Tony Melvyn Product Manager OCLC Delivery Services Enhancement Overview for ALI, Academic Libraries of Indiana March 11, 2011.

Tony MelvynProduct ManagerOCLC Delivery Services

Enhancement Overview forALI, Academic Libraries of Indiana

March 11, 2011

Enhancement Overview forALI, Academic Libraries of Indiana

March 11, 2011

Today’s agendaToday’s agenda

• The new WorldCat knowledge base

• Enhancements to sharing of electronic resources

• For ILLiad users

• For WorldCat Resource Sharing users

• Getting your data into the WorldCat Knowledge Base

• Reciprocity Calculator

• A naming contest

1-2-3 The OCLC Knowledge base and WorldCat Resource

Sharing

1-2-3 The OCLC Knowledge base and WorldCat Resource

Sharing

Three things to remember:

1. One way to Get your Data

2. Two ways they affect OCLC ILL

3. Three OCLC Services

3-2-1 Working backwards this is what we are doing with the OCLC Knowledge base and WorldCat Resource Sharing

3-2-1 Working backwards this is what we are doing with the OCLC Knowledge base and WorldCat Resource Sharing

3 OCLC Services

1. OCLC WorldCat Resource Sharing

2. OCLC WorldCat Knowledge base

3. License Management facility

Two things to rememberTwo things to remember

2 Ways they affect OCLC ILL

1. As a lender you will get links

2. Revamped Direct Request for Articles

We make it easy to get you startedWe make it easy to get you started

Getting your Data

OCLC uses Pubget to retrieve your holdings data to load into the OCLC KB

It is all about the links….It is all about the links….

If a picture is worth a thousand words…

Take a look at this WorldCat lending request.

Just remember 2 things

Just remember 2 things

Enhancements added to the WorldCat Resource Sharing service to improve the lending of articles—especially e-articles—in two distinct ways:

1. Provide e-links to a lending library’s incoming copy requests

2. Revamp and improve Direct Request for articles

1. As a lender you will get links1. As a lender you will get links

• Add your library’s knowledge base to the WorldCat knowledge

base to benefit from efficiencies as a lender of articles

• Lending requests with OCLC numbers are processed against the

WorldCat knowledge base

• When your library holds the requested item electronically and can

supply that item the service provides a link to the document in the ILLiad collection tab

2. Direct Request for articles2. Direct Request for articles

Articles processing is complex:

• Need to know: which library owns the article, year, date, volume, etc.

• The WorldCat knowledge base provides Direct Request with the detailed article-level information

• Direct Request for articles uses new license management tools to determine which lenders have the OK from publishers to lend the material

WorldCat knowledge base

WorldCat knowledge base

• Combines data about your library’s electronic content with links to the content

• Included in your OCLC Cataloging subscription at no additional charge

• Maintained in a single place for use with manyOCLC and non-OCLC applications

License Management facility

License Management facility

• Tell OCLC KB which collections and titles are licensed for ILL

• Provide any instructions/restrictions when lending your licensed content

• Print and Send

• Print and Scan

1-2-3 Enhanced sharing of articles1-2-3 Enhanced sharing of articles

WorldCat knowledge baseWorldCat knowledge base

• Benefits to WorldCat Resource Sharing and ILLiad subscribers now:

• More efficient request for articles

• Filters requests for items available from your library

• Helps staff more efficiently process incoming requests for e-articles you own

• Included in WorldCat Resource Sharing and ILLiad subscriptions at no additional charge

Loading local data into the WorldCat knowledge baseLoading local data into the WorldCat knowledge base

• Complete knowledge base request form and enable in Service Configuration

• Previous method

• Provide holdings exports from local link resolver systems on a monthly basis

• Partnership with Pubget

• Faster, easier way to add and maintain holdings to WorldCat knowledge base

• Saves time and effort for your staff

Pubget Pilot statusPubget Pilot status

• Successful pilot with 50 libraries from October 2010 to December 2010

• Feedback gathered through January 2011

• Positive reaction to the method of gathering holdings automatically using admin logins

• Worked out the kinks in the process to populate the WorldCat knowledge base

• Now available to all WorldCat knowledge base libraries

What is Next?What is Next?

• March 13th Direct Requests supports e-book selection through the KB.

• All open access material will be flagged as held by your library

• You can also select subscription based e-book collections held by your library.

• In May the KB will support both E and P via LHR

Getting startedGetting started

• Complete an initiation request (https://www3.oclc.org/app/worldcat/wckb/ )

• Work with an OCLC Implementation Manager to add your library’s holdings and license data into the WorldCat knowledge base via FTP data load or manually through OCLC Service Configuration (www.worldcat.org/config )

• Turn on access to the WorldCat knowledge base in WorldCat Services administrative module

• For maximum benefits: set up the Direct Request feature

Reciprocity reportReciprocity report

• Used to:

• Determine the validity of library’s current set of reciprocal partners

• Identify new potential lending partners

• Adjust custom holdings

• Make informed reciprocal arrangement decisions

Reciprocity reportReciprocity report

• Run your report for the last year

• Rank the report based on net lending

• Compare report with your custom holdings

• Adjust custom holdings

• Grow your lending partners

Finally one More Item..New Lender FieldNew Borrowing Category

Finally one More Item..New Lender FieldNew Borrowing Category

In May OCLC will introduce a new Lender field to alert the borrower that The filled request needs their attention.

Any data in this new field will create a new borrowing category for the Borrowing library to take immediate action.

EXAMPLE:

New e-book document supplier indicates they can supply they copy a time sensitive URL into this “new” fieldthey update to SHIPPED

Borrowing library would see new category and know that it is timeand they need to act on the request immediately.

Naming Contest!!!Naming Contest!!!

Name that field:

E-link:

Special:

Expidite:

Name that category:

Look at Me!!

E-Link Supplied

Time Sensitive

Questions?

Additional informationAdditional information

• WorldCat Resource Sharing Web site: www.oclc.org/us/en/resourcesharing/features/articles/

• Implementation resources: www.oclc.org/us/en/support/documentation/resourcesharing/ersa/

Thank you