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WorldShare ILL integrates Article Exchange, adds "Days to Respond" changes

 

New features now available in OCLC WorldShare® Interlibrary Loan enable you to simplify ILL workflows and save time for your library’s ILL staff. New features include:

“Days to Respond” settings in the OCLC Policies Directory add efficiency to request processing

Lenders’ “Days to Respond” settings in the OCLC Policies Directory now display in staff workforms and holdings displays. In addition, WorldShare ILL automatically use the “Days to Respond” setting from the Policies Directory when you select a lender that has set this value. This means WorldShare ILL automatically provides lenders with the appropriate number of days to respond, based on their Policies Directory setting for 4, 8, 12, 16 or 20 days.

REMINDER: To benefit from automation of this workflow, make sure your “Days to Respond” value in the OCLC Policies Directory is accurate. You can choose whether your library uses the default of four days to respond or sets a value of 8, 12, 16 or 20 in the OCLC Policies Directory. 

For detailed instructions about preparing your Days to Respond setting, consult:

  • Documentation: OCLC WorldShare Interlibrary Loan: Days to Respond documentation
  • Tutorial: Preparing for Variable Lender Aging in WorldShare ILL,
  • Recording: October 10 webinar about plans for the variable lender aging enhancement to WorldShare

Integration of Article Exchange workflow into WorldShare ILL

You no longer need to leave WorldShare ILL to upload or retrieve documents in Article Exchange. This integration enables new workflows that save time for both borrowers and lenders. Document uploads are faster and emails to borrowers are no longer needed because document links are clearly visible in the “AE Alert” field.

Lenders can now upload a document in 3 clicks instead of 8. The tighter integration enables them to easily browse local files from within WorldShare ILL to select documents they wish to share. This new workflow also eliminates the need to send email messages to borrowers because links display in the “AE Alert” field.

Borrowers can view the “Article Exchange (AE) Alert” category on the WorldShare ILL homepage to see the number of requests with data in an Article Exchange Alert. Borrowers will no longer receive emails because links are delivered through the “AE Alert” field.

In addition, when borrowers open requests in the “AE Alert” queue, WorldShare ILL automatically displays an “Email to patron” button to speed delivery of needed documents to your patrons. This time-saving button displays for requests from libraries that use WorldShare ILL, ILLiad or VDX. When borrower and patron email addresses are present, the service automatically enters these values plus citation data into an e-mail, along with information about how long the document will remain available in Article Exchange.

Additional details are provided in the November 2013 WorldShare Interlibrary Loan Release Notes.

Lender option to change loan requests to copy requests and copy requests to loan requests

Lenders may now update requests they receive to correctly identify the type of transaction that fits the requested item. Using a drop-down box, lenders may select the value “loan” or “copy.” When this value is changed from Loan to Copy, the due date field disappears. Similarly, when this value is changed from Copy to Loan, the due date field displays.

This change will result in more accurate ILL statistics for lending libraries.

Additional details are provided in the November 2013 WorldShare Interlibrary Loan Release Notes.

Lender printing of book stickers

In response to requests from OCLC ILL users, lenders may print book stickers in addition to book straps. To do this, lenders will select the Book Straps/Stickers button from the Print Queue.

Lenders then select the requests they want to print and indicate whether they want to print on 2-per-page or 6-per-page label stock.

Additional details are provided in the November 2013 WorldShare Interlibrary Loan Release Notes.

Display of links to freely available Open Access resources

WorldShare ILL now helps borrowing libraries identify freely available Open Access resources that can be used to fill ILL requests. When a requested item is available in an Open Access resource, a link to that resource displays in the “Request Details” area of a request. Borrowers that fill requests with Open Access resources will quickly deliver needed items to requestors and save staff time. By managing Open Access fulfillment within WorldShare ILL, borrowing libraries ensure that these transactions are included in their system-supplied ILL statistics.

Learn more about November WorldShare ILL enhancements

We will review all November enhancements to WorldShare ILL in a webinar on November 14.

Webinar details:
Date:  Thursday, November 14
Time: 1:00 pm US Eastern time
Register

The next release of enhancements to WorldShare ILL will occur in February 2014.  We encourage you to use the time between now and February become familiar with WorldShare ILL workflows and proceed with transitioning all your ILL to it from WorldCat Resource Sharing.