Virginia Beach 26 March 2010 OCLC Update ILLiad

Virginia Beach 26 March 2010 OCLC Update ILLiad Conference Katie Birch Portfolio Director – Delivery Services OCLC

Headlines News Development projects Future projects

Team changes Tony Melvyn WCRS Christa Starck Navigator Jennifer Corsi Policies Directory Ed Davidson Navigator/VDX John Trares ILLiad hosting Julie Nye Analyst

Policy directory – since the install More than 10 fixes applied based on feedback after install 3 webinars – 725 attendees “Real-time” supplier status – in testing

Policy directory – since the install Fix to edit modal/pop up due to customer complaints about part of window being cut off Fix to handle secure http links (links from PD with https weren’t opening correctly) Add symbol display to PD header so that it is visible at all times in UI Add ‘more’ (jump to) links on Fees section of Profile screen to make it easier for users to get to full Policy detail UI display changes for ‘International Lender’ display on Profile screen. Fix for loan period display on Profile when institution had multiple period types (days, weeks, months) Fix for lower case symbol link from ILLiad (Upper case symbols were pulling up correct profile, but lower case symbols were just logging the user into PD but not pulling up the profile of the library) Policies edit form correction – added error message if user clicks to add a detail but doesn’t fill in any data Fix to Registry update job – not all data was being updated

Document suppliers CISTI British Library BSB • CAI - Info. Trieve • Seamless to users • Official transfer 1 August 2010 • 4 symbols – UKM, BRI, BLSTP, BLNPL • BRI – supplying symbol • GEBAY • Pilot ended in November • Continuing as full lender

Working closely with our users Sharing best practices

Greening ILL http: //tinyurl. com/y 94 zg 47 massied@oclc. org

Greening ILL with Dennis Massie Thursday, 6 May, 2 -3 pm EDT (UTC 18: 00): Greening ILL with Dennis Massie Register here: https: //oclc. webex. com/oclc/j. php? ED=135379702&RG=1& UID=1123626587 OR http: //tinyurl. com/ye 5 g 5 tl

Resource Sharing Survey http: //tinyurl. com/yc 7 yjlu http: //tinyurl. com/y 94 zg 47 melvynt@oclc. org

Best Practices http: //tinyurl. com/yes 8 onp corsij@oclc. org

DON’T FORGET TO FILL OUT YOUR BLUE FORMS

EVERY CONNECTION has a starting point. Projects in Development World. Cat Direct

End User Services: Web Scale Home delivery You are searching on the Web and you find a book you want. You have the easy one-click option to have this item delivered to you from a library for a small fee -- a fee that covers the cost of shipping. A postage-paid envelope would be provided to return the book to your library. How valuable would this service be to you?

Value of Content Delivery Service More than 2/3 of respondents find the content delivery service presented to be at least somewhat valuable. Extremely Very valuable 6% 10% Not at all valuable Valuable 31% Somewhat valuable 18% 35% © Harris Interactive Q 2000 How valuable would this service be to you? Base: Qualified respondents 15

Home delivery service • 75% of those who find it valuable would use the return envelope to send the item back • More than half of those who are unwilling to or don’t have a library card would be willing to provide a credit card to have an item shipped • Major reasons for use: convenience, savings, availability

Better World Books QUICK BWBKS • New books • $25 • 1. 7 million holdings • 2, 000 unique items • All paperbacks & used books • $15 • 150, 000 holdings • 45 unique items

Patron selects direct delivery

ILL Staff can select World. Cat Direct by selecting the option from within the ILL Request form.

Workflow 1. BWB mails book to patron 2. Patron and library receive an email indicating that BWB has supplied the item 3. Patron receives a prepaid return mailer supplied to the patron 4. Insert with every book indicating to patron that the item has been supplied by their library, and details about how to purchase

Eligible home delivery service seeks pilot sites to ensure successful implementation of World. Cat Direct in ILLiad melvynt@oclc. org

EVERY CONNECTION has a starting point. Projects in Development The project formerly known as Integrated Fulfilment

Direct Request For Articles Enhanced workflow for licensed journal articles *New* OCLC Knowledge. Base integrated with World. Cat • Data ingest being developed for SFX and Serials Solutions initially • Used to configure links to licensed articles *New* License Manager World. Cat Resource Sharing and ILLiad No additional subscription required

The Knowledge Base must be activated both in FS Admin and ILLiad Customization Manager.

Direct Request Profile Setup New profile option in Direct Request Profiles for borrower to select preference for articles in Electronic format

Borrowing Preferences No • Not set up Knowledge. Base • Only want print journals E within Group • Custom holdings -1 st group • E + P within group E across Group • Custom holdings – all groups • Ignore P – E is most important

Borrowing - Locally held? Phase 1 Know that you own it Route to review file Phase 2 Know that you own it Route to review file Deep link provided

Lending request Multiple OCLC numbers will be displayed Deep link to article

Multiple collections – multiple holdings Nature Publishing Group Print and send Wilson. Select. Plus Print and scan Cambridge Group Print only Ingenta hybrid colllection Print and send LHR Summary for 444556: v. 1 -(1972) Lending Policies: Unknown/Unknown LHR Summary for 88899: v. 1 -v. 4 (1972 -1975) Lending Policies: Unknown/Unknown

Lending request In Phase 1, LMan will only support ILL OK and ILL No settings. WCRS will only use ILL OK results. In Phase 2, LMan will support ILL OK, ILL No and Silent. We will allow the library to tell us how they define Silent. If silent = No, Silent results will not be used. If Silent = Yes, Silent results will be used.

Lending request Instructions will be provided - we are considering providing a select list of instructions within the LMAN, such as “print and send” “non-profit only” “print only”

When? Phase 1 – May 2010 Phase 2 – August 2010 WCRS and ILLiad available at the same time

Thank you to. . . The IDS Project Duke University Ohio State University Penn State University of Central Florida University of Chicago University of West Florida North Carolina State University of South Florida University of North Carolina, Chapel Hill Florida Atlantic University Notre Dame University of Virginia

EVERY CONNECTION has a starting point. Projects in Planning

Policy directory An internal web service which will be used by ILLiad, VDX and World. Cat Navigator to pull data from the policy directory in to those application Web page connected to the web service that libraries who have holdings in World. Cat but are not WCRS libraries will be able to use to add their policy information

Other stuff! Deflection enhancements • IFM deflection • On order item deflection • LHR deflection Answer to the question – “how do our products work with Andrew Pace’s Web Scale Management System? ”

DON’T FORGET TO FILL OUT YOUR BLUE FORMS

Virginia Beach 26 March 2010 OCLC Update ILLiad Conference Katie Birch Portfolio Director – Delivery Services OCLC