Creating Users from Email Importing

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As an optional feature, you can set up ILLiad to create new users when email is imported. If the email requests are imported and no existing user is found, the system can create a user based on the information is given and default values that you set. To do this, you must create additional entries in the EMailImport table as shown here. These entries pertain to creating a new user and do not replace the Transaction entries discussed above.

EMailNumber The number of the email importing option being set up. If you set up three different Email importing types, these will be 1, 2, and 3, respectively. Always begin with 1 and add sequentially.
NVTGC This should be set to the symbol for Borrowing. For most standard single-server institutions, this will be ILL. For Shared Server institutions, a set of entries for each Email importing option that will need to be set up for each symbol in the SSS system.
EMaiImportName This should be set to the name of the option you are setting up. Example: Email Requests. Name the import type whatever makes sense for your ILL operation.
ProcessType This should be set to Borrowing. Borrowing is currently the only ILLiad process type supported.
TableName This should be set to Users. The system will store imported user information in this table.
FieldName Enter the field to be imported here. These fields will be imported into ILLiad. The following fields are required to create new users from Email Importing:
1. Cleared
2. DeliveryMethod
3. Department
4. EMail Address
5. LoanDeliveryMethod
6. NotificationMethod
8. Status
9. WebNote: The Usernamefield is always required by the previous setup process.
TagValue These should be the tags within the formatted email that corresponds to the FieldName(s) to be imported. If there are no tags for the required information, you can set up a default value (see below) to seed the new user record.
DefaultValue This is the default value to be input into the imported request if a field does not exist or is left blank by the user when making the request.

You will have multiple entries in the EMailImport table for each import type you set up. There will be one additional entry (referencing the Users TableName) in the table for every FieldName to be imported in each import type. In addition to creating entries in the EmailImport table, you will need to configure the EmailImportAutoUserRecord key.

The EmailImportAutoUserRecord Key

If you are going to set up ILLiad to create users record during email importing, you need to configure the EmailImportAutoUserRecord key. This key is located in the ILLiad Customization Manager under Borrowing | Importing.

EmailImportAutoUserRecord Setting the value to Yes allows ILLiad to create user records during email imports if the username could not be found. Example: Yes, No


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