Posts filed under 'Resource Sharing'
Upgrade to ILLiad versions 7.4 or higher
OCLC and Atlas Systems continue to provide ongoing enhancements to the OCLC ILLiad Resource Sharing Management software to insure that ILLiad meets the changing needs of libraries. The latest version of ILLiad software is version 8. Using the latest development platforms and tools, the ILLiad version 8 client can perform faster and more efficiently than previous versions.
ILLiad version 8 is available to all ILLiad users at no additional charge. However, ILLiad version 7.4 is a prerequisite for use of ILLiad 8.0. To help libraries and their users use ILLiad efficiently and effectively, OCLC will discontinue support for ILLiad versions older than 7.4. Libraries using ILLiad versions earlier than version 7.4 must migrate to version 7.4 or higher in the coming months. Dates for the retirement of versions earlier than version 7.4 are:
- End of support for versions 7.2 and older: August 31, 2010
- End of support for versions 7.3 and older: December 31, 2010
Note: If you use version ILLiad 7.2.x, you will first need to move to version 7.3 and then to version 7.4 as described below.
To learn more about ILLiad 8, watch the video presentation, ILLiad 8 Overview.
Note: This video was recorded using Microsoft Live Meeting. To view the recording, you can download Live Meeting here. Because the recording contains an embedded Windows Media Player, it is best viewed in Internet Explorer.
July 15th, 2010
New record use policy ‘WorldCat Rights and Responsibilities for the OCLC Cooperative’ — effective August 1
Community feedback shaped new policy
DUBLIN, Ohio, June 21, 2010—A new WorldCat record use policy, developed by a Record Use Policy Council and informed by community input, has been approved by the OCLC Board of Trustees. WorldCat Rights and Responsibilities for the OCLC Cooperative will be effective August 1, 2010.
The new policy outlines the rights and responsibilities associated with stewardship of the WorldCat bibliographic and holdings database by and for the OCLC cooperative, including the use and exchange of OCLC member-contributed data comprising WorldCat.
The policy was drafted by the Record Use Policy Council, a group of 12 library leaders charged by the OCLC Board of Trustees to craft a replacement for the Guidelines for Use and Transfer of OCLC Derived Records, which was developed in 1987.
In April 2010, the Record Use Policy Council submitted to the library community and to the OCLC Board a draft policy that began a two-month period of community review and discussion. More than 275 comments were gathered via e-mail, phone, meetings and letters, in an online forum, and by monitoring blogs, listservs, and Twitter. At the end of May, community input was incorporated and a policy statement was submitted to the OCLC Board, which approved the revised document during its June meeting.
“We decided to emphasize a code of good practice for members of the cooperative, based on shared values, trust and reciprocity,” said Jennifer Younger, Co-Chair of the Record Use Policy Council, President-Elect, OCLC Global Council and Chair, Board of Directors, Catholic Research Resources Alliance. “The focus of the new policy is on member rights and responsibilities—instead of data ownership issues, detailed provisions or restrictions—with the general aim of fostering innovation in our ever-changing information landscape.”
The policy is based on the premise that OCLC members value WorldCat as a comprehensive, timely, and accurate reflection of the consolidated holdings of those members. The policy’s intent is to encourage the widespread use of WorldCat bibliographic data while also supporting the ongoing and long-term sustainability and utility of WorldCat and of WorldCat-based services such as resource sharing, cataloging, and discovery.
“The new policy supports library choice in a hybrid environment of metadata types and content standards,” said Barbara Gubbin, Co-Chair of the Record Use Policy Council and Director, Jacksonville (Florida) Public Library. “It recognizes as essential the need for OCLC members to share and reuse their data with many partners, across many systems, sites, and applications.”
The Record Use Policy Council was named in September 2009 to develop this new policy by providing a broad and inclusive set of perspectives and experiences, determining the current and future information needs of the library community, and gathering and including feedback from the library community.
“We heard from many OCLC members, and we listened,” said Larry Alford, Chair of the OCLC Board of Trustees and Dean of University Libraries, Temple University. “This process was an exercise in governance of the collaborative by its members. The result is a new record use policy that will serve the cooperative well as we continue to nurture and grow WorldCat while providing libraries with the flexibility they need to use WorldCat derived data in innovative ways in a rapidly changing information environment.”
Mr. Alford acknowledged the work of the Record Use Policy Council. “These global library leaders spent many months grappling with complex issues and listening to library community input,” said Mr. Alford. “OCLC members worldwide owe this dedicated group a deep debt of gratitude for their time and hard work.”
The new policy will become effective August 1, 2010, replacing the Guidelines for Use and Transfer of OCLC Derived Records. Because the data sharing environment is constantly and rapidly evolving, this new policy will be regularly reviewed to ensure its continued timeliness.
To view the new policy, including a Frequently Asked Questions document and a comparison between the draft submitted for community review and the final document, visit www.oclc.org/worldcat/recorduse/.
About OCLC
Founded in 1967 and headquartered in Dublin, Ohio, OCLC is a nonprofit library service and research organization that has provided computer-based cataloging, reference, resource sharing, eContent, preservation, library management and Web services to 71,000 libraries in 112 countries and territories. OCLC and its member libraries worldwide have created and maintain WorldCat, the world’s richest online resource for finding library materials. Search WorldCat.org on the Web at www.worldcat.org. For more information, visit www.oclc.org.
OCLC, WorldCat and WorldCat.org are trademarks and/or servicemarks of OCLC Online Computer Library Center, Inc.
Third-party product, service and business names are trademarks and/or servicemarks of their respective owners.
June 21st, 2010
WorldCat Resource Sharing now includes an option for users to request delivery of books to their home or office. This feature continues the partnership between OCLC and Better World Books that began during a 2009 pilot of the service. The new option is available to libraries in the United States.
Libraries that offer the new delivery option to their users will pay for the service through the Interlibrary loan Fee Management (IFM) feature. Books will be priced at two levels:
- The majority of items in Better World Books’ collection are available for $15. Use the OCLC symbol BWBKS to request these items.
- Newer books in Better World Books’ collection are available for $ 25. Use the OCLC symbol QUICK to request these items.
Why use WorldCat Direct?
- Improve service and convenience of home delivery to patrons while saving library staff time
- Easy return of loaned items by mail
- Library users have the opportunity to purchase the loaned items
How WorldCat Direct works:
Library staffs that wish to provide this option to their users will enable access by selecting the “WorldCat Direct” option under “Staff ILL Settings” in the WorldCat Services administrative module. Participating libraries should add the symbols BWBKS and QUICK to custom holdings groups and paths and make sure they have enabled use of IFM to manage payments. In addition, libraries that plan to automate user-initiated requests will need to establish or review an update a Direct Request profile.
Each book will be shipped directly to the user’s address with a postage-paid envelope enclosed. This envelope can be used to return the item to Better World Books. The due date is located on the label attached to the book. The loan period for these items is 30 days and they are not renewable. Information about how to purchase books from Better World Books is also attached to books when they are shipped to users.
For detailed instructions about enabling or using the WorldCat Direct feature, consult WorldCat Resource Sharing User Guide.
Contact OCLC Customer Support at support@oclc.org, +1-614-793-8682 or 1-800-848-5800 (USA) for personal assistance with this feature.
Learn more about WorldCat Resource Sharing
June 15th, 2010
National Library of China shares its rich collection with libraries worldwide through OCLC’s WorldCat Resource Sharing service
DUBLIN, Ohio, May 27, 2010—The National Library of China will share its rich collections with libraries and researchers around the world as a new participant in the OCLC WorldCat Resource Sharing service.
Since November 2009, 2.4 million records from the National Library of China have been added to WorldCat, the world’s largest online resource for finding library materials. With those records in WorldCat, resources from the National Library of China are more visible worldwide through the Web. Once records from the National Library of China are discovered in WorldCat, researchers and scholars will be able to access and obtain these important Chinese materials through WorldCat Resource Sharing.
“We live in a global village and become increasingly closer due to ever advancing information technology,” said Director-General Zhou Heping, of the National Library of China. “The National Library of China is pleased to do its part to meet the increasing interest in and need for information about China.”
“OCLC’s mission is to further access to the world’s information,” says Jay Jordan, OCLC President and CEO, “and information from China is playing an increasingly important role in the world. OCLC is pleased to develop this new partnership with the National Library of China to benefit scholars and students of Chinese culture around the world.”
The National Library of China, which celebrated its centennial in September 2009, is the largest library in Asia with a collection of 30 million volumes and articles. The library was established in the final year of the Qing Dynasty, inheriting the Imperial Wenyuange Library collection of the Qing Dynasty, which includes books and manuscripts since the Southern Song Dynasty.
In addition to collecting and preserving records of Chinese culture, the National Library of China provides document consulting services to leaders of the Chinese government to facilitate their decision making, as well as to support research and teaching in China. Now the library will share its rich Chinese collection with libraries worldwide through WorldCat Resource Sharing.
WorldCat Resource Sharing is a unique set of tools built on the WorldCat database through which more than 10,000 libraries in more than 40 countries cooperate to create a global network to simplify interlibrary lending. It provides an integrated set of features that help libraries reduce costs, increase efficiency and quickly satisfy user needs.
According to Andrew H. Wang, Vice President, OCLC Asia Pacific, OCLC’s partnership with the National Library of China began in 1986 when OCLC introduced its CJK system to support cataloging in Chinese, Japanese and Korean (CJK) scripts. The National Library of China and OCLC formed a partnership at that time to create in WorldCat the National Bibliography of the Republic Era, 1911-1949. The library now uses the OCLC Connexion service to catalog its newly acquired titles, and participates in OCLC Worldcat.org for exposure of its holdings on the Web.
About OCLC
Founded in 1967, OCLC is a nonprofit, membership, computer library service and research organization dedicated to the public purposes of furthering access to the world’s information and reducing library costs. More than 72,000 libraries in 171 countries have used OCLC services to locate, acquire, catalog, lend, preserve and manage library materials. Researchers, students, faculty, scholars, professional librarians and other information seekers use OCLC services to obtain bibliographic, abstract and full-text information when and where they need it. OCLC and its member libraries cooperatively produce and maintain WorldCat, the world’s largest online database for discovery of library resources. Search WorldCat on the Web at www.worldcat.org. For more information, visit www.oclc.org.
OCLC, WorldCat and WorldCat.org are trademarks/service marks of OCLC Online Computer Library Center, Inc.
Third-party product, service and business names are trademarks/service marks of their respective owners
May 27th, 2010
New ways for WorldCat Local and WorldCat Local “quick start” users to connect with library resources
Recent enhancements include an automatic redirect option that links users from WorldCat.org to their library’s WorldCat Local or WorldCat local “quick start” site and WorldCat Local “quick start” users can now link directly to records in their local OPAC for easy access to availability information.
Easy access to WorldCat Local from WorldCat.org
WorldCat.org now prompts visitors to redirect to their institution’s WorldCat Local or WorldCat Local “quick start” site when their IP address is recognized. Library staff can quickly enable this redirect option through the Service Configuration module.
More “get it” options
Ø For WorldCat Local “quick start”
- Direct access to availability information in library OPACs
Users can now link directly from records in WorldCat Local “quick start” to corresponding records in library catalogs for availability information. This new feature increases access to materials for any library with an ILS that does not currently interoperate with WorldCat Local. The new link displays first in the “Find a copy in the library” section of the detailed record display, so users can quickly identify resources available through their local library.
Once a library has configured links to its catalog in the WorldCat Registry, the link to the catalog will display when users view records with WorldCat holdings for their library.
WorldCat Local “quick start” libraries may now set up a different fulfillment option at each of two levels of relevance in search results.
Library staff may select from among the following choices to configure a single fulfillment option at each level of relevance:
o Placehold request. This enables users to place a hold in their library’s catalog.
o OpenURL resolver. Staff may configure up to two OpenURL resolvers and specify at which relevance level they display.
o Link to WorldCat Resource Sharing.
o Link to any other URL, such as the landing page for a locally-used resource sharing service.
Ø For WorldCat Local
WorldCat Local libraries may now set up a different fulfillment option at each of the four levels of relevance in search results. This gives staff the option to present users with “get it” options that are most appropriate for each level of relevance. Results for the local library are listed first. Next are results for second and third choices, usually group or consortial catalogs. Finally, results display resources available from libraries worldwide whose collections are represented in WorldCat.
Library staff may select from among the following choices to configure a single fulfillment option based on item type or OPAC status at each level of relevance:
o Placehold request. This enables users to place a hold in their library’s catalog.
o OpenURL resolver. Staff may configure up to two OpenURL resolvers and specify at which level they display.
o Link to WorldCat Resource Sharing.
o Link to any other URL, such as the landing page for a locally used resource sharing service.
Configuration of fulfillment options, including customizable text that displays to users, is managed in your library’s profile within the Service Configuration module.
LEARN MORE ABOUT WORLDCAT LOCAL AND WORLDCAT LOCAL “QUICK START”
Register for a webinar:
WorldCat Local “quick start” webinar registration
WorldCat Local webinar registration
May 18th, 2010
OCLC ILLiad: Older versions end of life announcement
OCLC ILLiad Resource Sharing Management Software is an easy way to automate routine interlibrary loan functions. It saves library staff time by managing library’s borrowing, lending and document delivery services through a simple, Windows-based interface.
To help libraries and users use ILLiad efficient and effectively, OCLC announces the retirement of ILLiad versions older than 7.4.
ILLiad version 8 is the latest version of the interlibrary loan management suite. It is a major interface redesign for staff processing. By using the latest development platforms and tools, the ILLiad 8 client can perform faster and more efficiently than previous versions. Most noticeably, every form in the client is completely redesigned. The processes have not radically changed, but the new client makes it easier to do those tasks. Interlibrary loan has changed quite a bit since 1997, and by rebuilding ILLiad 8, OCLC and Atlas System are helping to ensure that ILLiad can meet the needs of libraries for many more years to come.
ILLiad 8.0 is available to all ILLiad users at no additional charge. However, ILLiad version 7.4 is a prerequisite for use of ILLiad 8.0. To help us understand your current library system environments and to confirm which version of ILLiad you currently use, we ask that you complete a brief survey as a prerequisite to downloading version 8.0. When you complete the survey, you will receive download instructions that correlate to the ILLiad version you currently use.
To learn more about ILLiad 8, watch the video presentation, ILLiad 8 Overview.
(Note: This video was recorded using Microsoft Live Meeting. To view the recording, you can download Live Meeting here. Because the recording contains an embedded Windows Media Player, it is best viewed in Internet Explorer.)
Libraries using ILLiad versions earlier than version 7.4 must migrate to version 7.4 in the coming months. Dates for the retirement of versions earlier than version 7.4 are provided in the migration information below.
Migration timeline:
- OCLC will turn off the old service for versions 7.2 and older on August 31, 2010.
- OCLC will end customer support for versions 7.3 and older by December 31, 2010.
Note: If you use version ILLiad 7.2.x, you will first need to move to version 7.3 and then to version 7.4 as described below.
Moving from 7.2x to 7.3*
To move from version 7.2 to 7.3, you will need to make sure your ILLiad Client PC is ready, in addition to changes that you will need to make to the ILLiad server. These include verifying that Microsoft .NET 2.0 Framework is installed on your PC. For more details, start with the resources available online from Atlas Systems.
- Start with the “ILLiad Version 7.3 Overview and Release Notes.”
- Next, review “Updating to ILLiad 7.3 – Step by Step” instructions.
- For OCLC hosted sites, you’ll need to read only the “Client” sections prior to scheduling your upgrade in the Online Scheduler.
Moving from 7.3 to 7.4
If you are on version 7.3 and are an OCLC-hosted site, your upgrade should take approximately 1–2 hours to complete. Please schedule your upgrade in the Online Scheduler, and after the server-side of your upgrade is complete, download/replace the ILLiad client and reinstall the Customization Manager using the InstallCustomizationManagersetup.exe file. For more details, please visit the Resource Sharing Community portal.
If you are on version 7.3 and are a local, self-hosted installation, please start by reading the “ILLiad 7.4 Release Notes” available in the Atlas Systems documentation site (also known as the “prometheus” server).
Then follow the instructions for version 7.3 OCLC-hosted sites above.
Moving from versions older than 7.2
If you are on a version of ILLiad prior to 7.2.0, please contact OCLC Customer Support prior to any upgrade attempts. Your upgrade may require changes to your operating system and/or your server software.
Consider migrating to the ILLiad hosted Service
OCLC offers complete server hosting to all ILLiad users. This service includes all of the hardware and software components, back-ups and system upgrades. When you go hosted, your ILLiad server is always monitored for availability, updated on a regular basis and archived for recovery purposes. ILLiad hosted service saves library space and reduce internal technical support demands.
ILLiad Hosted Service provides numerous benefits to participating libraries:
- Libraries no longer need to self-host, so you save on server spacel reducing internal technical support demands
- Easier to stay on the current version of ILLiad. By using the Online Scheduler, you can choose an upgrade day and time convenient to your library staff and users
- Provides all ILLiad server components including Windows IIS Web server and MS SQL database server
- Incremental and full backups of Web server contents and database data done on hourly, nightly and weekly basis for disaster recovery requirements and off-site storage
- 24-hour on-site monitoring of hosting hardware and software within OCLC’s climate-controlled and restricted access computer facility
- Improved ILLiad performance and more efficient technical support as our Customer Support Department (CSD) has full access to the server and can troubleshoot problems much faster
- Our migration experts will assist you so you have a single point of contact and a better customer support
BONUS: act now and save up to 33% off your first-year Hosted Service subscription!
For more information about the offer, please contact Doug Potts at pottsd@oclc.org.
Documentation and support
Whichever path you need to take, you will be able to use the latest ILLiad software very quickly. Several new resources are available to help ensure effective software use:
What are users saying about the hosted service?
“We are a medium-size library and a hosted site and I can’t imagine any cons. We don’t have a systems librarian so we would have no one to maintain our own server and no one who would understand the technical lingo, or be able to deal with the technical problems that, of course, would arise. We do, of course, have an IT department who we can consult but there’s no way they could be devoted to maintaining ILLiad. For this reason, I really appreciate the support and convenience of being hosted, particularly around upgrade times, when everything is done from OCLC’s end.”
—Ken Venet, Barry University, Miami Shores, Florida, USA
More information about WorldCat Resource Sharing ››
May 18th, 2010
Join us for WorldCat Resource Sharing Web seminars!
Do you want to accomplish routine interlibrary loan tasks efficiently while saving library money? Would you like to learn some tips and tricks that can benefit your resource sharing workflows? Join us for a series of webinars in which resource sharing librarians share their best practices. OCLC Web seminars are no-cost, live presentations viewable via the Web with audio provided by WebEx.
The first in this series is a focus on Direct Request. Merle Slyhoff, Collection Development & Resource Sharing Librarian at the University of Pennsylvania will share her experience and tips on how she makes this feature work hard so she doesn’t have to.
Direct Request lets a user place a request directly from an online citation. That request can then bypass staff review and enter the WorldCat Resource Sharing system directly. Your Direct Request profile sets the criteria that determine if requests are manually processed or automatically sent to an eligible supplier, and whether sharing is available for items you already own.
Date: Wednesday, May 12, 2010 Time: 2:00 – 3:00 pm ET
Learn more & sign up today!
If you or someone you know would like to share some practical examples at one of these webinars, please contact Tony Melvyn. We’d love to hear from you!
More information about WorldCat Resource Sharing: http://www.oclc.org/info/ResourceSharing/
April 30th, 2010
As part of a multi-phase effort to make the Batch Processing service easier to use and more efficient, additional enhancements have been made to the service. In January 2010, standard automated processing and OCLC Online Service Center (OSC) ordering were expanded to include many types of single-institution Batch Processing projects. The April 2010 enhancements include expanding OSC ordering to include OCLC-MARC output and group batchload projects. The April enhancements are part of a series of enhancements to be completed over the next several months.
To assist users in the ordering process, a tutorial and an ordering checklist are available:
How to Order Batch Processing Services
Batchload Order Checklist for Bibliographic Record Projects
April 2010 enhancements
- OSC ordering is now available for the following bibliographic record projects:
- Projects ordered with OCLC-MARC output
- Group batchload projects
- Users may specify which qualifiers to use for OCLC Control number matching
- The ability to request information about branch level scoping for WorldCat Local projects
Multiply the efficiency and effectiveness of many OCLC Products and Services
Accurate, up-to-date holdings information multiplies the efficiency and effectiveness of many OCLC products and services including:
- WorldCat Local – Use local holdings data to qualify local searching by branch or collection and enrich record displays for serials with item-specific data
- WorldCat.org – Web access to items available in libraries
- WorldCat Resource Sharing – Better visibility and accuracy of shared resources to lending libraries and library users
- WorldCat Cataloging – Your library participates more fully in the worldwide library community
- WorldCat Collection Analysis – A more complete view of the collection aids collection development decisions
Additional enhancements to the service are planned and will be announced as they become available.
OCLC Batch Processing service uses advanced technology and expert analysis to assist OCLC members to synchronize holdings in WorldCat. In 2009, 49 million new records were added to WorldCat by the Batch Processing service from individual library collections and national library catalogs. Batch Processing takes catalog records from library local systems and integrates the information into WorldCat. WorldCat connects local library catalogs, giving library users all over the world a portal to local, regional, national and global library resources.
More information
For more information, visit Batch Processing on the Web or contact OCLC Customer Support at support@oclc.org.
April 9th, 2010
A new dition of the Local Holdings Record Updating Service User Guide (PDF) is available on the OCLC web site at:
http://www.oclc.org/us/en/support/documentation/localholdings/LHR_batch_updating_guide/default.htm
This extensively revised Guide relfects OCLC’s implementation of the MARC21 Format for Holdings Data and associated changes in the LHR Updating service. The new edition contains definiteive information about using LHRUS as the batchload solution to keeping your local holdings records up-to-date in WorldCat.
The LHRUS User Guide outlines the stages of an LHR updating project form and provides details on data specifications, file transfer and reports.
February 22nd, 2010
As part of a multi-phase effort to make Batch Processing easier to use and more efficient, additional enhancements have been made to the service. Previous enhancements initiated ordering through the Online Service Center (OSC) and introduced automated processing of files as they are received. January 2010 enhancements include expanding automated processing capabilities and OSC ordering.
January 2010 enhancements
The most recent enhancements are highlighted by the following:
- In addition to WorldCat Local, automated processing and OSC ordering have been expanded to include projects that support Group catalog, WorldCat Navigator, and WorldCat Collection Analysis
- Automated processing and OSC ordering are now available for the following standard single institution projects:
- One-time reclamation projects
- One-time retrospective projects
- Cancel holdings projects
- Ongoing projects
- Local Holdings Record Updating service (LHRUS) projects are now ordered via the OSC
- OSC ordering for Batch Processing services projects is now globally available
A convenient, efficient way to maintain current and complete holdings
Now it’s easier than ever for libraries to maintain current and complete holdings in WorldCat. Accurate, up-to-date holdings information enhances the use of many OCLC products and services including:
- WorldCat Local—Use local holdings data to qualify local searching by branch or collection and enrich record displays for serials with item-specific data
- WorldCat.org—Web access to items available in libraries
- WorldCat Resource Sharing—Better visibility and accuracy of shared resources to lending libraries and library users
- WorldCat cataloging—Your library participates more fully in the worldwide library community
- WorldCat Collection Analysis—A more complete view of the collection aids collection development decisions
Additional enhancements to the service are planned and will be announced as they become available.
OCLC Batch Processing service uses advanced technology and expert analysis to build OCLC’s WorldCat database, the world’s largest online database for discovery of library resources. In 2009, 49 million new records were added to WorldCat by the Batch Processing service. Batch Processing takes catalog records from library local systems and integrates the information into WorldCat. WorldCat connects local library catalogs, giving library users all over the world a portal to local, regional, national, and global library resources.
More information
For more information, visit Batch Processing on the Web.
February 2nd, 2010
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