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9th TexShare ILL WorkshopILL 101 Preconference Workshop
OCLC Policies Directory and other OCLC ILL tips
Tim Prather, Amigos Library Services
Policies in PD
Using Deflection Policies
Staff ILL autho linked to FS
FS/ILL Link Turned On
Use Multiple CD
Use Custom Holdings
Date CH Last Updated
www.shareill.orgVerification toolsOnline Directories
◦Custom Holdings groups (like free A/V lenders)
◦Enter my symbol twice librariesCommercial Doc Delivery SuppliersILL codes and guidelinesCopyrightDiscussion Lists
Updating Custom HoldingsCustom Holdings are maintained
in the “Admin Module”Log on to ILL, go to the Request
Manager screen, and click on this button
Updating Custom HoldingsUsually you will just need to
update Groups, not Paths
Two approaches to updateDepending on how original group
was created and how many symbols it contains, you may either need to “update” the original group or completely “re-create” it
Example: Group of libs in Texas that lend A/V (last updated in 2000)
“Lloyd’s List” (from ShareILL) free A/V lenders by State
What happens when I copy and paste from Lloyd’s List
Basic steps to update“Go” to groupType in or copy/paste symbols to
be added to groupClick “Add” (or “Remove”)Use Policies link as needed to
check current policies if in doubtClick “Save Changes”
Updating a large group
Duplicates again
Groups that are harder to updateExample: AV lenders in Amigos
regionNo quick and easy way to update
using PDLloyd’s list/ShareILLProbably easier to recreate than
update
What you can learn from your Reasons for Nowww.stats.oclc.orgAny valid ILL authorization will
log you inBorrower Reasons for No
◦Who’s letting your requests Age to Next Lender
◦Who’s DeflectingLender Reasons for No
◦Are you letting requests Age to Next Lender
◦Are your serial holdings in OCLC up-to-date
OCLC Policies Directory is changing
New interfaceNew platform and underlying
architectureDeeper integration with WorldCat
RegistryNow due out late 2009 (Nov-Dec)
Draft changes
‘Old’ Interface New Interface
Institution Profile
“Old” Policies Screen
Policies in new interface
