Wla2012oclcillupdate

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  • ILLiad sends request to the WCRS/WS ILL database using the institution ’ s autho and pwd, configured within ILLiad. At some point, ILLiad and ILLiad libraries will require IDM authentication and for it to work appropriately. Tentatively therefore have this in our schedule for July-Sept 2013, but this may change. Survey responses from recent Effective use survey for ILLiad – question Do you use WCRS on FirstSearch? ILLiad users do use WorldCat Resource Sharing Yes 33.7% - 137 No 66.3% - 270 Analysing why they use WCRS – searching WorldCat and identifying lenders, to do special messages, some tasks that ILLiad doesn ’ t handle, follow up when odd situations are presented
  • Wla2012oclcillupdate

    1. 1. WLA 2012 – OCLC ILLUpdateMARK BEATTYMBEATTY@WILS.WISC.EDU608.265.5719HTTP://WWW.WILS.WISC.EDU
    2. 2. OCLC ILL: "Danger, Warning Will Robinson• Mark Beatty, Training Librarian, WiLS, Madison • mbeatty@wils.wisc.edu• Watch out! The same old everyday usual OCLC WorldCat Resource Sharing ILL system is moving to a whole new platform and interface. Find out the scoop at this session by Mark, one of the new WorldShare Management System ILL trainers. The new platform will have full functionality by February 2013 and there will be continual major enhancements through the summer of 2013. The old FirstSearch based system is going away by December of 2013.• Show up and "be prepared."
    3. 3. Today• Say Hello to WS ILL • Web-scale Management Services • Yet more new stuff
    4. 4. The Rate of Change• Quarterly major installs, updates and deletions• Started last Jan. 2011• Likely to continue through 2013• Changes are happening to: • Admin • Registry • ILL Policies and Deflections • Statistics
    5. 5. OCLC Training• 5 courses of OCLC content for WCRS, thru Dec. 2012 • WiLS covers every other month • Borrowing • Lending • Deflection • Custom Holdings • Patron Initiated • http://training.oclc.org/training • WS ILL courses in development• OCLC Support • http://www.oclc.org/us/en/support • Phone number: 800.848.5800 • Yeah, you can still call us <grin>
    6. 6. Keyes to the Next Year• Constant change, and at the same time …• Much and most will remain the same, but with a different User Interface• Move on your own Feb 2013 • Have almost a year to transition • Patron Initiated users start in July 2013 • Awaiting full features• You get to decide when to move • But once you move you can’t go back• All migrations, end of WCRS, target is Dec. 2013
    7. 7. Atlas and ILLiad• OCLC working with Atlas per usual• There are authentication issues for ILLiad to access the new WS ILL system• Atlas will announce when they are ready for the move• Follow their directions
    8. 8. What’s Really New?• Article Exchange• New Lender String Report and Assessment Tools• Custom Holders Symbol Searcher• Longer Admin names• Email from any status and point in process• WorldCat Knowledge Base• Policies: more options and deflections • $$$, constant data update and duedate: n/a• Future Date: Gone
    9. 9. Staying up to date• The WRS service is being enhanced at a rapid rate to migrate to WMS • WorldShare Management Services, most users self move in February of 2013 • http://www.oclc.org/us/en/webscale/default.htm• Be sure to stay tuned by subscribing for updates at: • http://www.oclc.org/us/en/email/subscribe.htm
    10. 10. Demos• Katie Birch slide show
    11. 11. Oclc delivery servicesKatie BirchPortfolio Directorbirchk@oclc.org
    12. 12. Top 10 requested titles in WorldCat Resource Sharinglast FY
    13. 13. ILLiad
    14. 14. Headlines • 8.1. and 8.2. will not be supported after 30 June 2013 • 8.3 was released in August • 580/1227 ILLiad libraries are now hosted • Integrates with Article Exchange using an addon
    15. 15. Transforming ILL
    16. 16. Article exchangePart of your WorldCat Resource Sharing subscription
    17. 17. Article Exchange• Cloud based document delivery service• Replacing Ariel in many institutions• Eliminates security issues - no firewall issues.• Files up to 60 MB – including high resolution documents – can be placed on the site for pick-up by library users.• Supports compliance with copyright guidelines with automatic deletion of files. Viewed files are deleted after 5 days or 5 views and unviewed files are deleted after 30 days.• 770+ libraries using so far
    18. 18. Article Exchange usage
    19. 19. Countries using Article Exchange
    20. 20. From the ILL request select Article Exchange
    21. 21. You are automatically logged into Article Exchange
    22. 22. Select “Drop file” and locate the PDF or Image file
    23. 23. You will receive a tinyurl and password
    24. 24. This is what the borrowing library or patron sees
    25. 25. Article Exchange Statistics Daily and Monthly reports
    26. 26. ILLiad and Article Exchange • Integrates with Article Exchange using an addon • At: Documentation/ILLiad 8.3/Addons/Addons Directory/OCLC Article Exchange • https://prometheus.atlas- sys.com/display/ILLiadAddons/OCLC+Article+Exchange • Includes a tutorial • Use for 8.2 and up
    27. 27. There’s an App for that… MINITEX is working on one for their libraries
    28. 28. Your institution branding and text For document delivery to your patrons, subscription will be required
    29. 29. Brand what?
    30. 30. Worldshare illPart of a WorldCat Resource Sharing subscription
    31. 31. OCLC’s WorldShare strategy Library Built Partner Built OCLC Built • Applications: Provide a single integrated set of management services for libraries to improve visibility and efficiency, including services from OCLC, partners and libraries App Gallery • Web services: Make library data available to libraries and partners to build and share new services and applications, creating new value for libraries and their users Web Services • Data: Expand the range and types of library data represented and “connected” Data Platform through WorldCat data hub Management • Infrastructure: Enable libraries to benefit from the efficiencies and flexibility of cloud, Infrastructure mobile and social technologies through a single global infrastructure
    32. 32. Advisory Group 1. Jefferson County Public Library  Franca Rosen 2. Washington County Cooperative Library Services  Cassie Maringer 3. Delaware County Library  Helen Subbio System 4. Illinois State Library  Lynn Bierma 5. Harrison College  Vickie Pitts 6. Mercer University  Andrew Shuping 7. Bartholomew County Public Library  Denise Wirrig 8. Spalding University  Emily Stivers
    33. 33. 55 Phase 1a libraries – very small, borrowing onlylibraries La Connor regional library St Luke’s Health System Libraries US Army, Dugway
    34. 34. Phased migrations
    35. 35. TimelineJanuary-June 2012: Beta testing of November 2013:WorldShare Interlibrary Loan End of new requests in WorldCat Resource Sharing February-December 2013: December 2013:End of Open migration to WorldShare access to WorldCat Interlibrary Loan (in U.S.) Resource Sharing 2012 2013 2014 2015 July 2012-January 2013: Two managed migration phases of WorldShare Interlibrary Loan July-December 2013: Libraries with user-initiated ILL migrate to WorldShare Interlibrary Loan
    36. 36. A sneak peak
    37. 37. The borrower workflow
    38. 38. The lender workflow
    39. 39. ILLiad and WS ILL
    40. 40. clioDepends what version you are running, but you mayneed an upgrade.
    41. 41. What browser do you use?
    42. 42. Migration options
    43. 43. TimelineJanuary-June 2012: Beta testing of November 2013:WorldShare Interlibrary Loan End of new requests in WorldCat Resource Sharing February-December 2013: December 2013:End of Open migration to WorldShare access to WorldCat Interlibrary Loan (in U.S.) Resource Sharing 2012 2013 2014 2015 July 2012-January 2013: Two managed migration phases of WorldShare Interlibrary Loan July-December 2013: Libraries with user-initiated ILL migrate to WorldShare Interlibrary Loan
    44. 44. Keep up to date http://www.oclc.org/migrate-worldshare-ill/
    45. 45. Keep up to date
    46. 46. Oclc delivery servicesKatie BirchPortfolio Directorbirchk@oclc.org
    47. 47. PDF Show• Features: WCRS v. WS ILL• PDF will become fully available as we approach Feb 2013 migration date• Note: terminology changes• Note: features added, changed, dropped and anticipated
    48. 48. WLA 2012 – OCLC ILLUpdateMARK BEATTYMBEATTY@WILS.WISC.EDU608.265.5719HTTP://WWW.WILS.WISC.EDU

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