Download presentation
Presentation is loading. Please wait.
Published byBertram Thomas Modified over 9 years ago
1
OCLC – Policies Directory ILLINET/OCLC Staff Staff
2
2 Access the OCLC Policies Directory via the website … https://illpolicies.oclc.orgOrhttp://www.firstsearch.orgOrhttp://www.firstsearch.org/admin
3
3 Why should I do this? OCLC globalOCLC global ILLILL Easy to find informationEasy to find information Works smarter with staffWorks smarter with staff Time = moneyTime = money
4
4 Overview Two main functions Search for resource sharing librariesSearch for resource sharing libraries Enter and display information about your library, lending, contacts, collections, schedule, your resource sharing statusEnter and display information about your library, lending, contacts, collections, schedule, your resource sharing status
5
5 Logging on… https://illpolicies.oclc.orghttps://illpolicies.oclc.org need your OCLC ILL authorization and password
6
6 My Units
7
7 Searching Basic search ~ symbol, unit name, institution name, group symbol, group name
8
8 A list of all units that match your search terms appears on the Search Results Summary screen
9
9 Advanced search
10
10 Custom holdings
11
11 Unit Information – Quick view
12
12 Group Quick View screen The Group Quick View screen appears after you search for a group symbol.
13
13 Creating a New Unit
14
14 Deleting a Unit You may want to delete a unit that is no longer part of your group, or if there is duplicate informationYou may want to delete a unit that is no longer part of your group, or if there is duplicate information
15
15 Editing Group Information Entering policies and restrictions based on group, consortial, or reciprocal agreements.Entering policies and restrictions based on group, consortial, or reciprocal agreements. If you are a group administrator, you may edit your group’s information.If you are a group administrator, you may edit your group’s information.
16
16 Creating Contacts You can create multiple contacts within a single unit or group record. It is recommended that you maintain current contact information for your resource.You can create multiple contacts within a single unit or group record. It is recommended that you maintain current contact information for your resource.
17
17 Creating Schedules You may list any variations in your department’s operating schedule, such as holiday breaks, regular “closed” days, etc.
18
18 Creating collections (optional) You can create description of each collection that you supply (or do not supply) to borrowing libraries. If you have a URL link to a collection’s description, enter it on the Collection screen.You can create description of each collection that you supply (or do not supply) to borrowing libraries. If you have a URL link to a collection’s description, enter it on the Collection screen.
19
19 Creating Policies Use the OCLC Policies Directory to describe in general or highly-specific terms your lending policies for any library type, group or geographic location for copies or loans.Use the OCLC Policies Directory to describe in general or highly-specific terms your lending policies for any library type, group or geographic location for copies or loans.
20
20 Creating Deflection Policies Deflection policies deflect requests so that they automatically skip a lender and move to the next lender in the lender string.Deflection policies deflect requests so that they automatically skip a lender and move to the next lender in the lender string.
21
21 Changing Supplier Status You may request a temporary change to your supplier status, for up to 184 days. For longer periods of non-supplier status, contact your OCLC regional supplier.
22
22 Change supplier status
23
23 Questions? Debra Aggertt daggertt@ilsos.net217-558-1945 Bill Echelbarger wechelbarger@ilsos.net217-524-6313
24
24 Support OCLC support staff:OCLC support staff: Email support@oclc.org Or1-800-848-5800
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.