WorldShare ILL in the Nordic Countries

11th Nordic ILL conference, Oslo 2014
WorldShare ILL
in the Nordic Countries
Ed Davidson
Product Analyst, Delivery Services
ed.davidson@oclc.org
WorldShare Interlibrary Loan Today
Connecting your users to thousands of
libraries in the world’s largest interlibrary
loan network
More than 10,000 libraries borrow and
share globally
How WorldShare Works
Applications
Services
Data
Community
Librarians/Users
Data
WorldShare ILL
Cloud based
Open
International
Flexible
http://www.oclc.org/support/training/portfolios/resource-sharing/worldshare-ill.en.html
Flexibility
Borrowing requests in FY14 • Biggest US user
• Biggest Scandinavian user
– 82,000 requests
– 11,148 requests
Configuration options
• Lender string = 15 libraries
• Direct request
– Optional automated authorisation and routing
• Automatic Deflection
– By pub date, material type, format etc
WorldShare ILL Features
IFM
Policies
Directory
Knowledge
Base
Article
Exchange
Interlibrary Loan Fee Management
What is it
• OCLC payment system: records borrower and lender charges; and
credits/debits a library’s OCLC invoice
How is it used
•
•
•
•
Borrower and lender check the “IFM” flag
Borrower’s Max Cost >= lender’s charges
IFM will be invoked borrower Receives request
New! A payment method between WS ILL and external commercial
suppliers: BL the first users.
The Policies Directory
What is it
• A user maintained database that includes an institution’s
• Lending and copying policies
• Days to respond
• Deflection policies
• Lending charges data
• Contact information
How is it used
• WS ILL displays lending charges and days to respond data in the holdings
displays
• The data used to ‘deflect’ request away from libraries if the request is for
materials the library is unwilling to lend
WorldCat knowledge base (KB)
What is it?
• Database of all your electronic holdings, along with licensing information
and OpenURL links.
• User must be a cataloguing library to use full functionality
How is it used?
• WS ILL uses KB to display Open Access links for the current request to all
users
• KB profiled group that can be used in the routing of requests
• KB libraries can add their lending terms to their KB collections and set up
deflections
• WS ILL displays KB links/license information to borrowing and lending
staffs so they can see that they can fill the request from their own stock
Article Exchange
What is it?
• A cloud-based document-sharing site providing a single, secure location
where libraries worldwide can upload requested documents and library
users can retrieve articles or book chapters
How is it used?
• Eliminates security issues regarding firewalls etc.
• Supports files up to 60 MB – including high resolution documents
• Supports compliance with US copyright guidelines with automatic deletion
of files: Viewed files are deleted after 5 days or 5 views ALL files are
unviewed files are deleted after 30 days
• Lenders must have an OCLC ILL account to upload documents to Article
Exchange
Alternative Supply Methods
External
Purchase
Integrated
Purchase
Open Access
External Purchase
Integrated Purchase (IFM)
Tightly integrate OCLC ILL services with
the British Library’s Document Supply
Service
Pay with IFM
Pilot in Summer 2014
Differential prices for those with British
Library Accounts
Open access
Single discovery experience
FirstSearch
WorldCat.org
WorldCat Local
In the pipeline
October release
• Improved deflection logic (material age)
• Staff article requesting from WorldCat Discovery
December…
• Currency exchange feature
• Improved shipping labels
• User preferences: discover items
Book club workflows-early 2015
• Support for requesting multiple copies of the
same item
• Ability to track requested materials as a group
• Changing logic for applying lender string…
IFM Changes-Summer 2015
• IFM payment triggered on Shipped
– Currently on Received
• Refund workflow
– Borrower & Lender initiated
2016 And Beyond
• Support for the new ISO-18626 ILL protocol
• Intend to replace current ISO ILL support
Nordic Overview
Nordic WorldShare ILL
SWEDEN
27 WSILL libraries
Requests made
2,093
Loans Filled
450
Copies Filled
704
TOTAL
61 WSILL libraries
Requests made
16,010
Loans Filled
5,887
Copies Filled
3,912
ICELAND
10 WSILL libraries
Requests made
210
Loans Filled
82
Copies Filled
50
NORWAY
11 WSILL libraries
Requests made
2,112
Loans Filled
682
Copies Filled
535
AE Uploads
101
DENMARK
10 WSILL libraries
Requests made
11,148
Loans Filled
4,654
Copies Filled
2,378
FINLAND
3 WSILL libraries
Requests made
447
Loans Filled
19
Copies Filled
245
AE Uploads
7,763
Sweden
Applications
WorldShare ILL
EZProxy
Services
Z39.50
Copy Cataloguing
WS Metadata Services
Data
Adding Holdings to WC
Data Syndication
Community
Norway
Applications
WorldShare ILL
WC Discovery (CRIStin)
EZProxy
WebDewey
Services
Copy Cataloguing
WS Metadata Services
Data
Planning to syndicate
national holdings
Community
Denmark
Applications
WorldShare ILL
WebDewey
EZProxy
Services
Z39.50
Data sync via SRU
WS Metadata Services
Data
Data Syndication
Community
Finland
Applications
Services
Data
Community
WorldShare ILL
EZProxy
Iceland
Applications
Services
Data
Community
WorldShare ILL
WebDewey
WC Copy Cataloguing
WS Metadata Services
ILL Trends?
In the US:
• An Increase in Open Access for scholarly material
• Use of non-library, commercial partners (Get It Now)
• Libraries downsizing their print collections which is
manifesting itself as shared print programs.
So what would you say the trends are here?
Ed Davidson
Product Analyst, Delivery Services
ed.davidson@oclc.org
Explore. Share. Magnify.