1. WorldCat Knowledge Base and Direct Request: Successful Implementation for ILL Usage Carol Creager and Sean Crowley, MBC Katherine McKenzie, CWM Anne C. Osterman, VIVA Laura Ramos, GMU July 11, 2014 16 th Annual VIVA Interlibrary Loan Community Forum Sweet Briar College, Sweet Briar, VA

2. AN INTRODUCTION TO THE WORLDCAT KNOWLEDGE BASE Anne C. Osterman, VIVA Deputy Director

3. What is the WorldCat knowledge base? Providers -> Collections -> Activated Holdings

4. WCKB Collection

5. WCKB Holdings and MARC Records Settings

6. WCKB ILL Options

7. Uses of WCKB Set holdings in WorldCat Enable MARC record delivery Power OpenURL resolver for WorldCat Discovery Power A to Z list for journals and e-books Facilitate Interlibrary Loan through rights management

8. What WCKB support does VIVA provide for member libraries? A list of ILL rights A mapping of VIVA vendors and products to collections A central implementation of the WCKB that can be shared Custom collections within WCKB

9. Interlibrary Loan Rights http://vivalib.org/interlibraryloan/illrights.html

10. Mapping of VIVA Vendors/Products to WCKB Collections http://vivalib.org/interlibraryloan/wckb.html

11. VIVA Global Sharing in WCKB

12. VIVA Collection-Level Sharing in WCKB

13. Custom collections within WCKB VIVA has a special package of titles The vendor- provided collection currently in the WCKB will not work for us VIVA has specific years of this journal This is a custom collection created by EBL and OCLC for VIVA

14. THE EXPERIENCE AT MARY BALDWIN COLLEGE Carol Creager, Director and Sean Crowley, Interlibrary Loan Coordinator

15. History of WorldShare Products at MBC Implemented WorldShare ILL in Summer 2013. In the fall of 2013, began implementing WorldShare Management Services (WMS), including populating the WCKB in September. Went live with WMS in January 2014. Two weeks ago, turned on the connector between the WCKB and WorldShare ILL.

16. WCKB & WorldShare Before you can use the feature, you must populate the WorldCat Knowledge Base (WCKB) with holdings and ILL rights. Once this is done, you can turn on the feature. On article request forms, direct links to owned articles that a library can lend will be displayed to lending staff. (No manual checking of library resources.) If borrowing AND lending libraries have populated the WCKB, the system identifies lending libraries more accurately. As of April 2014, 714 libraries have enabled sharing of electronic content using the WCKB.

17. Turning on WCKB in WorldShare 1. On the ILL home page, click on the OCLC Service Configuration Link

18. Turning on WCKB in WorldShare 2. Under the WorldShare ILL menu, select Interlibrary Loan Options

19. Turning on WCKB in WorldShare 3. In the Knowledge Base section, check the “On” box to activate the feature

20. Accessing a Requested Article Using WCKB When WCKB is turned on, article access information will display under the Library’s Holdings Information section.

21. Accessing a Requested Article Using WCKB WCKB displays: 1. which collection(s) the article is in, 2. a link to the article, and 3. the ILL permission rights.

22. Accessing a Requested Article Using WCKB 1.To access the article, click on the database link. You will be taken to the article page where you can quickly access the article.

23. Accessing a Requested Article Using WCKB 2. Save the PDF file using the ILL number as the file name. 3. Go back to the WorldShare record and upload and send the article using Article Exchange.

24. Special Thanks We’d like to give special thanks to: Laura Montanez (JMU) and Holly Shifflett (University of Virginia) For their kind assistance with sending us test requests as we worked to get WCKB up and running. THANK YOU!!

25. THE EXPERIENCE AT THE COLLEGE OF WILLIAM & MARY Katherine McKenzie, Head of Interlibrary Loan

26. Swem Library – College of William and Mary (VWM) Set up in January, 2011 (Lending) Jean Sibley, Serials Librarian (bjsibley@wm.edu) Thanks, Jean! Jean handles all of our updating—new collections, corrections, etc. Part of Knowledge Base implementation involves setting up an “Awaiting Ejournal Processing” queue (ILLiad). Journal article requests now include ILL Licensing information as well as links to full text.

28. 1.Click on Full Text link 2.Save pdf to local server (filename: ILL #)

29. 1.Mark Found/Scan Now (from original ILLiad request) 2.Import Document from local server 3.Send via Odyssey or Article Exchange

30. Majority of our Journal Article requests arrive populated with information from our Knowledge Base. If request doesn’t include Collection information (ILL licensing and links), we can ask Jean to add it. How often do the article links take us all the way to the full-text version of the article? > 60% Even if the link doesn’t take us right to the full-text, it will often take us to the online journal where we can get to the article easily. Questions? Katherine McKenzie – kfmcke@wm.edu

31. THE EXPERIENCE AT GEORGE MASON UNIVERSITY Laura Ramos, ILL Lending Supervisor

32. Background KB started as joint project between Mason and VIVA Office to document implementation process As part of project, Electronic Resources Librarian activated some, but not all, ER vendors, and activated VIVA shared content in the KB ILL identified the top 4 vendors used the most to fill Lending article requests (Inderscience, Sage, Elsevier, Taylor & Francis) KB & ILLiad integration set up in September 2013 Implemented into Lending daily workflow in October 2013

33. Routing the Request Screen article and input information – Is it a Direct Request item? Yes – Route to Awaiting Direct Request Processing queue No – Route to Awaiting Electronic Resource Processing queue

34. How do you know if it’s a Direct Request? Look for a URL in the “Collections” box in ILLiad If there is a URL, usually that the article is available via the KB!

35. ILLiad Lending Form: Process the Direct Request by clicking on the KB- provided URL!

36. The URL usually opens the vendor’s webpage for the article:

37. Save PDF using TN as the file name.

38. Finally, go back into the ILLiad record and click “Mark Found Scan Now” button to open Odyssey.

39. ILLiad automatically pulls in the saved PDF. Deliver by clicking “Send via Odyssey” or “Send via Article Exchange.”

40. Troubleshooting When a URL is incorrect and/or we do not have access to an article identified by KB, we record the request in an Excel spreadsheet E-Resources Librarian uses examples to research issues & update KB Also helps identify which providers have the most problems and which problems are most prevalent

41. “The” Spreadsheet We record the TN, Journal Title, Volume, Year, Page Numbers, Article Title, Provider & a Note about the problem encountered

42. Questions?