OCLC Work Form Mapping

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.

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For example, the first line of the table 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 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.

  1. To edit an entry in the WorkFormMapping table, double-click on an entry and make any changes.
  2. Click Save.
  3. To create a new entry in the WorkFormMapping table, click New Record.
  4. Enter 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 LoanBlank 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.

  • affiliation
  • article
  • articleauthor
  • author
  • billto
  • billingnotes
  • borrowingnotes
  • callnumber
  • copyrightcompliance
  • dissertation
  • doi
  • edition
  • email
  • fax
  • imprint
  • insurance
  • isbn
  • issn
  • issuedate
  • issuenumber
  • locations
  • maxcostamount
  • maxcosttype
  • needbeforedate
  • pages
  • patron
  • patronaddress
  • patrondepartment
  • patronemail
  • patronfax
  • patronid
  • patronnotes
  • patronphone
  • patronpickuplocation
  • patronstatus
  • pmid
  • series
  • shipto
  • shipvia
  • title
  • uniformtitle
  • verified
  • volume

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.

ExampleThis 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.

ConstantDataAction

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
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If the ConstantDataAction field is left blank for any entry in the WorkFormMapping table, the system will use the default value of Append.