Tip:
Highlight text to annotate it
X
Hi everyone. This is Mike from OCLC and in this video, we will show you how to process
New for Review requests as a borrowing library in WorldShare ILL.
So the first question we want to ask is, "How do these requests get added to the New for
Review category in WorldShare ILL?" Well, you can either add them there yourself or
they can come from an outside source.
So the way you would add a request yourself to this New for Review category is to click
on the Save for Review button on the request form without submitting the request. Let me
show you what I mean.
So I've got to switch over to WorldShare ILL in my browser and I've got a search that I've
already run and let's say the second result is the item that I want.
So if I just follow the normal request workflow by using any of these links to narrow down
my holdings or just get to the holdings display, I'm going to click on Regional Holdings.
Then here's where I would select my lenders. I'm just going to put in one of my test training
symbols to move things along. I will click the Create Request button and when I click
on Create Request, it brings me to the request form.
Above the request form, I see these two buttons for send request and save for review. So if
I just click Save for Review, I get a little confirmation that the request was successfully
saved and now I can click on the hyperlink for that number or I can go to my borrowing
requests and my New for Review category. I can do a little refresh and there's the request
that I just saved.
Now the other way that requests can get added to New for Review is if they come from an
outside source such as an OCLC FirstSearch patron request form. So if you purchase FirstSearch,
the companion service to Resource Sharing or WorldShare ILL from OCLC, have the patron
request form all set up in there. That's one way requests can be routed to the New for
Review category.
Some ILS systems like Millennium or Polaris allow requests to be initiated by patrons
and then routed to this New for Review category as well. Then there are third party services
like CLIO that can also route the request to New for Review.
If a request comes from an outside source, when it initially arrives in here in New for
Review, it's going to have the status of "not reviewed" and all that means is that we haven't
actually clicked on the title or the ID number to look at the request form for the request.
So what I want to talk about next is how we can verify a citation that comes into our
New for Review category. So let's look at the second title, this Audubon Guide to Trees.
I will click on the title or ID number to look at the request form and right away when
I get to the request form, the alarm bells start going off.
This looks like a very incomplete citation. So maybe this came from an outside source
and this is all that my patron typed in to the request field.
But notice that I've got this little magnifying glass next to the title field and that will
actually allow me to do a title search. So I'm going to go ahead and click on that magnifying
glass and then just with those keywords that were put in from the patron submitting the
request, here are some of the results I get back and I'm willing to bet that my patron
wanted this Audubon Society Field Guide To North American Trees.
Now this process, when we first unveiled it in August of 2013, used to require you to
actually click on the request title and then click on this "Apply data to request number
109," et cetera, et cetera, to get this particular citation added to the request that we started
from in New for Review.
But now, we can just go through that normal request workflow. We can click on say the
regional holdings link and when we get out to the holdings display, the button that's
on the holdings display will also allow us to add this particular citation that we selected
along with any of the lenders that we select from the holdings display to update request
number 109, et cetera, et cetera.
So again I'm just going to put in my test symbol TPV, click Update Request, and now
when we come back to the request form, we see that that citation that we did the search
on and selected and the lenders that we added for our lender string have been added to this
request form.
Here I can just apply my constant data like I normally would and we can see that the lending
library section gets updated and then I can just go ahead and click on Send Request from
here.
Then that request will get sent and it will move from New for Review down to Produced,
Awaiting Response.
Now you can still use that old method of doing a magnifying glass search and then clicking
on the title and then clicking on, "Apply data to request number," et cetera, et cetera.
Then come back to the request form and do the view holdings link but we think that new
method is a bit faster, is a bit easier to use.
So if you have any further questions on this process, feel free to get in touch with us
at the information you see here on the screen. Thanks everybody.