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Resource sharing with the OCLC Knowledge Base

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A presentation at the 2015 WiLS / RL&LL Annual ILL Meeting

Published in: Education
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Resource sharing with the OCLC Knowledge Base

  1. 1. RESOURCE SHARING WITH THE OCLC KNOWLEDGE BASE Mitchell Scott - UW – Green Bay) Cheryl Nessman - UW Colleges Kelly Johnson - UW-Fox Valley Laurie Petri – UW Marshfield
  2. 2. PROMISE OF THE OCLC KB • Subscribed Electronic Content – discoverable and available for ILL • Creates Efficient workflows in Borrowing and Lending • Allows for targeted automation (Direct Request to KB libraries) • ILLiad and Worldshare ILL functionality
  3. 3. MAKE THE SYSTEM DO THE HEAVY LIFTING
  4. 4. EMBEDDED LINKS TO CONTENT
  5. 5. DIRECT LINKING TO ARTICLES
  6. 6. LENDING TOO!
  7. 7. DIRECT LINKING
  8. 8. IMMEDIATE TITLE ACCESS
  9. 9. THE UW-GB EFFECT - AUTOMATED BORROWING 439 254 141 113 104 Total articles KB transactions KB copyright KB unmeddiated KB unmeddiated with Odyssey Oct 2014 --Filled Article Requests
  10. 10. SEE IT IN ACTION
  11. 11. THE UW-GB EFFECT - TURN AROUND TIMES Less Than an Hour, 29 4 hrs or less, 92 8 hrs or less, 156 24 hrs or less, 200 T.O. TIMES FOR KB ARTICLES
  12. 12. COST RECOVERY • IFM costs, 13 months prior to KB • -264 in IFM fees • E-content is unique content • 21 months since KB • + 1023.85
  13. 13. WORLDSHARE ILL • Direct Request for Borrowing – Automate Article Requests – If owned locally, returned to “New For Review” Queue – Link to article will appear with request • Direct Links from Lending –
  14. 14. QUESTIONS ABOUT KB • Mitchell Scott , scottm@uwgb.edu • Cheryl Nessman, cheryl.nessman@uwc.edu • Kelly Johnson, kelly.johnson@uwc.edu • Laurie Petri, laurie.petri@uwc.edu
  15. 15. For UW Colleges, setup occurred in each of the following areas:
  16. 16. For UW Colleges, setup occurred in each of the following areas: TheWorldShare ILL section of OCLC’s Service Configuration
  17. 17. For UW Colleges, setup occurred in each of the following areas: The OCLC Knowledge Base (under the Metadata tab)
  18. 18. For UW Colleges, setup occurred in each of the following areas: And ILLiad’s Customization Manager
  19. 19. WorldShare ILL users may only need to make changes in OCLC’s Service Configuration module and the Knowledge Base:
  20. 20. Knowledge Base and Direct Request do not work withWISCAT
  21. 21. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. Request form: https://oclc.org/content/forms/worldwide/en/wckb- request.html
  22. 22. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings:
  23. 23. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings: • We did this manually within the KB, but it’s possible to upload holdings via Pubget, map a holdings file via SFX, EBSCO or Serial Solutions, or automatically add new e- collections from EBL, ebrary, Elsevier and more.
  24. 24. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings: • We also changed additional settings that control how our KB holdings can be accessed, used, shared, and updated.
  25. 25. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings. 3. Open OCLC Online Service Center and create: • Custom Holdings Groups
  26. 26. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings. 3. Open OCLC Online Service Center and create: • Custom Holdings Groups • Custom Holdings Path for articles
  27. 27. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings. 3. Open OCLC Online Service Center and create: • Custom Holdings Groups • Custom Holdings Path for articles • Direct Request Profiles for articles & loans…
  28. 28. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings. 3. Open OCLC Online Service Center and create: • Custom Holdings Groups • Custom Holdings Path for articles • Direct Request Profiles for articles & loans • When finished, activate the KB
  29. 29. Our Setup from start to finish: 1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB. 2. Open the KB and add institutional e-resource holdings. 3. Open OCLC Online Service Center and create Custom Holdings Groups, Custom Holdings Paths, Direct Request Profiles, and then activate your KB. 4. Create routing rules within ILLiad that route incoming requests to the proper queues based on the criteria set in the OCLC Direct Request Profile, and then activate Direct Request in ILLiad.
  30. 30. Create ILLiad Routing Rules, Custom Queues, and then Activate!
  31. 31. Setup is now complete, but the Knowledge Base and some Routing Rules will require regular maintenance.
  32. 32. Cheryl Nessman Director of Library Support Services University ofWisconsin Colleges cheryl.nessman@uwc.edu
  33. 33. UWFox Borrowing Why? Automate, Automate, Automate Family Leave Reduced Appointment Faster Service
  34. 34. UWFox Borrowing Confusion
  35. 35. UWFox’s Borrowing Effects • FY 14: Articles 2.98 Days • FY 15: Articles 1.78 Days
  36. 36. UWFox: Lending Why?
  37. 37. UWFox Lending Confusion
  38. 38. UWFox-Working out the bugs
  39. 39. UWFox Lending Effects 0 20 40 60 80 100 120 140 Articles Loans Lending Requests FY14 FY15 • Non Lender 8/26-11/21/14 • KB Lending Started 12/1/14

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