The WorkFormMapping Table tells ILLiad what information to enter into the OCLC Work Form when requesting items via OCLC. This table is accessed in the ILLiad Customization Manager.
For example, the first line of the table in the image below specifies that the ILLiad Interface should insert the Article Title from the ILLiad transaction record into the OCLC work form in the Article field for all article requests, while the second line of the table specifies that the ILLiad Interface should insert the Article Author from the ILLiad transaction record into the OCLC work form in the Article Author field for all article requests. The third line of the table specifies that the ILLiad Interface should insert the copyright compliance value from the ILLiad transaction record into the OCLC work form in the Copyright Compliance field for all Article Requests.
Editing the WorkFormMapping Table
This table is accessed from the ILLiad Customization Manager under System | OCLC | WorkFormMapping.
- To edit an entry in the WorkFormMapping table, double-click on an entry to make any necessary changes.
- Click Save.
- To create a new entry in the WorkFormMapping table, click New Record.
- Enter the needed information and click Save.
The WorkFormType Field
By default, entries in this field will be either "Article" or "Loan". But you may add any other types of fills that you wish. Possible examples are Blank Loan, Blank Article, or Thesis. Anything other than Article or Loan will display on the ILLiad Interface Form from the Fill menu.
The OCLCFieldname Field
There should only be one OCLCFieldName per entry. The following OCLC fields are recognized by the ILLiad WorkFormMapping table as potential OCLCFieldName values. These fields can be used to map ILLiad field values to the specified OCLC fields in the OCLC work form upon creation of the work form during processing. These fields are not case-sensitive.
The ILLiadFields Field
There are several ways to set up a mapping using the ILLiadFields Field. You may map to a single ILLiad Field or to multiple ILLiad Fields, or even to multiple fields with text in-between. See below for examples. You must include the arrow brackets on each side of each field name and the number symbol before the field name.
To Map A Single Field
To enter a single mapped field, use the following format for ILLiadFields:
Example: <#Lastname> will add the requesting customer's last name to the specified OCLC field on the OCLC work form.
To Map Multiple Fields
To enter multiple mapped fields, use the following format for ILLiadFields:
Example: <#Lastname>, <#Firstname> will add the requesting customer's last name and first name (separated by a comma and a space) to the specified OCLC field on the OCLC work form.
To Map A Text Message
To enter a text message instead of an ILLiad field, simply type the message in the ILLiadFields field.
Example: This is a text message. will add the text "This is a text message." to the specified OCLC field on the OCLC work form.
To Map A Text Message/ILLiad Field combination
To enter a text message combined with ILLiad field(s), use the following format for ILLiadFields:
Example: The patron's name is <#Lastname>, <#Firstname>. will add the text, "The patron's name is" followed by the requesting customer's last name and first name (separated by a comma and a space) and a period to the specified OCLC field on the OCLC work form.
For each entry in the WorkFormMapping table, there is a field named ConstantDataAction that instructs the system whether the WorkFormMapping value or the Constant Data value takes precedence if they differ.
Possible values for this field are:
- Append - Appends the WorkFormMapping field value to any existing Constant Data value for the field. (Default)
- Overwrite - Overwrites any existing Constant Data value for the field with the WorkFormMapping field value.
- IgnoreIfValue - Ignores the specified WorkFormMapping field value if the Constant Data record has inserted a value for the field into the work form
If the ConstantDataAction field is left blank for any entry in the WorkFormMapping table, the system will use the default value of Append.
Direct Requests and the OCLC Automated Request Manager
ILLiad will use entries in the WorkFormMapping table with the WorkFormTypes OCLC Article and OCLC Loan for requests sent to OCLC via the Automated Request Manager/Direct Request feature. However, the WorkFormMapping table cannot be used to perform overwrites on bibliographic data for these direct requests as once the request is sent to OCLC, it will be matched with a record in the OCLC database and all bibliographic data for the request will be overwritten with the information in the OCLC record.