Installing ISO ILL

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Follow these Installation instructions ONLY if ALL of the following are true:

  • You are installing the ILLiad ISO Server on the same machine that runs the ILLiad SQL Server
  • You installed ILLiad using the default ILLiad database name of ILLData.
  • You are using the standard SQL port of 1433.
  • You haven't changed the ILLiad user's SQL password.

Installing Java Runtime

The ISO ILL Service requires Sun Microsystems Java Runtime Environment (JRE).

To use ILLiad 8.7, you must have Java 8. You can download the latest JRE version from http://www.java.com/getjava/.

 Download the version appropriate for you, for example, "Windows (U.S. English only)." You can install the file by saving it to a location on the hard drive (the Admin folder is recommended) and double-clicking on it, accepting the defaults as it installs.

After installing the Runtime environment, you must add the Java “bin” path (e.g. C:\Program Files\Java\jre8\bin) to the system PATH environment variable in Windows.

Unpacking the Distribution

If this is the first time you've installed ISO ILL on this ILLiad server, create an ISO folder, for example: C:\illiad\iso\. Next, check to see if there is an updated version of ISO in your update folders. These are located in the ILLiad Setup folder, under Setup\ISOUpdates#.#.#.#, where # is the latest version number. If there are any folders with ISO updates on your machine, copy the ILLiadISOService.jar from the latest version folder into the illiad\iso folder. If your machine doesn't have any updates folders (because it is a new installation) then you can find the ILLiadISOService.jar file in the Admin folder. ILLiadISOService.jar is a self-extracting archive, so you can expand it by double-clicking on it. If ILLiadISOService.jar does not expand into several files, check your installation of the Java Runtime.

Run InstallService.bat

When you extracted the files into the ILLiad ISO directory, a file was created called InstallService.bat which is tailored for a default installation. To install the ILLiad service, you must have Administrator-level permissions. Run it by double-clicking, or calling it from the command line. You may be prompted to add information to the registry - respond yes. When it tells you the information was successfully added, click OK. This will install the ILLiad ISO Service as a Windows service, which you may access through the Services list in the Computer Management Console. The service is set to start automatically, but will not be running at this point.

Installing the ILLiad ISO Manager

Check to see if there is an updated version of the ILLiad ISO Manager in your update folders. These are located in the ILLiad Setup folder, under Setup\ISOManagerUpdates#.#.#.#, where # is the latest version number. If there are any folders with ISO Manager updates on your machine, copy the ISOManager.exe from the latest version folder into the illiad\iso folder. If the system won't let you replace the ISOManager.exe file in the ISO folder, then you'll need to stop the ILLiad ISO Manager service using the Services administration tool in Windows.

Starting the ISO Service

Go to the Services module (under Control Panel or Control Panel - Administrative Tools). There are two new services - ILLiad ISO Manager and ILLiad ISO Service. Start both of these services (they should be set to automatically start the next time you boot).

Customizing Values for ISO ILL

The last step is to open the Customization Manager and set the following keys under System | ISOILLDefaults:

  • ISOEnabled = Yes
  • ISOIFMBorrowing = Yes if you support IFM
  • ISOIFMLending = Yes if you support IFM
  • ISOReturnIPAddress = <Your Web Server IP Address>:1611
  • ISOSystemID = <Your symbol when sending to other ISO libraries - usually your OCLC Symbol or similiar>

The most important key is ISOEnabled, which turns on ISO ILL for ILLiad.

You MUST also set up the LocalInfo table with valid values for your address information for each site. The ISO Server uses these values as your information when creating requests to send to other institutions.

Identifying ISO ILL Institutions

To interact with a specific institution using ISO ILL in ILLiad, you need to mark that institution on the Lender Address form as using ISO ILL. In the ILLiad Main Menu for either Borrowing or Lending, go to the Maintenance meu and select Edit Addresses. Look up the lender symbol of the institution for which you wish to enable ISO ILL.

When the Lender Address screen comes up, do the following in the ISO Information panel:

  • Check the ISO ILL checkbox for the Lender
  • Enter the IP address of their ISO ILL server (for ILLiad sites, their ILLiad server) in the appropriate field followed by: 1611.
  • Example: 123.123.123.123:1611
  • Enter the ISO ILL Requester ID in the Requester Override field (if needed). This is only necessary if your institution is known to the other specified institution by a symbol other than what you have set as your ISOSystemID. This field is usually blank.

If you have enabled ISO ILL for a particular library, you can still send them requests via OCLC or Docline (where appropriate) in addition to sending ISO ILL requests. Sending via ISO ILL is currently an option on a request by request basis.

ISO ILL Networking

Ports

ILLiad ISO ILL uses port 1611 to send and receive ISO ILL APDUs. This port must be open on your firewall for incoming and outgoing traffic to your ISO server from your ISO ILL partners.

Retries

ILLiad ISO ILL automatically tries to send a request 4 times before failing, over a period of an hour. If ILLiad cannot successfully send the request, the reason is added to the Notes field for the request and the status is changed to ISO Sending Failed. After fixing the problem, you can resend the request by right-clicking on the APDU that was not sent on the ILSOILLTracking tab of the General Update Form and choosing Resend Selected APDU.

ILLiad ISO ILL and Shared Server Configurations

In a Shared Server configuration, it is possible for each site to define their identity for ISO requests independently of the other sites. This requires some additional records in the Customization and ISOCustomization tables. These two tables allow you to use your own site codes within ILLiad that translate to your ISO values when sending and receiving ISO ILL requests between other servers.

ISOSystemID Key

For each site in a Shared Server configuration, there can be a separate and unique ISOSystemID. For example, site LEAFS may identify itself as NHL:TORONTO for its ISOSystemID, while the site DUCKS may identify itself at NHL:ANAHEIM. Any site not specifically listed in the Customization table will be assigned the first value in the table. So it is a good idea to fill out values for all of your NVTGC fields for this key. Example values in your table might look like the following:

CustKey

NVTGC

Value

ISOSystemID

DEVILS

NHL:JERSEY

ISOSystemID

DUCKS

NHL:ANAHEIM

ISOSystemID

FLYERS

NHL:PHILLY

ISOSystemID

LEAFS

NHL:TORONTO

ISO symbols are generally designed to have the external system as the prefix and then the symbol after it. So for those sites using RLG symbols, your codes would be RLG:NYCX. This means that when you send to other RLG institutions as well, you would need to add addresses for those libraries to your database with the symbol RLG:NYCX etc. were before you were only using NYCX.

RequesterId Key

For incoming messages, your ILLiad's ISO service must match the RequesterId on the incoming request to a site on the shared server (NVTGC). This way, if another institution sends an ISO request to NHL:TORONTO, ILLiad on that server knows that this specific RequesterId maps to the NVTGC site of LEAFS. If you have one site who handles all incoming requests, you only need one value in the table, and the ISOValue would be Default, but most sites will work independently of each other in a shared server environment.

An example of the values in your ISOCustomization table would be:

ISOType

ISOValue

ISOName

ILLiadName

RequesterId

Default

NVTGC

LEAFS

RequesterId

NHL:JERSEY

NVTGC

DEVILS

RequesterId

NHL:ANAHEIM

NVTGC

DUCKS

RequesterId

NHL:PHILLY

NVTGC

FLYERS

RequesterId

NHL:TORONTO

NVTGC

LEAFS

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You cannot view this table in the ILLiad Customization Manager- you need to add these values through a SQL Script. To add these values to your table, open SQL Server Management Studio and connect as sa, or use Windows authentication. In the open script, window paste a script similar to the one below.

Use ILLData go insert into ISOCustomization (ISOType, ISOValue, ISOName, ILLiadName) values ('RequesterId','NHL:PHILLY','NVTGC','FLYERS') go

The script above is only a sample. You will need to make changes to customize it to your site.

Installing the ISO Service

If you need to make changes to any of the following configuration settings, then you need to perform this installation routine:

  1. Changing the database server that the ISO service points to.
  2. Changing the database name that the ISO service points to.
  3. Changing the database port that the ISO service talks to.
  4. Changing the ILLiad user's SQL password.

To make any of the above changes, you need to edit the isocontrol.properties file. This can be extracted using the InstallService.bat installation file. Open a command prompt, and navigate to the ILLiad ISO directory that you created earlier in the installation (as in, C:\illiad\iso). You must be in the ISO directory when running the following command. Next, extract the isocontrol.properties file by typing this: installservice.bat -config.

This will extract the file and open it in Notepad for you to edit:

#--- Database Driver Section ---
# db.driverName Name of class that implements the database driver
db.driverName=com.microsoft.sqlserver.jdbc.SQLServerDriver

Once you have finished editing it, you will save it using Notepad, then close it. The batch file will re-integrate it into the service.

Changing the Database Server

To change the database server, database name, or port in the isocontrol.properties file, find this section in the isocontrol.properties file and make the necessary changes:

#--- Database Connection Section ---
# connection parameters for connecting to database
db.databaseUrl=jdbc:sqlserver://127.0.0.1:1433;DatabaseName=ILLData

If you are using a SQL Server instance, use the following:

#--- Database Connection Section ---
# connection parameters for connecting to database
db.databaseUrl=jdbc:sqlserver://127.0.0.1\<InstanceName>:1433;DatabaseName=ILLData

Changing the ILLiad Password

To change the default ILLiad password, find this section in the isocontrol.properties file:

#--- Database User Section ---
# modify as necessary
#db.userName=illiad
#db.password=your_illiad_password

After Changing the isocontrol.properties

Once you have made the changes in Notepad, save the changes and exit Notepad. The file will be written back into the installation files and will be used when you run the installation. To install the ILLiad service, you must have Administrator-level permissions. Run it by double clicking, or calling it from the command line. You will be prompted to add information to the registry - respond yes. When it tells you the information was successfully added, click OK. This will install the ILLiad ISO Service as a Windows 2003 (or later) service, which you may access through the Services list in the Computer Management Console. The service is set to start automatically, but will not be running at this point.

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