Tip:
Highlight text to annotate it
X
Hi everyone. This is Mike from OCLC. In this video, we will show you how you can prepare
for the variable lender aging that's coming to WorldShare ILL in November of 2013.
So first of all, what do we mean by lender aging? Well, lender aging refers to how long
a request stays with a lender in the system right now. So currently the default setting
for all libraries, all lenders, is that the request can stay with them for four days.
So here's a screenshot of my lender string. So this first symbol EAU that I have in my
lender string, the request can stay with EAU for a maximum of four days before the system
automatically moves it along to the next lender, DHU. Then DHU has four days to respond and
so on and so forth all the way down the lender string.
So four days is the current default setting for all libraries as far as how many days
they have to respond to a request. Now some libraries want to extend their time to respond.
So they ask that you put their symbol into the lender string twice. So, EMST is this
acronym for "enter my symbol twice".
So what happens when you enter the symbol twice is that you're just doubling the days
to respond. So this VIA symbol, the first instance of it being in the lender string
gives them four days and then the second instance gives them another four days to respond to
your request.
Some libraries ask for this extra time because they have to carry your items from a branch
library across campus where they just have a big backlog. That's why libraries just need
some extra time to respond to requests.
But on November 2013, specifically November 10th, all this is going to change. What happens
on November 10th is that OCLC will start aging requests based on a setting lending libraries
make over in the ILL Policies Directory.
This setting is referred to as the "days to respond" setting. This "days to respond" setting
was added to the policies directory in May of 2012, so about a year and a half ago. What
this "days to respond" setting does is that it allows lending libraries to change that
default period that the request will stay with them. They can change it from 4 days
up to 8, 12, 16 or 20.
So that's what we want to make sure that you're aware of and that's what we want to adjust
in preparation for this change that's coming on November 10th.
So to give you an example, here's Arlington Public Library. They're that symbol VIA that
I was referencing earlier. This is a screenshot of their policies directory and underneath
their Profile section of the policies directory, you can see that they have this "days to respond"
setting adjusted. They've adjusted it from the default four-day period and they changed
it up to eight days.
Now right now, this information that we're looking at here in the policies directory
is nothing but information. So until November 10th, a potential borrower has to see that
Arlington Public Library has adjusted their days to respond to eight days and then manually
go back over to their lender string and put the symbol into the lender string twice.
But what's going to happen after November 10th is that this system is going to be able
to take this information and automate how long the request stays with a potential lender.
So after November 10th, you will no longer need to enter any one symbol twice. So before
November 10th, it's by putting the symbol in twice that we give a lender like VIA eight
days to respond.
But then after November 10th, we can just put VIA's symbol into the lender string once
and the system will know to keep the request with them for the maximum of eight days if
it's needed and then they will move the request on to the next library in the lender string
EAU who will only take four days to respond.
So that's what we mean by variable lender aging. VIA would have eight days. EAU would
have four days, et cetera, et cetera.
Now, if you happen to put someone's symbol into the lender string twice, after November
10th, you're effectively doubling their days to respond based on the information they have
over there in the policies directory.
So after November 10th, if I put VIA's symbol into the lender string twice, I am giving
them 16 days to respond. So think of a lender like the Library of Congress who currently
asks that you put their symbol into the lender string five times.
Well, after November 10th, if I put the Library of Congress' symbol into the lender string
five times, I'm not giving them 20 days to respond. I'm giving them 100 days to respond.
So that might be the thing that you're thinking next. How will I know what lender's days to
respond are?
Well, in WorldShare ILL on your holdings display, there's going to be this extra column added
to the system that will give you a clear indication of the number of days a potential lender takes
to respond to a request.
This display will only be available in WorldShare ILL. If you're still using WorldCat Resource
Sharing, you will not see this column for "days to respond" after November 10th.
ILLiad users will also get some sort of indication for days to respond but WorldCat Resource
Sharing users will not. If you want this indication of the days to respond, you got to be using
WorldShare ILL.
So that's one place where you will see this indication. Another place you will see it
is on the request form itself. So when you're looking at your request form, in the lending
library section in WorldShare ILL, you will also see a reminder of how many days it takes
for each one of these lenders to respond.
So this lender string that I've set up now, it has a maximum of 60 days that they can
stay in the system based on the 4 plus 8 plus 16 plus 12, et cetera.
Now please keep in mind that this doesn't mean it's going to take lenders longer to
respond to your request. All it means is that we're automating the amount of time a request
can stay with a lender. Like I said earlier, a lender might have 12 days to respond set
in the policies directory but they still might respond to your request in two or three days.
We just want to have to remove everyone having to put symbols into the lender string twice
and all that.
So what do you need to do? You need to adjust that "days to respond" setting in the policies
directory. So first and foremost, we're going to want to log in to the policies directory.
Now I like to just log into the policies directory from my WorldShare ILL home screen but you
can still access the policies directory from its native URL, https://illpolicies.oclc.org.
Once we're inside the policies directory, we want to find a little Edit button next
to "days to respond" on our Profile tab and then adjust it accordingly. So I'm going to
switch over to my browser. So here I am logged into WorldShare ILL and from my ILL home screen,
here's a link to the policies directory.
So I can simply click on that link. A new window will open. So it's going to take me
to my policies directory for my symbol and it's going to take me right to that profile
page. So I just want to scroll down a little bit and then here's the days to respond and
since it's my policies directory profile, I want to click on this Edit button next to
it and then adjust my days to respond.
So if it takes me eight days, I just want to simply make that selection. Click Save
and then I will be all good to go for this change that's happening on November 10th.
Last but not least if you're an ILLiad library, if you're still using version 8.3, you want
to upgrade to 8.4. If you don't upgrade to 8.4, you're going to want to bring up the
EMST table that lives in the Customization Manager and manually remove libraries from
it.
But if you're on 8.4, Atlas Systems is going to automatically make this update on November
10th. If you use other systems like Clio or you have ISO ILL route request to review file,
that "days to respond" setting in the policies directory is still going to ring true. No
matter what the request source is, the "days to respond" setting in the policies directory
is what's going to be used for those requests. If you have any further questions, get in
touch with us at the information on the screen. Thanks.