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Migrating
to the
New WorldShare
Martin Burgess
&
Karen Barnes
Seattle Public Library
ill@spl.org
WHERE WE STARTED
No ILL management software
Custom in-house programming
UOK charges fees
Member of Orbis Courier
Other considerations
• Minimize printing/use of paper
• Minimize filing
• Minimize keystrokes
• Minimize handling of mater...
Enhancements worth waiting for
• May 2013
–Batch processing for Yes and No
–Printing bookstraps and shipping labels
from b...
CANNONBAAAALL!!!
or
LEARNING
WORLDSHARE ILL
via the
TOTAL IMMERSION
METHOD
Custom programming - Lending
Custom print in WorldCat - Lending
WorldShare Lending : Book strap or request?
Printing book straps & shipping labels
Just doPDF
Adding Due Date to book strap via doPDF
Using custom stamps to insert notes
Selective printing for USPS labels
Edit shipping labels in doPDF
Copy from Print Preview
From custom to bookstrap printouts
Holds maintenance in the New World(Share)
Requests for Reference Items
FirstSearch WorldCat
• Send Conditional to inform
requesting library that all
reference are r...
ON THE BORROWING
SIDE OF LIFE
Custom print in WorldCat - Borrowing
Borrowing : Book strap or request?
Patrons charged $5 fee
Adding the $5 fee in WorldCat
Adding the $5 fee in WorldShare
Tracking Borrowed Items
WS-ILL vs. Custom printouts
PROCESSING BORROWING REQUESTS
Review File => very similar
WorldCat Resource Sharing
(Display Bib Data, Transfer to Record,...
It’s all about the Prints
The Little Prints
(with apologies to Antoine de Saint-Exupery)
6 Shipping Labels per page 30 Shipping Labels per page
And the No Prints
6 dates requested
The case of the disappearing dates…
1 request per page printout 2 requests per page printout
Date field truncated
?
TIPS & TIDBITS
• Searching issues at the ILL Home Page
• Can sort all lists by any column in it
• Response times can be sl...
Close request (or it won’t print)
Direct Request Profile
Troublesome Characters
Case of the missing menus
SOLUTION TO MISSING MENUS
Have you checked your NTUSER.DAT files lately?
User profile corruption can be caused by :
1. Wor...
Don’t hesitate to communicate with OCLC Customer Support
92
RESOURCES
 doPDF (free PDF converter) => http://www.dopdf.com/
 OCLC links of note:
o https://www.oclc.org/en-US/migrate...
WorldShare ILL: Migrating to the New World (or, What were we thinking!?!)
WorldShare ILL: Migrating to the New World (or, What were we thinking!?!)
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WorldShare ILL: Migrating to the New World (or, What were we thinking!?!)

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In March 2013, the Seattle Public Library Interlibrary Loan Department began migrating to the new OCLC platform (WorldShare ILL). We will be sharing our experiences with the migration process. We will discuss what went well and what problems were encountered—and what we might have done differently to help avoid the bumps in the road. Participants will have the opportunity to ask questions and share their own stories about encounters with WorldShare ILL. Presentation by Karen Barnes & Martin Burgess

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WorldShare ILL: Migrating to the New World (or, What were we thinking!?!)

  1. 1. Migrating to the New WorldShare Martin Burgess & Karen Barnes Seattle Public Library ill@spl.org
  2. 2. WHERE WE STARTED No ILL management software Custom in-house programming UOK charges fees Member of Orbis Courier
  3. 3. Other considerations • Minimize printing/use of paper • Minimize filing • Minimize keystrokes • Minimize handling of materials • Maximize batch processing • New printouts impact on Wrap Master
  4. 4. Enhancements worth waiting for • May 2013 –Batch processing for Yes and No –Printing bookstraps and shipping labels from batch • June 2013 –2 per page printing of bookstraps and requests
  5. 5. CANNONBAAAALL!!! or LEARNING WORLDSHARE ILL via the TOTAL IMMERSION METHOD
  6. 6. Custom programming - Lending
  7. 7. Custom print in WorldCat - Lending
  8. 8. WorldShare Lending : Book strap or request?
  9. 9. Printing book straps & shipping labels
  10. 10. Just doPDF
  11. 11. Adding Due Date to book strap via doPDF
  12. 12. Using custom stamps to insert notes
  13. 13. Selective printing for USPS labels
  14. 14. Edit shipping labels in doPDF
  15. 15. Copy from Print Preview
  16. 16. From custom to bookstrap printouts
  17. 17. Holds maintenance in the New World(Share)
  18. 18. Requests for Reference Items FirstSearch WorldCat • Send Conditional to inform requesting library that all reference are restricted to In- Library Use Only • If borrower accepts Conditions, update status to In Process so that other ILL staff know that request is being worked on • Send paperwork to Subject Dept for decision WorldShare-ILL • Send paperwork to Subject Dept for decision – or just say No
  19. 19. ON THE BORROWING SIDE OF LIFE
  20. 20. Custom print in WorldCat - Borrowing
  21. 21. Borrowing : Book strap or request?
  22. 22. Patrons charged $5 fee
  23. 23. Adding the $5 fee in WorldCat
  24. 24. Adding the $5 fee in WorldShare
  25. 25. Tracking Borrowed Items
  26. 26. WS-ILL vs. Custom printouts
  27. 27. PROCESSING BORROWING REQUESTS Review File => very similar WorldCat Resource Sharing (Display Bib Data, Transfer to Record, Submit) WorldShare (View Holdings, Update Request, Send) Unfilleds => similar, but have to go back & delete the Unfilled request after creating the New request
  28. 28. It’s all about the Prints
  29. 29. The Little Prints (with apologies to Antoine de Saint-Exupery) 6 Shipping Labels per page 30 Shipping Labels per page
  30. 30. And the No Prints 6 dates requested
  31. 31. The case of the disappearing dates… 1 request per page printout 2 requests per page printout Date field truncated ?
  32. 32. TIPS & TIDBITS • Searching issues at the ILL Home Page • Can sort all lists by any column in it • Response times can be slow – be patient • Can’t add notes to Requests in some statuses—e.g., Conditionals • Browser can make a difference • Copying & pasting issues • “Search my library’s catalog” searches by ISBN; UOK doesn’t use since ISBN in OPAC often doesn’t match OCLC ISBN
  33. 33. Close request (or it won’t print)
  34. 34. Direct Request Profile
  35. 35. Troublesome Characters
  36. 36. Case of the missing menus
  37. 37. SOLUTION TO MISSING MENUS Have you checked your NTUSER.DAT files lately? User profile corruption can be caused by : 1. Workstation turned off before the profile is fully copied back to the network share location 2. Network connection from the file to the workstation (or server) is severed 3. An application encounters an error during a write operation to the registry, causing the write operation not to complete
  38. 38. Don’t hesitate to communicate with OCLC Customer Support 92
  39. 39. RESOURCES  doPDF (free PDF converter) => http://www.dopdf.com/  OCLC links of note: o https://www.oclc.org/en-US/migrate-worldshare-ill.html o https://www.oclc.org/support/training/portfolios/resource-sharing/worldshare- ill.en.html o https://www.oclc.org/en-US/worldshare-ill/features/future-functionality.html o support@oclc.org  To subscribe to ILL list-serv: http://listserv.oclc.org/scripts/wa.exe?SHOWTPL=LISTSERV-HOME-HELP#GETPW

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