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OCLC Update ILLiad Conference

OCLC Update ILLiad Conference. Virginia Beach . 26 March 2010. Katie Birch Portfolio Director – Delivery Services OCLC. Headlines . News Development projects Future projects. Team changes. Tony Melvyn WCRS Christa Starck Navigator Jennifer Corsi Policies Directory

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OCLC Update ILLiad Conference

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  1. OCLC UpdateILLiad Conference Virginia Beach 26 March 2010 Katie Birch Portfolio Director – Delivery Services OCLC

  2. Headlines News Development projects Future projects

  3. Team changes Tony Melvyn WCRS Christa Starck Navigator Jennifer Corsi Policies Directory Ed Davidson Navigator/VDX John Trares ILLiad hosting Julie Nye Analyst

  4. Policy directory – since the install More than 10 fixes applied based on feedback after install 3 webinars – 725 attendees “Real-time” supplier status – in testing

  5. Policy directory – since the install Fix to edit modal/pop up due to customer complaints about part of window being cut off Fix to handle secure http links (links from PD with https weren’t opening correctly) Add symbol display to PD header so that it is visible at all times in UI Add ‘more’ (jump to) links on Fees section of Profile screen to make it easier for users to get to full Policy detail UI display changes for ‘International Lender’ display on Profile screen.  Fix for loan period display on Profile when institution had multiple period types (days, weeks, months) Fix for lower case symbol link from ILLiad (Upper case symbols were pulling up correct profile, but lower case symbols were just logging the user into PD but not pulling up the profile of the library) Policies edit form correction – added error message if user clicks to add a detail but doesn’t fill in any data Fix to Registry update job – not all data was being updated

  6. Document suppliers

  7. Working closely with our users Sharing best practices

  8. Greening ILL http://tinyurl.com/y94zg47 massied@oclc.org

  9. Greening ILL with Dennis Massie Thursday, 6 May, 2-3 pm EDT (UTC 18:00): Greening ILL with Dennis Massie  Register here: https://oclc.webex.com/oclc/j.php?ED=135379702&RG=1&UID=1123626587 OR http://tinyurl.com/ye5g5tl

  10. Resource Sharing Survey http://tinyurl.com/yc7yjlu melvynt@oclc.org http://tinyurl.com/y94zg47

  11. Best Practices http://tinyurl.com/yes8onp corsij@oclc.org

  12. Don’t forget to fill out your blue forms

  13. Projects in Development WorldCat Direct

  14. End User Services:Web Scale Home delivery You are searching on the Web and you find a book you want. You have the easy one-click option to have this item delivered to you from a library for a small fee -- a fee that covers the cost of shipping. A postage-paid envelope would be provided to return the book to your library. How valuable would this service be to you?

  15. More than 2/3 of respondents find the content delivery service presented to be at least somewhat valuable. © Harris Interactive Value of Content Delivery Service Q2000 How valuable would this service be to you? Base: Qualified respondents

  16. Home delivery service • 75% of those who find it valuable would use the return envelope to send the item back • More than half of those who are unwilling to or don’t have a library card would be willing to provide a credit card to have an item shipped • Major reasons for use: convenience, savings, availability

  17. Better World Books

  18. Patron selects direct delivery

  19. ILL Staff can select WorldCat Direct by selecting the option from within the ILL Request form.

  20. Workflow • BWB mails book to patron • Patron and library receive an email indicating that BWB has supplied the item • Patron receives a prepaid return mailer supplied to the patron • Insert with every book indicating to patron that the item has been supplied by their library, and details about how to purchase

  21. Eligible home delivery service seeks pilot sites to ensure successful implementation of WorldCat Direct in ILLiad melvynt@oclc.org

  22. Projects in Development The project formerly known as Integrated Fulfilment

  23. Direct Request For Articles Enhanced workflow for licensed journal articles *New* OCLC KnowledgeBase integrated with WorldCat • Data ingest being developed for SFX and Serials Solutions initially • Used to configure links to licensed articles *New* License Manager WorldCat Resource Sharing and ILLiad No additional subscription required

  24. The Knowledge Base must be activated both in FS Admin and ILLiad Customization Manager.

  25. Direct Request Profile Setup New profile option in Direct Request Profiles for borrower to select preference for articles in Electronic format

  26. Borrowing Preferences

  27. Borrowing - Locally held? Phase 1 Phase 2 Know that you own it Route to review file Deep link provided Know that you own it Route to review file

  28. Lending request Multiple OCLC numbers will be displayed Deep link to article

  29. Multiple collections – multiple holdings Nature Publishing Group Print and send WilsonSelectPlusPrint and scan Cambridge Group Print only Ingenta hybrid colllection Print and send LHR Summary for 444556: v.1-(1972) Lending Policies: Unknown/Unknown LHR Summary for 88899: v.1-v.4 (1972-1975) Lending Policies: Unknown/Unknown

  30. Lending request In Phase 1, LMan will only support ILL OK and ILL No settings.  WCRS will only use ILL OK results.   In Phase 2, LMan will support ILL OK, ILL No and Silent.  We will allow the library to tell us how they define Silent.  If silent = No, Silent results will not be used.  If Silent = Yes, Silent results will be used.

  31. Lending request Instructions will be provided - we are considering providing a select list of instructions within the LMAN, such as “print and send” “non-profit only” “print only”

  32. When? Phase 1 – May 2010 Phase 2 – August 2010 WCRS and ILLiad available at the same time

  33. Thank you to...... The IDS Project Ohio State University Penn State University University of Chicago North Carolina State University University of  North Carolina, Chapel Hill Duke University University of Central Florida University of West Florida University of South Florida Florida Atlantic University Notre Dame University of Virginia

  34. Projects in Planning

  35. Policy directory An internal web service which will be used by ILLiad, VDX and WorldCat Navigator to pull data from the policy directory in to those application Web page connected to the web service that libraries who have holdings in WorldCat but are not WCRS libraries will be able to use to add their policy information

  36. Other stuff! Deflection enhancements • IFM deflection • On order item deflection • LHR deflection Answer to the question – “how do our products work with Andrew Pace’s Web Scale Management System?”

  37. Don’t forget to fill out your blue forms

  38. OCLC UpdateILLiad Conference Virginia Beach 26 March 2010 Katie Birch Portfolio Director – Delivery Services OCLC

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