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Wsillforwaal2013
- 1. The world’s libraries. Connected. WorldShare Interlibrary Loan Update WAAL 2013 Mark Beatty mbeatty@wils.wisc.edu April 24, 2013
- 2. The world’s libraries. Connected. • The OCLC WorldCat Resource Sharing ILL system you've been using everyday for years is moving to a whole new platform and interface. We’ll cover: • How’s the migration is going • Plan a timeline for your migration • Talk with colleagues that have already migrated • ILLiad considerations • The current FirstSearch based system is going away by December of 2013. OCLC Resource Sharing's Great Migration Begins.
- 3. 2013 Timeline March-December 2013: Open migration to WorldShare Interlibrary Loan (in U.S.) ** Libraries that use patron-initiated ILL-good to go** June-September 2013: Non-U.S. WorldCat Resource Sharing subscribers migrate to WorldShare Interlibrary Loan November 2013: End of new requests in WorldCat Resource Sharing December 2013:End of access to WorldCat Resource Sharing
- 4. The world’s libraries. Connected. • What if I use ILLiad? • WSILL is optional. • If you want to use WSILL wait to set up an account until this summer. • ILLiad 8.4 will start to incorporate new features--May 2013 • What if I use Clio? • You must upgrade to version 6.7.1 by 01 July 2013 • Older versions of Clio will not work as of 01 July 2013 • WS ILL is optional, if you want to use WS ILL • You may register to use WS ILL and look around. • Do not action requests in WS ILL if you have not upgraded to 6.7.1 Special Users
- 5. The world’s libraries. Connected. Roadmap Update http://oc.lc/3Bhn3x
- 6. The world’s libraries. Connected. WCRS Features • Conditional notes • Links to borrowing & lending library’s OPACs • Batch processing for NO • Automatically applying constant data to a request May 12 release • Printing all requests in a queue • Knowledge Base Links (for borrower) • French & Japanese translations New • Lender string expanded to 15 lenders • Improved batch processing workflow
- 7. The world’s libraries. Connected. • First pass buy it workflow • Tight integration with Article Exchange • Displaying links to open access resources • Display supplier cost information in holdings display • Changes to support variable lender ageing (EMST) • Indicators in staff work form and holdings display Feature roadmap: NEW features in WorldShare ILL http://oc.lc/3Bhn3x
- 8. The world’s libraries. Connected. Browser versions – Supported baseline Chrome 23.0.1271.9 7 m Firefox 17.0.1 IE9 IE8 IE7 – Not supported If you are not sure what browser or version you are using, go to http://www.thismachine.info/ Testing our May release against: • Chrome 26.0.1410.43 m • FireFox v. 20.0 • IE9 & IE8
- 9. The world’s libraries. Connected. • Account creation • Printing • Request history • Renewals • Known issues page coming soon to the WorldShare ILL web site… Known issues
- 10. The world’s libraries. Connected. Keep up to date https://www3.oclc.org/app/listserv/ Discovery OCLC-FIRSTSEARCH-L Delivery OCLC-SHARING-L
- 11. The world’s libraries. Connected. I’m ready! What next?
- 12. The world’s libraries. Connected. I’m Ready ! What Next?
- 13. The world’s libraries. Connected. Sign-up process
- 14. The world’s libraries. Connected.
- 15. The world’s libraries. Connected.
- 16. The world’s libraries. Connected.
- 17. The world’s libraries. Connected.
- 18. The world’s libraries. Connected. Creating new users
- 19. The world’s libraries. Connected. Creating new users
- 20. The world’s libraries. Connected. Adding privileges
- 21. The world’s libraries. Connected. Establishing new password (Resetting your password!)
- 22. The world’s libraries. Connected. Demo
- 23. The world’s libraries. Connected. • Search and Select • Create a request • The Dashboard • Responding to Requests • Constant Data Getting Started Stuffs
- 24. The world’s libraries. Connected. Questions?
- 25. The world’s libraries. Connected. WorldShare Interlibrary Loan Update WAAL 2013 Mark Beatty mbeatty@wils.wisc.edu April 24, 2013
Notas del editor
- Migration UpdateKnown issues/top issues?May release– when and what?Draw people’s attention to the future functionality pageHave lots of time for questions?
- Because the new discovery interface is going to take longer than planned we’ve allowed for patron requesting on FS and WCL to work with both WCRS and WS ILLJust over 1,000 registrations so far
- What if I use ILLiadILLiad users do not have to use the WSILL service unless they want to.The next version of ILLiad (8.4) will start to incorporate new WorldShare ILL features.If ILLiad users want to view WorldShare ILL they can set up an account starting this summer.What if I use Clio?You must upgrade to version 6.7.1 by 01 July 2013Older versions of Clio will not work as of 01 July 2013WS ILL is optional, if you want to use WS ILL You may register to use WS ILL and look around. Do not action requests in WS ILL if you have not upgraded to 6.7.1Many Clio users count on the interaction of Clio with OCLC’s resource sharing services to deliver the resources their users need. Ongoing enhancements to OCLC’s resource sharing services also mean enhancements to the OCLC Web services used by Clio and other partners to connect their services to OCLC. And, as new Web services are released, older versions are discontinued in order to insure the best possible experience for users of these Web services. On July 1, 2013 all Clio users must be using Clio version 6.7.1 or higher in order to maintain interaction with OCLC resource sharing as part of their ILL workflows. All libraries currently using versions lower than 6.7.1 must upgrade to version 6.5 or higher by June 30, 2013 for uninterrupted access to this functionality.72% of Clio users have not yet upgraded to version 6.0
- NewLender string expanded to 15 lendersImproved batch processing workflow
- Browser issues to be fixed in MayIE8-security warning when searching WorldCat-v. Confusing and can potentially lock users out of discoveryBoxes where you say “OK” or try to confirm something jump around and are oddly sized
- Known issues/top issues?Account creationLogin issuesWe’ve identified several issues that we’ve corrected on our side and the calls about account creation are diminishingPrinting (fixes for May) Report of a problem printing barcodes Author/title field labels are swappedE.g. Title: Hemingway, Earnest Author: The Old Man and the SeaShipping label issue with state designation—shows US-OH, changing it to read OH USRequest History-fix in May History is captured, but some dates are not appearingRenewal issues that will be fixed in May Borrower can’t request multiple renewals Lender does not see the borrower's desired due date The status of the renewal (requested/granted/denied) is not included in the detailed request view
- Contact OCLC, from this web site to get your WS ILL account URL. That’s the URL you will ALWAYS use to log in.TrainingGetting startedBorrowingLending
- WCRS 9-digit authorization and password Example: 100-xx-xxxxIf you don’t know your authorization contact support@oclc.org or 1-800-848-5800
- Creating a new user and managing user accounts
- Migration UpdateKnown issues/top issues?May release– when and what?Draw people’s attention to the future functionality pageHave lots of time for questions?