OCLC – Policies Directory ILLINET/OCLC Staff Staff

2 Access the OCLC Policies Directory via the website …

3 Why should I do this? OCLC globalOCLC global ILLILL Easy to find informationEasy to find information Works smarter with staffWorks smarter with staff Time = moneyTime = money

4 Overview Two main functions Search for resource sharing librariesSearch for resource sharing libraries Enter and display information about your library, lending, contacts, collections, schedule, your resource sharing statusEnter and display information about your library, lending, contacts, collections, schedule, your resource sharing status

5 Logging on… need your OCLC ILL authorization and password

6 My Units

7 Searching Basic search ~ symbol, unit name, institution name, group symbol, group name

8 A list of all units that match your search terms appears on the Search Results Summary screen

9 Advanced search

10 Custom holdings

11 Unit Information – Quick view

12 Group Quick View screen The Group Quick View screen appears after you search for a group symbol.

13 Creating a New Unit

14 Deleting a Unit You may want to delete a unit that is no longer part of your group, or if there is duplicate informationYou may want to delete a unit that is no longer part of your group, or if there is duplicate information

15 Editing Group Information Entering policies and restrictions based on group, consortial, or reciprocal agreements.Entering policies and restrictions based on group, consortial, or reciprocal agreements. If you are a group administrator, you may edit your group’s information.If you are a group administrator, you may edit your group’s information.

16 Creating Contacts You can create multiple contacts within a single unit or group record. It is recommended that you maintain current contact information for your resource.You can create multiple contacts within a single unit or group record. It is recommended that you maintain current contact information for your resource.

17 Creating Schedules You may list any variations in your department’s operating schedule, such as holiday breaks, regular “closed” days, etc.

18 Creating collections (optional) You can create description of each collection that you supply (or do not supply) to borrowing libraries. If you have a URL link to a collection’s description, enter it on the Collection screen.You can create description of each collection that you supply (or do not supply) to borrowing libraries. If you have a URL link to a collection’s description, enter it on the Collection screen.

19 Creating Policies Use the OCLC Policies Directory to describe in general or highly-specific terms your lending policies for any library type, group or geographic location for copies or loans.Use the OCLC Policies Directory to describe in general or highly-specific terms your lending policies for any library type, group or geographic location for copies or loans.

20 Creating Deflection Policies Deflection policies deflect requests so that they automatically skip a lender and move to the next lender in the lender string.Deflection policies deflect requests so that they automatically skip a lender and move to the next lender in the lender string.

21 Changing Supplier Status You may request a temporary change to your supplier status, for up to 184 days. For longer periods of non-supplier status, contact your OCLC regional supplier.

22 Change supplier status

23 Questions? Debra Aggertt Bill Echelbarger

24 Support OCLC support staff:OCLC support staff: Or