Robertson Library ILL Forms Module

Introduction

This Drupal module provides a front-end Interlibrary Loan (ILL) request form for the UPEI Robertson Library. Patrons fill out a two-step form with bibliographic information and authentication details, and the request is submitted to RapidILL for processing.

Branch guide:

• 1.x -- Relais integration (legacy)
• 3.x -- RapidILL integration (current)

How It Works

1. Step 1 -- Bibliographic Information: The patron selects a genre (article, book, or chapter) and enters citation details. A DOI lookup button can auto-populate fields from CrossRef.
2. Step 2 -- Patron Authentication: The patron provides their name, UPEI ID, email, department, and patron type. The module verifies the patron against the Evergreen ILS REST API by matching the provided surname to the family_name on file.
3. Submission: On successful authentication the request is sent to RapidILL and logged to the upei_roblib_ill_request database table.
4. Confirmation: The patron is redirected to a confirmation page with the RapidILL request number.

OpenURL parameters and DOIs can be passed in via query string so the form can be pre-populated from discovery tools such as EBSCO or Google Scholar.

Requirements

• Drupal 9 or 10
• An Evergreen ILS instance with the osrf-gateway-v1 REST API accessible
• A RapidILL account (username, password, Rapid code, and branch name)
• A CrossRef OpenURL PID (for DOI lookups)

Installation

Install as you would any Drupal module. No additional dependencies are required.

Configuration

Navigate to Administration > Settings > Roblib ILL (/admin/settings/roblibill) and configure the following sections:

General

Setting	Description
ILL Library Symbol	Your Relais/RapidILL library symbol
OpenURL PID	Your CrossRef OpenURL PID for DOI resolution
Contact Email	Email shown on the confirmation page (e.g. ill@upei.ca)
Contact Phone	Phone number shown on the confirmation page

Evergreen ILS

Setting	Description
Evergreen API URL	Base URL of your Evergreen server (e.g. https://catalogue.example.com)
Evergreen Staff Username	Staff account used for REST API authentication
Evergreen Staff Password	Password for the staff account

The module authenticates against Evergreen by calling open-ils.auth.authenticate.init / open-ils.auth.authenticate.complete to obtain a session token, then retrieves the patron record with open-ils.actor.user.retrieve and compares the family_name field to the surname provided by the user.

RapidILL

Setting	Description
RapidILL Username	Your RapidILL API username
RapidILL Password	Your RapidILL API password
RapidILL Rapid Code	Your library's Rapid code
RapidILL Branch Name	Your library branch name (e.g. Main)

Routes

Path	Description
/admin/settings/roblibill	Module settings form
/upei/roblib/ill/{parameters}	ILL request form
/upei/roblib/ill/finished	Post-submission confirmation

Views Integration

The module exposes the upei_roblib_ill_request table to Drupal Views, so administrators can build custom reports and lists of submitted ILL requests.

Maintainers / Sponsors

• UPEI Robertson Library