Deflections

Basics of Deflections

Deflection is a feature that is such a time-saver because Lending libraries will often get requests for items that they do not lend over ILL- usually because their policies or license agreements dictate that certain items cannot be loaned through interlibrary loan. Deflection allows the system to say “no” to these requests on your behalf. It will skip your library in the lender string, and move the request on to the next lender.

Create Deflection Policies

Use the the OCLC Policies Directory to setup your Deflection policies.

Deflection is applied to the lender string to ensure that an unfilled request does not remain in WorldShare Interlibrary Loan or Tipasa as Pending, waiting for potential lenders to manually deny the request.

Deflection is not the same process as filtering. Filtering is a process that chooses lenders based on holdings data and other information from the holdings record before the request is created (produced). It takes place before the lender string is built. The Policies Directory is not involved with this processing.

Per creare un Criterio di deviazione:

Passare alla scheda Politiche da OCLC Policies Directory.
Fare clic sul pulsante Aggiungi nell'elenco a discesa Deviazioni.
Immettere i seguenti campi obbligatori:
1. Nome del criterio
2. Tipo di richiesta. Le opzioni includono:
  - Copy
  - Prestito
  - Copia o prestito
3. Tipo di deviazione. Le opzioni includono:
  - Abilita deviazione in tempo reale: scegliere questa opzione per abilitare il criterio di deviazione.
  - Abilita deviazione in tempo reale - tranne quando sono l'ultimo nella stringa prestatore: scegliere questa opzione per abilitare il criterio di deviazione tranne quando l'istituto è l'ultimo prestatore nella stringa prestatore.
  - Disabilita deviazione: scegliere questa opzione per disabilitare la deviazione. Selezionare una delle opzioni precedenti per abilitare la deviazione in un secondo momento.
Opzionale. Nella sezione Costi , immettere il costo massimo per il destinatario del prestito.
Opzionale. Nella sezione Destinatari del prestito , selezionare il gruppo OCLC o il gruppo di posseduto personalizzato da includere nella deviazione.
Opzionale. In Elementi, selezionare le caratteristiche dell'elemento per la deviazione. Le opzioni includono:
- Formati
- Termini della licenza elettronica
- Età materiale
Opzionale. Immettere le note per la deviazione.
Fare clic su Salva.

If the borrower returns to the request after it has been placed, the asterisk indicating the current lender will have moved to the next lender. The Request History will indicate the Reason for No:

Auto-Deflection: Format Type
Auto-Deflection: Profiled Group (covers profiled groups and Custom Holding Groups)
Auto Deflection: Maximum Cost
Auto Deflection: Age of Material
Auto Deflection: Multiple Reasons
Auto Deflection: Request Type

Deflection may be based on the request service type, local holdings, format type, OCLC profiled group membership, Custom Holding Group, maximum cost, E- license terms and material age in years. Exceptions can also be set, based on format type, OCLC profiled group membership, and Custom Holding Group. The default setting is for no deflection policies to be set.

Se si dispone di più deviazioni, le richieste vengono elaborate seguendo la gerarchia per le deviazioni elencate di seguito.

The hierarchy for deflection

L'ordine in cui vengono elaborate le deviazioni è il seguente:

Stato del fornitore
LHR 20-08/21
Stato dell'ordine (acquisizioni WMS)
Criteri di deviazione configurati nella directory dei criteri nel seguente ordine:
1. Tipo di servizio
2. Formato
3. Gruppo con profilo
4. ETermini di licenza
5. Gruppo di posseduto personalizzato
6. Max Cost
7. Età del materiale

How it works

A simple scenario for deflection by format would be:

The borrowing library creates a request choosing lenders that appear to be suppliers for the material.
WorldShare Interlibrary Loan or Tipasa searches the first lender's policies in the Policies Directory to see if they will loan that format. For example, the format is "musical score" and the first lender has created a deflection policy to indicate that it does not loan musical scores.
Instead of the lender getting the request as Pending, it skips that lender and automatically deflects to the next lender.
The request moves through the string until it identifies a lender that might supply it.

Deflection exceptions

If you select Format, OCLC Group (profiled group), or Custom Holding Group as deflection criteria, you cannot select those criteria as exceptions.

Example policy	Deflection option(s) selected	Exception criteria available
I do not loan e-serials.	Formato	OCLC Group
I do not loan e-serials to profiled group XXXX.	Format OCLC Group
I do not loan to profiled group XXXX.	OCLC Group	Formato
I charge $15.	Borrower Maximum Cost	Format OCLC Group
I loan books only.	Format 2	OCLC Group
I loan books only.		Format 3 OCLC Group
I only loan to all members of group XXXX.		Format OCLC Group 4

Issues to note:

Filtering impacts the lender string that is created, i.e., a symbol can be excluded from the lender string based on the filter that is applied. Filtering is based on custom holdings paths/groups based on volume and year data in the local holdings record.
There are two ways to create this policy. Here all formats are selected for deflection except for “book.” This is a listing of all formats not loaned.
No deflection criteria are selected. Service type “loan” with no deflection criteria indicates that no formats are loaned. However, the exception format “book” indicates that only books are loaned.
The institution only loans material to a selected profiled group. Choosing the exception eliminates the selection of the (long list of) individual profiled groups

Deflection Includes/Excludes

When creating deflection policies for your group, you can choose to block or not block certain groups or items. This feature allows your institution to be very specific about what groups and items a deflection policy pertains to, and those that it does not pertain to.

If you want to deflect a group or one or two items, use the Include feature. If you want to deflect everything except a group or one or two items, use the Exclude feature.

Esempi

To deflect everything except books, use Exclude and click Book (instead of using Include, where you would have to click all the other formats except Book). This is because when you are making an exception for that format and excluding it from your institution’s deflection policies.
My library does not loan DVDs, but I want to allow other libraries in my group to borrow. For this policy, you would Exclude your group, and Include Visual Material –DVD.

Also, choosing two limiters combines both into one policy.

For example: Excluding the format Visual Material – DVD and then selecting a Material Age of Less than: 1 year will deflect only DVDs that are less than one year old.

Schermata delle opzioni nell'interfaccia utente per l'aggiunta di informazioni sui criteri di deviazione.

Nella schermata Deviazioni, un segno di spunta verde () indica che il gruppo o l'elemento è incluso nella deviazione (nei criteri della mia biblioteca), il che significa che le richieste da quei gruppi o per quegli elementi verranno deviate. Una X rossa () indica che il gruppo o l'articolo non è incluso nella deviazione.

Update the lending policy in the Local Holdings Record

For more information, refer to Edit a LHR in WorldShare Record Manager.

Navigate to the item in Record Manager.
In the Leader field (008), be sure the Encoding Level is 2 or higher.
Expand the 008 field.
Change character position 20, Lending Policy, to b - Will not lend.
Change character position 21, Reproduction Policy, to b - Will not lend.
Click Done and Save or select the Add record option from the Action dropdown menu.

To deflect all items in a particular shelving location, you may update the LHRs for all items in that location. To do this in bulk, refer to Bulk actions for LHRs: Update the lending policy.

Guarda un video

Basics of Deflections

Durata: 10:54

This video provides an overview on the types of ILL deflections and how you can set up deflections for items your library does not loan through ILL, including supplier status.

Guarda un video .

Deflecting all electronic items

Durata: 5:45

Questo video mostra come creare criteri di deviazione per tutti gli elementi elettronici, esamina l'impatto che ha sulle richieste e mostra dove rivedere le statistiche sulle richieste deviate.

Impostare la deviazione ILL in WorldShare License Manager

Durata: 8:53

Questo video fornisce istruzioni su come impostare le deviazioni per il prestito interbibliotecario OCLC per le risorse elettroniche configurate in WorldShare License Manager, in base ai termini della licenza elettronica, se la biblioteca è abbonata a questo servizio.

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