1. ISO Interaction with OCLC-WCRS - Borrowing May 2012

2. ISO Interaction with OCLC  The following presentation describes ISO interoperability between VDX and OCLC-WCRS for borrowing requests. It will now be possible to send requests directly from VDX to OCLC-WCRS.  The implementation of ISO interaction between VDX and OCLC-WCRS will be carried out in (4) phases:  Addition of 570 OCLC locations to VDX (Completed) : 350 have addresses  Changing the protocol for 275 VDX locations, currently GS (June 11, 2012)  Borrowing – after June 11, 2012 (On request)  Lending - Autumn 2012 (On request)  Advantage:  Eliminating the double management of requests in VDX and OCLC-WCRS.

3. ISO Interaction with OCLC – Background Data 2010 – 2011 Statistics Borrowing:8,480 requests with HOCLC as lender in VDX. 149 requests with an OCLC library registered in VDX with the GS protocol as lender Lending:3,350 requests with HOCLC as borrower in VDX. 60 requests with an OCLC library registered in VDX with the GS protocol as borrower Total:11,830 vs. 209

4. ISO: Normal Colombo Other ISO system Borrowing request Lending request Option A: ISO Option B: Laser

5. ISO with OCLC Colombo Borrowing request X OCLC Borrowing request Y Lending request Z

6. ISO Interaction with OCLC – OCLC Locations OCLC Locations in VDX  Currently, OCLC locations in VDX must not be used, neither for lending nor for borrowing.  Once you have implemented ISO interaction with OCLC, you may use them for your borrowing requests.  Easily identifiable in VDX:  In the Location record:  In the Rota (Borrower):

7. ISO Interaction with OCLC – Borrowing Example of OCLC locations holdings display: 1.OCLC-WCRS non-supplier library which is also not registered in VDX. 2.OCLC-WCRS Supplier library which is registered in VDX as an OCLC-WCRS lending location. 3.OCLC-WCRS non-supplier library which is however registered in VDX. 4.OCLC-WCRS Supplier which is not registered as a location in VDX.

8. ISO Interaction with OCLC – Borrowing Once OCLC lending locations have been identified, enter them in your VDX Rota.

9. ISO Interaction with OCLC – Borrowing  Check the Delivery Method  For a Copy request, the Delivery Method must be Electronic Mail so that the Email address and the Ariel address are transmitted to the request in WCRS.  Enter in the Item Note field: (optional)  The VDX request (ILL) number  Other relevant information for the request

10. ISO Interaction with OCLC – Borrowing  Add the appropriate amount in the Max Cost. field in US dollars ($US), in order to activate IFM fee management.  Mandatory, otherwise the request will be rejected by OCLC-WCRS  Then Authorize your request

11. ISO Interaction with OCLC – Borrowing Operation  VDX checks if the first lender in the Rota is an OCLC location.  If this is the case, VDX then checks whether the next lender is also an OCLC location.  It will repeat this operation for up to a maximum of five (5) locations.  VDX will string these locations together and send a single VDX request to OCLC-WCRS which contains the five lending locations.

12. ISO Interaction with OCLC – Borrowing Operation Several minutes later, VDX will receive a Status Or Error Report-ind. from OCLC-WCRS containing information concerning the Status of the transaction  Addition of a clickable link in the request History  Identification of the current lender in the Public Notes (AAA)

13. ISO Interaction with OCLC – Borrowing Operation  Replacement of the lender request number assigned by VDX  By the current request number from OCLC-WCRS

15. ISO Interaction with OCLC – Borrowing Operation  If the first OCLC-VDX lender sends a negative response, VDX will receive at the same time a Status Or Error Report-ind. which will appear in the History of the request, and two Public Notes:  One indicating the reason for the negative response.  The other identifying the next (now current) lender.  This scenario will be repeated until either a lender supplies the document or the request passes to the status Not Supplied.

16. ISO Interaction with OCLC – Borrowing History____________________________________________________________________________________________________ LenderAction Status Date Changed OCLC Worldcat Resource Sharing - ISOStatus or Error Report-ind.Pending27 Feb 2012 18 :25 : 00 OCLC Worldcat Resource Sharing - ISOStatus or Error Report-ind.Pending27 Feb 2012 17 :25 : 00 OCLC Worldcat Resource Sharing - ISOStatus or Error Report-ind.Pending27 Feb 2012 16 :32 : 00 OCLC Worldcat Resource Sharing - ISOREQUESTPending27 Feb 2012 16 :28 : 00 Public Notes__________________________________________________________________________ DateNote 27 Feb 2012 18 :25 : 00OCLC Intermediary Control Current : (AUM) – Status : 27 Feb 2012 18 :25 : 00Request advanced from ALM to AUM. Reason = not On Shelf / Missing 27 Feb 2012 17 :25 : 00OCLC Intermediary Control Current : (ALM) – Status : 27 Feb 2012 17 :25 : 00Request advanced from AAA to ALM. Reason = not On Shelf / Missing 27 Feb 2012 16 :32 : 00OCLC Intermediary Control Current : (AAA) – Status :

17. ISO Interaction with OCLC – Activation  For other details: Consult the complete documentation on the Colombo Web site: Documentation: ISO Interaction between VDX and WorldCat Ressource Sharing (OCLC-WCRS) BORROWER - April 2012Documentation: ISO Interaction between VDX and WorldCat Ressource Sharing (OCLC-WCRS) BORROWER  Week of June 11, 2012: will be activated at QMU.  Those CREPUQ institutions wishing to activate ISO interaction with OCLC may establish the implementation date at their convenience  A member of the Colombo team will come on site the first day of implementation to review operations with the ILL staff.