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

2 2 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 11:00 a to12:00 p Introduction to WorldCat Discovery 12:00 p Conclusion

3 3 WorldCat and OCLC Services WorldShare Interlibrary Loan WorldCat.org WorldCat Discovery FirstSearch/WorldCat Local OCLC WorldShare Management Services Connexion Cataloging

4 4 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

5 5 WorldShare ILL Accounts

6 6 Bookmark your Custom Web Address Do NOT bookmark the Sign In page Bookmark Custom Web Address from the Interlibrary Loan Home page. SAMPLE URL – red = your lib name

7 7 Recommended Browsers Check your browser version at:

8 8 Loan And Copy Request Cycles Request type determines completion of request Loan Request Copy Request Creates Copy Request B Yes Shipped/ InTransit L Receives Item Closed B No Due Date on Copy requests Creates Loan Request B Yes Shipped/ InTransit L Receives Item Received/I n Use B Returns item Returned B Checked In/ Complete Closed L

9 9 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

10 One request for a loan / physical item One request for an article / non-returnable item Try some yourself… Borrowing Exercise Demonstration

11 Receive Return Request Renewal Respond to conditional Print Requests Managing Requests as a Borrower

12 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

13 Demonstrate responding to lending request for book Demonstrate responding to article request Try some yourself… Lending Exercise Demonstration

14 Complete and accurate constant data Policies clearly defined / include deflection Custom Holdings = sets of preferred lenders ILL Fee Management (IFM) Workflow Efficiencies

15 Forgot password? Click the link to get a new one Click here to sign in

16 Service Configuration Settings

17 Service Configuration Settings

18 Service Configuration Settings

19 Policies Directory Supplier Status is set in the Policies Directory Profile tab Schedule tab

20 Supplier setting determines status Lender: Change supplier status

21 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.

22 Deflection Happens at Two Levels Level Definition and ExampleManagement Tool Category All items of a particular type Example: All electronic serials Policies Directory (PD) Item A specific item Example: only Nature (online) Local Holdings Record (LHR) in the Connexion Browser

23 Category Level Deflection Deflection Categories in the Policies Directory FormatGroup CostAge

24 To deflect all A/V material Category Level Deflection

25 To deflect by Material Age Category Level Deflection

26 What are Custom Holdings? OCLC has historically set up Resource Sharing Groups, to help libraries manage the lender selection process, and find like-minded lenders Custom holdings enable you to identify your own groups of preferred lenders and save them to use when creating borrowing requests

27 What are Custom Holdings? How it works Create custom holdings group 2.Put groups into paths 3.When creating request, select custom holdings path 4.Libraries that have holdings on requested item AND they are part of custom holdings path are identified and displayed in the lender string 5.Benefit – potential lenders are randomly selected from custom groups/path Balances requests among all potential lenders

28 Interlibrary Loan Fee Management (IFM) Automates the billing of ILL transactions Borrowing Library Lending Library IFM +$10 (Credit) -$10 (Debit)

29 Verify and update OPAC links

30 OCLC Staff will help update this information – use the link on the WS ILL Home Page Verify and update OPAC links

31 RESOURCES & REMINDERS

32 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 Support

33 For OCLC Customer Support Include the Request ID of the item

34 Resources This is the WorldShare ® ILL Support page latest updates on most recent and previous installs. The known issues page about problems reported by our users The landing page for WorldShare ® ILL training The training site to sign up for instructor led training

35 Contact Support: / Thank you! Kathy Kie -- Barb Conger –