2. What is and who are Delivery Services?
Portfolio Director – Katie Birch
WorldCat Resource Sharing – Christa Starck
Policies Directory and IFM – Jennifer Corsi
ILLiad hosting and Atlas liaison – John Trares
WorldCat Navigator – Open (temp: Jennifer Corsi)
VDX – Ed Davidson
3. Overview
What happened in February
Policies Directory update
WorldCat Resource Sharing
• WorldCat Direct
• Integrated Fulfilment
The ILLiad community
WorldCat Navigator
5. The WCRS Perfect Storm
A new authentication process was installed on February 1
which resulted in unanticipated issues including:
• Requests mistakenly sent to lenders who may not hold an
item
• Requests for an institution submitted with another
institution listed as the borrower
• Borrowers received materials that they did not request
Note - These were isolated and limited requests – the vast
majority processed as usual.
6. Corrective action plan
Processes being put in place to ensure this doesn’t happen again
Project now split over 3 different time periods to ensure service
continuity:
May 09 Institutional data feed update
Aug 09 Policies UI install
Sept 09 Authentication upgrade (December fallback)
All projects can be turned off quickly and easily in case any issues
found
All projects timed so as not to affect peak
Please note that we’ll give notice in the week before the August and
September installs are confirmed
8. OCLC Policies Directory new interface
• New interface –
design based on
usability tests with
current libraries and
review at ALA
Midwinter
• New platform and
underlying
architecture
• Deeper integration
with WorldCat
Registry
9. What is going away?
Concept of a “unit”
Reciprocal Lender field
Not going away, but changing where the data is held: FEIN
number, Lending URL, Library homepage (URL), Library
catalog (URL), Library type. These pieces of information
will be held in the WorldCat Registry and any changes to
them will need to be made through the WC Registry
interface
The Institution name and location (city, state, country) will
also be coming from the Registry
10. WorldCat Registry Data to be used in Policies
Directory
Institution name
Institution type
City, State, Country
Home page
Online Catalog
Recently added to registry:
FEIN
Lending URL
11. New Policies screen – copies, loans and
deflections all available in one display
12. Time table for new Policies Directory
• We are tentatively looking at the August timeframe
• WebEx session will be offered in the month prior to
introduction of the new interface
• Tutorial will be available
13. Policy directory
• Policy directory web service in development for use by:
• ILLiad, VDX and Navigator
• Putting in place processes
• for retrospectively updating international policy data
following data loads
• for including policy data with new data loads
15. WorldCat Direct
WorldCat Direct provides home delivery of physical materials
to users.
OCLC is moving to create a sustainable model of library
home delivery through its pilot programs:
• Montana Pilot
• Phase 2 Pilot
16. WorldCat Direct Phase 2 Pilot:
Compare with Montana…
Same purpose: Home delivery for ILL Requests
Differences:
• Resources provided by book supplier instead of
lending library
• Patron may purchase book
• Patron may keep book longer
• Borrowing library pays for each delivery
17. Progress So Far
WorldCat Direct Pilot
11 Participants
Columbus Metropolitan Library, Ohio – May 2008 – March 2009
High Plains Library District, Colorado – May 2008 – November 2008
Westerville Public Library, Ohio – June 2008 – November 2008
Lincoln Trail Libraries District, Illinois: - September 2008 – Spring 2009
• Des Plaines Public Library
• Champaign Public Library
• Edwardsville Public Library
• University of Illinois @ Chicago
• University of Illinois @ Springfield
• Lewis & Clark Library System
• Lincoln Library
• Hoopeston Public Library
18. Success
WorldCat Direct Pilot
End Users Libraries
Time Savings: 41 min. / request 11 Pilot Libraries
1,230 Requests thru February
Delivery Speed: 90% Satisfaction
Reduced ILL staff time
• 52% delivered <7 days
85% Fill Rate
• 89% delivered <=10 days
Columbus Metropolitan Library &
93% Satisfaction 6 other libraries extended pilot
89% Would recommend to others beyond original term
25% Repeat Users - 12% used 4+
times
92% Satisfied with Option to
Purchase
19. Success
WorldCat Direct Pilot
Better World Books OCLC
•Inventory covered approx. 20% of • Confirmed sustainable Home
ILL requests Delivery business model
•Loaded >2M records into • Use by pilot libraries met
WorldCat expectations
•Sold 5% of ILL’s to end-users or • Library and End-User Satisfaction
libraries • High community interest
•Identified pricing model
•Access to all libraries in Resource
Sharing (OCLC Symbol: QUICK)
20. “Non-Pilot” Success (Traditional ILL)
WorldCat Direct Pilot
Libraries can request items from Better World Books using
WorldCat Resource Sharing (OCLC Symbol: QUICK)
• 30 day loans, plus some lead time for mailing
• Postage-paid return envelope
• Library or User may purchase book
• (no home delivery)
Better World Books must have interesting inventory…
• >3,700 requests from non-pilot libraries through WorldCat
Resource Sharing since May 2008
21. Next Steps
WorldCat Direct Pilot
Continue the Pilot
Modify WorldCat Resource Sharing to support direct delivery
for all OCLC libraries
Promote the service to all libraries using WorldCat Resource
Sharing or ILLiad – by end of 2009
22. Integrated Fulfilment
• Resource sharing and e-journal management
• A web scale solution to IDS Project’s ALIAS
• Integrated Knowledge Base with WorldCat
• License management – ILL Y/N & ILL instructions
• WCRS or ILLiad for request management
• Part of WCRS subscription – not an additional service
23. Patron Actions Lending Library’s (LL) Resource Sharing System Actions
Is
Item located on No item Staff search for title in
shelf and in catalog and/or local
copied/scanned ‘e’ journal database
Yes
Patron finds
Staff checks Search for
article that he license electronic
wants, item Request
availability not received by the
not held by Use always taken if 1st potential LL
library Request Article for request is
updated retrieved ILL? attached to the
print record Yes
No
Patron Does Lib
Patron
requests Staff responds Policies or
requests
article no to request No
LHR data
article Item Shipped to LL indicate item
(Fax, Mail, email or can be used
Odyssey Request sent to 2nd
for ILL?
Lender in string
Borrowing Library’s (BL) Resource Sharing System Actions
Patron notified item Shipped item received &
available for pick-up processed by BL
Request completed and
sent to 1st LL in string
Request moved to
Request
Request Request updated to shipped category to
Request moved
received by Staff reviews request received shipped category
received by
WCRS
WCRS & searches for local
ownership
Staff reviews request adds
System supplies a needed article & patron info
system suggested and submits request
Request Yes
Is held lender string
cancelled and locally?
item or item Yes
location sent to No Was
patron CH
Staff searches for item search Staff transfers WCRS automatically
in WorldCat & enters a qualifie lenders to RS populates request with bib
Custom Holdings d by work form data.
Holdings are command year?
based on a single No
bib record.
Example: If based
Staff review holdings
on ‘p’ holdings for
and chooses lenders.
‘e’ not included.
24. Oct 27, 2008
Lending Library’s (LL) Resource Sharing System Actions
Patron Actions
No Does
Request moved System uses link resolver
Staff searches for Req
item in Catalog include toRequest moved
LL’s and places link to the article
to LL’s
Pending File in the request
Link Pending File
Yes
Patron finds article Yes
that he wants, item Does
not held by library LL Yes Staff Staff click
own scan link for No Does
item item item potential
? LL own
No item in E?
Patron requests
item fromrequests
Patron his
library from his
item
library
Request sent to Item sent to BL through Odyssey or
2nd LL in string. Ariel
Request received by
System of 1st potential LL
Borrowing Library’s (BL) Resource Sharing System Actions
Yes
Request completed and sent
to 1st LL in string
Item received by staff and No Is LL a
patron notified it is available trusted Item Received by
sender BL’s Odyssey System
Request Potential LL added to Lender
Request
received by
received by String based on CH rules.
system Matched Does
system Does BL No Yes
against request System checks
own item profiles match BL holdings in WC
in E? Yes
profiles?
Does Yes Check Can it be
Yes No Holdings filtered by potential
ILL used for
BL Custom LL own
NOTE: In Rights ILL?
Holdings item in E?
WCL plans
are in place Link to item sent
so that a to patron or staff No
No
patron is not for review Request moved to BL’s
offered the Request moved to BL’s
Review File for manual
ILL link if processing for manual
Review File
Potential LL only added to lender string if not enough Library not used
library has processing in lender string
item library’s have E that can be used for ILL.
electronically.
25. Next steps
• Working closely with IDS and Atlas to undertake full
requirements analysis
• Several Florida libraries are interested
• Several CIC libraries may assist with requirements review
26. ILLiad Update
EVERY
CONNECTIO
N
has a
starting point.
28. ILLiad 7.4
Released on March 24th
WCRS web service v1.3 integration
30 fixed bugs
RapidILL web service
• now supports both Borrowing and Lending
processes
WorldCat Direct integration
29. ILLiad 7.4 – New Documentation Site
https://prometheus.atlas-sys.com/display/ILLiad
32. ILLiad 8.0
• ILLiad client-only upgrade
• Changing code base from Delphi to C#
• 8.0 will run on Vista and XP
• Beta sites have started using the new client
• Sites will be able to preview this release by running
both 7.4 and 8.0 clients side by side
• Preview period should begin this summer
36. Information created, used … and lost?
“Can anyone please send me either a link or pdf of your ILL
policy/procedure manual?”
“Does anyone have a suggestion for a good compatible
scanner?”
“Anyone would be willing to share their library's policy on
processing borrowing requests for lost/missing books.”
“Converting PDF to TIFF and keep the color - learn how.”
— ILLIAD-L
37. Setting up an account
1. Go to ResourceSharing.WebJunction.org
2. Create Account (if not already WebJunction user or if you
already have a username or password for WorldCat Registry,
WorldCat.org, FirstSearch or Online Service Center -- you
can use the same one to get into WebJunction)
3. Sign In
4. Go to My Account / Edit Account
5. Update Profile My Affiliations and Profile Viewing Options
6. Choose the “Resource Sharing” Affiliation or
7. Choose “MyWebJunction”
38.
39. Resource Sharing Community Features
Ways to connect
• Social tools to help librarians and staff connect with their peers
within the library community
• Discussions, groups, profiles, recommendations, tagging
Ways to create
• Fast and simple user-created groups, documents, discussions,
comments, metadata, best practices, training guides, and more
• Ways to personalize with MyWebJunction
• Your Friends, Groups, Discussions, Activities, Bookmarks,
Interests, Contributions, Affiliations
42. Step-by-step
1. Go to ResourceSharing.WebJunction.org
2. Create Account (if not already WebJunction user or if
you already have a username or password for WorldCat
Registry, WorldCat.org, FirstSearch or Online Service
Center -- you can use the it for WebJunction)
3. Sign In
4. Go to My Account / Edit Account
5. Update Profile My Affiliations and Profile Viewing
Options
6. Choose the “Resource Sharing” Affiliation or
7. Choose “MyWebJunction”
46. WorldCat Navigator
WorldCat Navigator™ is a new service that provides seamless
resource sharing within your library group and beyond. The
service manages returnable and nonreturnable items, and
integrates with circulation systems and the wider OCLC®
resource sharing network to create a superior discovery-to-
delivery tool.
47. Patrons place requests via WorldCat
interface
Patrons place requests and
manage their requests through
the WorldCat interface
48. Staff interface to manage requests
Navigator integrates circulation
functions with the local system
and routes requests within and
outside the group
49. ALA Happenings
Sunday, July 12
• 10:30-12:00
Roving Roundtables: Resource Sharing Done Right
Intercontinental / Seville West
• 3:30-5:30
OCLC Resource Sharing User Group Meeting
Hilton, Northwest II
