OCLC – OCLC – PoliciesPolicies Directory Directory

ILLINET/OCLCILLINET/OCLC

StaffStaff

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Access the OCLC Policies Access the OCLC Policies Directory via the website …Directory via the website …

https://illpolicies.oclc.orghttps://illpolicies.oclc.org

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http://www.firstsearch.orghttp://www.firstsearch.org

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http://www.firstsearch.org/adminhttp://www.firstsearch.org/admin

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Why should I do this?Why should I do this?

• OCLC globalOCLC global• ILLILL• Easy to find informationEasy to find information• Works smarter with staffWorks smarter with staff• Time = moneyTime = money

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OverviewOverview

Two main functionsTwo main functions

• Search for resource sharing librariesSearch for resource sharing libraries

• Enter and display information about Enter and display information about your library, lending, contacts, your library, lending, contacts, collections, schedule, your resource collections, schedule, your resource sharing statussharing status

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LoggingLogging on…on…

• https://illpolicies.oclc.orghttps://illpolicies.oclc.org

need your OCLC ILL authorization need your OCLC ILL authorization and passwordand password

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My UnitsMy Units

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SearchingSearchingBasic search ~ symbol, unit name, institution Basic search ~ symbol, unit name, institution name, group symbol, group namename, group symbol, group name

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A list of all units that match your A list of all units that match your search terms appears on the Search search terms appears on the Search Results Summary screenResults Summary screen

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Advanced searchAdvanced search

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Custom holdingsCustom holdings

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Unit Information – Quick viewUnit Information – Quick view

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Group Quick View screenGroup Quick View screen The Group Quick View screen appears after The Group Quick View screen appears after you search for a group symbol.you search for a group symbol.

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Creating a New UnitCreating a New Unit

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Deleting a UnitDeleting a Unit

• You may want to delete a unit that You may want to delete a unit that is no longer part of your group, or if is no longer part of your group, or if there is duplicate information there is duplicate information

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Editing Group InformationEditing Group Information

• Entering policies and restrictions Entering policies and restrictions based on group, consortial, or based on group, consortial, or reciprocal agreements.reciprocal agreements.

• If you are a group administrator, If you are a group administrator, you may edit your group’s you may edit your group’s information.information.

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Creating ContactsCreating Contacts

• You can create multiple contacts within a single unit or group You can create multiple contacts within a single unit or group record. It is recommended that you maintain current contact record. It is recommended that you maintain current contact information for your resource.information for your resource.

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Creating SchedulesCreating Schedules

You may list any variations in your department’s operating You may list any variations in your department’s operating schedule, such as holiday breaks, regular “closed” days, etc.schedule, such as holiday breaks, regular “closed” days, etc.

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Creating collections (optional)Creating collections (optional)

• You can create description of each collection that you supply You can create description of each collection that you supply (or do not supply) to borrowing libraries. If you have a URL link (or do not supply) to borrowing libraries. If you have a URL link to a collection’s description, enter it on the Collection screen.to a collection’s description, enter it on the Collection screen.

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Creating PoliciesCreating Policies

• Use the OCLC Policies Directory to describe in general or Use the OCLC Policies Directory to describe in general or highly-specific terms your lending policies for any library type, highly-specific terms your lending policies for any library type, group or geographic location for copies or loans.group or geographic location for copies or loans.

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Creating Deflection PoliciesCreating Deflection Policies

• Deflection policies deflect requests so that they automatically Deflection policies deflect requests so that they automatically skip a lender and move to the next lender in the lender string.skip a lender and move to the next lender in the lender string.

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Changing Supplier StatusChanging Supplier Status

• You may request a temporary change to your supplier status, for up to 184 days. For longer periods of non-supplier status, contact your OCLC regional supplier.

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Change supplier statusChange supplier status

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Questions?Questions?

Debra AggerttDebra Aggertt

daggertt@ilsos.netdaggertt@ilsos.net

217-558-1945217-558-1945

Bill EchelbargerBill Echelbarger

wechelbarger@ilsos.netwechelbarger@ilsos.net

217-524-6313217-524-6313

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SupportSupport

• OCLC support staff:OCLC support staff:

Email support@oclc.orgEmail support@oclc.org

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1-800-848-58001-800-848-5800