ISO Interaction with OCLC-WCRS - Borrowing

May 2012

ISO Interaction with OCLC

The following presentation describes ISO interoperability between VDX and OCLC-WCRS for borrowing requests. It will now be possible to send requests directly from VDX to OCLC-WCRS.

The implementation of ISO interaction between VDX and OCLC-WCRS will be carried out in (4) phases: Addition of 570 OCLC locations to VDX (Completed) : 350 have addresses Changing the protocol for 275 VDX locations, currently GS (June 11, 2012) Borrowing – after June 11, 2012 (On request) Lending - Autumn 2012 (On request)

Advantage: Eliminating the double management of requests in VDX and OCLC-WCRS.

ISO Interaction with OCLC – Background Data

2010 – 2011 Statistics

Borrowing: 8,480 requests with HOCLC as lender in VDX.149 requests with an OCLC library registered in VDX with the GS protocol as lender

Lending: 3,350 requests with HOCLC as borrower in VDX.60 requests with an OCLC library registered in VDX with the GS protocol as borrower

Total: 11,830 vs. 209

ISO: Normal

Colombo

Other ISO system

Borrowing request

Lending request

Lending request

Option A: ISO

Option B: Laser

ISO with OCLC

Colombo

Borrowing request X

OCLC

Borrowing request Y

Lending request Z

ISO Interaction with OCLC – OCLC Locations

OCLC Locations in VDX

Currently, OCLC locations in VDX must not be used, neither for lending nor for borrowing.

Once you have implemented ISO interaction with OCLC, you may use them for your borrowing requests.

Easily identifiable in VDX:

In the Location record:

In the Rota (Borrower):

ISO Interaction with OCLC – Borrowing

Example of OCLC locations holdings display:

1. OCLC-WCRS non-supplier library which is also not registered in VDX. 2. OCLC-WCRS Supplier library which is registered in VDX as an OCLC-WCRS lending location.3. OCLC-WCRS non-supplier library which is however registered in VDX. 4. OCLC-WCRS Supplier which is not registered as a location in VDX .

ISO Interaction with OCLC – Borrowing

• Once OCLC lending locations have been identified, enter them in your VDX Rota.

ISO Interaction with OCLC – Borrowing

Check the Delivery Method For a Copy request, the Delivery Method must be Electronic Mail so that the

Email address and the Ariel address are transmitted to the request in WCRS.

Enter in the Item Note field: (optional) The VDX request (ILL) number Other relevant information for the request

ISO Interaction with OCLC – Borrowing

Add the appropriate amount in the Max Cost. field in US dollars ($US), in order to activate IFM fee management. Mandatory, otherwise the request will be rejected by OCLC-WCRS

Then Authorize your request

ISO Interaction with OCLC – Borrowing

Operation VDX checks if the first lender in the Rota is an OCLC location. If this is the case, VDX then checks whether the next lender is also an

OCLC location. It will repeat this operation for up to a maximum of five (5) locations. VDX will string these locations together and send a single VDX request to

OCLC-WCRS which contains the five lending locations.

ISO Interaction with OCLC – Borrowing

Operation• Several minutes later, VDX will receive a Status Or Error Report-ind. from

OCLC-WCRS containing information concerning the Status of the transaction Addition of a clickable link in the request History

Identification of the current lender in the Public Notes

(AAA)

ISO Interaction with OCLC – Borrowing

Operation Replacement of the lender request number assigned by VDX

By the current request number from OCLC-WCRS

ISO Interaction with OCLC – Borrowing

Operation

If the first OCLC-VDX lender sends a negative response, VDX will receive at the same time a Status Or Error Report-ind. which will appear in the History of the request, and two Public Notes:

One indicating the reason for the negative response. The other identifying the next (now current) lender.

This scenario will be repeated until either a lender supplies the document or the request passes to the status Not Supplied.

ISO Interaction with OCLC – Borrowing

History____________________________________________________________________________________________________

Lender Action Status Date Changed

OCLC Worldcat Resource Sharing - ISO Status or Error Report-ind. Pending 27 Feb 2012 18 :25 : 00

OCLC Worldcat Resource Sharing - ISO Status or Error Report-ind. Pending 27 Feb 2012 17 :25 : 00

OCLC Worldcat Resource Sharing - ISO Status or Error Report-ind. Pending 27 Feb 2012 16 :32 : 00

OCLC Worldcat Resource Sharing - ISO REQUEST Pending 27 Feb 2012 16 :28 : 00

Public Notes__________________________________________________________________________

Date Note

27 Feb 2012 18 :25 : 00 OCLC Intermediary Control Current : (AUM) – Status :

27 Feb 2012 18 :25 : 00 Request advanced from ALM to AUM. Reason = not On Shelf / Missing

27 Feb 2012 17 :25 : 00 OCLC Intermediary Control Current : (ALM) – Status :

27 Feb 2012 17 :25 : 00 Request advanced from AAA to ALM. Reason = not On Shelf / Missing

27 Feb 2012 16 :32 : 00 OCLC Intermediary Control Current : (AAA) – Status :

ISO Interaction with OCLC – Activation

For other details: Consult the complete documentation on the Colombo Web site: Documentation: ISO Interaction between VDX and WorldCat Ressource Sharing (OCLC-WCRS) BORROWER - April 2012

Week of June 11, 2012: will be activated at QMU.

Those CREPUQ institutions wishing to activate ISO interaction with OCLC may establish the implementation date at their convenience

A member of the Colombo team will come on site the first day of implementation to review operations with the ILL staff.