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Note sulla versione di WorldShare Interlibrary Loan, agosto 2022

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Release Date: August 21, 2022

Introduzione

This release of WorldShare Interlibrary Loan provides an enhancement in addition to numerous bug fixes. This feature will help you manage more complex workflows:

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:

Se il collegamento al catalogo della biblioteca non è stato impostato o se il collegamento deve essere aggiornato, seguire le istruzioni seguenti. Dopo aver abilitato i collegamenti al catalogo online, è possibile cercare nel catalogo gli articoli richiesti come prestatario o prestatore.

https://help-it.oclc.org/Resource_Sharing/WorldShare_Interlibrary_Loan/Reference/Search_my_library's_online_catalog
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.

Nuove funzionalità e miglioramenti

Automate actions for new lending requests to ensure consistent processing

Lending automation allows you to consistently and predictably process lending requests according to your stated policies. You can choose to apply designated lending constant data records based on: 
•    the identity of the borrowing library, 
•    the type of request, or 
•    the material format being requested, 
This ensures that lending charges, notes, policies, and addresses are accurately applied to lending requests, saving you time, and ensuring compliance with your library’s local policies and preferences. 

Preparing for lending automation

  •  Make sure your library has lender constant data records configured for the combinations of loan periods, charges, return addresses, and lending notes you regularly use. Here are a few examples:
    • Fees. If you charge different fees to different libraries, make sure you have a constant data record for each of your typical Lending charges. 
    • Loan periods. If you have different loan periods for different formats or different libraries, make sure you have a constant data record with different Due Dates for each of your typical loan periods.
    • Shipping/mailing addresses. If you have different shipping/mailing addresses you want borrowers to use when returning your items, make sure you have a constant data record for each of the mailing addresses you may want borrowers to use.
    • Shipping methods. If you use different shipping methods (e.g., a courier with some libraries, Express shipping in some cases, and mail the rest of the time), make sure you have constant data records that have appropriate Return Via entries representing shipping methods and Return To: addresses that are correct for each shipping method.
  • Setting up custom holdings groups. If you want to charge different borrowers different fees, either based on their membership (or lack of membership) in a reciprocal group or based on a "we charge what you charge" relationship, make sure to create a custom holdings group (CHG) for each set of symbols you typically charge a given amount. (e.g., There are 50 libraries you have borrowed from in the past year that all regularly charge you $10. Create a CHG with those 50 symbols and label it "Charge10.")
  • Updating Policies Directory. Ideally, your policies applied through automation (charges based on format or requesting group; loan periods; shipping methods) should match what is stated on the Policies tab in your OCLC Policies Directory entry. This is a good time to check your stated policies and make any updates so that actions applied through lending automation are aligned with your stated policies in Policies Directory.

Configuring lending automation 

Lending ARM (Automated Request Manager) is now an additional tab on the Automated Request Manager page in Service Configuration.  

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Just like with borrowing automation, the top of this page displays a list of standard actions that happen when your library is about to be assigned the lending request. 

Main Automations

Under the table of standard actions, you can configure main lending automations.  

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When creating a new lending automation, the automation is enabled by default. The enable feature is currently only available in lending automation. Unchecking and saving the automation will disable the automation without requiring you to delete it.

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Just as with borrowing automation, each automation is required to have a Name, Priority, and at least one Action.  Automations that specify actions but no Matches will match all requests.  

The Name field can accept alphanumeric values, symbols, and spaces, with a limit of 40 characters.

The Priority field allows you to specify, in the case of a request matching multiple automations, which automation should be applied.  For this reason, it is recommended that you give the most specific automations the lowest priority score.

Available Match Criteria ('Matches')

  • Borrower group
    • You can select from a combination of custom holdings groups and profiled groups to define rules for. This allows you to create custom holdings groups that reflect a group of libraries that should all be charged the same amount or should all see a return address making use of a courier or different shipping service/address.  
  • Formati
    • Formats refer to the material format of the item, and you can select one or multiple formats.  This is useful if you need to identify requests for item types that have a different loan period, notes, or lending charges or restrictions (e.g., I lend books for 12 weeks but I lend AV for 30 days and I require you return these items in a padded envelope).
  • Request type
    • Allows you to specify copy or loan requests.  If no request type is selected, the automation will apply to both copy and loan requests.  
  • La corrispondenza non fa distinzione tra maiuscole e minuscole.

Available Actions

  • Applica dati costanti 
    • You can apply a designated Lender Constant Data record as an action.

On the main lending automation screen, you can easily see which automations are enabled, as well as their match(es), action(s), and priority. 

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A note about constant data persistence

In order to keep constant data persistence from overwriting the work done by lending automation, constant data persistence will now be disabled on lending requests where automation has taken an action to apply a constant data record.

If you have constant data persistence turned on in Service Configuration and an automation has taken an action to apply constant data on a request: 

  • Persistence will be disabled on that lending request 
  • A warning message will appear in orange at the top of the screen alerting you that constant data persistence is turned on but has been disabled for the request.

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If you have constant data persistence turned on in Service Configuration and an automation has not taken an action to apply constant data on a request: 

  • Persistence will operate as usual 
  • No warning message will be displayed

It is our recommendation that libraries not use constant data persistence.  Instead, you can handle the application of constant data (both borrowing and lending) via automation.  Both Borrowing ARM and Lending ARM allow users to establish automations that predictably and correctly apply specified constant data records.  

Cronologia dell'automazione del prestito

In the staff interface on the Request Details screen under Request History, all lending requests will now have an Automation History section.  This section is the first section that appears under Request History. This section will record:

  • The time stamp for when the lending automation event was processed.
  • The name of the matched automation (or that no automations exist or that there was no matching automation).
  • Il successo o il fallimento dell'applicazione di dati costanti.

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For more information, see Automated Request Manager. 

Correzioni di errori

  •  Lender strings built in automation for e-serial requests will correctly exclude lenders with Knowledge Base holdings set on a title in a collection/collections where the coverage range in that collection(s) excludes the requested date/volume. Previously, lenders that excluded certain coverage ranges in their collection were added to the string. 
  • You will now see content in the verification field of the staff interface that contains information about where the item was discovered. Previously, this often showed as "unknown". 
  • When editing an automation with formats as a match criterion, additional formats won't appear to be selected. Previously, if you created an automation with formats as a match criterion, saved it, and then edited it, additional formats appeared to be selected. 

Problemi noti

Per un elenco dei problemi correnti e risolti di recente, vedere Problemi noti.

Versioni future  

Le informazioni sulla tabella di marcia sono disponibili nel OCLC Community Center.

Collegamenti importanti

Sessioni successive al rilascio

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: