NEBASE Hour- July 2007: Streamline Your OCLC ILL with Custom Holdings & Direct Request
Upcoming SlideShare
Loading in...5
×
 

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

on

  • 2,413 views

Custom Holdings allows an OCLC ILL library to set up automatic borrowing strings, eliminating the need for analyzing lenders on a request-by-request basis. Direct Request uses your Custom Holdings to ...

Custom Holdings allows an OCLC ILL library to set up automatic borrowing strings, eliminating the need for analyzing lenders on a request-by-request basis. Direct Request uses your Custom Holdings to automate the ILL borrowing process, letting you control the process electronically just as you do now manually.
Attend this session to learn how to design, create, update and use multiple Custom Holding paths and Direct Request profiles.

Statistics

Views

Total Views
2,413
Views on SlideShare
2,413
Embed Views
0

Actions

Likes
0
Downloads
38
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

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

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

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

  • NEBASE Hour: Streamline Your OCLC ILL with Custom Holdings & Direct Request Christa Burns OCLC Member Services Coordinator, NEBASE July 11, 2007
  • 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
  • OCLC ILL Custom Holdings
    • Specify preferred lenders in advance
      • Saves time
      • Increases efficiency
      • Reduces data entry errors
  • OCLC ILL Custom Holdings
    • Holdings Groups
      • OCLC symbols for your preferred lending libraries
    • Holdings Paths
      • Holdings Groups in order of borrowing preference
  • 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
  • Create a Custom Holdings Group
    • FirstSearch Administrative Module
      • http://firstsearch.oclc.org/admin
      • Resource Sharing  Staff ILL Settings  Custom Holdings Groups
  • 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
  • Create a Custom Holdings Path
    • FirstSearch Administrative Module
      • http://firstsearch.oclc.org/admin
      • Resource Sharing  Staff ILL Settings  Custom Holdings Paths
  • 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
  • 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
  • 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
  • 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.
  • 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
  • Create Direct Request Profiles
    • FirstSearch Administrative Module
      • http://firstsearch.oclc.org/admin
      • Resource Sharing  Staff ILL Settings  Direct Request Profiles
  • 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.
  • 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
  • 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