VDX 2007

VUGANZ, February 2007

ZPORTAL – My Requests

• Search for a request by ILLNO• ‘My Requests’ API to allow third party

OPACs to view a user’s requests• End User Complete (not Staff Complete)• Users can view completed requests• Display Pickup Location in request

details

ZPORTAL – My Requests

• Date Shipped in request details• Add Publisher to Request create

and display routines• Choose Service Level when placing

a request• Warning of cost implications of

changing service level

Date Handling• Default the Answer-By-Date by an offset of

days from today for:• Conditional• Retry• Will Supply

• Default Due Date on Shipped action from one of following sources:

• NCIP Circ: Checkout Item response• User Loc Defaults • ILL-Services

• Show significant action dates in brief results:• Date Shipped• Date Received• Date Returned

Date Handling

• Automatic generation of ILL Overdue message if Lender’s Due-Date has expired and the request status = ‘Shipped’

• Automatic generation of User Alert if Borrower’s Local-Due-Date has expired and request status = Received

WebAdmin Usability Improvements • Add Sort and Dedup of Bib search

results• Provide additional work queues for:

• No Rota• End of Rota

• Provide additional work queues for Rush and Express (ANZ 2006/27)

• Re-order Action drop down lists• Ability to delete and reorder items in all

WebAdmin drop down lists per screen

WebAdmin Usability Improvements • Display OCLC request number in

WebAdmin brief and full request details• Make “Complete” action an ILL action

that always updates auth-status to “complete” and sets Date Completed. (Optionally: Deletes remaining rota locations)

• Request Copy Function• Patron Name should be displayed on

Received Action

End User Alerting

• Ad Hoc User Alerts from staff to end users

• Allow User Alerts to be keyed to Service-Type (send different Received messages for Loans and Copies) (ANZ 2006/02)

• System to send email to administrator if user alert fails

Locations and Users

• Ability to create location calendar in WebAdmin• Create/Edit own ILL services through

WebAdmin• Create/Edit all users in bureau through

WebAdmin (includes changing user barcodes)• Edit own location addresses and decide which

are visible• Extend borrowers password field from 20 to 40

characters• Extend location department code from 5 to 50

characters

OCLC Integration

• Make use of IFM Web Service for consolidated billing

• Create a Location Policy Synchronisation Agent. Program to regularly update VDX ILL-Services records from a central policy directory

• Create a Location Details update agent. Program to regularly update new skeletal VDX Locations records with data from a central Locations directory

• Allow VDX to receive requests from WorldCat.org via the OpenURL “Request-Transfer-Message”

Miscellaneous

• System to send email to administrator if an ILL PDU fails to send or receive correctly (ANZ2006/10)

• Reorganise User Loc Defaults by merging Material and Service Level Defaults into a single structure

• Auto-Authorise depending upon Material Type and Service Type (ANZ 2005/12)

• Different catalogues/searches per service and material-type combination (ANZ 2005/08 )

• Translate incoming ISO ILL Service Levels to equivalent local values

• Phase 1 of configurable reporting system using Jasper reports.