1 october 2015 senior training coordinator kathy kie interlibrary loan an introduction to barb...
TRANSCRIPT
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October 2015
Senior Training Coordinator
Kathy Kie
Interlibrary Loan
An Introduction to
Barb Conger Consultative Services ＆ Support Analyst
Montana State Library Fall Workshops
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Agenda• 8:45 to 9:00 Welcome and Introductions• 9:00 to 9:45 WorldShare ILL Borrowing Workflows• 9:45 to 9:55 Questions and Discussion • 9:55 to 10:30 WorldShare ILL Lending Workflows• 10:30 to 10:45 ILL Efficiencies (Constant Data and Policies)• 10:45 to 11:00 Questions and Discussion / Break
• 11:00a to12:00p Introduction to WorldCat Discovery• 12:00p Conclusion
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WorldCat and OCLC Services
WorldShare Interlibrary Loan
WorldCat.org
WorldCat DiscoveryFirstSearch/WorldCat Local
OCLC WorldShare Management Services
Connexion Cataloging
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• For your staff and the library cooperative– WorldShare Interlibrary Loan– OCLC Cataloging / batchload for holdings maintenance
• For your patrons– WorldCat Discovery Services (FirstSearch)– WorldCat.org
WorldCat and OCLC Services
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WorldShare ILL Accounts
https://share.worldcat.org/myaccount
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Bookmark your Custom Web Address
Do NOT bookmark the Sign In pageBookmark Custom Web Address from
the Interlibrary Loan Home page.
http://yourlibrary.share.worldcat.org/wms
SAMPLE URL – red = your lib name
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Chrome
Firefox
IE 10
IE 9
Recommended Browsers
Check your browser version at: http://thismachine.info
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Loan And Copy Request Cycles
Request type determines completion of request
• Loan Request
• Copy Request
Creates Copy
RequestB
•Yes•Shipped/InTransit
L•Receives Item
•ClosedB
No Due Date on Copy requests
Creates Loan
RequestB
•Yes•Shipped/InTransit
L•Receives Item
•Received/In Use
B•Returns item
•ReturnedB
•Checked In/ Complete
•Closed
L
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Borrower Request Workflow and Exercises
1. Search for Item
2. Select appropriate bibliographic record
3. View Holdings Display
4. Display potential lender’s policies
5. Select potential lenders for lender string
6. Apply Constant Data
7. Complete request form
8. Submit request
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• One request for a loan / physical item
• One request for an article / non-returnable item
• Try some yourself… Borrowing Exercise
Demonstration
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• Receive
• Return
• Request Renewal
• Respond to conditional
• Print Requests
Managing Requests as a Borrower
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1. Printing entire queue, Can You Supply?
2. Responding Yes to loans
3. Responding Yes to copies
4. Responding No
5. Responding conditional
6. Respond to Renewals
7. Checking in items (Complete request)
8. Printing items – no need to print here
Managing Requests as a Lender
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• Demonstrate responding to lending request for book• Demonstrate responding to article request
• Try some yourself… Lending Exercise
Demonstration
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•Complete and accurate constant data
•Policies clearly defined / include deflection
•Custom Holdings = sets of preferred lenders
• ILL Fee Management (IFM)
Workflow Efficiencies
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Forgot password? Click the link to get a new one
https://worldcat.org/config
Click here to sign in
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Service Configuration Settings
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Service Configuration Settings
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Service Configuration Settings
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Policies Directory
Supplier Status is set in the
Policies Directory
• Profile tab
• Schedule tab
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• Supplier setting determines status
Lender: Change supplier status
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• Deflection enables a lending library to be automatically skipped, even though the library is in the lender string
• Helps staff spend less time saying No to undesired requests
Deflection Defined
Let the system automatically say No to requests for items your library does not supply.
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Deflection Happens at Two Levels
Level Definition and Example Management Tool
Category All items of a particular type Example: All electronic serials
Policies Directory (PD)
Item A specific itemExample: only Nature (online)
Local Holdings Record (LHR) in the Connexion Browser
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Category Level Deflection
Deflection Categories in the Policies Directory
Format Group
Cost Age
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• To deflect all A/V material
Category Level Deflection
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• To deflect by Material Age
Category Level Deflection
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What are Custom Holdings?
OCLC has historically set up Resource Sharing Groups, to help libraries manage the lender selection process, and find like-minded lendershttp://www.oclc.org/worldshare-ill/features/groups/groups.en.html
Custom holdings enable you to identify your own groups of preferred lenders and save them to use when creating borrowing requests
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What are Custom Holdings?How it works --- 1. Create custom holdings group 2. Put groups into paths 3. When creating request, select custom holdings path4. Libraries that have holdings on requested item AND they are part of custom
holdings path are identified and displayed in the lender string5. Benefit – potential lenders are randomly selected from custom groups/path
• Balances requests among all potential lenders
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Interlibrary Loan Fee Management (IFM)
• Automates the billing of ILL transactions
Borrowing Library Lending Library
IFM
+$10 (Credit)
-$10 (Debit)
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Verify and update OPAC links
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• OCLC Staff will help update this information – use the link on the WS ILL Home Page
Verify and update OPAC links
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RESOURCES & REMINDERS
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• Include institution information (name, contact, OCLC Symbol, Reg ID)• Web Browser information• Specific request ID, if applicable• Description of the problem• Screen image, if possible• Date and time event occurred
Reporting Problems
OCLC Customer [email protected]
1-800-848-5800
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For OCLC Customer SupportInclude the Request ID of the item
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Resources
http://oc.lc/ill This is the WorldShare® ILL Support page
http://oc.lc/releasenotes The latest updates on most recent and previous installs.
http://oc.lc/known The known issues page about problems reported by our users
http://oc.lc/illtraining
The landing page for WorldShare® ILL training
http://oc.lc/instructor The training site to sign up for instructor led training
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• Contact Support:• [email protected] / 800.848.5800
Thank you!
• Kathy Kie -- [email protected]
• Barb Conger – [email protected]