Haiku OCLC Update

7th TexShare ILL WorkshopSeptember 29, 2006

Big Goings On Since Last We Met

• Conversion of Union List Subsystem to Local Holdings Maintenance in Connexion

• Introduction of Auto-Deflection and Deflection Policies

Resource Sharing & Local Holdings Maintenance

• Union List data converted in February to MFHD

• Local holdings now entered/updated in Connexion

why keep saying No?local holdings maintenancespeaks louder than words

bits named 20 and 21 sow magicwhere drudgery dwelt

• ILL staff submit the request for item to TQD• Request specifies “copy”• And lending library’s bibliographic record’s LHR

has been set to “will not reproduce”• System will automatically skip that library’s

symbol in the lender string• Request history will indicate “auto-deflection” as

reason for refusal

see! “copy or loan”,it comes and goes, you ask why?it’s OCLC. why ask why?

Request automatically skips TQD

Reason for refusal shows as “auto-deflection”

request deflected:the lending library’s smilewould cut diamonds

Who can update local holdings?

• Staff with a full cataloging autho in an institution currently on subscription pricing

policy in place;A/V requests roll like rain dropsoff the lender’s back

Deflection decision “hierarchy”

– Non-supplier status • Nothing loaned or copied

– Local Holdings Record (LHR) • Bytes 20 and 21 override any PD deflection

settings

– Deflection Type - On/off indicator.• Enable Real Time Deflection (on)• Disable Deflection (off)

– Deflection Profile• Deflection polices

Order of Deflection

• When deflection is introduced, requests will be processed in the order the deflection policies are created.

• Example: Request comes through WorldCat Resource Sharing1. It looks at policy #1.

2. If the request doesn’t meet the criteria to be deflected, it will go on to policy #2.

3. If it meets the criteria for deflection, the request will be deflected and move on to the next lender.

Planned deflection parameters(in development)

• Cost• Geography• Age of materials• E-serial-specific deflection• Library type