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FEDLIB  March 2004

FEDLIB March 2004

Subject:

OCLC RESOURCE SHARING NEWS YOU CAN USE: ILL/FS Integration FAQ (long)

From:

Network Operations FEDLINK <[log in to unmask]>

Reply-To:

FEDLIB: Federal Librarians Discussion List

Date:

Wed, 3 Mar 2004 11:18:47 -0500

Content-Type:

text/plain

Parts/Attachments:

Parts/Attachments

text/plain (417 lines)

OCLC RESOURCE SHARING NEWS YOU CAN USE: A periodic update of the OCLC
Resource Sharing service.

Questions for ILL integration into FirstSearch


General Information
Access
Communications
Pricing
Training
Client Software
Documentation
Related ILL Information
Alternative Service Providers
Sunset/Retiring of Current ILL Platforms
ILLiad

  _____


General Information

1.      Why is OCLC integrating OCLC ILL into the FirstSearch service?
What will be included in the new resource sharing service?

Integration of OCLC ILL into the FirstSearch service will allow ILL
staff to
take advantage of many features available in FirstSearch that are not
currently available through OCLC ILL. These include:

*         Improved searching for materials
*         Links to local catalogs
*         Improved access to serials holdings statements
*         Descriptive content including cover art, excerpts and links
to
reviews

In the longer term, reducing the number of interfaces will help OCLC
reduce
costs.

In addition to these features, staff will also be able to take
advantage of
new functionality that will be introduced through the FirstSearch
staff
view:

*         Provide local call number and shelf status (through Z39.50)
on
lending requests
*         Integrate circulation (NCIP [1]), e-content, and ILL into a
single
workflow
*         Integrate ILL policy information to deflect unfillable
requests,
increase fill rates, and reduce turnaround time.
*         Apply library processing options; for example: handling
requests
differently if they come from faculty versus student populations or
recognizing lending relationships between libraries
*         Support group processing; for example routing requests
through
group members before sending them to libraries outside the group
*         Enable patrons to not only place requests through the
FirstSearch
service (available now), but also to track those requests, saving staff
time
and decreasing the costs of interlibrary loan

2.      When will the FirstSearch staff view be available?
What additional functionality is planned for the FirstSearch staff
view?

The FirstSearch staff view was launched in August 2003. In the
FirstSearch
staff view, library staff now have the ability to:
*         Search for materials using WorldCat in FirstSearch
*         Select from search results sorted by number of holdings
*         Display holdings and enter lender strings
*         Enter shipping and billing information and borrowing notes
*         Send requests for those materials through to OCLC ILL

Additional borrowing features will be available in March 2004, with
lending
targeted for June 2004. Additional functionality will be added through
June
2005. To subscribe to the new listserv go to the OCLC Web pages:
https://www3.oclc.org/app/listserv/
<https://www3.oclc.org/app/listserv/>
and subscribe to OCLC-SHARING-L.


Access

1.      What if my library doesn't have a FirstSearch account?

Libraries will not have to purchase separate access to FirstSearch in
order
to use the new ILL system. A library that does not have a FirstSearch
account will be provided for with staff view-only access to
FirstSearch.
More information about this will be forthcoming.

2.      How will authorizations be administered?
Will a library with only OCLC ILL and no FirstSearch have to administer
two
authorizations?
My library has a single FirstSearch account but multiple ILL symbols,
how
will I use the new system?

OCLC understands that libraries have set up access to OCLC ILL and the
FirstSearch service in many different ways. We are committed to
supporting
and making the transition to the FirstSearch staff view as seamless as
possible. To that end, we're addressing this issue and we will make
more
information available as soon as possible.

3.      I get FirstSearch through a consortium, how will I use ILL in
the
future?

For your access to OCLC ILL, you will be given an authorization and
password
that will provide your institution with access to the FirstSearch
staff
view, where you can administer your interlibrary loan requests.

Communications

1.      How will OCLC keep users of the OCLC ILL service informed?

OCLC-SHARING-L: This broadcast-only listserv to keep users of OCLC ILL
informed of upcoming enhancements to OCLC resource sharing. The list
will
help you take advantage of new capabilities coming in the next 18
months
that can streamline your workflow and help you serve your users better.
To
subscribe to the new listserv go to the OCLC Web pages:
https://www3.oclc.org/app/listserv/
<https://www3.oclc.org/app/listserv/>
and subscribe to OCLC-SHARING-L.

As new functionality becomes available, we will make announcements in
the FEDLINK TechNotes newsletter and listservs.


Pricing

1.      How will pricing change?
Do I have to subscribe to OCLC ILL to continue to use the service?

OCLC pricing for ILL will consist of two models:
*         Subscription pricing is available now. Initial pricing is
determined based on past usage with a discount applied based on
lending
credit history. Future price increases for subscribers will not be tied
to
usage, so a library can increase use of interlibrary loan, expanding
service
to users, without worrying about rising costs.

*         Transaction-based, a simplified version of the current
transaction-based pricing model will be used in the FirstSearch staff
view,
lending credits will be given. Libraries will be charged for the
following:
*      Searching/display holdings
*      Producing an ILL request
*      ILL Fee Management

Currently, if you create a request from within the FirstSearch staff
view,
you are billed the same as an ILL Direct Request, ILL4507. When
current
access (Passport for ILL, ILL ME and ILL Web) is discontinued,
libraries
that do not opt for subscription pricing will be automatically shifted
to
this transaction-based model. This simplified transaction price will
reflect
the average price paid for searching and producing an ILL request
through
the current ILL system.

Please contact your regional service provider for a quote or further
information. http://www.oclc.org/contacts/regional/default.htm
<http://www.oclc.org/contacts/regional/default.htm>

2.      What is included in a subscription to OCLC ILL?

A subscription includes the following:
*       Unlimited ILL services (searching, holdings, produces)
*       Unlimited use of ILL Fee Management
*       ILL Management Statistics

3.      How will libraries be rewarded for their lending?

In two ways:

*         In accordance with ALA's Interlibrary Loan Code for the
United
States, the greatest reward and incentive for libraries to lend
materials is
to further cooperation amongst libraries: if you lend to libraries,
they'll
lend to you. "The Reference and User Services Association, acting for
the
American Library Association in its adoption of this code recognizes
that
the sharing of material between libraries is an integral element in
the
provision of library service and believes it to be in the public
interest to
encourage such an exchange." More information on the ALA Interlibrary
Loan
Code for the United States can be found at:
http://www.ala.org/ala/rusa/rusaprotools/referenceguide/interlibrary.htm

<http://www.ala.org/ala/rusa/rusaprotools/referenceguide/interlibrary.htm>
.

*         OCLC will issue and apply lending credits.

Subscription pricing: A library's lending credit history will be
applied as
a lending credit discount in the quoted subscription price. Future
increases
in the subscription price will reflect the initial discount applied.

Transaction pricing: When transaction-based pricing is rolled out for
the
FirstSearch staff view, lending credits will be given. Libraries will
be
charged for the following:
*      Searching/display holdings
*      Producing an ILL request
*      ILL Fee Management

4.      If a library uses FirstSearch on a per-search basis, will they
be
charged for the FirstSearch search as well as the ILL produce when
using the
FirstSearch staff view?

Libraries will not have to purchase separate access to FirstSearch in
order
to use the new ILL system. As the new system is rolled out, libraries
that
use OCLC ILL, either through subscription or transaction pricing, will
be
provided access to WorldCat on FirstSearch with access only to the
FirstSearch staff view. Libraries that opt for transaction pricing will
be
charged for the following:
*         Searching/display holdings
*         Producing and ILL request
*         ILL Fee Management

Training

1.      How will my staff receive training to use the FirstSearch
staff
view?

FEDLINK and its partner networks will provide training for the
FirstSearch
staff view. The staff view is very similar in functionality to the ILL
Web
interface. Any training you've received on the Web interface to OCLC
ILL
will readily transfer to the FirstSearch staff view.

Client Software

1.      How will OCLC accommodate high-productivity libraries?

Batch processing of ILL requests will still be available to libraries.
Details of this are still being determined. Batch process of ILL
requests is
scheduled for late 2004.


Documentation

1.      What documentation will be available about this change?

Documentation will be available in both printed and electronic form.
Printed
reference cards will supplement the online documentation. Online
documentation will consist of context-sensitive help and HTML/PDF
documentation. Users of OCLC resource sharing and FirstSearch will also
use
current documentation that supports these services.


Related ILL Information

1.      How will the FirstSearch staff view interact with the ILL
Policies
Directory?

Details of the interaction are still being worked out, but plans are
for the
FirstSearch staff view to interoperate with the Policies Directory.
For
example, requests to your library for items that you have indicated in
the
ILL Policies Directory you do not fill will be deflected and sent to
the
next lender in the lender string. This will improve your library's
fill
rates as a lender and turnaround time as a borrower.

2.      Will people be able to use their existing constant data and
custom
holdings, or will they need to be re-entered in the new system?

Custom holdings and constant data will be moved to the FirstSearch
platform;
users will not have to rekey them. This will be a one-time migration,
to
help libraries get started in the new platform. Libraries will be
responsible for ongoing maintenance.


Alternate Service Providers

1.      What will happen with non-OCLC products that currently rely on
OCLC
ILL, for example CLIO, the Rapid system (Colorado)?

OCLC is committed to providing the ability to download and upload. Just
as
in the past, OCLC will document the file structure and make these
details
freely available if requested from Judith Carter (
[log in to unmask]
<mailto:[log in to unmask]> ).

2.      What will ILS vendors need to do to continue to talk with OCLC
for
their ILL? E.g. Dynix, III, Autographics

OCLC will continue to support Direct Request (direct-to-lender,
direct-to-profile and, direct-to-review).
http://www.oclc.org/support/documentation/ill/direct/planguide/
<http://www.oclc.org/support/documentation/ill/direct/planguide/>

3.      Will ISO-ILL still be supported?

Yes. OCLC is ISO 10161 compliant.

Sunset/Retiring of Current Platforms

1.      How will OCLC "sunset" the various ILL platforms that
currently
exist?

This is still being determined and more information will be released as
soon
as possible. It is very likely that OCLC will stagger the retirements,
but
no details are available yet. Once OCLC has determined a date for the
end of
Passport for ILL, ILL ME and ILL Web, announcements will be made by
regional
service providers, announced on the listserv and prominently displayed
on
the OCLC Web site.

2.      When will OCLC announce sunset plans?

Once OCLC knows internally when the current ILL platforms (ILL Web, ILL
ME
and Passport) will be discontinued, regional service providers and
users of
the OCLC ILL service will be notified. OCLC is committed to providing
at
least three months advance notice of this discontinuation. OCLC's goal
is to
retire the current platforms sometime between January 1, 2005 and June
30,
2005.


ILLiad


1.      My library uses ILLiad, which is not reliant on Passport. Does
that
mean I don't have to do anything to ensure continuing access?

OCLC ILLiad will continue to work with OCLC ILL and the FirstSearch
staff
view. Users of OCLC ILLiad will need to be sure that they are using
the
current versions of OCLC ILLiad as the migration continues to ensure
access.


If you received OCLC-SHARING-L from a colleague and would like to
subscribe
directly, click here:
 <https://www3.oclc.org/app/listserv/>
https://www3.oclc.org/app/listserv/
(You can also un-subscribe from this page.)

FEDLINK members:  Please contact Georgette Harris at FEDLINK if you
have questions:  [log in to unmask] or 202-707-4850.
  _____

[1] NISO Circulation Interchange Protocol

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