9 th TexShare ILL Workshop ILL 101 Preconference Workshop OCLC Policies Directory and other OCLC ILL tips Tim Prather, Amigos Library Services

Policies in PD

Using Deflection Policies

Staff ILL autho linked to FS

FS/ILL Link Turned On

Use Multiple CD

Use Custom Holdings

Date CH Last Updated

Verification tools Online Directories ◦ Custom Holdings groups (like free A/V lenders) ◦ Enter my symbol twice libraries Commercial Doc Delivery Suppliers ILL codes and guidelines Copyright Discussion Lists

Updating Custom Holdings Custom Holdings are maintained in the “Admin Module” Log on to ILL, go to the Request Manager screen, and click on this button

Updating Custom Holdings Usually you will just need to update Groups, not Paths

Two approaches to update Depending on how original group was created and how many symbols it contains, you may either need to “update” the original group or completely “re-create” it

Example: Group of libs in Texas that lend A/V (last updated in 2000)

“Lloyd’s List” (from ShareILL) free A/V lenders by State

What happens when I copy and paste from Lloyd’s List

Basic steps to update “Go” to group Type in or copy/paste symbols to be added to group Click “Add” (or “Remove”) Use Policies link as needed to check current policies if in doubt Click “Save Changes”

Updating a large group

Duplicates again

Groups that are harder to update Example: AV lenders in Amigos region No quick and easy way to update using PD Lloyd’s list/ShareILL Probably easier to recreate than update

What you can learn from your Reasons for No Any valid ILL authorization will log you in Borrower Reasons for No ◦ Who’s letting your requests Age to Next Lender ◦ Who’s Deflecting Lender Reasons for No ◦ Are you letting requests Age to Next Lender ◦ Are your serial holdings in OCLC up-to-date

OCLC Policies Directory is changing New interface New platform and underlying architecture Deeper integration with WorldCat Registry Now due out late 2009 (Nov-Dec)

Draft changes ‘Old’ Interface New Interface

Institution Profile

“Old” Policies Screen

Policies in new interface

Questions? 800/ xt 2892