Transcript OPALS Interlibrary Loan Overview

TST BOCES SCOOLS (South Central Organization of (School) Library Systems)
INTERLIBRARY LOAN PROCESS…..An Overview
Created by Michele Barr, ILL Coordinator
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Login @ (http://scools.org/bin/login) & initiate an ILL request
Select item to request
Fill ILL form (on the site)
Send ILL Request
View ILL Requests & Responses
Response procedures
Reception & Return Procedures
View ILL Statistics
Enter Union Catalogue URL
http://scools.org/bin/login
Click “Login” (top right hand corner)
Login to use ILL Functions
Select your district and library
You are logged in:
System confirms logged in status
To REQUEST MATERIALS FROM SCOOLS:
Click on ILL TAB and then click on My Requests
Type in your search term and then click on South Central Organization of
(School) Library Systems (SCOOLS) tab. Then click Search.
Search results will appear. Click on the title of
the item you are requesting .
Detailed record holdings for that title will be displayed. To
request the item, click on ILL Request under Record
Information. (highlighted in red below)
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System can manage multiple copies from multiple locations
 Single copy request: You can direct it to more than one library (up to
three… the system ensures that only one copy will be sent
 Indicate expiry date & notes to others and to your staff
 Click “Submit Request”
Request Sent - Confirmation:
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System confirms that requests will be emailed
 Emails are consolidated & sent twice daily…
 ILL email delivered: 4:00 AM & 12:00 noon
 System generates a unique ILL number (ID 79)
Click an ILL ID Link to view detail:
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Clicking an ILL ID link shows ILL request details
 ILL ID number links also appear in the emailed requests
 Scroll beneath this section to see additional functions (next slide)
Submitted request-additional functions:
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The ILL request form contains additional data
As the request is filled, a due date appears
System will display call numbers & pertinent ILL details
You can remove your requests at this point
Other “grayed out” functions available after doc(s) received
Check “My Requests” Archive:
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Authorized staff can check “My Requests” archives
Mouse over “ILL” then click “My Requests”
You can review the status of requests at any time
Request status is in the right column
Click the ILL ID number to see a request’s details
ILL Request Status:
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SCOOLS keeps track of ILL status & informs participants
Request & Response archives will grow
ILL Status box filter shows all or specific ILL status items as
below:
2. Responding to an ILL Request
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Login to your school in SCOOLS
Mouse over “ILL” and click “ILL Responses”
Sample “My Responses” List:
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SCOOLS will display an ILL responses summary
ILL status appears in the right column
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To respond to an “open” transaction, click on an ILL ID (ex.
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36314)
ILL Response Form
 Retrieve the item to send – Select Due Date – Scan item barcodeAdd note if desired
 Click “Fill”
ILL Response - “Fill”
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After clicking “Fill,” data is added to “Loan List”
System assigns an ILL Loan ID number (ex. “24)
Click “filled” in the “Loan List” status column
System activates more transaction links on bottom line
Click “Print Slip” to print a packing list to send with
resource
Packing slip includes ship to and from directory addresses
Receiving library is notified by email that item is en route
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Packing List Details
Scan ILL ID number to retrieve transaction details at any time
System assigns unique number to each ILL loaned item (ex. “24”)
Library can use this ID number to create a temporary ILL loan
record
3. Receiving a Requested ILL
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Requester’s file is updated when a member responds
File indicates that the request has been “filled”
Details can be checked by clicking on the ILL ID # on
the “My Requests” list
Receiving a requested ILL
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Responding library sends a packing slip with requested item(s)
You can call up the ILL details by scanning the ILL ID barcode
You should let your colleague know that this has arrived
System will display a list of ILL Requests
System displays ILL status in right column
ILL Status box – click drop down arrow
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Acknowledging Receipt of Borrowed Item
Click drop-down box options
Click “ILL’s received by responder”
Returning a borrowed ILL resource
 Mouse over the “ILL” tab
 Select “My Requests” from the drop-down box
 Click on the ILL ID # to return
 Scroll down the ILL record to view these options
 Click the “Return” link on the bottom of the page
RECEIVING A RETURNED ILL IN SCOOLS:
Log into SCOOLS--- Select My Responses---Click on ILL ID # of
Returned Materials– Scroll to bottom of record--- Click on box to
the right of loan list-Click on receive at the bottom
Building / Branch level ILL Statistics
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Login to SCOOLS; http://scools.org/bin/login
Mouse over the “ILL” tab
Click “ILL Statistics” Report
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Enter a date range
 System will produce two reports
 Materials Borrowed – above
 Materials loaned – next slide
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Building / Branch Level ILL Statistics
 Materials loaned report
TST BOCES
Interlibrary Loan Services
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Contact ILL COORDINATOR with questions:
Michele Barr
 [email protected]
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