1. LORI Resource Sharing Procedures December 1, 2015 Cynthia Reed- Providence Community Library Melanie Soter- Community College of Rhode Island Chaichin Chen- Office of Library and Information Services Zach Berger- Rhode Island Information Network for Kids

2. Introduction Resource Sharing Procedures Requesting Items Supplying Items Questions & Answers

4. Requesting Items Go local First, check to see if an item can be found and requested within your local network.

5. Searching for items: where to go after your catalog How to search Rhode Island libraries: Check InRhode (OSL & HELIN libraries) OLIS : http://www.olis.ri.gov/libraries/index.php#opachttp://www.olis.ri.gov/libraries/index.php#opac WorldCat

6. School Library Workflow If an item is not available locally ( RILINK Guide- http://guides.rilink.org/ILL):http://guides.rilink.org/ILL Order items directly through local public library* Request item via the OSL catalog* Use LORI ILL form to place request * School delivery is not an option using these methods. These methods require the use of OSL card and PIN.

7. OSL & HELIN Libraries If an item is not available within the local network: ● InRhode

8. Item search

9. InRhode Request

10. Locating the Item

11. Placing the Request

12. Requesting Patron Information

13. Submitted Request

14. LORI ILL LORI ILL Form: https://rigovdesign.wufoo.com/forms/srig1340icb6g2/https://rigovdesign.wufoo.com/forms/srig1340icb6g2/ When to use the LORI ILL form: For libraries outside of OSL & HELIN o If item is in RI For OSL & HELIN Libraries o If InRhode search or request is not successful

15. LORI ILL Request Form- Part 1 Use the links to search various Rhode Island library catalogs.

16. LORI ILL Request Form-Part 2

17. LORI Loans: Procedures 1. Submit the LORI ILL form 2. If the request is not answered in three days, contact the lending library.

18. Items outside of Rhode Island After determining that an item is not found within InRhode or LORI, use one of the following ILL services: WorldShare, FirstSearch, or WorldCat Discovery RILINK libraries can create a FirstSearch account here: http://lorinet.info/newuser/ http://lorinet.info/newuser/

19. OLIS ILL Clearinghouse ● Log in to FirstSearch ● Enter LORI username, password, and LORI library code ● Search, select item, and complete the form ● Keep a copy of the request for your files ● If you do not receive confirmation in two business days, contact OLIS ILL Clearinghouse

20. RILINK Receiving- Part 1

21. RILINK Receiving- Part 2

22. Renewals & Returns Contact the supplying library at least 48 hrs before the original due date. o If it is a Clearinghouse item, notify OLIS ILL Clearinghouse. Process returns through the same manner in which they were received. o LORI Delivery- if applicable, submit Delivery on Demand form: http://www.olis.ri.gov/network/delivery/dodreq.php http://www.olis.ri.gov/network/delivery/dodreq.php o INN-Reach o WorldShare, FirstSearch, or OLIS Clearinghouse

24. Supplying 1. Check for incoming requests daily and respond promptly. 2. Verify availability of the material requested. ○ if the request was received via an automated network, ship and process the material according to local procedures. ○ if the request was received via a non-automated network ■ ship the item with a copy of the request ■ ship the item with “Due Date” information on the item shelf.

25. 3. If not available ● If the request was received via an automated network, transfer the hold manually to the next supplying library, or cancel the request if no additional copy is available. ● If the request was received via a non-automated network, manually forward the request to the next supplying library specified by the requesting library. If no additional supplying library, notify the requesting library that the item is not available.

26. 4. Respond to renewal requests within 3 business days. If the supplying library fails to respond, the loan period will be automatically extended.

27. LORI ILL Sample Request Library Name: *RI Library Staff Name: *Jane Doe Email: *jdoe@rilibrary.org Need By Date: *Friday, September 25, 2015 Type of Request:Book Title of Book/Monograph: *Through the door of life : a jewish journey between genders Author:Ladin, Joy Call Number or other identifier if available:PS3612.A36 Z46 2012 The item was found from the following catalogs: (check all that apply): · HELIN HELIN First Supplying Library:CCP-CCRI - Liston Campus Library Subject: LORI ILL Request [#127, From: RI Library]

28. LORI ILL Sample Request via lorinet.org email

29. Process request via ILL Form ● Pull item from the shelf. ● Check out item to requesting library. ● Insert transit slip along with due date information. ● Put item in delivery bin.

30. Check out ILL Form requests to library

31. INN-Reach Request ● Pull item from shelf that has been requested. ● Select INN-Reach Check Out to Remote Site ● Scan the item to place it in transit ● Insert routing slip with request information and destination code ● Delivery codes can be found at: http://www.olis.ri.gov/network/delivery/schedule.php http://www.olis.ri.gov/network/delivery/schedule.php

32. INN-Reach:Check-out the Item to the Remote Site

33. INN-Reach Check Out

34. INN-Reach Request Transit Slip

36. Receiving an INN-Reach Request from HELIN

37. If item requested is not available Forward request to the next supplying library. LORI Library Resource Sharing Contacts can be found here: http://www.olis.ri.gov/network/ill/contacts.php If your library had the only copy or is last on the list, please let the requesting library know that the item is not available.

38. Known Issues During the recent server migration, HELIN records that were in INN-Reach (checked out, requested, or being returned) were affected. Return items to lending library

39. Conclusion Questions and Answers Contact members of the LORI Resource Sharing Working Group: Melanie Soter: msoter@ccri.edu 401-455-6085msoter@ccri.edu Cynthia Reed: creed@provcomlib.org 401-467-2700 ext. 1621creed@provcomlib.org Zach Berger: zach@rilink.org 401-286-9283zach@rilink.org