The world’s libraries. Connected.
An Introduction to OCLC WorldShare®
Interlibrary Loan
Shu-En TsaiExecutive DirectorOCLC Asia Pacific ServicesOCLC Online Computer Library Center, [email protected]
Taiwan OCLC Governing Members ConsortiumAnnual Meeting at National Taiwan UniversityThursday, December 5, 2013
The world’s libraries. Connected.
WorldShare ILL ServiceThe Global ILL Service Based on WorldCat WorldCat, maintained by OCLC, is the global
union catalog of libraries and a database of library information — print, digital and licensed
Library staff access WorldCat to locate, acquire, catalog, lend, preserve and manage library materials
Researchers, students, faculty, scholars, professional librarians and other information seekers access WorldCat to obtain bibliographic, abstract and full-text information when and where they need it
The world’s libraries. Connected.
WorldCat —The OCLC Online Union Catalog The global union catalog 72,000 libraries in 170 countries participating 300,000,000 records 2,000,000,000 holdings 470 languages 8 million full-text information through open source Provides free access through WorldCat.org 8 million users and growing
The world’s libraries. Connected.
The world’s libraries. Connected.
• Web/internet resources – 26 m• Articles – 26 m• Theses and Dissertations – 16 m• Archival materials – 14 million• eBooks – 10 m• Serials – 9 m• Sound recordings – 8 m
• Visual Materials – 7 m• Scores – 5 m• Conference Proceedings – 3 m• Maps – 3 m• Books – 190 m
WorldCat - 2 billion holdings strong
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Web is where our users are …It is a comprehensive tool to host library OPACs on Internet by using OCLC cloud facilities. It does not require additional hardware as entire global catalog is available on cloud. Each entry relates to library where it is held with advance search engine, browser, toolbar along with social networking and online book stores links.
100 million connections to library’s OPAC’s in 2013
— Local Efforts, Global Reach !
Characteristics of WorldCat.org
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WorldCat — Values to Libraries Facilitate sharing of library resources Increase library resources Avoid unnecessary duplication of collections Streamline acquisitions and cataloging Increase staff productivity Facilitate collection development among
consortium member libraries Help users locate information beyond own library
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WorldShare ® ILL
• A Global Library Interlibrary loan and Document Delivery Service on WorldShare Platform
• A trusted service has been in operation since 1979
No. of participants: Over 10,000 libraries
No. of Requests: Over 10,000,000 / year
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WorldShare ® ILL Worldwide
The world’s libraries. Connected.
WorldShare ® ILL - To Borrow or Lend?
Some libraries only borrow… Some libraries only lend… But most do a combination of both Builds relationships Creates reciprocal opportunities
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WorldShare ® ILL & associated modules
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In WorldShare ILL ®, there are 3 main modules:
WorldShare® ILLCustom Web Address!!!
OCLC Service Configuration http://worldcat.org/config/
ILL Policies Directory-http://illpolicies.oclc.org/
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WorldShare® ILL
WorldShare ILL
WorldShare ILL
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Helpful Info- WorldShare ® ILL & associated modules
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A data source of over 10,000 OCLC resource sharing libraries' lending and copying policies plus billing, system, and contact information.
The WorldShare Plarform enables the display of lender costs from the Policies Directoy within the WorldShare Interlibrary Loan interface, to help borrowers quickly select lenders that meet their budgets.
It allows you to identify requests that you cannot fill so that they will bypass your library. This automatic deflection can be set up based on service type (copy/loan), group membership, cost, material age and/or format type.
ILL Policies Directory- Set your rules for requestshttps://illpolicies.oclc.org/
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OCLC Policies Directory
You know the costs before sending out your loan and document request!
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Helpful Info- WorldShare ® ILL & associated modules
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Service Config is where you will:
Create and Manage advanced features
Custom Holdings Groups & Paths
Constant Data
Direct Request Profiles
OCLC Service Configurationhttp://worldcat.org/config/
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Helpful Info- WorldShare ® ILL & associated modules
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OCLC Statistics Portal: http://www.stats.oclc.org
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Managing Workflows
Traditional workflows for loans and document requests
Automation tools to simplify the process
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WorldShare ® ILL
Ability to Search WorldCat
Create and Send ILL Requests
Manage both Borrowing and Lending activity
Desktop delivery of articles/chapters of books through
OCLC Article Exchange
Ability to form or join consortium to facilitate resource sharing activities
“Buy It” option
The world’s libraries. Connected.
WorldCat Knowledge Base and WorldShare ® ILL
Components of article sharing solution1. WorldShare ILL Service2. WorldCat knowledge base3. License management tool
The world’s libraries. Connected.
WorldCat Knowledge Base
Combines data about your library’s electronic content with links to the content
Maintained in a single place for use with many OCLC and non-OCLC applications
The world’s libraries. Connected.
License Management Tool
In WorldCat knowledge base, indicate which collections and titles are licensed for ILL
Provide any instructions/restrictions for lending your licensed content Print and Send
Print and Scan
Silent
Unknown
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The Shortest Distance Between
• If a picture is worth a thousand words…
• Take a look at this WorldCat lending request.
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Enhanced sharing of articles
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See which collections libraries are loaninghttp://www.oclc.org/resource-sharing/features/articles.en.html
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The world’s libraries. Connected.
Request history
Barcode printing
KnowledgeBase links (for lender)
Improved batch processing workflow
Improved print workflow
Batch printing of shipping labels and book straps
Batch processing for YES (Shipped)
Feature roadmap:
March2014
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Conditional notes
Links to borrowing and lending library’s OPACs
Batch processing for NO
Automatically applying constant data to a request
Printing all requests in a queue
Knowledge Base links (for borrower)
French and Japanese translations
Patron workform with new Discovery interface
Feature roadmap:
May2014
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Managing Workflows Further automate the process?
Automate document delivery? Simplify billing administration? Join international groups? Set up local resource sharing groups? End user discovery?
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Helpful Info- WorldShare ® ILL & Article Exchange
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Automate Document DeliveryArticle Exchange
It is a single, secure location where lending libraries can place — and library users can retrieve —articles, book chapters and other electronic-format materials obtained via interlibrary loan.
This site adds convenience, security and enhanced copyright compliance to article sharing through interlibrary loan.
Article Exchange is accessible to lenders from within the WorldShare Resource Sharing service
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Helpful Info- WorldShare ® ILL & Article Exchange
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Article Exchange
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Helpful Info- WorldShare ® ILL & ILL Fee Management
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Simplify Billing Administration
ILL Fee Management for individual transaction billing
It automates the billing for an ILL transaction over Resource Sharing that requires a charge to be paid to a lender.
Sends Request- IFM Ok Sends Request- IFM Ok
Sends Item- IFM OkSends Item- IFM Ok
I really need this book!
I charge $10 to lend over OCLC.
Borrowing Library Lending Library
-$10 +$10
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Helpful Info- WorldShare ® ILL & ILL Fee Management
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IFM is a huge time and cost saver for borrowers and lenders.
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Helpful Info- WorldShare ® ILL & Resource Sharing Groups
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Sharing tailor-made for library groups
Example 1: LVIS - the Libraries Very Interested in Sharing
Participating LVIS members benefits:
1. Provide loans of all circulating (returnable) items to LVIS members at no charge. Cost recovery allowed for out of country loans.
2. Provide electronic copies, if possible. 3. Provide photocopies for a maximum of 30 pages per bibliographic citation to LVIS
members at no charge. (A cost recovery charge for photocopies exceeding the 30 page limit is permissible and may be determined by the library.)
Participants: US, Canada, Denmark, Egypt, Guam, Germany, Lebanon, Mexico, etc.
Example 2: Global Sharing Program
Example 3: Form your own resource sharing groups?
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Helpful Info- WorldShare ® ILL & Resource Sharing Groups
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Sharing tailor-made for library groups
Preparation and Requirements
• Maintain holdings in WorldCat *• Maintain supplier status in WorldShare ILL • Commit to resource sharing with all group members
*Set holdings in WorldCat via Connexion and/or Batchload
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End User Discovery - Worldcat.org?
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End User Discovery - WorldCat Discovery?
The world’s libraries. Connected.
End User Discovery - WorldCat Discovery?
The world’s libraries. Connected.
How can I participate?
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Questions
