OCLC/Relais Integration Thomas Girke Manager, Information Support February 2012

Why use OCLC? Closure of Infotrieve Australian office New British Library requirements Online requesting from 100’s of libraries in the US and internationally Growing number of lending requests following NLA agreement with OCLC to add holdings to WorldCat Consolidated billing through OCLC ILL Fee Management (IFM) – monthly invoice and credit Changes to FirstSearch charging 2 | OCLC/Relais Integration

Joining OCLC Resource Sharing Contact OCLC for Resource Sharing Account carmen.eastman@oclc.org Annual fee based on estimated number of borrowing requests – approximately US$1 per request Receive OCLC FirstSearch Resource Sharing Authorization/Password Complete Electronic Funding Authorisation Form with banking details Review online tutorials and documentation 3 | OCLC/Relais Integration

Resource Sharing 4 | OCLC/Relais Integration

Creating a Lending String 5 | OCLC/Relais Integration

Establish Defaults WorldCat Administrative Module http//:www.firstsearch.org/admin/ 6 | OCLC/Relais Integration

Constant Data - Borrowing 7 | OCLC/Relais Integration

Constant Data - Lending 8 | OCLC/Relais Integration

Check Profile 9 | OCLC/Relais Integration

Enter Polices 10 | OCLC/Relais Integration

Start OCLC Borrowing and Lending! 11 | OCLC/Relais Integration

Moving to ISO Review Relais Webinar Sending/Receiving Requests between OCLC and Relais http://support.relais-intl.com/sd/SolutionsHome.sd Note this demonstrates v2010. Some differences in v2009 Request Support activate TCP communications and note TCP ISO address shroud.anchor.net.au :xxxx 12 | OCLC/Relais Integration

Enter OCLC Details to Main Library Record 13 | OCLC/Relais Integration

Enter Billing to OCLC Library Record 14 | OCLC/Relais Integration

Enter Details to OCLC Supplier Record 15 | OCLC/Relais Integration

Enter Details to OCLC Supplier Record 16 | OCLC/Relais Integration

Enter Details to OCLC Supplier Record 17 | OCLC/Relais Integration

Add Copyright Statement to OCLC Supplier Record 18 | OCLC/Relais Integration

Configure WorldCat Catalogue 19 | OCLC/Relais Integration

Configure WorldCat Catalogue 20 | OCLC/Relais Integration

Add OCLC Number to Query Request 21 | OCLC/Relais Integration

Add WorldCat to Search Manual Requesting 22 | OCLC/Relais Integration

Moving to ISO Communications Contact OCLC Support requesting to move your account to ISO support@oclc.org Provide to OCLC: Library name OCLC symbol Host name Port Software and version Borrowing, lending or both Account is transitioned overnight on agreed date Swap test requests with OCLC 23 | OCLC/Relais Integration

Search Manual - Requesting 24 | OCLC/Relais Integration

Search Manual - Requesting 25 | OCLC/Relais Integration

OCLC Borrowing ISO messages from OCLC can take up to 2 hours to be received/loaded into Relais ISSN searches must have a dash (eg 0023-2589) No deep linking to library catalogues or polices in Relais After submitting an OCLC request an error will be returned in Review Alerts when the OCLC request number is loaded into Relais If the request moves to a subsequent lender an error will appear in Review Alerts Routing of request to subsequent suppliers in the lending string is managed in OCLC, not Relais (unlike LADD) 26 | OCLC/Relais Integration

OCLC Borrowing Answering No to a conditional reply will cancel the request in OCLC, but not in Relais. Need to re-create a lending string Borrowing can be tracked in OCLC, and interrupted/actioned if needed OCLC does not load Relais request numbers ALWAYS use Direct to Lender OCLC (bib) number does not always transfer to the Relais OCLC Request screen (known v2009 bug) Copyright statement is recorded in Notes section of OCLC request, not OCLC Copyright field 27 | OCLC/Relais Integration

OCLC Borrowing Shipped messages do not indicate method – Post, Ariel, Email etc 28 | OCLC/Relais Integration

OCLC Borrowing – Request Confirmation Error, Review Alerts 29 | OCLC/Relais Integration

OCLC Borrowing – Request Confirmation Error, Review Alerts 30 | OCLC/Relais Integration

OCLC Borrowing – Request Moved to Next Lender Error, Review Alerts 31 | OCLC/Relais Integration

OCLC Borrowing – Request Moved to Next Lender Error 32 | OCLC/Relais Integration

OCLC Borrowing – Aged to Next Lender Error 33 | OCLC/Relais Integration

OCLC Borrowing – Copyright 34 | OCLC/Relais Integration

OCLC Lending As OCLC records do not have holdings potential to receive many requests for which your library does not hold the requested volume Deep linking to your library catalogue in OCLC possible if your library is a FirstSearch customer By default new requests will attach to the OCLC library record Delivery details such as the Ariel/email address are in the Notes field. Delivery/reply fields are blank 35 | OCLC/Relais Integration

OCLC Lending – Delivery Address 36 | OCLC/Relais Integration

OCLC Borrowing – Interrupting ISO Requests 37 | OCLC/Relais Integration

Summary OCLC Resource Sharing has improved CSIRO’s document delivery service significantly Integration into Relais has streamlined processing of OCLC borrowing and lending requests 38 | OCLC/Relais Integration

Questions? Thomas Girke Manager, Information Support Contact Us Phone: 1300 363 400 or +61 3 9545 2176 Email: enquiries@csiro.au Web: www.csiro.au Thomas Girke Manager, Information Support CSIRO Library Services Phone: +61 3 9545 7866 Email: thomas.girke@csiro.au Web: http://www.csiro.au/services/Library-Services.html Questions?