1. OCLC/Relais Integration
Thomas Girke
Manager, Information Support
February 2012

2. Why use OCLC? Closure of Infotrieve Australian office
New British Library requirements
Online requesting from 100’s of libraries in the US and internationally
Growing number of lending requests following NLA agreement with OCLC to add holdings to WorldCat
Consolidated billing through OCLC ILL Fee Management (IFM) – monthly invoice and credit
Changes to FirstSearch charging
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3. Joining OCLC Resource Sharing
Contact OCLC for Resource Sharing Account
Annual fee based on estimated number of borrowing requests – approximately US$1 per request
Receive OCLC FirstSearch Resource Sharing Authorization/Password
Complete Electronic Funding Authorisation Form with banking details
Review online tutorials and documentation
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4. Resource Sharing
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5. Creating a Lending String
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6. Establish Defaults WorldCat Administrative Module
http//:
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7. Constant Data - Borrowing
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8. Constant Data - Lending
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9. Check Profile
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10. Enter Polices
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11. Start OCLC Borrowing and Lending!
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12. Moving to ISO
Review Relais Webinar Sending/Receiving Requests between OCLC and Relais
Note this demonstrates v Some differences in v2009
Request Support activate TCP communications and note TCP ISO address
shroud.anchor.net.au :xxxx
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13. Enter OCLC Details to Main Library Record
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14. Enter Billing to OCLC Library Record
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15. Enter Details to OCLC Supplier Record
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16. Enter Details to OCLC Supplier Record
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17. Enter Details to OCLC Supplier Record
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18. Add Copyright Statement to OCLC Supplier Record
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19. Configure WorldCat Catalogue
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20. Configure WorldCat Catalogue
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21. Add OCLC Number to Query Request
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22. Add WorldCat to Search Manual Requesting
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23. Moving to ISO Communications
Contact OCLC Support requesting to move your account to ISO
Provide to OCLC:
Library name
OCLC symbol
Host name
Port
Software and version
Borrowing, lending or both
Account is transitioned overnight on agreed date
Swap test requests with OCLC
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24. Search Manual - Requesting
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25. Search Manual - Requesting
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26. OCLC Borrowing
ISO messages from OCLC can take up to 2 hours to be received/loaded into Relais
ISSN searches must have a dash (eg )
No deep linking to library catalogues or polices in Relais
After submitting an OCLC request an error will be returned in Review Alerts when the OCLC request number is loaded into Relais
If the request moves to a subsequent lender an error will appear in Review Alerts
Routing of request to subsequent suppliers in the lending string is managed in OCLC, not Relais (unlike LADD)
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27. OCLC Borrowing
Answering No to a conditional reply will cancel the request in OCLC, but not in Relais. Need to re-create a lending string
Borrowing can be tracked in OCLC, and interrupted/actioned if needed
OCLC does not load Relais request numbers
ALWAYS use Direct to Lender
OCLC (bib) number does not always transfer to the Relais OCLC Request screen (known v2009 bug)
Copyright statement is recorded in Notes section of OCLC request, not OCLC Copyright field
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28. OCLC Borrowing
Shipped messages do not indicate method – Post, Ariel, etc
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29. OCLC Borrowing – Request Confirmation Error, Review Alerts
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30. OCLC Borrowing – Request Confirmation Error, Review Alerts
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31. OCLC Borrowing – Request Moved to Next Lender Error, Review Alerts
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32. OCLC Borrowing – Request Moved to Next Lender Error
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33. OCLC Borrowing – Aged to Next Lender Error
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34. OCLC Borrowing – Copyright
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35. OCLC Lending
As OCLC records do not have holdings potential to receive many requests for which your library does not hold the requested volume
Deep linking to your library catalogue in OCLC possible if your library is a FirstSearch customer
By default new requests will attach to the OCLC library record
Delivery details such as the Ariel/ address are in the Notes field. Delivery/reply fields are blank
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36. OCLC Lending – Delivery Address
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37. OCLC Borrowing – Interrupting ISO Requests
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38. Summary
OCLC Resource Sharing has improved CSIRO’s document delivery service significantly
Integration into Relais has streamlined processing of OCLC borrowing and lending requests
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39. Questions? Thomas Girke Manager, Information Support
Contact Us
Phone: or
Web:
Thomas Girke
Manager, Information Support
CSIRO Library Services
Phone:
Web:
Questions?