Presentation

Report
Transforming Delivery:
WorldShare Interlibrary
Loan
Bill Forgette
Library Technology Consultant
Craig Johnson
Library Services Consultant
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OCLC WorldShare® Interlibrary Loan
• New service replaces WorldCat Resource Sharing May 19,
2014
• Included in existing OCLC Resource Sharing subscriptions
• The service:
• Adds efficiencies and improve workflows
• Supports delivery of print and electronic materials
• Promotes member innovation with platform-driven APIs
• WorldShare Platform supports new features that require
interoperation with other applications
• No change for ILLiad users
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New and improved features
• Display of lender costs – speeds selection of appropriate lenders
• Integrated buy-it options for staff –options to buy alongside borrow
• Variable aging of requests – automatic entry of “enter my symbol
twice” saves staff time
• Display of item availability and shelf status based on item availability
in library OPACs select lenders based on actual availability of needed
item
• 15-library lender string - reduces turnaround time by sending
requests to more libraries
• ---and more
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WorldShare ILL – what we know!
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Key WorldShare ILL date
May 19, 2014: End of access to
WorldCat Resource Sharing
ALL OCLC ILL activity consolidated in
WorldShare ILL
No change for ILLiad users
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Advisory Group
 Bartholomew County Public Library:
Denise Wirrig
 Cleveland Heights – University Heights Public Library: Teanna Weeks
 Delaware County Library System:
Helen Subbio
 Harrison College:
Noah Brubaker,
Andrea Conn,
Bryan Hamilton
 Illinois State Library:
Lynn Bierma
 Jefferson County Public Library:
Franca Rosen
 Master’s Seminary Library:
Anna Lois Kroll
 Mercer University :
Andrew Shuping
 Seattle Public Library
Karen Barnes
 Spalding University:
Emily Stivers
 Washington County Cooperative Library Services:
Cassie Maringer
 West Kentucky Community & Technical College:
Anita Weathers
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For libraries in the United States
http://oc.lc/start
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New login
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WorldShare ILL
Roadmap?
http://oc.lc/illfuture
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Timeline
March 2013 – May 2014: Libraries
transition to WorldShare Interlibrary Loan
May 19, 2014: End of
access to WorldCat
Resource Sharing
2013
2014
Release
schedule
Aug
May
June
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Nov
Sept
March
Feb
June
April
Browser versions – Supported baseline following March 2014 release
Chrome
33.0.1750.
146 m
FireFox
28.0
IE10
IE9
If you are not sure what browser or version you are using, go to
http://www.thismachine.info/
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http://oc.lc/novrelease
Recent
Enhancements
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Recent enhancements
• More visibility for Interlibrary Loan Fee Management
(IFM) participants
o New column in holdings displays indicates which
potential lenders accept IFM
o All libraries with IFM use noted in Policies Directory
identified with “Yes” in this column
• Batch processing supports 100 requests at once
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Renewal processing enhancements
New display of renewal details
Renewal date information displays on request printouts
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Redesign of shipping labels
• Barcodes positioned at the top of 6-per-page labels with
the request ID number
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Article Exchange integration
• Integration of Article Exchange
• Access Article Exchange without leaving WorldShare ILL
• Reduces number of clicks to upload a document from 8 to 3
• Borrowers no longer receive emails: View “Article Exchange (AE)
Alert” category on WorldShare ILL homepage to see requests with
an Article Exchange Alert
• Lenders browse local files to select needed documents
• Links display in AE Alert field – eliminates need to send email
• Automatic “email to patron” option for borrowers
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Lenders select Article Exchange link
Select Article Exchange link
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Lenders browse and drop documents
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Confirmation eliminates need for email
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Borrower “AE Alert” category
eliminates need for email
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“Email to patron” display
for WorldShare ILL, ILLiad or VDX
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Email addresses/citation data to template
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Preview Article Exchange documents
Lender preview
Borrower preview
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Printing enhancements
• Book stickers for lending libraries
• Customize book straps with library logo, patron data, note
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Links to Open Access Resources
• Links to materials that are freely available from Open
Access resources
• Brief and detailed bibliographic displays
• Borrower and lender workforms
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Support for variable lender aging
• OCLC ILL requests age based on lending library settings
in Policies Directory
• “Days To Respond” setting added to Policies Directory in
May 2012
• Learn more:
• http://oc.lc/aging (tutorial)
• http://oc.lc/WSILLDaystoRespond (documentation)
• http://oc.lc/variable (webinar recording)
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Identifying libraries that take more than four days to respond
WorldShare
ILL
Holdings
List
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Identifying libraries that take more than four days to respond
Lender
String
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Lenders change copy to loan/loan to copy
• Lenders update requests to correctly identify the type of
transaction
• Select “loan” or “copy”
• Display of due date changes according to type of
transaction
• Will result in more accurate ILL statistics for lending
libraries
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Borrowing on behalf of other libraries
• Pilot of new functionality in process
• Goals
• Centralize functionality required to manage
borrowing on behalf of other libraries
• Provide real-time access to transaction details
for participating libraries
• Let us know if YOUR LIBRARY manages borrowing on
behalf of other libraries
• Send an email to [email protected]
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Useful WorldShare Interlibrary Loan URLs
http://oc.lc/ill
WorldShare ILL website
http://oc.lc/start
Getting Started with WorldShare ILL
http://oc.lc/illtraining Training and documentation
http://oc.lc/illfuture
Future Functionality Roadmap
(includes link to release notes and known issues)
http://oc.lc/WSILLFebReleaseNotes February Release Notes
Subscribe to OCLC-SHARING-L listserv
https://www3.oclc.org/app/listserv/
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