WiLS Annual ILL Meeting 2006

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WiLS Annual ILL Meeting 2006

• Mark Beatty, mbeatty_at_wils.wisc.edu
• Slides will be posted on the WiLS web site
  http//www.wils.wisc.edu
• Hows it going?
• Questions any time and at the end

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Training via Distant Education

• UW-Madison Courseware system Desire2Learn, D2L.
• Delivered using the web, need Internet access and
  current web browser.
• One lesson per week for 4 weeks per course.
• Assignments require reading and play with the
  OCLC WRS system.
• Perform specific actions and report via online
  discussion.
• Requires about 2 hours per week.
• Courses will run consecutively so take Basics, or
  Tricks or both.
• OCLC ILL Basics, October 9th - November 3rd,
  2006
• OCLC ILL Tricks, November 6th - December 1st,
  2006
• Register email Mark Beatty at
  mbeatty_at_wils.wisc.edu
• Include first and last name and email address
• Library and library system
• Courses you are taking.

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Agenda

• WorldCat Resource Sharing, its the attitude
• WRS Enhancements
• ILLiad Version 7.2
• WorldCat Delivery Pilot
• Deflection
• WorldCat.org

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Attitude

• Blow away the standard sharing model
• Library manages items and users, not messaging
  and protocols
• Library adds value by profiling and automation,
  not touching each request
• Patron decides what, when and how much

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Strategy

• Simplify the library user service model
• Discover - Locate - Request - Deliver
• Becomes
• Find and Get

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How

• Fit library into the fulfillment landscape
• Library policies
• Consumer preferences
• Myriad of content resources and service providers
• Dont limit to library resources

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Tactics

• Focus resources on patron platform
• Leverage data and settings across platforms
• Maximize automation
• Put control in the hands of the information
  consumer

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WRS Enhancements

• Search box on all request manager screens, Oct.
• Special messages on print outs, Oct.
• Expanded Lender string to 10, Jan.
• Or Deflect before lender selection
• Request Archive searching, Jan.
• Call number from local holdings data, not bib
  record, in lender view, Jan.

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ILLiad Version 7.2

• New web interface for borrowing, lending and web
  reports
• Authentication options
• LDAP, WebAuth, Patron API, ILLiad Exclusive,
  standard ILLiad authentication
• Create save and share complex queries
• Emails stored and sent from server
• Filter serial requests by local holdings like WRS

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OCLC ILLiad International Conference

• March 15-16, 2007 in Virginia Beach at the Hilton
  Hotel Oceanfront Convention Center
• March 14th training by Atlas staff
• Projected 100 registration
• Initial web site http//www.atlas-sys.com/communi
  ty/index.php?topic139.msg210topicseen

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WorldCat Delivery

• Single workflow for
• Online content
• Borrowing from home or partner libraries
• Purchase options
• Smart resolution to system that grows more
  intelligent with use

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WorldCat Delivery Pilot

• Automates circulation functions within WRS to
• Remove duplicate staff effort
• Leverage investments in local systems
• Get the item to the consumer faster
• Facilitates home delivery at discretion of
  lending library

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Borrowing workflow

• Patron places request
• Authentication on library circ system via NCIP
• Request goes thru WRS
• Magic of Custom Holdings, Direct Request and
  Deflection
• Item is delivered to either library or direct to
  patron

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Lending workflow Filling

• Request in WRS
• Talks via NCIP to Circ system
• Places hold
• Checks out
• Item located and sent to library or patron

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Lending workflow Return

• Item returned
• At library WRS updated
• NCIP updates circ system

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Home Delivery

• Retain and grow customer base
• Create more support for library
• Create possible revenue streams
• Connections to sellers

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Pilot

• 12 libraries in Montana
• 6-12 libraries in Ohio
• Systems include
• Sirsi-Dynix, TLC and Polaris
• Working on Innovative and Endeavor

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Horizon

• WorldCat.org, patron uses to interact with home
  library
• End-user payment services for content purchase
• IFM web services to manage payment outside of WRS
  network
• ala Paypal

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Deflection formats

• Sound Recording
• Sound - Cassette
• Sound - CD
• Sound - LP
• Visual Material
• Visual - DVD
• Visual - VHS

• Internet Resource
• Kit
• Manuscript
• Map
• Microform
• Musical Score
• Newspaper
• Serial

• Archival/Mixed Material
• Book
• Computer File
• E-Serial
• E-Text
• Government Document
• Integrated Resource

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Links

• LHR update links in WRS
• Detailed Record
• Holdings Screen
• Lending Request
• Admin links in Request Manager
• Demo?

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WorldCat.org

• Search box
• Advanced search
• Re-directs users back to your library
• FRBR built in
• Open WorldCat traffic higher than FS
• Future NextGen OPAC service
• Demo?

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More Questions?

• Mark Beatty
• mbeatty_at_wils.wisc.edu
• 608.265.5719
• http//www.wils.wisc.edu