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Note sulla versione di WorldShare Interlibrary Loan, dicembre 2022

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Release Date: December 11, 2022

Introduzione

This release of WorldShare ILL provides new features and enhancements in addition to bug fixes. These features will help you manage more complex workflows, including:

Molti di questi miglioramenti sono il risultato diretto del feedback degli utenti.

Azioni consigliate

Per questa versione, si consiglia di rivedere i seguenti elenchi di controllo e completare le attività pertinenti in modo da poter modificare i criteri e i flussi di lavoro e formare il proprio personale. Questi elenchi di controllo identificano gli aggiornamenti che abbiamo determinato come significativi per la maggior parte degli istituti. Ti invitiamo a rivedere tutti i documenti nelle note sulla versione per determinare se vi sono altri articoli che potrebbero richiedere un'azione aggiuntiva o un follow-up da parte del tuo istituto.

Azioni amministrative

Questi item richiedono un'azione o una decisione immediata.

Azione

Per ottenere le migliori prestazioni, è molto importante svuotare la cache del browser prima di iniziare a lavorare con WorldShare ILL!

Assicurati di utilizzare la funzionalità di Smart fulfillment, tra cui:
Sono stati aggiornati gli indirizzi di ciascun record Dati costanti del destinatario del prestito e del prestatore in OCLC Service Configuration? In caso contrario, farlo per conto di tutti i partner prestatori e prestatori. Le etichette degli indirizzi non vengono stampate correttamente a meno che gli indirizzi non siano formattati correttamente.
Le informazioni di contatto o le politiche di prestito sono cambiate? In tal caso, apportare gli aggiornamenti appropriati in OCLC Policies Directory.

Azioni successive

Al fine di mantenere il personale informato sulle nuove funzionalità e modifiche, è possibile prendere in considerazione anche questi elementi.

Azione
Condividi queste note sulla versione con i tuoi colleghi.

Ti sei registrato per ricevere gli avvisi e-mail per News nel Community Center? Questo assicurerà che le note sulla versione e gli eventi di WorldShare Interlibrary Loan arrivino direttamente alla tua casella di posta. 

Nuove funzionalità e miglioramenti

Pilot feature: Allow library users to place requests via the new WorldShare ILL form

Available on December 13

A new OpenURL-based request form for WorldShare ILL is now available for you to test and optionally provide to your library's users. Libraries that use WorldShare Management Services (WMS) can use this new form as a more fully featured and customizable alternative to the WorldCat Discovery request form. Libraries using discovery and library systems from other providers can use the form to receive requests without having to rekey the bibliographic and patron data.

We encourage you to set up the form, create test requests, and provide us with your feedback.

With the WorldShare ILL request form, you can:

  • Configure and customize the elements of the form to meet your library's needs 
  • Utilize an authentication method already in use at your library (e.g., OCLC/WMS identity management, IP)
  • Provide access to the form from any discovery service (e.g., WorldCat Discovery, EBSCO Discovery Service, ExLibris Primo)
  • Receive and process requests in WorldShare ILL – without having to rekey them
  • Automatically route requests submitted via the form to the automated request manager (ARM)

The new form lets your library's users:

  • Place an ILL request for any item – “if you can find it, you can request it”
  • Pre-populate bibliographic fields automatically 
  • Edit the bibliographic information to meet their needs 
  • Include their contact information and any notes about their request
  • Receive the Request ID for their request, which they can save or print for later reference

Example WorldShare ILL request form

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The following sections will help you set up and use the form to generate borrowing requests. If you have questions or would like assistance, please contact OCLC Support.

Customizing the WorldShare ILL request form

The default WorldShare ILL request form is designed to include information for both copies and loans. It also includes the identifiers needed for staff and automation to find the right citation, and therefore holdings.

You can use the default form settings as is, but you will likely want to adjust the from to best meet your library's needs. In OCLC Service Configuration, go to WorldShare ILL > Patron Request Workforms > WorldShare ILL Request Form. You can:

  • Add or remove fields
  • Provide custom field labels
  • Specify whether a field is required and/or editable

For a full list of fields and options, WorldShare ILL Request Form.

This single form is used for all ILL requests, but the system will preselect the Service Type (Loan or Copy) based on the type of request (e.g., book, article).

Setting up library user authentication and OpenURL resolver

To access the request form, the library user will be required to authenticate.

If your library... Then...
Uses WMS OCLC/WMS identity management (IDM) is already set up.
Does not use WMS

IP authentication (with or without EZproxy) is recommended.

See:

Note: If your library would like to use a method other than IDM or IP, please request assistance from OCLC Support. 

For both IDM and IP authentication, you will need to set up an OpenURL resolver. In OCLC Service Configuration, go to OpenURL Resolvers > Manage Resolvers and click Create Resolver. 

clipboard_e5079a80e364162d489cec59186aadfb6.png

For... Enter... Nota
URL principale

https://<yourregistryid>.account.worldcat.org/account/route/wsill/openurl?

Note: If your library uses EZproxy, prepend the EZproxy information:

https://<yourezproxyprefix>/login?url=https://<yourregistryid>.account.worldcat.org/account/route/wsill/openurl?

Replace <yourregistryid> with your library's Registry ID.

Replace <yourezproxyprefix> with your library's EZproxy prefix.
Nome del resolver A description that indicates this resolver is for use with the WorldShare ILL request form  

Once your authentication and OpenURL resolver are set up, you can do some internal testing to review the form setup and submit test requests.

Providing ILL buttons in discovery services

When you are ready to give your library users access to the WorldShare ILL request form, you can configure ILL buttons in your discovery services. You'll use the OpenURL resolver you created above to configure an OpenURL 1.0 button.

For information on setup, see Configure OpenURL.

Note: If your library has been using the WorldCat Discovery request form, you'll want to remove buttons with the type WCRS/WS ILL and replace them with OpenURL 1.0 buttons.

Example ILL button

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Receiving requests in WorldShare ILL

Requests submitted with the WorldShare ILL form will be acted on by automations (if set up) and/or sent to staff review. The Source for these requests will be WSILLFORM. You will see the form values submitted with the request in the corresponding fields in the staff interface. No more rekeying! Process the requests as you normally would.

For more information, see Process Requests. 

Using key automations

By enabling the new WorldShare ILL request form for your library's users, you can more fully take advantage of the automations. Requests placed with the form will automatically route to the automated request manager (ARM). You no longer need to manually send requests to automation!

For example, ARM can do one or more of these actions for you:

  • Create the lender string
  • Send request to lenders
  • Apply constant data

For more information and examples of basic automations, see Automated Request Manager.

Aggiungere i dettagli del partner esterno al sistema a una richiesta esterna al sistema

On October 25, a new Address Book option in OCLC Service Configuration was released to allow you to create and maintain details about off-system institutions that you borrow from and lend to.

You can now use these records to populate the partner details in your off-system borrowing and lending requests, removing the need to enter all the information individually into each off-system request.

Note: Off-system requesting functionality was first introduced in April 2022. Learn more in the WorldShare ILL release notes, April 2022.

Moving a borrowing request to off-system request

appunti_e548b82c5fc2e899e084fb260cdbf641b.png

Creating an off-system lending request

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For more information, see Off-system requesting. 

More efficiently process overdue off-system requests with the overdue status

Off-system lending and borrowing requests that are 14 days overdue will automatically have the overdue status applied. 

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For more information, see Off-system requesting.

See dates adjusted for your library's time zone

Coming in January 2023

In your WorldShare ILL interface and the OCLC Policies Directory, you'll see accurate dates regardless of your global location.

Correzioni di errori

You can now send a French-translated email from the Article Exchange interface without errors. Previously, typos existed in the email. 

Problemi noti

For a list of current and recently fixed issues, see Known issues.

Collegamenti importanti

Approfondimenti sul prodotto: Resource Sharing

Per familiarizzare con i miglioramenti e le correzioni inclusi in questa versione, partecipare al prossimo webinar Product Insights: Resource Sharing. 

Serie web OCLC Resource Sharing Conference (RSC22). 

OCLC invita a visualizzare le registrazioni di precedenti presentazioni nella serie web OCLC Resource Sharing Conference 2022. La serie di sessioni virtuali gratuite di quest'anno includeva sessioni ILL 101, automazione, prestito digitale controllato e condivisione delle risorse in questo momento difficile. Le registrazioni e le diapositive sono disponibili nel Community Center. 

RSC22 includeva le seguenti sessioni:

  • Lavorare in modo più intelligente, non più difficile: come automatizzare il posseduto e configurare i criteri per accelerare l'adempimento | Registrazione
  • Sessioni Lightning: condivisione delle risorse in Internet Archive e prestito/prestito di e-book demistificati | Registrazione
  • La persistenza di CONTU: risultati di due sondaggi | Registrazione
  • Prestito digitale controllato per la condivisione delle risorse: leggi e politiche dal 2018 | Registrazione
  • Uno sguardo al futuro dei servizi ILL | Registrazione
  • Prestito digitale controllato durante il COVID-19 globale e oltre | Registrazione

Virtual Workshop Series: scopri come ottimizzare la configurazione del prestito interbibliotecario (ILL).

Sei stato in grado di partecipare a tutti i nostri seminari virtuali in cui abbiamo mostrato come è possibile ottimizzare l'impostazione ILL e i flussi di lavoro della biblioteca e risparmiare tempo?

La serie includeva i seguenti argomenti: 

Siti web di supporto

Le informazioni di supporto per questo prodotto e i prodotti correlati sono disponibili all'indirizzo: