Knowledge Base

To get started:

1. Prepare a spreadsheet of all ILLiad users (that includes their current ILLiad username and their EMPLID) and share it with OCLC via a support ticket with the vendor.
2. Open a ticket with OLS so we can add a stanza for ILLiad to the EZproxy configuration file.
3. Work with OCLC to:
   1. Configure RemoteAuth: https://support.atlas-sys.com/hc/en-us/articles/360011912013-RemoteAuth-Customizing-Settings
   2. Configure, if necessary, RemoteAuthValidation Table: https://support.atlas-sys.com/hc/en-us/articles/360037463394-Authentication-Enhancements
   3. Plan a time for the user database update.
4. Add a message to the library and/or ILLiad site about the upcoming change to the authentication method.
5. At the scheduled cutover:
   1. OCLC will back up the ILLiad user records prior to loading users with their EMPLID in the ILLiad "Username" field. (The ILLiad "lending user" is exempt from this. OCLC is aware but it doesn't hurt to remind them.)
   2. You will test your access through EZproxy with proxied URL: https://[campus].ezproxy.cuny.edu/login?auth=shibboleth&url=https://[campus].illiad.oclc.org/illiad/illiad.dll (OLS recommends having multiple people on standby to help with testing.)
   3. You will change the ILLiad links on your website, LibGuides, etc.

Timeline

Since this is a library-directed project, you set the timeline.

The most time-consuming process is cleaning up your ILLiad patron database (e.g., purging expired accounts) and looking up EMPLIDs for active ILLiad users. After that part is complete, the process is only limited by the involved parties' calendars. The cutover process itself takes less than 1 hour.

ILLiad User Registration

Note that your ILLiad user database will not change. You will continue to manage it as you have before. Users who do not have accounts will need to sign into ILLiad but will be prompted with the usual ILLiad registration form in order to take advantage of interlibrary lending services at your library.

Alma/ILLiad Integration

Once this process is complete, you are one step closer to integrating ILLiad with Alma, which will allow you to:

• Set up ILLiad as the resource sharing partner of last resort, ensuring that requests not fillable within the CUNY Libraries will automatically be assigned to ILLiad
• Create temporary item records in Alma for items received from other libraries in ILLiad, allowing you to circulate ILLiad items in Alma and your users to see and renew their ILLiad items in OneSearch
• Automatically move items being loaned to other libraries (via ILLiad) to Alma's temporary lending location, eliminating the need for staff to manually check those items out in Alma