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ISO Interaction with OCLC-WCRS - Borrowing. May 2012. ISO Interaction with OCLC. The following presentation describes ISO interoperability between VDX and OCLC-WCRS for borrowing requests. It will now be possible to send requests directly from VDX to OCLC-WCRS. - PowerPoint PPT Presentation
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ISO Interaction with OCLC-WCRS - Borrowing
May 2012
ISO Interaction with OCLC
The following presentation describes ISO interoperability between VDX and OCLC-WCRS for borrowing requests. It will now be possible to send requests directly from VDX to OCLC-WCRS.
The implementation of ISO interaction between VDX and OCLC-WCRS will be carried out in (4) phases: Addition of 570 OCLC locations to VDX (Completed) : 350 have addresses Changing the protocol for 275 VDX locations, currently GS (June 11, 2012) Borrowing – after June 11, 2012 (On request) Lending - Autumn 2012 (On request)
Advantage: Eliminating the double management of requests in VDX and OCLC-WCRS.
ISO Interaction with OCLC – Background Data
2010 – 2011 Statistics
Borrowing: 8,480 requests with HOCLC as lender in VDX.149 requests with an OCLC library registered in VDX with the GS protocol as lender
Lending: 3,350 requests with HOCLC as borrower in VDX.60 requests with an OCLC library registered in VDX with the GS protocol as borrower
Total: 11,830 vs. 209
ISO: Normal
Colombo
Other ISO system
Borrowing request
Lending request
Lending request
Option A: ISO
Option B: Laser
ISO with OCLC
Colombo
Borrowing request X
OCLC
Borrowing request Y
Lending request Z
ISO Interaction with OCLC – OCLC Locations
OCLC Locations in VDX
Currently, OCLC locations in VDX must not be used, neither for lending nor for borrowing. Once you have implemented ISO interaction with OCLC, you may use them for your
borrowing requests.
Easily identifiable in VDX:
In the Location record:
In the Rota (Borrower):
ISO Interaction with OCLC – Borrowing
Example of OCLC locations holdings display:
1. OCLC-WCRS non-supplier library which is also not registered in VDX. 2. OCLC-WCRS Supplier library which is registered in VDX as an OCLC-WCRS lending location.3. OCLC-WCRS non-supplier library which is however registered in VDX. 4. OCLC-WCRS Supplier which is not registered as a location in VDX .
ISO Interaction with OCLC – Borrowing
• Once OCLC lending locations have been identified, enter them in your VDX Rota.
ISO Interaction with OCLC – Borrowing
Check the Delivery Method For a Copy request, the Delivery Method must be Electronic Mail so that the
Email address and the Ariel address are transmitted to the request in WCRS.
Enter in the Item Note field: (optional) The VDX request (ILL) number Other relevant information for the request
ISO Interaction with OCLC – Borrowing
Add the appropriate amount in the Max Cost. field in US dollars ($US), in order to activate IFM fee management. Mandatory, otherwise the request will be rejected by OCLC-WCRS
Then Authorize your request
ISO Interaction with OCLC – Borrowing
Operation VDX checks if the first lender in the Rota is an OCLC location. If this is the case, VDX then checks whether the next lender is also an
OCLC location. It will repeat this operation for up to a maximum of five (5) locations. VDX will string these locations together and send a single VDX request to
OCLC-WCRS which contains the five lending locations.
ISO Interaction with OCLC – Borrowing
Operation• Several minutes later, VDX will receive a Status Or Error Report-ind. from
OCLC-WCRS containing information concerning the Status of the transaction Addition of a clickable link in the request History
Identification of the current lender in the Public Notes
(AAA)
ISO Interaction with OCLC – Borrowing
Operation Replacement of the lender request number assigned by VDX
By the current request number from OCLC-WCRS
ISO Interaction with OCLC – Borrowing
Operation
If the first OCLC-VDX lender sends a negative response, VDX will receive at the same time a Status Or Error Report-ind. which will appear in the History of the request, and two Public Notes:
One indicating the reason for the negative response. The other identifying the next (now current) lender.
This scenario will be repeated until either a lender supplies the document or the request passes to the status Not Supplied.
ISO Interaction with OCLC – Borrowing
History____________________________________________________________________________________________________
Lender Action Status Date Changed
OCLC Worldcat Resource Sharing - ISO Status or Error Report-ind. Pending 27 Feb 2012 18 :25 : 00
OCLC Worldcat Resource Sharing - ISO Status or Error Report-ind. Pending 27 Feb 2012 17 :25 : 00
OCLC Worldcat Resource Sharing - ISO Status or Error Report-ind. Pending 27 Feb 2012 16 :32 : 00
OCLC Worldcat Resource Sharing - ISO REQUEST Pending 27 Feb 2012 16 :28 : 00
Public Notes__________________________________________________________________________
Date Note
27 Feb 2012 18 :25 : 00 OCLC Intermediary Control Current : (AUM) – Status :
27 Feb 2012 18 :25 : 00 Request advanced from ALM to AUM. Reason = not On Shelf / Missing
27 Feb 2012 17 :25 : 00 OCLC Intermediary Control Current : (ALM) – Status :
27 Feb 2012 17 :25 : 00 Request advanced from AAA to ALM. Reason = not On Shelf / Missing
27 Feb 2012 16 :32 : 00 OCLC Intermediary Control Current : (AAA) – Status :
ISO Interaction with OCLC – Activation
For other details: Consult the complete documentation on the Colombo Web site: Documentation: ISO Interaction between VDX and WorldCat Ressource Sharing (OCLC-WCRS) BORROWER - April 2012
Week of June 11, 2012: will be activated at QMU.
Those CREPUQ institutions wishing to activate ISO interaction with OCLC may establish the implementation date at their convenience
A member of the Colombo team will come on site the first day of implementation to review operations with the ILL staff.
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