ISO 18626 Overview

ISO 18626 is an open, peer-to-peer messaging standard for interlibrary loan. It defines a common set of request, supply, and status messages that two ILL systems can exchange directly, without going through a shared broker or union catalog. ILLiad 10 adds support for ISO 18626 so your library can request from, and supply to, partner libraries that speak the standard — including partners you are not connected to through OCLC or RAPID.

What ISO 18626 enables in ILLiad 10

ISO 18626 gives you a direct, system-to-system channel to partners who are not reachable through your existing OCLC or RAPID connections. Once it is turned on and a partner is configured, staff work ISO 18626 requests from the ILLiad client using a dedicated workflow that runs in both directions:

• Borrowing — Staff mark a request as an ISO 18626 request, send it directly to the partner, and then manage it with actions such as status requests, renewals, cancellations, lost-item notices, and free-text messages. Replies from the partner flow back into ILLiad as status updates.
• Lending — Incoming ISO 18626 requests are worked from the same request form. Staff can conditionalize, cancel/unfill, expire, recall, or message on a request, and ship filled items to the partner.

Not the same as the legacy ISO ILL

ILLiad's older "ISO ILL" support implements the earlier ISO 10160/10161 protocols and is configured and versioned separately (the legacy ISO Manager component and the "ISO Information" fields). ISO 18626 is a distinct, newer standard with its own component, its own configuration, and its own per-lender fields. Turning one on does not turn on the other.

The pieces involved

ISO 18626 support is made up of four moving parts:

1. ISO 18626 Manager (server component) — A new ILLiad 10 background component that handles ISO 18626 message exchange. It is installed by the ILLiad AutoUpdater as a Windows Installer (MSI) package and versioned independently of the legacy ISO Manager. See Setting up ISO 18626.
2. Customization Manager configuration — A small set of system settings under System > ISOILLDefaults that turn the feature on and supply your library's own ISO 18626 identity and defaults. See the configuration summary below.
3. Lender Addresses (per-partner setup) — Each partner you exchange with is configured on that partner's Lender Addresses record, in a dedicated ISO 18626 Information group where you enter their endpoint address and credentials. See Setting up ISO 18626.
4. ILLiad client workflow — The staff-facing borrowing and lending actions, driven from the request form's System > ISO ribbon and the System dropdown on the request detail panel. See Working ISO 18626 requests.

Disabled by default

ISO 18626 is off until you turn it on

Out of the box, the master switch ISO18626Enabled is set to No. While it is off, the ISO 18626 configuration is inactive and the ISO 18626 Information group is hidden on the Lender Addresses form. Nothing about ISO 18626 is exposed to staff until an administrator sets this key to Yes and the supporting database schema and ISO 18626 Manager component are in place.

Turning the feature on has three prerequisites, all delivered together in the ILLiad 10 update path:

• The ISO 18626 database schema (new columns and a status-history table) must be present.
• The ISO 18626 Manager component must be installed by the AutoUpdater.
• The ISO18626Enabled customization key must be set to Yes.

Configuration at a glance

All of the settings below live in the Customization Manager under System > ISOILLDefaults, except the version-tracking key, which lives under System > Versions. Set your own values during setup; the master switch (ISO18626Enabled) is the only one you must change to turn the feature on.

Key	Location	Default	Purpose
ISO18626Enabled	System > ISOILLDefaults	No	Master on/off switch for ISO 18626 ILL. Must be Yes to expose the feature.
ISO18626SystemID	System > ISOILLDefaults	(empty)	Your library's own ISO 18626 system identifier (used as your sender symbol).
ISO18626CurrencyCode	System > ISOILLDefaults	USD	Currency code used for ISO 18626 requests (for example, USD).
ISO18626MonetaryValue	System > ISOILLDefaults	15	The MaxCost value applied to ISO 18626 requests (and OCLC Direct Request).
ISO18626AutoUpdateAddress	System > ISOILLDefaults	No	System default for whether an incoming ISO 18626 request overwrites the shipping address stored for the lender. A per-partner override also exists on each Lender Addresses record.
ISO18626IFMBorrowing	System > ISOILLDefaults	Yes	ISO 18626 ILL system setting (fee-management flag for borrowing). Its description reads "Do not change."
ISO18626IFMLending	System > ISOILLDefaults	Yes	ISO 18626 ILL system setting (fee-management flag for lending). Its description reads "Do not change."
VersionISO18626Manager	System > Versions	10.0.0.0	Tracks the installed version of the ISO 18626 Manager component. Set by the installer, not edited by hand.

Auto-update address: two settings, two defaults

There are two "auto update address" settings. The system key ISO18626AutoUpdateAddress (above) defaults to No. The per-partner value on each Lender Addresses record is stored in the ISO18626AutoUpdateAddress column, whose database default is Yes — but on the Lender Addresses form the Auto Update Address checkbox appears unchecked for a new record, so a lender saved from the form stores No unless you check it. Set it explicitly per partner. See Setting up ISO 18626.

Database changes

The ILLiad 10 ISO 18626 update adds the following to your ILLiad database. Fresh installations get them from the standard table-creation script; existing sites receive them through the ISO 18626 schema update. On a shared (multi-site) server, the Lender Addresses columns are added to the shared base table and the per-site views are rebuilt so the new fields appear for every site.

• Lender Addresses — seven new columns hold each partner's ISO 18626 settings: an enabled flag (ISO18626, default No), the partner's endpoint (ISO18626Address), and their ISO18626AgencyID, ISO18626AccountID, ISO18626SecurityCode, a per-partner auto-update-address flag (ISO18626AutoUpdateAddress, default Yes), and ISO18626Version.
• Transactions — one new column, ISO18626Status, holds the per-transaction ISO 18626 status/attention indicator. It sits alongside the existing legacy ISOStatus column, and staff can clear it with the ISO Attention button in the Error Clearing group on the Errors ribbon.
• New ISO18626Status table keeps a per-transaction history of ISO 18626 status changes (one row per change, newest first). See Data and Upgrade Notes for the full field list.

Who should read the rest of this set

• Administrators setting up the feature should read Setting up ISO 18626.
• Borrowing and lending staff who will work ISO 18626 requests day to day should read Working ISO 18626 requests.

Start with the master switch

If ISO 18626 does not appear anywhere in the client, the first thing to check is that ISO18626Enabled is set to Yes in the Customization Manager and that the ISO 18626 Manager component has been installed by the AutoUpdater.