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WorldCat Resource Sharing support Documentation OCLC ILL Direct Request Planning Guide Comments? Abstract & revision history About This Guide Part 1 - Description and Planning 1. Introducing the OCLC Direct Request Service 2. External System and OCLC ILL Considerations 3. Direct-to-Profile Processing Option 3.1 The Direct-to-Profile Process 3.2 The OCLC FirstSearch/ILL Direct Request Link 3.3 Profiles 3.4 Profile Worksheet and Examples 3.5 Monitoring Direct-to-Profile Processing 4. Direct-to-Lender Processing Option 5. Direct-to-Review File Requirements

7. Signup and Training

Part 2 - Technical Specifications 8. ISO-10161 Overview 9. Specifications and Mapping 10. Technical Requirements 10.1 Direct-to-Profile Requirements 10.2 Direct-to-Lender Requirements 10.3 Direct-to-Review File Requirements 11. OCLC Responses Appendix Implementation Checklist ILL Glossary

7 Signup and Training

Signup for ILL Direct Request

Contact your OCLC-affiliated regional network or service center, your international distributor, or OCLC.

Training

Your OCLC-affiliated regional network or service center, your international distributor, or OCLC provides OCLC ILL Direct Request training. You must have a thorough knowledge of your system's ILL module or Web interface prior to attending the training.

Scope of training

Training may include (but is not limited to):

• Determining which ILL Direct Request options can be applied to your workflow
• Using worksheets to help define profiles
• Using the ILL Direct Request profile Web page
• Creating Custom Holdings paths used in profiles
• Using ILL enhancements developed for Review File records to enhance workflow