ill borrowing training
TRANSCRIPT
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– [email protected]– 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