Resource sharing with the OCLC Knowledge Base

RESOURCE SHARING WITH THE

OCLC KNOWLEDGE BASE

Mitchell Scott - UW – Green Bay)

Cheryl Nessman - UW Colleges

Kelly Johnson - UW-Fox Valley

Laurie Petri – UW Marshfield

PROMISE OF THE OCLC KB

• Subscribed Electronic Content – discoverable and available for ILL

• Creates Efficient workflows in Borrowing and Lending

• Allows for targeted automation (Direct Request to KB libraries)

• ILLiad and Worldshare ILL functionality

MAKE THE SYSTEM DO THE HEAVY

LIFTING

EMBEDDED LINKS TO CONTENT

DIRECT LINKING TO ARTICLES

LENDING TOO!

DIRECT LINKING

IMMEDIATE TITLE ACCESS

THE UW-GB EFFECT -

AUTOMATED BORROWING

439

254

141

113104

Total articles KB transactions KB copyright KB unmeddiated KB unmeddiated with Odyssey

Oct 2014 --Filled Article Requests

SEE IT IN ACTION

THE UW-GB EFFECT -

TURN AROUND TIMES

Less Than an Hour, 29

4 hrs or less, 92

8 hrs or less, 156

24 hrs or less, 200

T.O. TIMES FOR KB ARTICLES

COST RECOVERY

• IFM costs, 13 months prior to KB• -264 in IFM fees

• E-content is unique content

• 21 months since KB• + 1023.85

WORLDSHARE ILL

• Direct Request for Borrowing

– Automate Article Requests

– If owned locally, returned to “New For Review” Queue

– Link to article will appear with request

• Direct Links from Lending

–

QUESTIONS ABOUT KB

• Mitchell Scott , scottm@uwgb.edu

• Cheryl Nessman, cheryl.nessman@uwc.edu

• Kelly Johnson, kelly.johnson@uwc.edu

• Laurie Petri, laurie.petri@uwc.edu

For UW Colleges, setup occurred in each of the following areas:

For UW Colleges, setup occurred in each of the following areas:

The WorldShare ILL section of OCLC’s Service Configuration

For UW Colleges, setup occurred in each of the following areas:

The OCLC Knowledge Base (under the Metadata tab)

For UW Colleges, setup occurred in each of the following areas:

And ILLiad’s Customization Manager

WorldShare ILL users may only need to make changes in OCLC’s Service Configuration module and the Knowledge Base:

Knowledge Base and Direct Request do not work with WISCAT

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

Request form: https://oclc.org/content/forms/worldwide/en/wckb-

request.html

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings:

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings:• We did this manually within the KB, but it’s possible to

upload holdings via Pubget, map a holdings file via SFX, EBSCO or Serial Solutions, or automatically add new e-collections from EBL, ebrary, Elsevier and more.

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings:• We also changed additional settings that control how

our KB holdings can be accessed, used, shared, and updated.

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:

• Custom Holdings Groups

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:

• Custom Holdings Groups• Custom Holdings Path for articles

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:

• Custom Holdings Groups• Custom Holdings Path for articles • Direct Request Profiles for articles & loans…

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:

• Custom Holdings Groups• Custom Holdings Path for articles • Direct Request Profiles for articles & loans • When finished, activate the KB

Our Setup from start to finish:

1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.

2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create Custom

Holdings Groups, Custom Holdings Paths, Direct Request Profiles, and then activate your KB.

4. Create routing rules within ILLiad that route incoming requests to the proper queues based on the criteria set in the OCLC Direct Request Profile, and then activate Direct Request in ILLiad.

Create ILLiad Routing Rules, Custom Queues, and then Activate!

Setup is now complete, but the Knowledge Base and some Routing Rules will require regular maintenance.

Cheryl NessmanDirector of Library Support Services

University of Wisconsin Collegescheryl.nessman@uwc.edu

UWFox Borrowing Why?

Automate, Automate, Automate

Family Leave

Reduced Appointment

Faster Service

UWFox Borrowing Confusion

UWFox’s Borrowing Effects

• FY 14: Articles 2.98 Days

• FY 15: Articles 1.78 Days

UWFox: Lending Why?

UWFox Lending Confusion

UWFox-Working out the bugs

UWFox Lending Effects

0

20

40

60

80

100

120

140

Articles Loans

Lending Requests

FY14 FY15

• Non Lender 8/26-11/21/14

• KB Lending Started 12/1/14