the world’s libraries. connected. oclc update on worldshare and knowledge base subtitle viva ill...

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  • Slide 1
  • The worlds libraries. Connected. OCLC Update on WorldShare and Knowledge Base Subtitle VIVA ILL Forum, Sweet Briar College 12 July 2013 Katie Birch Director Delivery Services OCLC
  • Slide 2
  • The worlds libraries. Connected. WorldShare ILL Getting started Timeframes Roadmap Article Exchange Knowledge Base Todays Topics
  • Slide 3
  • The worlds libraries. Connected. 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
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  • The worlds libraries. Connected. WorldShare ILL what we know!
  • Slide 5
  • The worlds libraries. Connected. Getting a WorldShare ILL account
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  • The worlds libraries. Connected. WorldShare ILL Open to all
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  • The worlds libraries. Connected. http://oc.lc/start For libraries in the United States
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  • The worlds libraries. Connected.
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  • New login
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  • The worlds libraries. Connected. OCLC User Account Webinar Thursday, July 25, 1:00 p.m. EST Stay tuned for registration details *New* Event
  • Slide 11
  • The worlds libraries. Connected. What if I use Clio?
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  • The worlds libraries. Connected. Clio 6.7.1.
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  • The worlds libraries. Connected. WorldShare ILL Roadmap? http://oc.lc/illfuture http://oc.lc/illfuture
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  • The worlds libraries. Connected. 2013 Timeline March-December 2013: Open migration to WorldShare Interlibrary Loan November 10 2013: End of new requests in WorldCat Resource Sharing December 2013:End of access to WorldCat Resource Sharing May 12 June 16 Nov 10 Sept 22 Dec 15 Aug 11 Release schedule
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  • The worlds libraries. Connected. Browser versions Supported baseline following August 11 release If you are not sure what browser or version you are using, go to http://www.thismachine.info/
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  • The worlds libraries. Connected. 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
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  • The worlds libraries. Connected. 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
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  • The worlds libraries. Connected. Bug fixes User requested enhancements September 22 Release
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  • The worlds libraries. Connected. 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 2 nd symbol (will work as now) ILLiads EMST tables no longer used Must be on 8.4.1 or delete EMST libraries via Customization Manger...and more... November 10 Release Highlights
  • Slide 20
  • The worlds libraries. Connected. Policies Directory - Days to respond
  • Slide 21
  • The worlds libraries. Connected. Post-release updates http://www.oclc.org/en-US/resource-sharing/events.html
  • Slide 22
  • The worlds libraries. Connected. Update your constant data It takes a vILLage! Please!
  • Slide 23
  • The worlds libraries. Connected. 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
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  • The worlds libraries. Connected. Useful URLs
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  • The worlds libraries. Connected. Article Exchange
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  • The worlds libraries. Connected. Article Exchange documents uploaded since launch in Feb 2012
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  • The worlds libraries. Connected. 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
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  • The worlds libraries. Connected. Article Exchange using ILLiad 8.4 Best Practices for using OCLCs Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013 With thanks to JoAnne McIntyre Mount Sinai School of Medicine
  • Slide 29
  • The worlds libraries. Connected. Option 1: Click on Mark Found Scan Now button in Update Stacks Search view 29
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  • The worlds libraries. Connected. Option 2: Click Mark Found Scan Now button in the request view Mount Sinai / Presentation Slide / December 5, 2012 30
  • Slide 31
  • The worlds libraries. Connected. Click on Send via Article Exchange 31 Best Practices for using OCLCs Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013
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  • The worlds libraries. Connected. Article Exchange information is posted to the OCLC record Mount Sinai / Presentation Slide / December 5, 2012 32
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  • The worlds libraries. Connected. Article Exchange email template for ILLiad 33 http://toolkit.idsproject.org/http://toolkit.idsproject.org/ -- Email Templates Best Practices for using OCLCs Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013
  • Slide 34
  • The worlds libraries. Connected. Article Exchange custom version Pilot starting now Available August 2013
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  • The worlds libraries. Connected.
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  • Slide 37
  • Knowledge Base
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  • The worlds libraries. Connected.
  • Slide 39
  • WORKFLOW & BENEFITS OF OCLC KNOWLEDGE BASE Alison Johnson Jackson Library Indiana Wesleyan University alison.johnson@indwes.edu
  • Slide 40
  • 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
  • Slide 41
  • 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!
  • Slide 42
  • 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!
  • Slide 43
  • WORKFLOW
  • Slide 44
  • 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!
  • Slide 45
  • WORKFLOW
  • Slide 46
  • Faster Borrowing of e-Journal Articles Tired of not knowing who owns what on Internet Resource records Tired of deflections and not owned BENEFITS
  • Slide 47
  • Faster Borrowing of e-Journal Articles KB knows which libraries own each particular e-journal article. KB allows for Direct Request of articles. KB automatically selects lenders and sends request.
  • Slide 48
  • Faster Borrowing of e-Journal Articles 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
  • Slide 49
  • Faster Borrowing of e-Journal Articles Why is it faster? Direct Request bypasses manual processing by staff And even if you dont 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
  • Slide 50
  • 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
  • Slide 51
  • 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