VIVA ILL Forum, Sweet Briar College
12 July 2013
Subtitle
OCLC Update on
WorldShare and
Knowledge Base
Katie Birch
Director – Delivery Services
OCLC
The world’s libraries. Connected.
Today’s Topics
WorldShare ILL
• Getting started
• Timeframes
• Roadmap
Article Exchange
Knowledge Base
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Delivery Services team
Tony Melvyn
- WorldCat Resource Sharing
Christa Starck – WorldShare Interlibrary Loan
Julie Nye – WorldShare Interlibrary Loan
Jennifer Corsi – Policies Directory
// WorldShare Interlibrary Loan
Ed Davidson – Navigator // VDX
John Trares – ILLiad Hosting
Kendra Parson – OCLC Diversity Fellow
The world’s libraries. Connected.
WorldShare ILL – what we know!
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Getting a
WorldShare ILL
account
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WorldShare ILL – Open to all
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For libraries in the United States
http://oc.lc/start
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New login
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*New* Event
OCLC User Account Webinar
Thursday, July 25, 1:00 p.m. EST
Stay tuned for registration details
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What if I use Clio?
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Clio 6.7.1.
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WorldShare ILL
Roadmap?
http://oc.lc/illfuture
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Timeline
March-December 2013: Open migration
to WorldShare Interlibrary Loan
December 2013:End of
access to WorldCat
Resource Sharing
November 10 2013:
End of new requests in
WorldCat Resource Sharing
2013
Release
schedule
Aug 11
Sept 22
May 12
Dec 15
June 16
Nov 10
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Browser versions – Supported baseline following August 11 release
Chrome
28.0.1500.
71 m
Tested
version is
best
FireFox
22.0
Tested
version is
best
IE10 August
IE9
IE8
IE7 – Not
supported
If you are not sure what browser or version you are using, go to
http://www.thismachine.info/
The world’s libraries. Connected.
August 11 Release Highlights
• Editing a request once submitted
• Ability to transfer bibliographic data/OCLC number to
review records
• Accordions defaulted to open
• Bib details/lender/borrower/patron
•
•
•
•
Improved logic for applying Constant Data
Support for purchase workflow
Support for IE 10
Bug fixes/improvements
The world’s libraries. Connected.
15 lender string – borrowing workflow
WorldShare ILL
• 15 lenders
ILLiad 8.4
• Fixing WorldCat search in ILLiad to add
15 instead of 5 (Aug release)
WCRS
• 5 lender string
Clio
• 5 lender string
The world’s libraries. Connected.
September 22 Release
Bug fixes
User requested enhancements
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November 10 Release Highlights
• Improved Discover Items experience
• Customizable patron request form
• Links to freely available (open access) materials
• “Enter My Symbol Twice”
• WS ILL will look up the “days to respond” in Policies Directory
• If 2 symbols the same in a lender string, the system will NOT
skip the 2nd symbol (will work as now)
• ILLiad’s EMST tables no longer used
• Must be on 8.4.1 or delete EMST libraries via Customization Manger
• ...and more...
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Policies Directory - Days to respond
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Post-release updates
http://www.oclc.org/en-US/resource-sharing/events.html
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Please!
Update your
constant data
“It takes a vILLage!”
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The UGLY
Address labels will print like this:
OCLC/6565 Kilgour Place/Dublin, OH. 43017
Not like this:
OCLC
6565 Kilgour Place
Dublin, OH 43017
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Useful URLs
http://oc.lc/start
http://oc.lc/ill
http://oc.lc/releasenotes
http://oc.lc/known
http://oc.lc/instructor
http://oc.lc/easyschedule
http://oc.lc/illtraining
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Article Exchange
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Article Exchange – documents uploaded since launch in Feb 2012
70,000
60,000
50,000
40,000
30,000
20,000
10,000
-
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ILLiad 8.4 libraries
• Enhanced Article Exchange workflow
• Need a WSKey from OCLC
• Will absolutely need a WSkey for November for
policies directory and EMST
http://oc.lc/wskey
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Article Exchange using ILLiad
8.4
With thanks to
JoAnne McIntyre
Mount Sinai School of Medicine
Best Practices for using OCLC’s Article Exchange for
Document Delivery
McIntyre
/ June 30,
2013
The/ Joanne
world’s
libraries.
Connected.
Option 1: Click on Mark Found Scan Now button in Update Stacks
Search view
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29
Option 2: Click Mark Found Scan Now button in the request view
Mount Sinai / Presentation Slide /
world’s libraries. Connected.
December The
5, 2012
30
Click on Send via Article Exchange
Best Practices for using OCLC’s Article Exchange for
Document Delivery
McIntyre
/ June 30,
2013
The/ Joanne
world’s
libraries.
Connected.
31
Article Exchange information is posted to the OCLC record
Mount Sinai / Presentation Slide /
world’s libraries. Connected.
December The
5, 2012
32
Article Exchange email template for ILLiad
http://toolkit.idsproject.org/ -- Email Templates
Best Practices for using OCLC’s Article Exchange for
Document Delivery
McIntyre
/ June 30,
2013
The/ Joanne
world’s
libraries.
Connected.
33
Article Exchange custom
version
Pilot starting now
Available – August 2013
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The world’s libraries. Connected.
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Knowledge Base
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The world’s libraries. Connected.
WORKFLOW & BENEFITS
OF OCLC KNOWLEDGE BASE
Alison Johnson
Jackson Library
Indiana Wesleyan University
alison.johnson@indwes.edu
OCLC KNOWLEDGE BASE
What is it?
• A tool for making your electronic article
holdings available for resource sharing
• Article-level holdings data provides more
efficient requesting
WORKFLOW
Borrowing:
• Patron places a request.
• Request is automatically matched with an OCLC
record.
• Request is automatically matched with lending
KB libraries from your Custom Holdings groups.
• Request is automatically sent out to be filled.
Allows for hands-free article requesting!
WORKFLOW
Document Delivery:
• Patron places an article request
• Request is automatically recognized as owned
electronically by your library.
• Request is automatically sent to a special queue
for processing.
• Staff uses the supplied KB link to go directly to
the e-article for delivery to the patron.
Notifies staff immediately if a patron
requests something you own and takes you
directly to the article!
WORKFLOW
WORKFLOW
Lending:
• Requests from your e-journal holdings are sent
to a separate queue
• Request contains a link to the full-text as well and
lending permissions/instructions
• Deliver full-text article to library or cancel
Notifies staff of lending permissions and
takes you directly to the article!
WORKFLOW
BENEFITS
Faster Borrowing of e-Journal Articles
• Tired of not knowing who owns what on
“Internet Resource” records
• Tired of deflections and “not owned”
BENEFITS
Faster Borrowing of e-Journal Articles
• KB knows which libraries own each particular
e-journal article.
• KB allows for Direct Request of articles.
• KB automatically selects lenders and sends
request.
BENEFITS
Faster Borrowing of e-Journal Articles
How much faster???
• For us, four days (on average)
• Our total turn-around time for article requests
processed by KB is just under two days.
• Could be faster, but we stop all requests to
check Copyright before sending out (evenings
and weekends slow things down)
BENEFITS
Faster Borrowing of e-Journal Articles
Why is it faster?
• Direct Request bypasses manual processing by
staff
And even if you don’t use Direct Request…
• KB selects lenders who actually own the article
and know their licensing permissions
• KB lenders can process the request fast because
they get links to the full-text
BENEFITS
Exposes Open Access materials
• KB has built-in Open Access collections that
you can turn on.
• You will get a link to the Open Access item if
your patron requests it.
• You also get the link if another library
requests an Open Access item from you.
BENEFITS
Exposes Open Access materials
• Boost your lending activity because these
collections show up as part of your holdings.
• Not always well-maintained by publishers, but
you can turn them on or off at will.
BENEFITS
Boosts your lending activity
• Our lending activity has increased by 24%
even though our books loans have decreased.
Why would we want more work?
• KB requests are quick and easy to fill because
of the links to full-text.
• KB request takes less than one minute to
process compared to more than ten minutes
to retrieve and scan.
• You can process more requests in less time…
and you don’t have to get off your chair! 
Implementing
the OCLC Knowledge Base
for Resource Sharing
Brian Miller
Juleah Swanson
The Ohio State University Libraries
The Ohio State University Libraries
Head, Interlibrary Services
Acquisitions Librarian for Electronic
miller.2507@osu.edu
Resources
swanson.234@osu.edu
OSU and the OCLC Knowledge Base
•
Summer 2010: Began using KB for the ‘Direct Request for Articles’ pilot.
•
Summer 2011: WorldCatLocal becomes OSU’s primary discovery tool.
•
Our ejournal collections were coded by our Acquisitions staff in the KB so that our users
could directly access PDFs from WorldCatLocal search results.
•
Acquisitions agreed to code our ILL rights in KB collections at the same time.
Impact of Knowledge Base on OSU’s ILL (February 2013)
Borrowing
Of 799 total article requests filled through OCLC resource sharing,
264 articles (33%) were unmediated and filled by free lenders
through Direct Request.
[Patron name
redacted]
Impact of Knowledge Base on OSU’s ILL (February 2013)
Lending
On average Feb weekday:
•
159 lending article
requests reviewed
•
114 filled
•
44 filled from online
(39% of filled)
•
30 filled have links from
the KB (26% of filled)
OSU Knowledge Base Implementation
Current Statistics
709 Collections selected in the Knowledge Base
• 330 collections selected with determinable license language on ILL
• 120 open access
• Remainder: Selected to enable user access via the View Now
button
OSU Knowledge Base Implementation
Collection Prioritization
Interlibrary
Services
highly active
titles
Collections with
greatest number of
titles
All remaining titles & collections,
alphabetically
Knowledge Base Implementation @ Your Library
Questions to Consider
• What are your priorities for the Knowledge Base?
• How good are your records on licenses and ILL
rights?
• Do you need to collaborate with other departments
in designing the implementation?
The world’s libraries. Connected.
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