1 October 2015 Senior Training Coordinator Kathy Kie Interlibrary Loan An Introduction to Barb Conger Consultative Services ＆ Support Analyst Montana State.

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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]