ill borrowing training

We Don’t Have That, But…

Ins and Outs of ILL Borrowing

ILL Borrowing

Finding What Your Patron Wants

Selecting Lenders

How The Workform Works

Finding What They Want

SO MANY RECORDS!!!!

SO MANY FORMATS!

Login

BASIC Search is… Basic!

Very Limited Options for Searching

More Challenging to Narrow Down Results

Expert Search is for… EXPERTS!

No Hand-Holding at all

Requires above-average familiarity with Boolean operators

Allows you to search for EXACTLY what you need… if you know EXACTLY how to ask.

Advanced Search is JUST RIGHT!

Optimal Balance Between Ease and Specificity

One-Click Search Limiters

Drop-down Menus for Search Types

Title

Narrowing Your Search

Search Type

Limit By:– Type?– Format?– Age?

Filter by Title Phrase

Doing the Right Kind of Search

Title vs. “Title Phrase”

Standard Number (ISBN/ISSN)

Author vs. “Author Phrase”

Publisher

Doing the Right Kind of Search

Title vs. “Title Phrase”

Standard Number (ISBN/ISSN)

Author vs. “Author Phrase”

Publisher

Filter by Title Phrase

Total Results

Sound Recordings

Downloadable

Total Results

Detailed Record

QUESTIONS?

Selecting Lenders

Availability

Cost

Distance

toolkit.idsproject.org/doku.php?id=borrowing:customholdings

State Holdings (circle in red)

Filling In Lender StringPresented in alphabetical

order by State Abbreviation

All means ALL – WORLDWIDE!

KY and contiguous states: IL, IN, MO, OH, TN, VA, WV

Availability

Is this title checked out?

Does this library lend this format?

Catalog

Potential Lender’s Catalog

Links Don’t Always Work– System Updates– Old Data

Links Might Go To:– Specific Catalog Record– Catalog Search Screen

Policies Directory – Your Source for Information!

Policies Directory Overview

Lending Periods

Lending Costs

Contact Info

And much more…!

Bubbles for Catalog and Policies Directory

Quick Links For Lender String

Selecting Lenders

Availability– On shelf?– Do they lend this format?

Cost– Lending Charges?– Shipping Charges?

Distance

QUESTIONS?(Policy Directory questions will be addressed later in this training session)

Working The ILL Workform

Header

General Record Information

Bibliographic Information

Borrowing Information

Patron Information

Intro to Workform

GenRec Info + Bib Info blocks

Working The ILL Workform

Header

General Record Information

Bibliographic Information

Borrowing Information

Patron Information

Borrowing InfoHelps Lender

Prioritize Requests

Copy for Articles, Loan for

Everything else

Working The ILL Workform

Header

General Record Information

Bibliographic Information

Borrowing Information

Patron Information

Bibliographic Info

Articles Only

Citation Verification

Libraries Expect Accurate and more-or-less Complete Citations in the OCLC Request

Online Archives for Publications

Google Search for the Title of the Article

Copyright Compliance

Use For “Private Study, Scholarship, or Research”

CCL vs. CCG– CONTU Rule Of Five– CCG if newer than 5 years, CCL if 5+

Borrowers Pay Royalties on CCG Photocopies exceeding Rule of Five

Working The ILL Workform

Header

General Record Information

Bibliographic Information

Borrowing Information

Patron Information

Working The ILL Workform

Header

General Record Information

Bibliographic Information

Borrowing Information

Patron Information

Patron Information

Everything the Borrower needs to know for patron recordkeeping

All of this data can be filled by hand or by using a Constant Data Record for this patron

QUESTIONS?

Odds and Ends

Request Statuses

Policies Directories

Constant Data Records

Policies Directory In-Depth

http://illpolicies.oclc.org

Profile + in depth Information Tabs

Up-To-Date Policies Directory helps borrowers find appropriate lenders

Policies Tab

Select CONSTANT DATA RECORDS

START by inserting a new name (up to 8 letters). This

prevents changes to the DEFAULT record

QUESTIONS?

Other Resources

OCLC Resource Sharing Support– Tutorials and Free Resources– http://www.oclc.org/resourcesharing/support/default.htm

OCLC Training Portal– http://training.oclc.org/training– Look for free training materials

KDLA Public Library Training Calendar

Instructions for Downloading Copy of the Presentation

– In the File Share box, click “NewsBank” – “Save to my computer”– In the pop-up window:

“Click to Download” “Save” Choose where to save it “Save”

Contact Information

Nick Gill– anthony.gill@ky.gov– 502-564-8300, x325

KDLA Information– http://kdla.ky.gov/LIBRARIANS/Pages/default.aspx – Reference 502-564-8300, x342– Continuing Education 502-564-8300, x268

Tell us what you think

You will be receiving by email: Link to online survey about today’s training

We would appreciate your input. Your training certificate Complete PDF copy of the PowerPoint

Thank you for participating in today’s session.

Nick & Emily