Resource sharing with the OCLC Knowledge Base
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A presentation at the 2015 WiLS / RL&LL Annual ILL Meeting
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Resource sharing with the OCLC Knowledge Base
- 1. 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
- 2. 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
- 3. MAKE THE SYSTEM DO THE HEAVY LIFTING
- 4. EMBEDDED LINKS TO CONTENT
- 5. DIRECT LINKING TO ARTICLES
- 6. LENDING TOO!
- 9. THE UW-GB EFFECT - AUTOMATED BORROWING 439 254 141 113 104 Total articles KB transactions KB copyright KB unmeddiated KB unmeddiated with Odyssey Oct 2014 --Filled Article Requests
- 10. SEE IT IN ACTION
- 11. 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
- 12. COST RECOVERY • IFM costs, 13 months prior to KB • -264 in IFM fees • E-content is unique content • 21 months since KB • + 1023.85
- 13. 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 –
- 14. QUESTIONS ABOUT KB • Mitchell Scott , scottm@uwgb.edu • Cheryl Nessman, cheryl.nessman@uwc.edu • Kelly Johnson, kelly.johnson@uwc.edu • Laurie Petri, laurie.petri@uwc.edu
- 16. For UW Colleges, setup occurred in each of the following areas:
- 17. For UW Colleges, setup occurred in each of the following areas: TheWorldShare ILL section of OCLC’s Service Configuration
- 18. For UW Colleges, setup occurred in each of the following areas: The OCLC Knowledge Base (under the Metadata tab)
- 19. For UW Colleges, setup occurred in each of the following areas: And ILLiad’s Customization Manager
- 20. WorldShare ILL users may only need to make changes in OCLC’s Service Configuration module and the Knowledge Base:
- 21. Knowledge Base and Direct Request do not work withWISCAT
- 22. 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
- 23. 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:
- 24. 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.
- 25. 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.
- 26. 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
- 27. 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
- 28. 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…
- 30. 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
- 31. 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.
- 32. Create ILLiad Routing Rules, Custom Queues, and then Activate!
- 33. Setup is now complete, but the Knowledge Base and some Routing Rules will require regular maintenance.
- 34. Cheryl Nessman Director of Library Support Services University ofWisconsin Colleges cheryl.nessman@uwc.edu
- 35. UWFox Borrowing Why? Automate, Automate, Automate Family Leave Reduced Appointment Faster Service
- 37. UWFox’s Borrowing Effects • FY 14: Articles 2.98 Days • FY 15: Articles 1.78 Days
- 40. UWFox-Working out the bugs
- 41. 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
Notas do Editor
- How many have their e-content in OCLC? How many request from other’s e-content. GB’s collection, especially CR content (past 5 years) is largely electronic. Yours is too. We have the right to lend these Who gets requests for content that they own electronically—do you fill them? Who uses DR ? DR for articles and using the KB will match it to libraries electronic holdings.
- KB DR – 58% of article request went through DR 32% had to be released from Copyright 28% were unmediated –submitted, sent and filled 24% were unmediated and filled with Odyssey. No staff intervention!
- 1. Cleared from copyright filled in 13 minutes Works when you are not----1am filled and delivered at 6am. Fully automated Works with incomplete citations.
- 79% in 24 hrs or less 61% in 8 hrs or less 36% in 4 hrs or less 11% in 1 hour or less
- At first we added lots and lots of stuff, but we started getting lots of requests for items that we didn’t have access to because of embargos and databases with only partial full-text. You can edit each title within a collection to properly reflect access limits—but this can take FOREVER.
- At first we added lots and lots of stuff, but then we started getting lots of requests for items that we didn’t have access to because of embargos and databases with only partial full-text. You can edit each title within a collection to properly reflect access limits—but this can take FOREVER.
- For articles, we added a group called KBLVIS that Mitchell shared with us, as well as an exclusion group to exclude loan requests going out to other UW System libraries since we don’t use ILLiad for these requests
- Our path for articles leads to the KBLVIS group that we created in the last bullet point.
- We have separate profiles for monographs, AV and articles. The settings in these profiles help ILLiad determine which requests are handled automatically via Direct Request (DR), and which require manual processing.
- This is the last thing you have to do in the OCLC Online Service Center.
- Once setup is complete, you will still need to monitor incoming requests to determine if changes need to be made to your KB holdings, and you will also have to update holdings as they change and routing rules if they contain time sensitive data -- our copyright routing rule allows anything 5 years or older to skip the copyright approval process, but we have to update the year to keep it working properly.
- Questions?
- Faster service for patrons Reduced librarian appointment Family Leave in the Fall
- Requests from e-books in Search@UW (will get better) Requests on items checked out in Search@UW, but available on a different record Requests from faculty/instructors that we want to purchase (not really enough to warrant a routing rule like Mitchell, I decide these on a case by case basis.
- Reduced Article turnaround by an entire day! Couple other tweaks. Using Trusted Sender far more than in past. Loan turnaround remained the same. Guessing due to shipping
- Because I like you Just like doing ILL Creating goodwill for my requests We don’t charge anyone
- Difference between e-journal processing and awaiting lending processing Article requests have increased through both avenues E-journals=KB; should have link to article Lending requests-all other stuff (loans, non-KB, book articles). Require more patience since borrow doesn’t see our exact holdings
- Fixing all the bugs in the links and reporting them to Cheryl Google search tab often faster than using Search@UW-use a lot for the non-KB requests
- Have more than doubled our article borrowing statistics in less than a full year Not an increase in time spent. Article requests typically take under 2 minutes to process. (Versus loans which require shipping)