Katie Birch Portfolio Director – Delivery Services OCLC OCLC Update ILLiad Conference Virginia Beach 26 March 2010

Headlines News Development projects Future projects

Team changes Tony MelvynWCRS Christa StarckNavigator Jennifer CorsiPolicies Directory Ed DavidsonNavigator/VDX John Trares ILLiad hosting Julie NyeAnalyst

Policy directory – since the install More than 10 fixes applied based on feedback after install 3 webinars – 725 attendees Real-time supplier status – in testing

Policy directory – since the install Fix to edit modal/pop up due to customer complaints about part of window being cut off Fix to handle secure http links (links from PD with https werent opening correctly) Add symbol display to PD header so that it is visible at all times in UI Add more (jump to) links on Fees section of Profile screen to make it easier for users to get to full Policy detail UI display changes for International Lender display on Profile screen. Fix for loan period display on Profile when institution had multiple period types (days, weeks, months) Fix for lower case symbol link from ILLiad (Upper case symbols were pulling up correct profile, but lower case symbols were just logging the user into PD but not pulling up the profile of the library) Policies edit form correction – added error message if user clicks to add a detail but doesnt fill in any data Fix to Registry update job – not all data was being updated

Document suppliers CAI - InfoTrieve Seamless to users Official transfer 1 August 2010 CISTI 4 symbols – UKM, BRI, BLSTP, BLNPL BRI – supplying symbol British Library GEBAY Pilot ended in November Continuing as full lender BSB

Working closely with our users Sharing best practices

Greening ILL

Greening ILL with Dennis Massie Thursday, 6 May, 2-3 pm EDT (UTC 18:00): Greening ILL with Dennis Massie Register here: UID= OR

Resource Sharing Survey

Best Practices

DONT FORGET TO FILL OUT YOUR BLUE FORMS

EVERY CONNECTION has a starting point. Projects in Development WorldCat Direct

End User Services: Web Scale Home delivery You are searching on the Web and you find a book you want. You have the easy one-click option to have this item delivered to you from a library for a small fee -- a fee that covers the cost of shipping. A postage-paid envelope would be provided to return the book to your library. How valuable would this service be to you?

Value of Content Delivery Service More than 2/3 of respondents find the content delivery service presented to be at least somewhat valuable. © Harris Interactive 15 Q2000 How valuable would this service be to you? Base: Qualified respondents

Home delivery service 75% of those who find it valuable would use the return envelope to send the item back More than half of those who are unwilling to or dont have a library card would be willing to provide a credit card to have an item shipped Major reasons for use: convenience, savings, availability

Better World Books New books $ million holdings 2,000 unique items QUICK All paperbacks & used books $15 150,000 holdings 45 unique items BWBKS

Patron selects direct delivery Patron selects direct delivery

ILL Staff can select WorldCat Direct by selecting the option from within the ILL Request form.

Workflow 1.BWB mails book to patron 2.Patron and library receive an indicating that BWB has supplied the item 3.Patron receives a prepaid return mailer supplied to the patron 4.Insert with every book indicating to patron that the item has been supplied by their library, and details about how to purchase

Eligible home delivery service seeks pilot sites to ensure successful implementation of WorldCat Direct in ILLiad

EVERY CONNECTION has a starting point. Projects in Development The project formerly known as Integrated Fulfilment

Direct Request For Articles Enhanced workflow for licensed journal articles *New* OCLC KnowledgeBase integrated with WorldCat Data ingest being developed for SFX and Serials Solutions initially Used to configure links to licensed articles *New* License Manager WorldCat Resource Sharing and ILLiad No additional subscription required

The Knowledge Base must be activated both in FS Admin and ILLiad Customization Manager.

New profile option in Direct Request Profiles for borrower to select preference for articles in Electronic format Direct Request Profile Setup

Borrowing Preferences Not set up KnowledgeBase Only want print journals No Custom holdings -1 st group E + P within group E within Group Custom holdings – all groups Ignore P – E is most important E across Group

Borrowing - Locally held? Phase 1 Know that you own it Route to review file Phase 2 Know that you own it Route to review file Deep link provided

Lending request Multiple OCLC numbers will be displayed Deep link to article

Nature Publishing GroupPrint and send WilsonSelectPlus Print and scan Cambridge Group Print only Ingenta hybrid colllectionPrint and send LHR Summary for :v.1-(1972) Lending Policies: Unknown/Unknown LHR Summary for 88899: v.1-v.4 ( ) Lending Policies: Unknown/Unknown Multiple collections – multiple holdings

Lending request In Phase 1, LMan will only support ILL OK and ILL No settings. WCRS will only use ILL OK results. In Phase 2, LMan will support ILL OK, ILL No and Silent. We will allow the library to tell us how they define Silent. If silent = No, Silent results will not be used. If Silent = Yes, Silent results will be used.

Lending request Instructions will be provided - we are considering providing a select list of instructions within the LMAN, such as print and send non-profit only print only

When? Phase 1 – May 2010 Phase 2 – August 2010 WCRS and ILLiad available at the same time

Thank you to The IDS Project Ohio State University Penn State University University of Chicago North Carolina State University University of North Carolina, Chapel Hill Duke University University of Central Florida University of West Florida University of South Florida Florida Atlantic University Notre Dame University of Virginia

EVERY CONNECTION has a starting point. Projects in Planning

Policy directory An internal web service which will be used by ILLiad, VDX and WorldCat Navigator to pull data from the policy directory in to those application Web page connected to the web service that libraries who have holdings in WorldCat but are not WCRS libraries will be able to use to add their policy information

Other stuff! Deflection enhancements IFM deflection On order item deflection LHR deflection Answer to the question – how do our products work with Andrew Paces Web Scale Management System?

DONT FORGET TO FILL OUT YOUR BLUE FORMS

Katie Birch Portfolio Director – Delivery Services OCLC OCLC Update ILLiad Conference Virginia Beach 26 March 2010