CONTENTS

Events
Resource Sharing News
OCLC for ILL


Past Issues

Martha Berninger, WISCAT Interlibrary Loan Supervisor at the Reference and Loan Library, and Bob Shaw, ILL Services Librarian at WiLS, will initially do an overview of how interlibrary loan is done in Wisconsin's public library systems. Each of Wisconsin's seventeen library systems is autonomous and each of those systems has developed different methods in dealing with resource sharing. Through the use of maps and charts they will compare and contrast methods used — e.g., WISCAT vs. OCLC, centralized vs. decentralized processing, patron-initiated requesting, etc. Following this overview, a representative from a Wiscat system, Charles Clemence, Resource Consultant, Winding Rivers Library System, and a representative from an OCLC system, Beth Price, ILL Librarian, Madison Public Library, will provide a more specific view on how interlibrary loan is done in their respective library systems.

To register for the WAPL Conference, Anchoring the Past, Setting Sail for the Future, go to WAPL registration (deadline is April 9, 2010 or you can register at the conference).

- Bob Shaw

Registration is now open for Minitex's nineteenth annual interlibrary loan conference at St. Paul on Tuesday, May 4.

The keynote speaker is David Stillman, co-author of When Generations Collide: Who They Are. Why They Clash, How to Solve the Generational Puzzle at Work, giving a presentation entitled "What Happens When Generations Collide". Other presentations during the day include an ILLiad 8.0 update, Google Books at the University of Minnesota, and general ILL issues. More information about the conference can be found at Minitex 19th ILL Conference.

- Bob Shaw

August 10, 11, 12, 2010 from 12:00-1:30 p.m. CT
ILLiad Custom Reports with Microsoft Office
WiLS is happy to announce that Atlas Systems will be providing the opportunity for ILLiad custom reports training this summer as so many of you have requested. Atlas will be handling all the training sessions in a webinar format and will provide 3 months of archiving of the sessions so that your institution will be able to access them at a later date if you are unable to attend the live sessions.

The three concurrent sessions will be $250 for all three sessions no matter your current WiLS service level. If at a later date you feel that you need supplemental training or you wish for WiLS to take on ILLiad reports running for your institution, we can certainly work to achieve either of these goals of our service level one members. For more detailed information on the sessions, go to: Atlas's web page. A registration link should be available this summer.

October 5, 2010 — WiLS Annual ILL Meeting
Mark your calendars for the fall annual ILL meeting. Details to follow in late summer.

Since the inception of WiLS, Interlibrary Loan has been one of our core services. Over the past few decades our staff have accumulated a tremendous amount of first hand technical and workflow knowledge of interlibrary loan while filling requests for our members. In the past, WiLS ILL staff have visited our members' ILL departments to help improve upon their service through informal discussions and suggestions.

Now we are developing a more formal service to provide extensive workflow analysis for ILL departments through assessment tools and site visits. Our goal is to be able to provide a service that will allow you to develop questions and concerns about your ILL service and for WiLS to provide solutions for improvement of efficiency, cost, and patron expectations.

WiLS is developing a process, currently being beta tested with the University of Wisconsin—Milwaukee, that aggregates their questions and integrates them into a broad analysis of their library and ILL service, their ILL staffing and budget, software and automation, consortial borrowing and commercial document delivery, copyright and licensing, service priorities for constituents and distance patrons, measurement of productivity, and future services and challenges. At the end of an assessment phase and a site visit to UW-Milwaukee, we will be providing a report that will focus on improvements that will increase efficiency and reduce the cost of the service in an effort to exceed patrons' expectations of the service.

Once the beta test is wrapped up by June 2010, we plan on offering this service to other level-one libraries. Keep your eyes open for further announcements on how your library can take advantage of this new service.

- Eric Robinson
WiLS ILL Coordinator

Maybe all of you knew this, but I didn't. The Milwaukee Journal and Journal/Sentinel are in Google News from the 1890s pretty much to the present. (For the last couple of years, once you search then click on an article it takes you to the Journal-Sentinel web site for the article. Before that it has the copy of the page on the Google site.) At the moment, you can't print or download the pages, but they're quite readable.

There is an advanced archival news search page, which isn't the easiest thing to find (there is a news search page, an advanced news search page, an archival search page, and an advanced archival search page). You can limit to Milwaukee Journal under Source. Other than the no printing/downloading, it's pretty nice.

They have quite a few other papers, although some seem to require a fee to see the actual pages.

David Null
Director, University Archives and Records Management Services
dnull@library.wisc.edu 608 265-1988

Once again, I was fortunate to attend the 2010 ILLiad International Conference, March 24-25, in Virginia Beach, VA. It was a great conference. Virginia Beach, the home of Atlas Systems, is a beautiful city. The conference itself was located in the Hilton Virginia Beach Oceanfront, right on the beach.

The conference was very well run and the facilities at the Hilton were excellent. Copies of all of the presentation materials have been (or shortly will be) posted on the Atlas website.

I attended conference sessions titled "ILLiad 8 Printing", "ILLiad 8 Staff Manager and Custom Client Layout", "Making Forms Work for You: Customizing Merge Documents in Microsoft Word", "Out of Many, One: Using ILLiad to Consolidate and Centralize ILL and Document Delivery Services for Suffolk Community Colleges Three Campuses", and "Social Networking and ILLiad". In addition, there was an OCLC update and an Atlas update session. As usual, there were many other sessions that I would have very much liked to attend, but as there were usually 5-6 simultaneous session tracks, it was often difficult to choose the session to attend.

Of special emphasis during the Conference was the recent production release of ILLiad 8.0. Atlas Systems had worked very hard in the weeks leading up to the Conference to address the remaining issues with the ILLiad 8.0 Client which were impeding its adoption by ILLiad sites. A number of institutions, UW-Madison among them, were engaged in intense testing. The resulting ILLiad 8.0 Client seems to resolve all of the issues and bugs reported by the ILLiad sites. Of particular importance was the historically slow performance of the ILLiad 8.0 Client, which is no longer an issue and is on par with the ILLiad 7.4 Client performance. It appears that about 10% of the ILLiad Conference attendees have at least tried out the ILLiad 8.0 Client in a serious way.

There are a number of excellent resources on the ILLiad 8.0 Home Page. Everyone should watch the "ILLiad 8 Overview Video" and read the "An Overview of ILLiad 8" documentation. It is well worth it to get a feel for how the ILLiad 8.0 Client works, and some of its capabilities. Note that there will no longer be any development on ILLiad 7.4. Sites that are at the ILLiad 7.4 can easily install the ILLiad 8.0 Client on their workstations and use both the ILLiad 7.4 and ILLiad 8.0 Clients while processing their requests. The ILLiad 8.0 Client has certainly been a long time in coming, but it has developed into a fully usable client.

Note that WiLS has discovered that there is a potential issue with printing that has yet to be resolved, involving sorting and filtering the requests when printing the Pick Slips if you print multiple Word Merge documents. OCLC and Atlas are now aware of this possible issue and are investigating.

I covered some of the more general features of the ILLiad 8.0 Client in my Access article last year so no need to repeat that here. But there are some exciting enhancements that need to be noted.

First of all, they've enhanced the request searching capabilities, such as searching by Transaction Status, that are available in ILLiad 7.4. Secondly, the printing capability has been enhanced so that there is no need to modify your ILLiad 7.4 Word Merge documents (which use .dbf data files) to use in ILLiad 8.0. This had been of concern to many, because ILLiad 8.0 produces .xls Excel files, and upon migration all of the Word Merge documents would have had to be modified. This is no longer the case.

Lastly, the ILLiad 8.0 Client (beginning with 8.0.7.0) now has Addonscripts. From the "ILLiad Addon" documentation is this description:

"Addons are very flexible and allow you to designate your own tabs on a request form to perform actions, like a web search, based on information in the ILLiad request. Once a result is found, you can even update information in ILLiad based on the results of your search".

There are ILLiad Addons for Amazon Search for Loans and Price Importer, Google Search for Loans and Articles, Google Scholar Search for Articles, Shipment Tracking (FedEx and UPS) and WorldCat Local Search. For example, if you are searching a Borrowing Request, you would click on the Amazon tab and immediately see if the item could be purchased, or if tracking a shipped item, clicking on the "FedEx/UPS" tab would display the shipping tracking information. Very, very cool. Furthermore, ILLiad Users have the ability to create morescripts for additional functionality. I would expect that we will see a great number of very creative and useful Addon submissions by ILLiad Users in the coming year.

In summary, if you have anything to do with ILLiad, I very highly recommend this Conference. The ILLiad conference fee is relatively low (and includes some meals, transportation to and from the Airport, a Pre-Conference Social User Meeting Reception, etc...), and there is an abundance of great sessions to attend. You'll be glad you did.

- Allen Wenzel

May 17 and 19, 2010 (1- 3 pm Central Time each day)
WorldCat Resource Sharing Basics Online course
This course covers the basics of using the OCLC WorldCat Resource Sharing system for Interlibrary Loan. The course in online format will be delivered over 2 days consisting of two hour long sessions as a lecture demo with hands on homework exercises of about another 1 hour per day. There is a supporting website included.

Fees
$100 Non-Level 1 WiLS Members (register)
$50 Level 1 WiLS Members (register)

On-site workshops
April 12, 2010; 9:30am — 3:30pm
WorldCat Resource Sharing Basics — Alverno College, Milwaukee (see details)
This course of WorldCat Resource Sharing Basics consists of a full-day in computer lab. There is a supporting web site included.

April 13, 2010; 9:30am— 3:30pm
WorldCat Resource Sharing Tricks — Alverno College, Milwaukee (see details)
This course will improve staff's efficiency using the OCLC WorldCat Resource Sharing system for ILL. Emphasis is on advanced techniques, new features and upcoming enhancement.

For more information contact Mark Beatty
608.265.5719
e-mail mbeatty@wils.wisc.edu

The OCLC Record Use Policy Council members have been working for the past few months to develop the next generation of a WorldCat use policy, and we are pleased to announce that the draft document , WorldCat Rights and Responsibilities for the OCLC Cooperative, is open for community review.

This Council, convened by the OCLC Board of Trustees last September, has produced a new draft document that incorporates many suggestions raised by the community over the past year. For example, rather than using legal language, we have drafted the new policy as a code of good practices, intended to outline the rights and responsibilities of OCLC members with regard to the use of WorldCat records.

We intend for this document to help inform the decision-making process for member library leaders as they seek to innovate around the shared resource that is WorldCat. We have sought to encourage the widespread use of WorldCat data while also supporting the viability and utility of WorldCat and the OCLC network of services.

The draft policy is not final. Between now and the end of May, we very much want your feedback. We hope you will take the time to review the draft policy carefully, and let us know your thoughts. You can post comments to the community forum, send an e-mail with your thoughts to recorduse@oclc.org, or register to a ttend a webinar where you can ask questions and submit feedback to members of the Record Use Policy Council. We will continue to add content to the accompanying FAQ as we get more questions from the community review process.

We plan to send a revised version of the draft policy to the OCLC Board of Trustees at the end of May for final review and approval. We anticipate that a final document will be published mid-calendar year 2010.

Many thanks are due to all the members and librarians who commented over the past year and whose feedback helped us formulate this new document. We would especially like to thank the members of the Record Use Policy Council:

• ChewLeng Beh, Global Council Delegate and Chair, OCLC Asia Pacific Regional Council; and Senior Director, Singapore National Library Board, Singapore
• Raymond Bèrard, Global Council Delegate and Director, ABES, France
• Karen Calhoun, Vice President, OCLC WorldCat and Metadata Services, OCLC, USA
• Klaus Ceynowa, Global Council Delegate and Deputy Director General, Bayerische Staatsbibliothek, Germany
• Christopher Cole, Global Council Delegate and Associate Director for Technical Services, National Agriculture Library, USA
• Lorcan Dempsey, Vice President, OCLC Research and Chief Strategist, OCLC, USA
• Nancy Eaton, Dean of University Libraries and Scholarly Communications, Penn State University, USA
• Clifford A. Lynch, Executive Director, Coalition for Networked Information (CNI), USA
• Brian E. C. Schottlaender, Global Council Delegate and The Audrey Geisel University Librarian, UC San Diego Libraries, USA
• Lamar Veatch, Global Council Delegate and State Librarian, Georgia Public Library Service-University System of Georgia, USA