The world’s libraries. Connected.
OCLC Update on WorldShare and Knowledge Base
Subtitle
VIVA ILL Forum, Sweet Briar College
12 July 2013
Katie Birch
Director – Delivery ServicesOCLC
The world’s libraries. Connected.
WorldShare ILL
• Getting started
• Timeframes
• Roadmap
Article Exchange
Knowledge Base
Today’s Topics
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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
Delivery Services team
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WorldShare ILL – what we know!
WorldShare ILL is 122 days old today!
800+ libraries are using WorldShare ILL
250 are considered migrated
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Getting a WorldShare ILL account
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WorldShare ILL – Open to all
Access to WorldCat Resource Sharing on FirstSearch will end December 2013.
All libraries can now get a WorldShare ILL account and start using the application, if
you choose to.
You can use both WorldCat Resource Sharing and WorldShare ILL until switch off
in December.
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http://oc.lc/start
For libraries in the United States
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New login
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OCLC User Account Webinar
Thursday, July 25, 1:00 p.m. EST
Stay tuned for registration details
*New* Event
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What if I use Clio?
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Clio 6.7.1.
You must have upgraded to version 6.7.1 by 8 July 2013
Older versions of Clio stopped working as of 8 July 2013
Contact: Clio Technical Support or Ex Libris
Email [email protected] or call 817-726-3475
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WorldShare ILL Roadmap?
http://oc.lc/illfuture
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2013
Timeline
March-December 2013: Open migration to WorldShare Interlibrary Loan
November 10 2013:End of new requests inWorldCat Resource Sharing
December 2013:End of access to WorldCat
Resource Sharing
May 12
June 16Nov 10
Sept 22 Dec 15
Aug 11Release schedule
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Browser versions – Supported baseline following August 11 release
Chrome 28.0.1500.
71 mTested
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/
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• 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
August 11 Release Highlights
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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
5-15
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Bug fixes
User requested enhancements
September 22 Release
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• 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...
November 10 Release Highlights
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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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Update your constant data
“It takes a vILLage!”
Please!
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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
Febru
ary
Mar
chApr
ilM
ayJu
ne July
Augus
t
Septe
mbe
r
Octo
ber
Novem
ber
Decem
ber
Janu
ary
Febru
ary
Mar
chApr
ilM
ayJu
ne -
10,000
20,000
30,000
40,000
50,000
60,000
70,000
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• 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
ILLiad 8.4 libraries
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Article Exchange using ILLiad 8.4
Best Practices for using OCLC’s Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013
With thanks to JoAnne McIntyreMount Sinai School of Medicine
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Option 1: Click on Mark Found Scan Now button in Update Stacks Search view
29
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Option 2: Click Mark Found Scan Now button in the request view
Mount Sinai / Presentation Slide / December 5, 2012 30
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Click on Send via Article Exchange
31Best Practices for using OCLC’s Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013
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Article Exchange information is posted to the OCLC record
Mount Sinai / Presentation Slide / December 5, 2012 32
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Article Exchange email template for ILLiad
33
http://toolkit.idsproject.org/ -- Email Templates
Best Practices for using OCLC’s Article Exchange for Document Delivery / Joanne McIntyre / June 30, 2013
The world’s libraries. Connected.
Article Exchange custom version
Pilot starting nowAvailable – August 2013
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Knowledge Base
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250 libraries are live with the Knowledge Base in OCLC ILL
services
WORKFLOW & BENEFITS OF OCLC KNOWLEDGE BASE
Alison Johnson
Jackson Library
Indiana Wesleyan University
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
Faster Borrowing of e-Journal Articles
• Tired of not knowing who owns what on “Internet Resource” records
• Tired of deflections and “not owned”
BENEFITS
???
!!!
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.
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!
BENEFITS
Implementing
the OCLC Knowledge Base
for Resource Sharing
Brian MillerThe Ohio State University Libraries
Head, Interlibrary Services
Juleah SwansonThe Ohio State University Libraries
Acquisitions Librarian for Electronic
Resources
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]
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)
Impact of Knowledge Base on OSU’s ILL (February 2013)
OSU Knowledge Base Implementation
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
Current Statistics
OSU Knowledge Base Implementation
Interlibrary Services
highly active titles
Collections with greatest number of
titles
All remaining titles & collections, alphabetically
Collection Prioritization
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.
With thanks to library staff from:
The Ohio State University
Indiana Wesleyan University, and
Mount Sinai School of Medicine
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