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R ESOURCE S HARING WITH THE OCLC K NOWLEDGE B ASE Mitchell Scott - UW – Green Bay) Cheryl Nessman - UW Colleges Kelly Johnson - UW-Fox Valley Laurie Petri – UW Marshfield
RESOURCE SHARING WITH THE
OCLC KNOWLEDGE BASE
Mitchell Scott - UW – Green Bay)
Cheryl Nessman - UW Colleges
Kelly Johnson - UW-Fox Valley
Laurie Petri – UW Marshfield
PROMISE OF THE OCLC KB
• Subscribed Electronic Content – discoverable and available for ILL
• Creates Efficient workflows in Borrowing and Lending
• Allows for targeted automation (Direct Request to KB libraries)
• ILLiad and Worldshare ILL functionality
MAKE THE SYSTEM DO THE HEAVY
LIFTING
EMBEDDED LINKS TO CONTENT
DIRECT LINKING TO ARTICLES
LENDING TOO!
DIRECT LINKING
IMMEDIATE TITLE ACCESS
THE UW-GB EFFECT -
AUTOMATED BORROWING
439
254
141
113104
Total articles KB transactions KB copyright KB unmeddiated KB unmeddiated with Odyssey
Oct 2014 --Filled Article Requests
SEE IT IN ACTION
THE UW-GB EFFECT -
TURN AROUND TIMES
Less Than an Hour, 29
4 hrs or less, 92
8 hrs or less, 156
24 hrs or less, 200
T.O. TIMES FOR KB ARTICLES
COST RECOVERY
• IFM costs, 13 months prior to KB• -264 in IFM fees
• E-content is unique content
• 21 months since KB• + 1023.85
WORLDSHARE ILL
• Direct Request for Borrowing
– Automate Article Requests
– If owned locally, returned to “New For Review” Queue
– Link to article will appear with request
• Direct Links from Lending
–
QUESTIONS ABOUT KB
• Mitchell Scott , [email protected]
• Cheryl Nessman, [email protected]
• Kelly Johnson, [email protected]
• Laurie Petri, [email protected]
For UW Colleges, setup occurred in each of the following areas:
For UW Colleges, setup occurred in each of the following areas:
The WorldShare ILL section of OCLC’s Service Configuration
For UW Colleges, setup occurred in each of the following areas:
The OCLC Knowledge Base (under the Metadata tab)
For UW Colleges, setup occurred in each of the following areas:
And ILLiad’s Customization Manager
WorldShare ILL users may only need to make changes in OCLC’s Service Configuration module and the Knowledge Base:
Knowledge Base and Direct Request do not work with WISCAT
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
Request form: https://oclc.org/content/forms/worldwide/en/wckb-
request.html
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings:
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings:• We did this manually within the KB, but it’s possible to
upload holdings via Pubget, map a holdings file via SFX, EBSCO or Serial Solutions, or automatically add new e-collections from EBL, ebrary, Elsevier and more.
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings:• We also changed additional settings that control how
our KB holdings can be accessed, used, shared, and updated.
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:
• Custom Holdings Groups
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:
• Custom Holdings Groups• Custom Holdings Path for articles
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:
• Custom Holdings Groups• Custom Holdings Path for articles • Direct Request Profiles for articles & loans…
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create:
• Custom Holdings Groups• Custom Holdings Path for articles • Direct Request Profiles for articles & loans • When finished, activate the KB
Our Setup from start to finish:
1. Request an OCLC Knowledge Base (KB) account. OCLC sends an individualized url and login for your KB.
2. Open the KB and add institutional e-resource holdings.3. Open OCLC Online Service Center and create Custom
Holdings Groups, Custom Holdings Paths, Direct Request Profiles, and then activate your KB.
4. Create routing rules within ILLiad that route incoming requests to the proper queues based on the criteria set in the OCLC Direct Request Profile, and then activate Direct Request in ILLiad.
Create ILLiad Routing Rules, Custom Queues, and then Activate!
Setup is now complete, but the Knowledge Base and some Routing Rules will require regular maintenance.
UWFox Borrowing Why?
Automate, Automate, Automate
Family Leave
Reduced Appointment
Faster Service
UWFox Borrowing Confusion
UWFox’s Borrowing Effects
• FY 14: Articles 2.98 Days
• FY 15: Articles 1.78 Days
UWFox: Lending Why?
UWFox Lending Confusion
UWFox-Working out the bugs
UWFox Lending Effects
0
20
40
60
80
100
120
140
Articles Loans
Lending Requests
FY14 FY15
• Non Lender 8/26-11/21/14
• KB Lending Started 12/1/14
