ELN Interlibrary Loans Training April 2005 Jamie Anderson & Heather Morrison
ELN ILL Training April 2005 OutLook OnLine basics User Accounts Permissions & Preferences Patron ILL ILL Participant Record ELN ILL invoicing statistics AGent statistics (if time)
OutLook OnLine is a federated search tool
OutLook OnLine is customizable view for Public Library Patrons
OutLook OnLine is customizable view for Post-Secondary Library Patrons
OutLook OnLine is customizable staff view
BC Libraries Search Union Databases What is a union database? OutLook, ELN Serials, ELN Media Library Catalogues via Z39.50 What is Z39.50? UBC, SFU, UVic, UNBC
Union Database OutLook OnLine is a Union Database A union database is a single database containing the records of many libraries You all contribute to the cataloguing information found in it A union database can be a Z target (e.g. AMICUS)
The Different Databases
How to Decide Which One? Different routes to fill the ILL request Using AGent you can place ILLs directly with other AGent users, or with UBC, SFU, LAC, and CISTI You can also view the availability of the titles at UNBC, Uvic, or AMICUS, but ILL requesting is a separate step
How to Decide Which One? OutLook OnLine for books –Post-secondary libraries (except the Universities) and Public libraries –93 libraries –cycling of requests –load leveling ELN Serials for periodicals –All Post-secondary libraries, including the universities, and VPL
How to Decide Which One? ELN Media for A/V material –All Post-secondary libraries and the AEMEC catalogue as well –Primarily videos, DVDs, and films –Media is often found in OutLook as well
Moving Between Databases Depending on which database you choose, you will receive different results
Federated Searching You are actually searching several databases at one time A database under two headings appears twice - same results The OutLook OnLine, ELN Media, and ELN Serials material is repeated in both sections
Federated Searching
Z-Targets and ISO ILL University library catalogues are searched via Z39.50 UBC and SFU are live searches. You can see the status and request directly through AGent using ISO ILL UVic and UNBC return live information but requests must be placed by other routes.
What is a Z-Target? Z39.50 is a communications protocol allowing us to search different resources at one time Resources searched can use different software A target is the database that is searched A client is the search software (AGent) The AGent software searches library catalogues, such as SFU, via Z39.50
Combined AGent / ISO lender strings
AGent staff accounts & permissions User Admin ILL - department or individual CAT PAC admin Patron ILL
User Admin Module
User admin: add or edit user account Add a user Edit user accounts
Add or edit user accounts
ILL Permissons
Cataloguing Permissions
ILL Participant Record Address information Holiday List Pickup Locations ISO 10160/ CISTI Account Library Catalogue URL Library Homepage URL
Preferences Staff Preferences / User Administration Login and then choose –Staff Menu –User Admin –Edit User Accounts to edit preferences for that user –Add A User to create a new user account and set up preferences Patron Preferences are set up in a similar manner
Set different results displays Do staff require the OutLook banner? Default setting at login, can be set up for different users What type of search setup does the user require?
Patron Initiated ILL Almost all libraries now allow for some type of patron initiated ILLs More than half of ELN libraries have AGent patron ILL –Supplies automatic bibliographic information –Errors less likely –Libraries can still mediate if desired Patron brochure samples –
Patron Permissions Very simple process –Login –Staff Menu –User Admin –Edit User Accounts –Patron –ILL Permissions
Patron Permissions Turns on Patron requesting for books Turns on Patron requesting for articles Allows patrons to see the status of the request
Patron Permissions With the permissions turned on, the patron is now able to place their own requests through OutLook OnLine They can also view the status of the request as well
Patron Requests When a patron is in a record they will see the “Request This Item” button in the upper corner Patron then enters their information –Minimum required is name, password and contact information –Barcode information can be entered as well
Tracking the ILL The patron is also able to track the item Choose Patron Menu, then –ILL Request Tracking –Patron enter their information –They get the status on their ILL requests
Patron ILL Tracking
ELN ILL Invoicing Stats Each library must enter their own, not auto-generated These are used for generating the annual invoices Libraries should enter their statistics monthly and run reports for checking Two types, ILL Combined and MEC
ELN ILL Invoicing Stats These are not the same statistics as you would see in AGent Forum –Login –ILL Stats Module –Simple Aggregated Reports will be just for your library –Summary Spreadsheet for all libraries
ELN ILL Statistics Module Entering statistics –timing –what counts Keeping track –draft spreadsheets –draft invoices
AGent Statistics Allows you to view union database stats Search stats for union databases and Z targets OutLook OnLine ILL stats - for info not invoicing
AGent Statistics Login and choose –Staff Menu –Statistics Report Can choose All Libraries or enter one specific library’s name Statistics for specific date ranges Data information to include Can also download the information in tab delimited format
Who is searching Types of searches being conducted Different databases viewed: UBC, OutLook, ELN Media Cat etc
Union Database Statistics We can also take a view statistics related to the Union Catalogue itself From the same Staff Menu –Union Database Statistics –ELN Serials Cat is just one of the options
No. of serials in the database No. of serials with ISSN in the MARC record Union database Statistics
On the horizon Electronic ILL & copyright Changes in copyright law Ariel upgrade
Questions? Contact: Jamie Anderson, ELN SLAIS Practicum Student, (until April Heather G. Morrison, ELN Project Coordinator, (604) , Elaine Shu, ELN Client Support, (604) ,