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Worldcat Resource Sharing User Guide WorldCat Resource Sharing User Guide First edition WorldCat Resource Sharing User Guide First edition OCLC Online Computer Library Center, Inc. 6565 Kilgour Place, Dublin, OH 43017-3395 USA ©2011 OCLC Online Computer Library Center, Inc. 6565 Kilgour Place Dublin, Ohio 43017-3395 USA The following OCLC product, service and business names are trademarks or service marks of OCLC, Inc.: First- Search, Electronic Collections Online, WorldCat, WorldCat Resource Sharing and “The World’s Libraries. Connected.” In addition, the WorldCat symbol and OCLC symbol are service marks of OCLC. Third-party product and service names are trademarks or service marks of their respective owners. In addition, the WorldCat symol and OCLC symbol are service marks of OCLC. Third-party product and ser- vice names are trademarks of their respective owners. OCLC grants permission to photocopy this publication as needed. Contents About This Guide Overview, x Content History, xi Typographic Conventions, xii Availability, xiii Acknowledgments, xiv 1 OCLC WorldCat Resource Sharing 1.1, Introduction to WorldCat Resource Sharing, 1:2 1.2, The Basic Interlibrary Loan Cycle, 1:3 1.3, WCRS Features, 1:6 1.4, Group Access Capability, 1:8 1.5, OCLC Direct Request via FirstSearch, 1:9 1.6, ISO ILL Applications , 1:10 1.7, Administrative Functions, 1:12 2 Request Manager 2.1, Overview, 2:2 2.2, Searching Requests, 2:5 2.3, Actions, 2:13 2.4, Request Status, 2:14 2.5, Special Messages, 2:28 2.6, Request History, 2:30 2.7, Workform/Request Field Definitions, 2:31 3 Access and Authorizations 3.1, Access and Authorizations, 3:2 3.2, FirstSearch/ILL Linking, 3:3 4 Additional Loan Cycles 4.1, Cannot Lend (No), 4:2 4.2, Conditional, 4:3 4.3, Renewal, 4:7 4.4, Not Received, 4:10 4.5, IFM Failure, 4:13 5 Resource Sharing Functions in the WorldCat Services Administrative Module 5.1, Patron ILL Settings, 5:2 5.2, Staff ILL Settings, 5:12 5.3, Per-Article Purchase, 5:36 5.4, OpenURL Links, 5:45 :iii 6 Reports in OCLC Usage Statistics 6.1, Overview, 6:2 6.2, WorldCat Resource Sharing Reports, 6:4 6.3, WorldCat Navigator Reports, 6:11 7 OCLC Policies Directory 7.1, Overview, 7:2 7.2, Searching, 7:3 7.3, Search Results, 7:5 7.4, Profile Information, 7:7 7.5, Collections, Contacts, Schedule, 7:9 7.6, Creating Policies, 7:10 7.7, Creating Deflection Policies, 7:12 7.8, Deflection Exceptions, 7:14 7.9, Example Deflection Policies, 7:15 7.10, Deflection Policy Formats, 7:16 7.11, Changing Supplier Status, 7:18 8 OCLC FirstSearch/ILL Direct Request Link 8.1, Overview, 8:2 8.2, Creating the Direct Request Link, 8:3 8.3, Reviewing Direct Requests, 8:7 9 OCLC ILL Fee Management Service 9.1, Overview, 9:2 9.2, Billing, 9:3 9.3, Initiating ILL Fee Management, 9:4 9.4, Responding to ILL Fee Management , 9:5 10 Creating a WCRS Request (Borrower) 10.1, Interlibrary Loan Request (Patron), 10:2 10.2, Workform (Staff), 10:5 10.3, Direct Request Workform (Staff), 10:15 10.4, E-mail Workform (Staff), 10:17 10.5, Lender String Using Group or Custom Holdings, 10:18 10.6, Example Initial Request, 10:20 11 Choosing Lenders (Borrower) 11.1, Overview, 11:2 11.2, Libraries that Own Item screen, 11:3 12 Processing Unsubmitted Requests (Borrower) 12.1, Unsubmitted Requests, 12:2 12.2, Next Steps/Actions, 12:4 12.3, Example Submitted Request, 12:8 iv 13 Responding to an Initial Request (Lender) 13.1, Overview, 13:2 13.2, In Process Status, 13:4 13.3, Responding Yes, 13:5 13.4, Responding No, 13:9 13.5, Responding Conditional, 13:12 13.6, Responding Future Date, 13:15 14 Processing a Lender Response (Borrower) 14.1, Lender Responds Yes: Borrower Receives the Item, 14:2 14.2, Lender Responds No: Borrower Takes No Action, 14:5 14.3, Lender Responds Conditional: Borrower Accepts/Declines, 14:6 14.4, Lender Responds Future Date: Borrower Reviews Due Date, 14:12 15 Additional Borrower Activities 15.1, Requesting a Renewal, 15:2 15.2, Responding to a Recall, 15:5 15.3, Reinitiating a Request, 15:8 15.4, Deleting a Request, 15:11 16 Additional Lender Activities 16.1, Conditional/Pending, 16:2 16.2, Retry/Pending, 16:3 16.3, Responding to a Renewal Request, 16:4 16.4, Recalling an Item, 16:10 16.5, Creating a Request with Your Library as Borrower, 16:13 17 Completing a Loan Cycle 17.1, Introduction, 17:2 17.2, Borrower Returns Item, 17:3 17.3, Lender Completes Loan Cycle, 17:6 18 Special Messages 18.1, Introduction, 18:2 18.2, Lender to Borrower: Received?, 18:3 18.3, Borrower to Lender: Not Received, 18:8 18.4, Lender to Borrower: Overdue, 18:9 18.5, Borrower to Lender: Complete?, 18:11 19 Batch Update 19.1, Overview, 19:2 19.2, Step 1: Choose a Next Step, 19:4 19.3, Step 2: Assign Request IDs to Actions, 19:5 19.4, Step 3: Update All Categories, 19:7 19.5, Step 4: Output Options, 19:8 19.6, Step 5: Return and Review Update, 19:10 19.7, Unsuccessful Update, 19:11 v 20 Printing from Request Manager 20.1, Overview, 20:2 20.2, Printing Requests, 20:3 20.3, Printing Single Shipping/Return Labels, 20:8 20.4, Printing Batch Shipping/Return Labels, 20:13 20.5, Printing Book Straps, 20:16 20.6, Printing Book Stickers, 20:20 A Editable Fields A.1, Editing Based on Request Status: Borrower, A:2 A.2, Editing Based on Request Status: Lender, A:4 A.3, Editing Based on Field Name: Borrower, A:5 A.4, Editing Based on Field Name: Lender, A:7 vi About This Guide Chapter overview This chapter contains information about how to use this Guide. In this chapter This chapter contains the following topics: Subject Page Overview x Content History xi Typographic Conventions xii Availability xiii Acknowledgments xiv ix Overview Purpose OCLC WorldCat Resource Sharing User Guide presents detailed information for using the OCLC WorldCat Resource Sharing service (WCRS). Scope Although interlibrary loans can be initiated for materials found in most FirstSearch databases, this Guide assumes that library staff are working in the WorldCat database, which is available to all WorldCat Resource Sharing users. Using this Guide In WorldCat Resource Sharing, you act as either Borrower or Lender depending upon the task at hand. This Guide assumes you know which role you play for any given resource sharing transaction. Audiences This Guide serves 3 levels of WorldCat Resource Sharing audiences: z Novice users who need to learn the functionality of the system z Intermediate users who need a reference for tasks they do not perform regularly z Advanced users who train (or provide support for) other interlibrary loan users and need support material Screen illustrations Screen displays shown in this document are taken from OCLC development environments; these environments are typically limited in scope. Although the names of real OCLC member libraries are often shown, the associated data is displayed for demonstration purposes only and is not in any way meant to be an accurate representation of their holdings. Related The list of additional WorldCat Resource Sharing documentation is found on the documentation OCLC Web site at: http://www.oclc.org/support/documentation/resourcesharing/ default.htm. x WorldCat Resource Sharing User Guide Content History This document replaces the OCLC Interlibrary Loan Service User Guide. Those familiar with that document may want to consult the following list for the corresponding location of similar information in this document. ILL User Guide WorldCat Resource Sharing User Guide About This Guide About This Guide 1 OCLC Interlibrary Loan Service 1 OCLC WorldCat Resource Sharing 2 OCLC ILL Files 1 OCLC WorldCat Resource Sharing 2 Request Manager 3 OCLC ILL Workform and Request 10 Creating a WCRS Request 4 Using Constant Data 5 Resource Sharing Functions in the WorldCat Services Administrative Module 5 Constant Data for Borrowers 10 Creating a WCRS Request 6 Bibliographic Records None 7 Introducing Custom Holdings 5 Resource Sharing Functions in the WorldCat Services Administrative Module 8 Using Custom Holdings 5 Resource Sharing Functions in the WorldCat Services Administrative Module 9 Choosing Lenders 11 Choosing Lenders 10 Creating an ILL Request 10 Creating a WCRS Request 11 Updating Requests as a Borrower 14 Processing a Lender Response 15 Additional Borrower Activities 17 Completing a Loan Cycle 12 Managing the Review File 12 Processing Unsubmitted Requests 13 FirstSearch/ILL Direct Request 8 OCLC FirstSearch/ILL Direct Link Request Link 14 Constant Data for Lenders 13 Responding to an Initial Request 15 Responding as a Lender 13 Responding to an Initial Request 16 Updating Requests as a Lender 16 Additional Lender Activities 17 Completing a Loan Cycle 17 OCLC Name-Address Directory 7 OCLC Policies Directory 18 OCLC ILL Fee Management 9 OCLC ILL Fee Management Service Service 19 ILL Administrative Reports 6 Reports in OCLC Usage Statistics . xi Typographic Conventions Characters Throughout this Guide the following typographical conventions are used: Character Name l, l lowercase letter l (el) 1, 1 digit one I, I uppercase letter i (eye) O, O upper case letter o 0, 0 digit zero Note: These characters are not interchangeable. Keyboard keys Keys that you press are enclosed in angle brackets < >. The keys in this Guide are those found on the typical PC keyboard.
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