oclc update and worldshare ill / illiad best practices discussion

Download OCLC Update and WorldShare ILL / ILLiad Best Practices Discussion

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Jeff BrunnerWiLS / RL&LL Annual Meeting OCLC UpdateCommunity Liaison/Service SpecialistWiLS1Continue to use BRI for loans.For articles you can use the new British Library purchase service:ILLiad addon https://prometheus.atlas-sys.com/display/ILLiadAddons/BL+on+Demand WorldShare ILL http://www.oclc.org/content/dam/support/worldshare-ill/documentation/WorldShare-ILL-BLDSS.pdf

British Library workflow2British Library workflow

3

Policies Directory Days to Respond Days to Respond uses calendar days, not 24-hour periods. Selecting "1 day" means you will have until midnight Eastern time (US) to respond,on the same day the request is routed to you, whether it arrives in your Can You Supply queue at 8 am or 10 pm. If you do not respond by midnight, the request will advance to the next lender.

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Policies Directory Days to Respond Days to Respond uses calendar days, not 24-hour periods. Selecting "1 day" means you will have until midnight Eastern time (US) to respond,on the same day the request is routed to you, whether it arrives in your Can You Supply queue at 8 am or 10 pm. If you do not respond by midnight, the request will advance to the next lender.

5

Policies Directory Days to Respond Days to Respond uses calendar days, not 24-hour periods. Selecting "1 day" means you will have until midnight Eastern time (US) to respond,on the same day the request is routed to you, whether it arrives in your Can You Supply queue at 8 am or 10 pm. If you do not respond by midnight, the request will advance to the next lender.

6WorldShare ILL -Support for book clubsWorldShare ILL Changes to IFM

Coming to WorldShare ILL7

Targeting April release - Book Club workflowsAfter searching WorldCat, users will navigate to the holdings display page.To the right of the Lender String details is a box for Quantity. This will default to ONE, but once a user enters a different number the lender string box will expand as shown here. Several lender strings will be available and that subset will be scrollable.If a user filters the holdings display by a Custom Holdings Path to view only their favorite lenders, their lender string will be automatically populated with their favorite lenders.Users then click the Create Request button8

Book Club workflowsOnce users click on Create Request from the holdings page, they create the main record for their book club order.This request will act as the parent record for all of the book club items requested by this title.Users will be able to edit their lender strings [note: this is a mock-up, each lender string will be DIFFERENT] and create their requestsThey will then be able to navigate to their group of requests and add in individual patron information if they wish, or they can apply settings to this group of requests and submit them all in one fell swoop.9

Once the requests have been created, they will be accessible in the standard request queues (e.g. In-Transit) or all viewed in one location, providing a snapshot of ordered materialsNote: in the screen shot column: Status, these are all brand new requests, so this is a bit misleading. They will all be submitted and then the requests will move to other statuses one-by-one, some will read In-transit, Received-In use, etc. Whats important is that library staff can quickly and easily take measure of their book clubs and where they all stand in the request life cycle.10Infrastructure changesIn-currency handling SeamlessSwitch from Received to ShippedTesting Summer 2015 - IFM changes11Jeff BrunnerCommunity Liaison/Service Specialist - WiLSbrunnerj@wils.orgExplore. Share. Magnify.12

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