Interlibrary loan automation for the way you work

We are a worldwide library cooperative, owned, governed and sustained by members since 1967. Our public purpose is a statement of commitment to each other—that we will work together to improve access to the information held in libraries around the globe, and find ways to reduce costs for libraries through collaboration.

“ILLiad changed our lives.”

DAVID MOORE LIBRARY DIRECTOR UNIVERSITY OF ALABAMA IN HUNTSVILLE

OCLC ILLiad

Faster, smarter automated ILLILLiad interoperates with other ILL systems, such as DOCLINE, so you can accommodate multiple libraries’ collections and consortial partnerships without adding staff.

Automated request and notificationILLiad replaces traditional paper requests and notifications with emails and text messages. Automated patron request notifications streamline your workflow and give users easy, Web-based and mobile access to monitor their request status.

Document delivery to the desktopILLiad includes Odyssey software, a document delivery tool especially for libraries. Odyssey allows staff to send and receive documents from other ILLiad libraries and non-ILLiad sites using the Odyssey stand-alone client with a TWAIN-compliant scanner.

ILLiad users may also deliver documents through Article Exchange, OCLC’s secure document delivery tool. Article Exchange supports delivery of large files with built-in file deletion that assists libraries with copyright compliance. You can send OCLC requests and other types of requests (e.g., Rapid, DOCLINE) through Article Exchange.

Statistics that keep you informedILLiad generates detailed reports in real time to help you efficiently track your workflow and keep your administrators

up to date. Lending reports allow borrowing institutions to view current tracking information about requests sent through online systems. And the built-in tools within ILLiad let you track and monitor all requests for journal articles, which can help you maintain copyright compliance.

User self-service toolsILLiad allows users to create their own accounts so they can create and manage requests remotely. Automatic status messages and notifications let them know when their items have arrived.

An efficient way to manage your entire ILL workloadILLiad® is a fast, full-featured, paperless alternative to traditional interlibrary loan (ILL). It improves ILL functions by consolidating all borrowing, lending, document delivery and tracking capabilities into a single, highly customizable interface.

ILLiad also smoothly integrates with OCLC’s WorldCat® database, plugging you into the world’s largest collection of shared resources in libraries. And its customizable features leave your staff with more time to focus on user services instead of administrative paperwork.A hosted solutionOCLC knows how difficult it can be for libraries to maintain their own servers—they are expensive and require attention by library IT staff. With ILLiad’s hosted service, OCLC takes care of all the server hardware and software components and manages all server back-ups and upgrades. Hosting saves you server space, reduces your internal technical support demands and eliminates your future costs for hardware and software upgrades. With the online scheduler, you can control the timing of automatic upgrades so they align with your workflows.

ILLiad resource sharing management software automates routine interlibrary loan functions to increase productivity and reduce paperwork. Using ILLiad, your staff can manage all of your borrowing, lending and document delivery through a single, Windows-based, client/server interface. ILLiad lets users serve themselves and meets their needs through a global network of more than 9,000 libraries.

Below, an article request is being processed on ILLiad’s client borrowing screen.

Expand your reach With ILLiad, you save time by managing all of your ILL tasks through a single, Windows-based interface. Tools that complement your existing services allow even more customization for your library.

WorldCat and resource sharingILLiad is the only ILL management system that provides a seamless, integrated interface to both WorldCat and to WorldShare® Interlibrary Loan. That means you can build on the ILL foundation you already have without re-engineering your entire workflow. Requests that begin with a search in WorldCat are then managed within ILLiad. ILL updates and request downloads are performed automatically.

Standards-based integrationILLiad can send and receive ILL requests with DOCLINE and many ISO ILL systems. This feature, combined with an integrated OCLC ILL interface, provides ILLiad users with a wealth of options for interlibrary loan. ILLiad can even print your request as an ALA form for mailing and help you track incoming printed ALA requests from borrowing libraries.

ILL Direct RequestThe ILL direct request feature automates user-generated requests by bypassing staff review when citations for needed items match specific library-controlled criteria. For example, a faculty request for a journal article freely available within your consortium would go directly to libraries that can fill it. Your direct request profile sets the criteria that determine if requests are manually processed or automatically sent to an eligible supplier. You can also determine whether sharing is available for items you already own. Turnaround time quickens, backlogs shrink and your staff can focus on other priorities.

Simplified billing and copyright tracking With ILLiad, a direct link to the Copyright Clearance Center (CCC) Permissions Gateway provides fast, up-to-date, royalty-fee pricing for your copyright tracking. Additionally, an independent billing module allows you to easily track, pay and invoice libraries. Libraries may use OCLC’s Interlibrary Loan Fee Management (IFM) to pay for documents purchased form the CCC’s Get It Now service.

Through ILLiad, you can fill requests for electronic articles within hours. Data about your library’s electronic resources are linked to ILLiad through the WorldCat knowledge base, which expedites resource-sharing workflows for e-articles.

Speedy fulfillment for

e-articles

When users find materials in FirstSearch®, WorldCat Discovery or another discovery service that supports OpenURL links, accurate citation information is transferred to ILLiad for fulfillment. Of course, your library staff isn’t the only group to benefit from using ILLiad. Your users will thank you for it as well.

With ILLiad, users can initiate and track their own requests from any Web browser. Once they set up their personal ILLiad accounts through your website, they can request materials whether they’re in the library or not.

When users find materials through FirstSearch, WorldCat Discovery or another reference service, an OpenURL resolver automatically sends a citation to ILLiad for fulfillment. The user selects the method and location of material delivery without needing library staff to assist. It’s perfect for large, distributed campuses with multiple locations.

ILLiad tracks all of your users’ requests and notifies them when requests are completed. It even shows their request status, so they can see when each item is likely to be filled. It’s a convenient feature for researchers and others who need specific articles by a certain deadline.

End users love the simplicity. At Southeastern Louisiana University (SELU), active research faculty and eager students quickly adopted ILLiad as their new paperless, online interlibrary loan service. “They are impressed with the system’s features, and they spread the news on campus,” says Rodney Clare Jackman, Reference/Instruction Librarian at SELU’s Sims Memorial Library.

At SELU, good news traveled fast. And now, thanks to ILLiad, its interlibrary loan requests can go just as fast.

Spotlight on the user

Benefits Ж Save time by automating routine interlibrary loan

functions

Ж Do more with the same staff by freeing them from re-keying information and manually tracking requests

Ж Improve service to end users by letting them initiate and track their ILL requests online

Ж Eliminate ILL request paperwork, thereby removing the need for paper files and re-keying from paper request forms

Ж Customize the service using add-ons for Amazon, Google Scholar and more

Ж Receive live, online training from OCLC’s partner, Atlas Systems, to keep your staff informed of best practices

RequirementsILLiad is a client/server solution in which the server software is hosted off-site by OCLC. Atlas Systems, an OCLC partner, provides ILLiad software development, online training and documentation.

Minimum hardware for ILLiad client

Ж Intel Pentium 4, 2 GHz processor

Ж 2 GB RAM

Ж 1024 x 768 screen resolution

Minimum software

Ж Windows Vista

Ж Microsoft Word 2007

Ж Internet Explorer 7

Ж Microsoft .NET 4.5.1 Framework

Features Ж Integrated WorldShare Interlibrary Loan functionality

Ж Integration with DOCLINE to send, receive and track requests

Ж ISO compliance for peer-to-peer lending through ISO ILL

Ж OpenURL-supported reference services for user-initiated requests

Ж Online accounts for users to submit and track their requests

Ж Electronic document delivery using Odyssey and Article Exchange

Ж A single interface for ILL staff workflows

Ж Real-time statistics to track workflows and to quantify lenders

Ж Z39.50 compatibility for access to library systems for item verification

Ж Tools to manage billing and to track invoices

Ж Easy integration with EZproxy® software for single sign-in authentication of users

© 2015, OCLC, all rights reserved. The following OCLC product, service and business names are trademarks or service marks of OCLC Online Computer Library Center, Inc.: OCLC, WorldCat, WorldShare, FirstSearch, EZproxy and “The world’s libraries. Connected.” The WorldCat symbol and OCLC symbol are service marks of OCLC. ILLiad is a trademark/service mark of Atlas Systems, Inc. and is used by OCLC pursuant to agreement with Atlas Systems. Third-party product and service names are trademarks or service marks of their respective owners. OCLC grants permission to photocopy this publication as needed.

211489USB 1506, OCLC

WorldCat is the world’s most comprehensive bibliographic database. It represents a “collective collection” of the world’s libraries. WorldCat connects librarians, students, researchers and other library users to more than 330 million records and 6,000 years of recorded knowledge. Updated at a rate of nearly one new record every 10 seconds, WorldCat contains bibliographic records and holdings information contributed by more than 10,000 libraries worldwide.

Learn moreFor more information about ILLiad, visit oclc.org/ILLiad/.

For complete information about Odyssey, including a free software download, visit atlas-sys.com/odyssey.

To discuss additional ILLiad installation options and your library’s unique situation, contact OCLC Library Services at 1-800-848-5878 or libservices@oclc.org.