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Auto-Graphics Update Mary E. Jackson Product Manager, Resource Sharing October 20, 2010.

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Presentation on theme: "Auto-Graphics Update Mary E. Jackson Product Manager, Resource Sharing October 20, 2010."— Presentation transcript:

1 Auto-Graphics Update Mary E. Jackson Product Manager, Resource Sharing October 20, 2010

2 Today’s Topics AGent Iluminar Performance Improvements The Next Release (V3.7) The V3.8 Release Building the Lender List Selecting Good Lenders Patron-Initiated Functionality Floating Collections Project Title of This PPT in Footer

3 AGent Iluminar Loading Improvements Loads program more efficiently Removed initial load of Kids’ Catalog graphics Caching the splash page Continuing to log load times & to analyze data looking for other more ways to improve performance Title of This PPT in Footer

4 AGent Iluminar Perception Improvements Changed way Z39.50 catalog results are displayed 10 searches are sent at a time Therefore, screen starts painting results faster Added option to disable animation Both coming in V3.7 Title of This PPT in Footer

5 AGent Iluminar Your Perceptions? Faster? About the same? Slower? What is slower – initial load, searching? What would make it better? Title of This PPT in Footer

6 V3.7 Search & Iluminar Features Remove 024 from brief record display Improve “My List” displays Remove gray highlighting for duplicates Date sort for CBB grid display Title of This PPT in Footer

7 V3.7 Search & Iluminar Features Set/Change number of results returned Improvements to replicate splash page Remove Material Type in advanced search Option to default to Advanced Search screen Title of This PPT in Footer

8 Iluminar – V3.8 Add staff functions Add [ILL Lender] to holders MARC record display Download records Holdings update Changes to resource folders open/closed Support for order/label of search indexes Title of This PPT in Footer

9 Iluminar – V3.8 Convert 10-digit & 13-digit ISBNs Improve print & formatting for lists Remove New Items in advanced search Support for OpenURL Title of This PPT in Footer

10 V3.7 RS Features Staff ILL Form added to AGent Iluminar Use up to 3 ISBNs & LCCN to build lender list “Missing” call numbers now included Patron information not removed if request type is changed Title of This PPT in Footer

11 V3.7 RS Features CILL – Non-returnables requests can be updated from the Shipped Status CILL – text changed in sent to patron Label change on cancellation button in Patron Request Tracking: Ask for Cancellation Title of This PPT in Footer

12 V3.7 RS Features Participant Record: let staff determine whether “Any Edition is Acceptable” is checked as default Change default for Shipping Label - “Shipped Status Only” bug fixes Title of This PPT in Footer

13 AGent RS – V3.8 Lender list to display local serials data Mark request to be deleted on Full Record Display “Not found as cited” moves to Unfilled Requests in Unfilled, Retry, and Cancelled stay until need-by dates passes, then move into Expired Title of This PPT in Footer

14 AGent RS – V3.8 Changes to Z39.50 DB Definition screen Add 2 nd status field in Z39.50 DB Definition User determines order of call number subfields in Z39.50 DB Definition Enter only statuses “Available for ILL” in Z DB Definition Title of This PPT in Footer

15 AGent RS – V3.8 Default Lender of “Will Not Supply” considered a final answer Label change for “Days Open” to “Days Requests Processed” Title of This PPT in Footer

16 Building a Lender List Staff/patron creates request AGent re-searches (in background) all catalogs selected for display on the Search page to find libraries that own the item Searches by ISBN, Author/Title, and Title Potential records are validated using Author, Title, Publisher, Pub. Date, Bib. Level, and Record Type Includes matching for sound recordings, movies, and large print books Title of This PPT in Footer

17 Building a Lender List AGent identifies libraries that own the item and orders the Lender List based on the order in the Preferred Lender List/System Wide List AGent can check Lending Policy if activated by consortium AGent checks circulation status for the first lender, and if available, sends the request to the lender Title of This PPT in Footer

18 Checking Availability Prior to sending a request to the next lender, AGent determines if the lender has a Z39.50 catalog If the lender does, AGent sends a single search for the circulation status ISBN If no ISBN, then Author/Title If no ISBN or A/T, then Title Exact Authors and Titles are validated using slightly different criteria than the lender list build Title of This PPT in Footer

19 Selecting Good Lenders Look for the bib record that matches what the patron wants Not necessary to look for record with most lenders, or one of your preferred lenders Do not edit the title field in the ILL request Use Multi-copy Form for book club requests Use Blank Request Form only if you are sure no bib record exists. Lenders must be added manually Title of This PPT in Footer

20 Patron-Initiated ILL Patrons search catalogs, place requests Mediated or unmediated Mediated requests go to Awaiting Approval Unmediated requests go directly to first lender Title of This PPT in Footer

21 Reasons for Not Offering? Patron uses wrong title to create ILL request Patron selects an “acceptable” bib record Patron orders title owned locally “Owned by This Library” setting in Participant Record Patron includes note in ILL request “Request with Patron Note” setting in Participant Record Patron places “too many” requests ILL request limits by Patron Category Title of This PPT in Footer

22 Floating Collections State Library’s Playaway collection Titles to be added to Kansas Main Catalog Borrower requests, item arrives at borrower When borrower updates request to Received, location in union catalog changed from State Library to “Borrower’s Library Name” Next borrower requests, process repeated Title of This PPT in Footer

23 Any Questions?


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