Download - The world’s libraries. Connected. OCLC Update on WorldShare and Knowledge Base Subtitle VIVA ILL Forum, Sweet Briar College 12 July 2013 Katie Birch Director

The world’s libraries. Connected.

OCLC Update on WorldShare and Knowledge Base

Subtitle

VIVA ILL Forum, Sweet Briar College

12 July 2013

Katie Birch

Director – Delivery ServicesOCLC


WorldShare ILL

• Getting started

• Timeframes

• Roadmap

Article Exchange

Knowledge Base

Today’s Topics


Tony Melvyn - WorldCat Resource Sharing

Christa Starck – WorldShare Interlibrary Loan

Julie Nye – WorldShare Interlibrary Loan

Jennifer Corsi – Policies Directory

// WorldShare Interlibrary Loan

Ed Davidson – Navigator // VDX

John Trares – ILLiad Hosting

Kendra Parson – OCLC Diversity Fellow

Delivery Services team


WorldShare ILL – what we know!

WorldShare ILL is 122 days old today!

800+ libraries are using WorldShare ILL

250 are considered migrated


Getting a WorldShare ILL account


WorldShare ILL – Open to all

Access to WorldCat Resource Sharing on FirstSearch will end December 2013.

All libraries can now get a WorldShare ILL account and start using the application, if

you choose to.

You can use both WorldCat Resource Sharing and WorldShare ILL until switch off

in December.


http://oc.lc/start

For libraries in the United States

http://oc.lc/start


New login


OCLC User Account Webinar

Thursday, July 25, 1:00 p.m. EST

Stay tuned for registration details

*New* Event


What if I use Clio?


Clio 6.7.1.

You must have upgraded to version 6.7.1 by 8 July 2013

Older versions of Clio stopped working as of 8 July 2013

Contact: Clio Technical Support or Ex Libris

Email [email protected] or call 817-726-3475


WorldShare ILL Roadmap?

http://oc.lc/illfuture

http://oc.lc/ill




2013

Timeline

March-December 2013: Open migration to WorldShare Interlibrary Loan

November 10 2013:End of new requests inWorldCat Resource Sharing

December 2013:End of access to WorldCat

Resource Sharing

May 12

June 16Nov 10

Sept 22 Dec 15

Aug 11Release schedule


Browser versions – Supported baseline following August 11 release

Chrome 28.0.1500.

71 mTested

version is best

FireFox 22.0

Tested version is

best

IE10 - August

IE9

IE8

IE7 – Not supported

If you are not sure what browser or version you are using, go to http://www.thismachine.info/


• Editing a request once submitted

• Ability to transfer bibliographic data/OCLC number to review records

• Accordions defaulted to open

• Bib details/lender/borrower/patron

• Improved logic for applying Constant Data

• Support for purchase workflow

• Support for IE 10

• Bug fixes/improvements

August 11 Release Highlights


15 lender string – borrowing workflow

WorldShare ILL

• 15 lenders

ILLiad 8.4

• Fixing WorldCat search in ILLiad to add 15 instead of 5 (Aug release)

WCRS

• 5 lender string

Clio

• 5 lender string

5-15


Bug fixes

User requested enhancements

September 22 Release


• Improved Discover Items experience

• Customizable patron request form

• Links to freely available (open access) materials

• “Enter My Symbol Twice”

• WS ILL will look up the “days to respond” in Policies Directory

• If 2 symbols the same in a lender string, the system will NOT skip the 2nd symbol (will work as now)

• ILLiad’s EMST tables no longer used

• Must be on 8.4.1 or delete EMST libraries via Customization Manger

• ...and more...

November 10 Release Highlights


Policies Directory - Days to respond


Post-release updates

http://www.oclc.org/en-US/resource-sharing/events.html

http://www.oclc.org/en-US/resource-sharing/events.html


Update your constant data

“It takes a vILLage!”

Please!


The UGLY

Address labels will print like this:

OCLC/6565 Kilgour Place/Dublin, OH. 43017

Not like this:

OCLC

6565 Kilgour Place

Dublin, OH 43017


Useful URLs

http://oc.lc/start

http://oc.lc/ill

http://oc.lc/releasenotes

http://oc.lc/known

http://oc.lc/instructor

http://oc.lc/easyschedule

http://oc.lc/illtraining

http://oc.lc/start

http://oc.lc/ill

http://oc.lc/releasenotes

http://oc.lc/known

http://oc.lc/instructor

http://oc.lc/easyschedule

http://oc.lc/illtraining


Article Exchange


Article Exchange – documents uploaded since launch in Feb 2012

Febru

ary

Mar

chApr

ilM

ayJu

ne July

Augus

t

Septe

mbe

r

Octo

ber

Novem

ber

Decem

ber

Janu

ary

Febru

ary

Mar

chApr

ilM

ayJu

ne -

10,000

20,000

30,000

40,000

50,000

60,000

70,000


• Enhanced Article Exchange workflow

• Need a WSKey from OCLC

• Will absolutely need a WSkey for November for policies directory and EMST

http://oc.lc/wskey

ILLiad 8.4 libraries


Article Exchange using ILLiad 8.4

Best Practices for using OCLC’s Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013

With thanks to JoAnne McIntyreMount Sinai School of Medicine


Option 1: Click on Mark Found Scan Now button in Update Stacks Search view

29


Option 2: Click Mark Found Scan Now button in the request view

Mount Sinai / Presentation Slide / December 5, 2012 30


Click on Send via Article Exchange

31Best Practices for using OCLC’s Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013


Article Exchange information is posted to the OCLC record

Mount Sinai / Presentation Slide / December 5, 2012 32


Article Exchange email template for ILLiad

33

http://toolkit.idsproject.org/ -- Email Templates

Best Practices for using OCLC’s Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013

http://toolkit.idsproject.org/

http://toolkit.idsproject.org/


Article Exchange custom version

Pilot starting nowAvailable – August 2013


Knowledge Base


250 libraries are live with the Knowledge Base in OCLC ILL

services

WORKFLOW & BENEFITS OF OCLC KNOWLEDGE BASE

Alison Johnson

Jackson Library

Indiana Wesleyan University

[email protected]

OCLC KNOWLEDGE BASE

What is it?

• A tool for making your electronic article holdings available for resource sharing

• Article-level holdings data provides more efficient requesting

WORKFLOW

Borrowing:

• Patron places a request.• Request is automatically matched with an

OCLC record.• Request is automatically matched with

lending KB libraries from your Custom Holdings groups.

• Request is automatically sent out to be filled.

Allows for hands-free article requesting!

WORKFLOW

Document Delivery:

• Patron places an article request• Request is automatically recognized as

owned electronically by your library.• Request is automatically sent to a special

queue for processing.• Staff uses the supplied KB link to go

directly to the e-article for delivery to the patron.

Notifies staff immediately if a patron requests something you own and takes you directly to the article!

WORKFLOW

WORKFLOW

Lending:

• Requests from your e-journal holdings are sent to a separate queue

• Request contains a link to the full-text as well and lending permissions/instructions

• Deliver full-text article to library or cancel

Notifies staff of lending permissions and takes you directly to the article!

WORKFLOW

Faster Borrowing of e-Journal Articles

• Tired of not knowing who owns what on “Internet Resource” records

• Tired of deflections and “not owned”

BENEFITS

???

!!!

BENEFITS


• KB knows which libraries own each particular e-journal article.

• KB allows for Direct Request of articles.

• KB automatically selects lenders and sends request.


How much faster???

• For us, four days (on average)

• Our total turn-around time for article requests processed by KB is just under two days.

• Could be faster, but we stop all requests to check Copyright before sending out (evenings and weekends slow things down)

BENEFITS


Why is it faster?

• Direct Request bypasses manual processing by staff

And even if you don’t use Direct Request…

• KB selects lenders who actually own the article and know their licensing permissions

• KB lenders can process the request fast because they get links to the full-text

BENEFITS

Exposes Open Access materials

• KB has built-in Open Access collections that you can turn on.

• You will get a link to the Open Access item if your patron requests it.

• You also get the link if another library requests an Open Access item from you.

BENEFITS

Exposes Open Access materials

• Boost your lending activity because these collections show up as part of your holdings.

• Not always well-maintained by publishers, but you can turn them on or off at will.

BENEFITS

Boosts your lending activity

• Our lending activity has increased by 24% even though our books loans have decreased.

Why would we want more work?• KB requests are quick and easy to fill

because of the links to full-text.• KB request takes less than one minute to

process compared to more than ten minutes to retrieve and scan.

• You can process more requests in less time… and you don’t have to get off your chair!

BENEFITS

Implementing

the OCLC Knowledge Base

for Resource Sharing

Brian MillerThe Ohio State University Libraries

Head, Interlibrary Services

[email protected]

Juleah SwansonThe Ohio State University Libraries

Acquisitions Librarian for Electronic

Resources

[email protected]

OSU and the OCLC Knowledge Base

• Summer 2010: Began using KB for the ‘Direct Request for Articles’ pilot.

• Summer 2011: WorldCatLocal becomes OSU’s primary discovery tool.

• Our ejournal collections were coded by our Acquisitions staff in the KB so that our users

could directly access PDFs from WorldCatLocal search results.

• Acquisitions agreed to code our ILL rights in KB collections at the same time.

Impact of Knowledge Base on OSU’s ILL (February 2013)

Borrowing

Of 799 total article requests filled through OCLC resource sharing,

264 articles (33%) were unmediated and filled by free lenders

through Direct Request.

[Patron name redacted]

Lending

On average Feb weekday:

• 159 lending article

requests reviewed

• 114 filled

• 44 filled from online

(39% of filled)

• 30 filled have links from

the KB (26% of filled)

Impact of Knowledge Base on OSU’s ILL (February 2013)

OSU Knowledge Base Implementation

709 Collections selected in the Knowledge Base

• 330 collections selected with determinable license language on ILL• 120 open access• Remainder: Selected to enable user access via the View Now

button

Current Statistics

OSU Knowledge Base Implementation

Interlibrary Services

highly active titles

Collections with greatest number of

titles

All remaining titles & collections, alphabetically

Collection Prioritization

Knowledge Base Implementation @ Your Library

Questions to Consider

• What are your priorities for the Knowledge Base?• How good are your records on licenses and ILL

rights?• Do you need to collaborate with other departments

in designing the implementation?


With thanks to library staff from:

The Ohio State University

Indiana Wesleyan University, and

Mount Sinai School of Medicine

Download - The world’s libraries. Connected. OCLC Update on WorldShare and Knowledge Base Subtitle VIVA ILL Forum, Sweet Briar College 12 July 2013 Katie Birch Director

Top Related