Presentation on theme: "Katie Birch Portfolio Director – Delivery Services OCLC OCLC Update ILLiad Conference Virginia Beach 26 March 2010."— Presentation transcript:
Katie Birch Portfolio Director – Delivery Services OCLC OCLC Update ILLiad Conference Virginia Beach 26 March 2010
Headlines News Development projects Future projects
Team changes Tony MelvynWCRS Christa StarckNavigator Jennifer CorsiPolicies Directory Ed DavidsonNavigator/VDX John Trares ILLiad hosting Julie NyeAnalyst
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 werent 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 doesnt fill in any data Fix to Registry update job – not all data was being updated
Document suppliers CAI - InfoTrieve Seamless to users Official transfer 1 August 2010 CISTI 4 symbols – UKM, BRI, BLSTP, BLNPL BRI – supplying symbol British Library GEBAY Pilot ended in November Continuing as full lender BSB
Working closely with our users Sharing best practices
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
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?
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 dont 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 New books $25 1.7 million holdings 2,000 unique items QUICK All paperbacks & used books $15 150,000 holdings 45 unique items BWBKS
Patron selects direct delivery 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 firstname.lastname@example.org
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.
New profile option in Direct Request Profiles for borrower to select preference for articles in Electronic format Direct Request Profile Setup
Borrowing Preferences Not set up KnowledgeBase Only want print journals No Custom holdings -1 st group E + P within group E within Group Custom holdings – all groups Ignore P – E is most important E across Group
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
Nature Publishing GroupPrint and send WilsonSelectPlus Print and scan Cambridge Group Print only Ingenta hybrid colllectionPrint 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 Multiple collections – multiple holdings
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 Ohio State University Penn State University University of Chicago North Carolina State University University of North Carolina, Chapel Hill Duke University University of Central Florida University of West Florida University of South Florida 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 Paces Web Scale Management System?