Overview

Welcome and thanks for choosing OCLC ILLiad for your Interlibrary Loan system! This page provides everything you need to begin your OCLC ILLiad implementation. As an OCLC ILLiad New Licensee you receive from Atlas:

Training

  • Welcome packet from Atlas with helpful hints and handouts
  • Online Implementation Kick-Off meeting to review the process and meet other new licensees
  • Access to videos with an overview of ILLiad as well as setting up billing
  • Unlimited attendance in Going Live Q&A sessions on the Atlas training site
  • On-site visit from expert trainer to walk staff through going live with Lending
  • Online Borrowing training over three days, covering basic processing, request maintenance and customizations

Installation and Implementation Support

  • Remote ILLiad server installation or hosted server installation
  • Step-by-step instructions on installing the ILLiad client on staff workstations
  • Remote setup of Z39.50 connection to your OPAC (if available) and instructions on OpenURL setup
  • Installation Wizard to easily customize your contact information and implementation settings
  • Unlimited e-mail and phone support from Atlas during the entire implementation process for both Lending and Borrowing

If at any point during the installation and implementation processing you have questions, feel free to contact Atlas at 1-800-567-7401 x1 or at

Where Do I Start?

Once you have completed the online order form and OCLC forwards your information to Atlas Systems, a support team member from Atlas will be in contact to get you started. You will receive an introductory packet in the mail with some helpful hints and handouts to use during the implementation process. More about: Where Do I Start?

Server Installation

The first step in you ILLiad implementation is usually arranging your server installation. If your server is hosted by Atlas Systems, Atlas will immediately create your web server and ILLiad database. If you are hosting your own ILLiad server, Atlas will arrange with your IT staff a way to install ILLiad on your server remotely (using remote desktop connection or WebEx) or send instructions for self-installation. More about: Server Installation

Client Installation

Once your ILLiad server is setup, you can install the ILLiad Clients on your ILL staff workstations. You may also want to install the client on some or all reference desks and at circulation. The client installation process is simple and involves running a setup program on each client machine. Once your server is ready, you'll receive instructions on how to install your clients. More about: Client Installation

Installation Wizard

At any point during the implementation process before your on-site training, you can begin filling out your OCLC ILLiad Installation Wizard. This toolkit asks you a series of questions about your policies, contact information and customization preferences for your ILLiad database. You can close the wizard at any time and come back to it later to fill it out. Once you've completed the wizard, send it to so that we can apply it to your ILLiad installation. If you change your mind later about any of the settings, you can easily edit them using your Customization Manager. More about: Installation Wizard

Preparing for On-Site Training

Before a trainer comes on-site to walk you through going live with Lending, you can attend as many Going Live Q&A sessions as you would like online. Atlas also offers serveral videos to watch that give an overview of OCLC ILLiad to prepare for going live and customizing your implementation. More about: Preparing for On-Site Training

Going Live with Lending

When you are ready to go live with Lending, you can contact Service to arrange for an on-site visit from one of our expert trainers. The trainer will walk you through going live with your ILLiad installation for Lending and you will be able to process live requests using the ILLiad system hands-on. You will also receive further information on your Borrowing customization and implementation process as well as helpful hints for after the trainer leaves. More about: Going Live with Lending

Going Live with Borrowing

After the trainer leaves, your library will be live with Lending and you can continue using ILLiad to process your daily Lending requests. You can now schedule an online session to cover the Borrowing process online. More about: Going Live with Borrowing