Transforming Delivery: WorldShare Interlibrary Loan

1. Bill Forgette Library Technology Consultant Craig Johnson Library Services Consultant Transforming Delivery: WorldShare Interlibrary Loan

2. 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

3. 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

4. WorldShare ILL – what we know! WorldShare Interlibrary Loan now actively used by Over 69% of the OCLC resource sharing community* * As of 30 March 2014

5. 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

6. 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

7. For libraries in the United States http://oc.lc/start

9. New login

10. WorldShare ILL Roadmap?http://oc.lc/illfuture

11. 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 March Nov June Sept April Feb June

12. Browser versions – Supported baseline following March 2014 release If you are not sure what browser or version you are using, go to http://www.thismachine.info/

13. http://oc.lc/novrelease Recent Enhancements

14. Recent enhancements • More visibility for Interlibrary Loan Fee Management (IFM) participants • New column in holdings displays indicates which potential lenders accept IFM • All libraries with IFM use noted in Policies Directory identified with “Yes” in this column • Batch processing supports 100 requests at once

15. Renewal processing enhancements New display of renewal details Renewal date information displays on request printouts

16. Redesign of shipping labels • Barcodes positioned at the top of 6-per-page labels with the request ID number

17. 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

18. Lenders select Article Exchange link Select Article Exchange link

19. Lenders browse and drop documents

20. Confirmation eliminates need for email

21. Borrower “AE Alert” categoryeliminates need for email

22. “Email to patron” display for WorldShare ILL, ILLiad or VDX

23. Email addresses/citation data to template

24. Preview Article Exchange documents Lender preview Borrower preview

25. Printing enhancements • Book stickers for lending libraries • Customize book straps with library logo, patron data, note

26. 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

27. 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)

28. Identifying libraries that take more than four days to respond WorldShare ILL Holdings List

29. Identifying libraries that take more than four days to respond Lender String

30. 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

31. 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 WorldShareILL_MIG@oclc.org

32. Useful WorldShare Interlibrary Loan URLs http://oc.lc/illWorldShare ILL website http://oc.lc/startGetting Started with WorldShare ILL http://oc.lc/illtrainingTraining and documentation http://oc.lc/illfutureFuture Functionality Roadmap   (includes link to release notes and known issues) http://oc.lc/WSILLFebReleaseNotesFebruary Release Notes Subscribe to OCLC-SHARING-L listserv https://www3.oclc.org/app/listserv/