February 2013
Countdown to OCLC
WorldShare™ Interlibrary Loan:
Learn about new user accounts
Christa Starck
Product Manager, Delivery Services
OCLC
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Agenda
• OCLC Service Account
– Walk through account set up
– Best practices
• Common questions
• Preparing for WorldShare ILL
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Coming soon:
WorldShare Interlibrary Loan
• Replaces WorldCat Resource Sharing in 2013
• Included in OCLC Resource Sharing subscription
• Transforms traditional ILL into a broader fulfillment
service with associated workflows
– Interlibrary loan will be one of many fulfillment options
– Options include buy instead of borrow
• Interoperation with other applications via WorldShare™
Platform
– Display of lender costs from Policies Directory
– Display of item availability from library ILSs
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Timeline
November 2013: End of new requests in
WorldCat Resource Sharing
March-December 2013: Open migration
to WorldShare Interlibrary Loan (in U.S.)
2012
November 2012January 2013:
Two managed migration
phases of WorldShare
Interlibrary Loan
2013
December 2013:End of
access to WorldCat
Resource Sharing
2014
2015
June-September 2013: Non-U.S.
WorldCat Resource Sharing subscribers
migrate to WorldShare Interlibrary Loan
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July-December 2013: Libraries with user-initiated
ILL migrate to WorldShare Interlibrary Loan
NEW OCLC Services Account
• New user account replaces 9-digit account
number and password (100-xx-xxx)
• REQUIRED for logon to WorldShare ILL
• Setup of new accounts begins with release of
WorldShare ILL in March 2013
• Add services to your account as they become
available on the WorldShare Platform
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New OCLC Services Accounts
• Simplify user experience for library staff who
access multiple OCLC services
• Require only a single username and password
for logon to growing number of OCLC services
• Will support more services over time
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Benefits of New Accounts
• Single set of personal logon information: Reduce
number of user names/passwords required to access
OCLC services
• Single sign-on: Log in once for access to multiple
services and tools that include
– WorldShare Interlibrary Loan
– Article Exchange
– OCLC Policies Directory
– OCLC Service Configuration
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What’s different
• Unique URL for each WorldShare ILL library:
libraryname.worldshare.org/wms
• Accounts for individuals rather than institutions
• “Self-service” account creation
– Add or disable accounts as staffing changes occur
– No need to contact Orders at OCLC to create or
change accounts
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Creating new users
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Creating new users
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Adding privileges
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Adding privileges
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Establishing new password
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Setting your password
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Best Practices
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Account creation & maintenance
• Self-service of accounts
– URL sent to ILL manager/supervisor
– Manager controls access to the service:
• Consider how, when and who you want to access ILL
• Add users, disable users, manage access to additional
services
• Email accounts
– Individual email vs.
department email
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Account Creation & Management
• Existing user accounts
– WMS Circulation
– WMS Acquisitions
– WMS License Manager
– WMS Collection Manager
• Account expiration vs. disabling an account
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Managing accounts
while moving to the new ILL service
• Libraries can work with WorldCat Resource
Sharing and WorldShare Interlibrary Loan
simultaneously
– WorldCat Resource Sharing – 9 digit
authorization/password
– WorldShare Interlibrary Loan – OCLC Services
Account
– Functionality will differ but work in parallel
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Common questions: accounts
• Is there a cost associated with my new
account(s)?
• Is there a limit to the number of accounts my
library can have?
• Who will receive the email with our unique URL?
• Where will I go for support?
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Common questions: accounts
• What should I ask branch staff before I set up
their new accounts?
• How does my new account for WorldShare
Interlibrary Loan relate to my use of OCLC for
cataloging?
• I already use Circulation and Acquisitions on
WorldShare Management Services – Will my
logon change?
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Common questions: other systems
• What if I use ILLiad?
• What if I use Clio or another system to submit
requests to WorldShare Interlibrary Loan?
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Common questions: general
• Can we get a preview of the new interface?
• How will we receive information about the open
migration?
• With individual staff accounts, will staff see all
requests or just the ones they’ve entered?
• Do we have to check both WorldShare ILL and
WorldCat Resource Sharing to manage requests?
• Do we need to schedule our migration with OCLC?
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Preparing for the
new service
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Preparing for the new service
• Review and update your information in OCLC
Policies Directory
• Confirm access to required browser
– Mozilla Firefox® version 17.0.1 (preferred browser)
– Google Chrome version 23.0.1271.97 m
– Microsoft® Internet Explorer versions 8.0 or 9.0
• Review and update your constant data –
ESPECIALLY ADDRESS FIELDS
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The Good… The Bad…
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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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MAXCOST in Constant data
• Numbers must be used when using number
fields!
0.00
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For more information
• WorldShare Interlibrary Loan migration website:
www.oclc.org/migrate-worldshare-ill/default.htm
• Subscribe to email updates:
OCLC-Sharing-L (and FirstSearch-L)
• https://www3.oclc.org/app/listserv/
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Christa Starck
starckc@oclc.org
Questions?
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