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WorldShare Interlibrary Loan Update

WAAL 2013

Mark Beatty

mbeatty@wils.wisc.edu

April 24, 2013

The world’s libraries. Connected.

• The OCLC WorldCat Resource Sharing ILL system you've been using everyday for years is moving to a whole new platform and interface. We’ll cover:

• How’s the migration is going

• Plan a timeline for your migration

• Talk with colleagues that have already migrated

• ILLiad considerations

• The current FirstSearch based system is going away by December of 2013.

OCLC Resource Sharing's Great Migration Begins.

2013

Timeline

March-December 2013: Open migration to WorldShare Interlibrary Loan (in U.S.)** Libraries that use patron-initiated ILL-good to go**

June-September 2013: Non-U.S. WorldCat Resource Sharing subscribers migrate to WorldShare Interlibrary Loan

November 2013:End of new requests inWorldCat Resource Sharing

December 2013:End of access to WorldCat

Resource Sharing

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• What if I use ILLiad?

• WSILL is optional.

• If you want to use WSILL wait to set up an account until this summer.

• ILLiad 8.4 will start to incorporate new features--May 2013

• What if I use Clio?

• You must upgrade to version 6.7.1 by 01 July 2013

• Older versions of Clio will not work as of 01 July 2013

• WS ILL is optional, if you want to use WS ILL

• You may register to use WS ILL and look around. 

• Do not action requests in WS ILL if you have not upgraded to 6.7.1

Special Users

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Roadmap Update

http://oc.lc/3Bhn3x

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WCRS Features

• Conditional notes

• Links to borrowing & lending library’s OPACs

• Batch processing for NO

• Automatically applying constant data to a request

May 12 release

• Printing all requests in a queue

• Knowledge Base Links (for borrower)

• French & Japanese translations

New

• Lender string expanded to 15 lenders

• Improved batch processing workflow

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• First pass buy it workflow

• Tight integration with Article Exchange

• Displaying links to open access resources

• Display supplier cost information in holdings display

• Changes to support variable lender ageing (EMST)

• Indicators in staff work form and holdings display

Feature roadmap:NEW features in WorldShare ILL

http://oc.lc/3Bhn3x

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Browser versions – Supported baseline

Chrome23.0.1271.97

m

Firefox17.0.1

IE9

IE8

IE7 – Not supported

If you are not sure what browser or version you are using, go to http://www.thismachine.info/

Testing our May release against: • Chrome 26.0.1410.43 m• FireFox v. 20.0• IE9 & IE8

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• Account creation

• Printing

• Request history

• Renewals

• Known issues page coming soon to the WorldShare ILL web site…

Known issues

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Keep up to date

https://www3.oclc.org/app/listserv/Discovery OCLC-FIRSTSEARCH-LDelivery OCLC-SHARING-L

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I’m ready! What next?

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I’m Ready ! What Next?

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Sign-up process

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Creating new users

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Creating new users

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Adding privileges

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Establishing new password(Resetting your password!)

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Demo

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• Search and Select

• Create a request

• The Dashboard

• Responding to Requests

• Constant Data

Getting Started Stuffs

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Questions?

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WorldShare Interlibrary Loan Update

WAAL 2013

Mark Beatty

mbeatty@wils.wisc.edu

April 24, 2013