Creating an ILLiad Transaction Archive

Abstract

The University of Kansas (KU) uses OCLC ILLiad software for managing interlibrary loan borrowing, lending and document delivery operations. In 2007, KU created a transaction archive to save dated transactions for reporting purposes, allowing them to be removed them from the main ILLiad database. This technical paper describes the process used to design and create the transaction archive, populate it with data, and remove the data from the primary database. This process can be used to remove patron data from interlibrary loan transactions while leaving enough data intact for copyright and bibliographic reports and workflow analysis. Sample SQL code is included in the appendices and as a separate text document.