NEBASE Hour- July 2007: Streamline Your OCLC ILL with Custom Holdings & Direct Request

Loading...

Flash Player 9 (or above) is needed to view presentations.
We have detected that you do not have it on your computer. To install it, go here.

0 comments

Post a comment

    Post a comment
    Embed Video
    Edit your comment Cancel

    Favorites, Groups & Events

    NEBASE Hour- July 2007: Streamline Your OCLC ILL with Custom Holdings & Direct Request - Presentation Transcript

    1. NEBASE Hour: Streamline Your OCLC ILL with Custom Holdings & Direct Request Christa Burns OCLC Member Services Coordinator, NEBASE July 11, 2007
    2. ILL Custom Holdings & Direct Request
      • Use them together to save time processing ILL requests
      • Must set up Custom Holdings before you can use Direct Request
    3. OCLC ILL Custom Holdings
      • Specify preferred lenders in advance
        • Saves time
        • Increases efficiency
        • Reduces data entry errors
    4. OCLC ILL Custom Holdings
      • Holdings Groups
        • OCLC symbols for your preferred lending libraries
      • Holdings Paths
        • Holdings Groups in order of borrowing preference
    5. How do I choose lenders to include in my Custom Holdings Groups?
      • Analyze the past borrowing patterns of your library
        • Types and quantity of borrowing requests
        • The lenders for each type of request
    6. Create a Custom Holdings Group
      • FirstSearch Administrative Module
        • http://firstsearch.oclc.org/admin
        • Resource Sharing  Staff ILL Settings  Custom Holdings Groups
    7. Create a Custom Holdings Group
      • Type a group name in the Group Name box
      • Type a group description in the Group Description box (optional)
      • In the Symbols to be added or removed box, enter the symbols of the institutions you want to add. To add multiple symbols, separate them with a space or comma. Click the Add Symbols button
      • When all symbols have been added correctly, click the Save Changes button
    8. Create a Custom Holdings Path
      • FirstSearch Administrative Module
        • http://firstsearch.oclc.org/admin
        • Resource Sharing  Staff ILL Settings  Custom Holdings Paths
    9. Create a Custom Holdings Path
      • Type a group name in the Path Name box
      • Type a group description in the Path Description box (optional)
      • Select the groups you want to add from the Groups available to be included in the path box by highlighting them. Click the Add button. This will move that group to the Groups chosen to be included in the path box
      • When you are finished adding groups, click the Save Changes button
    10. Turn on ILL in FirstSearch
      • Patrons - Fast, convenient self-service
        • Creates a button on FirstSearch citations, patron uses web form to place request
      • Staff – saves time
        • Receive accurate citation information directly from FirstSearch
        • No handwritten forms to interpret
    11. Turn on ILL in FirstSearch
      • FirstSearch Administrative Module
        • http://firstsearch.oclc.org/admin
        • Resource Sharing  Patron ILL Settings  ILL Processing
        • Click the ILL Access “On” checkbox
        • Click the Save Changes button for your changes to be activated
    12. Customize Patron ILL Request Form
      • FirstSearch Administrative Module
        • http://firstsearch.oclc.org/admin
        • Resource Sharing  Patron ILL Settings  Patron ILL Request Form
        • Customize the Patron ILL Request Form
        • When you are finished, be sure to click the Save Changes button to save your changes and enable your settings. You will receive a confirmation message.
    13. Direct Request
      • Sends requests into the OCLC ILL system without staff intervention
      • Profiles let you designate which kinds of requests are automatically handled and which are moved to your ILL review file
    14. Create Direct Request Profiles
      • FirstSearch Administrative Module
        • http://firstsearch.oclc.org/admin
        • Resource Sharing  Staff ILL Settings  Direct Request Profiles
    15. Create Direct Request Profiles
      • Click the New Blank Record button
      • Required Fields -
        • Type a profile name in the Profile Name box
        • Choose a Custom Holdings Path
      • Enter information in other fields as needed
      • When you are finished, click the Save Changes button to create the profile. You will receive a confirmation message.
    16. Useful URLs – Custom Holdings & Direct Request
      • NEBASE OCLC ILL Custom Holdings
        • http://www.nlc.state.ne.us/netserv/ nebase/customholdings.html
      • NEBASE ILL Direct Request links
        • http://www.nlc.state.ne.us/netserv/ nebase/resourcesharing.html#DirectRequest
    17. Q & A Questions and Answers Copyright OCLC Online Computer Library Center, Incorporated. 2003. All Rights Reserved. Product and service names are trademarks or service marks of their respective companies. Christa Burns OCLC Member Services Coordinator NEBASE [email_address] 800-307-2665

    + State of NebraskaState of Nebraska, 3 years ago

    custom

    1335 views, 0 favs, 0 embeds more stats

    Custom Holdings allows an OCLC ILL library to set u more

    More info about this document

    CC Attribution-NonCommercial-ShareAlike LicenseCC Attribution-NonCommercial-ShareAlike LicenseCC Attribution-NonCommercial-ShareAlike License

    Go to text version

    • Total Views 1335
      • 1335 on SlideShare
      • 0 from embeds
    • Comments 0
    • Favorites 0
    • Downloads 34
    Most viewed embeds

    more

    All embeds

    less

    Flagged as inappropriate Flag as inappropriate
    Flag as inappropriate

    Select your reason for flagging this presentation as inappropriate. If needed, use the feedback form to let us know more details.

    Cancel
    File a copyright complaint
    Having problems? Go to our helpdesk?

    Categories