only difference is if the logon page is shared by all Shared Server locations. If the logon form does not specify an NVTGC value, then the ILLiad web will choose the right set of pages based on the customer's NVTGC value and use those pages. Registration of new users is also corrected so that if any values are missing, the correct New User Registration page is redisplayed for corrections.

SUMMARY

Changes

• LDAPAuth adds comma between terms even if suffix is non-zero.
• Properly implements PatronAPI authorization.
• Replaced jakarta-tomcat-4.0.2 with jakarta-tomcat-4.1.12. Fixes bug in ajp1.3 connector that did not let go of connections properly - led eventually to 404 Not Found error in IIS when all available connections were used.
• Correctly removes security principle and credential after each authentication.
• Moved db configuration overrides to web.xml - easier to change than OpenURL.jar.
• Added code to handle Part that maps to LoanEdition or PhotoItemEdition.

Installation

Upgrading to version 1.0.2.0 from a previous version of the OpenURL requires uninstalling the current version and reinstalling with the latest version. Follow these instructions for installing:

• Uninstall the current version of OpenURL. Instructions for how to uninstall are at the bottom of the Installing ILLiad OpenURL article, but basically you only need to stop the OpenURL Service (under Services), run "InstallService.bat -uninstall" from a command prompt, and remove the OpenURL directory, ISAPI filter and jakarta virtual directory.
• After uninstalling, youmust reboot the web server before reinstalling ILLiad OpenURL.
• Follow the instructions onInstalling ILLiad OpenURL with a few exceptions. You will not need to install Java Runtime if you have already done so before. All of the jakarta-tomcat-4.0.2 directories will be named jakarta instead. You will not need to double-click on the {openurl_dir}\jakarta-tomcat-4.0.2\conf\auto\iis_redirect.reg file to install it (it is installed automatically). All other instructions are the same. Be sure that you are using the latest ILLiadOpenURLService.jar file from the {illiad_share}\setup\DLLUpdates\6.1.0.0 folder on your server.

MORE INFORMATION

This OpenURL Version is packaged with ILLiad DLL Version 6.1.0.0.

SUMMARY

• Copyright report for Shared servers no longer gives an error about "group by" if only reporting for one site instead of ALL
• CCCNumber added to the Copyright Report
• IFM charges report no longer gives an error about "group by" if only reporting for a group instead of ALL
• Requests by Department and User Status now display the last department in the list
• Who We Borrow From and Who We Lend To reports now show all libraries regardless of the lowest address number. Previously it would only show those libraries who had a value for address number 1.
• Status lists were limited to 20. The number of valid statuses has been expanded to 40 for reports.
• Journals Received report now limits by number of requests - previously was showing all requests regardless
• Document Delivery Filled by Day report also includes items at Delivered to Web status
• Who We Lend To and Who We Borrow From reports take LenderAddressesALL table into account. If SSSLenderAddressesALL key is set to Yes, then LenderAddresses view for that site is used instead.

DATABASE CHANGES

The following changes are included in the updater scripts for this reports release. It is not necessary to do these changes manually.

The SSSLenderAddressesALL key will be added to the Customization table (under System .. Defaults) if it does not already exist. The default value is "No." It should only be set to "Yes" if your server is a Shared Server installation and your LenderAddresses table has been renamed to LenderAddressesALL to give each site its own view of the table.

The LenderAddresses view for each site has select permission added to the illiad SQL user so that the reports can query against specific views versus the entire LenderAddresses table. This is only necessary if the server is a Shared Server installation and SSSLenderAddressesALL is set to Yes.

Version 6.0

SUMMARY

LDAP support has been enhanced, as well as added support for OpenURL.

LDAP SUPPORT

ILLiad DLL LDAP support has been enhanced to allow authentication against more complex directory information trees. There are several new optional customization keys to support this. If you have been using LDAP for authentication, you will not be required to change any customization keys.

BACKGROUND

Previously, ILLiad supported a model of LDAP authentication where the information required to authenticate against the LDAP server, the Distinguished Name, or DN, could be easily derived from the information a user presents at login - generally something like:

uid=user_name,ou=People,dc=some_library,dc=edu

where user_name (and password) are used to log in, and the rest is stored in the configuration. This method is called 'One Step' in this document and other ILLiad documentation.

In newer LDAP directories, it is difficult or impossible to derive the DN from information given at login time - a DN looks more like:

cn=Users Full Name (user_name),ou=People,dc=some_library,dc=edu

Authenticating against this type of directory requires two steps - first use the known information (e.g. uid=user_name) to determine the DN, then use the DN to authenticate. This method is called of course 'Two Step' in this document.

In some cases, only certain authorized users are allowed to search the directory to determine a DN from the uid. In these cases, the DLL must first log in (bind) using an authorized account, do the search, then later bind as the end user to determine if the supplied password matches.

NEW LDAP KEYS

LDAPBindStyle (Optional)
Allowed values are 'OneStep' or 'TwoStep'. If this key does not exists or is not recognized, OneStep is assumed.

LDAPSearchScope (Optional)
Allowed values are 'Base', 'One', and 'SubTree'. If this key does not exist or is not recognized, SubTree is assumed. SubTree will work for most LDAP directories, and this value should only be changed on advice of your LDAP administrator.

LDAPSearchFilter (Optional)
Defaults to '(uid=$uid)'. Search Filter is used to determine the user's DN from the UserId given on the login form. The default will work for most cases, but incorrect values may severely degrade performance and cause increased load on the directory server. This value should only be changed on advice of your LDAP administrator.

LDAPInitialBindDN and LDAPInitialBindPassword (Optional)
Only used if LDAPBindStyle = 'TwoStep'. These values may be used if the LDAP directory requires authentication in order to perform a search. In this case, the operation is as follows:

1. Bind using LDAPInitialBindDN and LDAPInitialBindPassword
2. Search for given UserId using LDAPSearchPrefix, LDAPSearchSuffix and LDAPSearchFilter
3. Unbind
4. Bind using returned DN and given password.
   

INSTALLING OPENURL

Prerequisites
Java Runtime 1.3.1
ILLiadOpenURLService.jar

Installing the Java Runtime
Double-click on the installer. The defaults are generally ok.

Unpacking the distribution
Copy the ILLiadOpenURLService.jar file to the directory in which you wish to install it. (<ILLiad_Home>\OpenURL is a good choice).

Unpack using either the command line or gui methods below:

1. Command Line method
   CD to the install directory (ex. <ILLiad_Home>\OpenURL)
   java -jar ILLiadOpenURLService.jar
2. GUI method
   Double-click on ILLiadOpenURLService.jar
   

This will expand into several subdirectories and files.

Completing the install
Installing OpenURL as a service
run installService.bat from the command line or by double-clicking

Uninstalling ILLiad OpenURL
from the command line, run:
installService.bat -uninstall
You must restart your server before installing the service again.

SUMMARY

Below is a list of items changed in release 6.0.0.3 of the ILLiad Client.

• Added new Resubmit Request functionality to the OCLC ILLiad Interface form.
• ILLiad automatically does a cho ol command before issuing any automatic searches.
• Added a drop down command line box that saves previous searches/commands so that you can reuse them.
• Added a check that will display an error if the WorkFormMapping table entries are missing.
• Added the ability to cancel a pending OCLC update from the General Update form.
• Added a status line that shows if the OCLC connection is working/downloading.
• OCLC connection is automatically closed if you return to the ILLiad main menu.
• Corrected problem with the automatic ILL number search after opening the General Update form.
• Corrected problem with the inability to delete twice list items using the backspace in the command line.

MORE INFORMATION

For more information, see the updated What's New in Version 6 documentation.

SUMMARY

Below is a list of items changed in release 6.0.0.4 of the ILLiad Client.

• Improved queries for better server performance.

MORE INFORMATION

For more information, see the updated What's New in Version 6 documentation.

SUMMARY

Below is a list of items changed in release 6.0.0.6 of the ILLiad Connector.

• Review File imports will now import more than one record at a time if IFM is turned on for the borrowing institution.

MORE INFORMATION

For more information, see the updated What's New in Version 6 documentation.

SUMMARY

Below is a list of items changed in release 6.0.0.7 of the ILLiad Connector.

• If a request returns "beginning of record displayed" or "you have a modified record in the main display" when updating to shipped in OCLC, the Connector will only error on that request and the subsequent requests will update normally.

MORE INFORMATION

For more information, see the updated What's New in Version 6 documentation.

SUMMARY

Below is a list of items changed in release 6.0.1.0 of the ILLiad Connector.

• Changed the UI displayed when the ShowUI command line option is issued to show the script actions happening, as well as the individual options that are available for updating.
• Ability to subtract the following items from the updates:
  
  BorrowingRenewalOK
  BorrowingDirectRequest
  BorrowingReviewFile
  LendingRenewals
  LendingRequests
  LendingConditionals
  
  Each of these should be issued at the end of the command line. If they are issued before the part of the command that enables it, then it will not disable that particular update. For example, if you put -LendingRequests followed by LendingDownloads, then nothing has changed. You must specify LendingDownloads first, then -LendingRequests in order for it to just download Lending Renewals and Lending Conditionals (in this example).
  The (-) minus sign in front of each one is significant. The capitalization is not.
• Added fix for "There is a modified record in the main display" that was implemented in the last release for Lending Yes Copies for Lending Yes Loans.
• Edition field information being imported into Title field during import is fixed.
• Unfilleds no longer import history (was causing some import errors).
• Recalled items will only import once for the history of the request. If an item is at, or has been at Awaiting Recalled Processing anytime in tracking, the recall download will be ignored.
• Renewal OK items will only import once for the history of the request. If an item is at, or has been at Awaiting Renewal OK Processing anytime in tracking, the renewal OK download will be ignored.
• Verify that Review File items import correctly as loans and articles, not always as articles. If the ARTICLE: field is blank on the OCLC workform, then it should import as a loan, otherwise as an article.
• Added a 10 second wait after CD is set in Borrowing and Lending to fix non-downloading of Lending records when anything is set in the OCLCILLConnectorCDLending key.
  

MORE INFORMATION

For more information, see the updated What's New in Version 6 documentation.

SUMMARY

Below is a list of items changed in release 6.0.2.0 of the ILLiad Connector.

• Added a key called ConnectorActive (in Customization Manager under System .. OCLC) that defaults to Yes. Setting the key to No will disable the Connector from running without changing the batch files or scheduled jobs. This allows sites to turn off downloads and updates while the ILL office is closed etc.

MORE INFORMATION

For more information, see the updated What's New in Version 6 documentation.