Transcript OCLC Update ILLiad Conference

Virginia Beach
26 March 2010
OCLC Update
ILLiad Conference
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
Ed Davidson
Navigator/VDX
John Trares
ILLiad hosting
Julie Nye
Analyst
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
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
Document suppliers
CISTI
British Library
BSB
• CAI - InfoTrieve
• Seamless to users
• Official transfer 1 August 2010
• 4 symbols – UKM, BRI, BLSTP, BLNPL
• BRI – supplying symbol
• GEBAY
• Pilot ended in November
• Continuing as full lender
Working closely with our
users
Sharing best practices
Greening ILL
http://tinyurl.com/y94zg47
[email protected]
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
Resource Sharing Survey
http://tinyurl.com/yc7yjlu
http://tinyurl.com/y94zg47
[email protected]
Best Practices
http://tinyurl.com/yes8onp
[email protected]
DON’T FORGET TO FILL OUT
YOUR BLUE FORMS
EVERY
CONNECTION
has a
starting point.
Projects in Development
WorldCat Direct
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?
Value of Content Delivery Service
More than 2/3 of respondents find the content delivery service presented to be
at least somewhat valuable.
Extremely
valuable
Very
6%
valuable
10%
Not at all
valuable
31%
Valuable
18%
Somewhat
valuable
35%
© Harris
Interactive
Q2000 How valuable would this service be to you?
Base: Qualified respondents
15
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
Better World Books
QUICK
BWBKS
• New books
• $25
• 1.7 million holdings
• 2,000 unique items
• All paperbacks & used books
• $15
• 150,000 holdings
• 45 unique items
Patron selects
direct delivery
ILL Staff can select WorldCat Direct by selecting
the option from within the ILL Request form.
Workflow
1. BWB mails book to patron
2. Patron and library receive an email indicating that
BWB has supplied the item
3. Patron receives a prepaid return mailer supplied
to the patron
4. Insert with every book indicating to patron that
the item has been supplied by their library, and
details about how to purchase
Eligible home delivery service
seeks pilot sites to ensure
successful implementation of
WorldCat Direct in ILLiad
[email protected]
EVERY
CONNECTION
has a
starting point.
Projects in Development
The project formerly
known as Integrated
Fulfilment
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
The Knowledge Base must be activated both in FS Admin and ILLiad
Customization Manager.
Direct Request Profile Setup
New profile option in Direct Request Profiles for borrower to select
preference for articles in Electronic format
Borrowing Preferences
No
• Not set up KnowledgeBase
• Only want print journals
E within
Group
• Custom holdings -1st group
• E + P within group
E across
Group
• Custom holdings – all groups
• Ignore P – E is most important
Borrowing - Locally held?
Phase 1
Know that you own it
Route to review file
Phase 2
Know that you own it
Route to review file
Deep link provided
Lending request
Multiple OCLC numbers will be displayed
Deep link to article
Multiple collections – multiple holdings
Nature Publishing Group
Print and send
WilsonSelectPlus
Print 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
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.
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”
When?
Phase 1 – May 2010
Phase 2 – August 2010
WCRS and ILLiad available at the same
time
Thank you to......
The IDS Project
Duke University
Ohio State University
Penn State University
University of Central
Florida
University of Chicago
University of West Florida
North Carolina State
University
University of South
Florida
University of North
Carolina, Chapel Hill
Florida Atlantic University
Notre Dame
University of Virginia
EVERY
CONNECTION
has a
starting point.
Projects in Planning
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
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?”
DON’T FORGET TO FILL OUT
YOUR BLUE FORMS
Virginia Beach
26 March 2010
OCLC Update
ILLiad Conference
Katie Birch
Portfolio Director – Delivery Services
OCLC