OCLC ILLiad International Conference
March 16-17, 2006 at OCLC Headquarters in Dublin, OH

Using Microsoft Access with ILLiad at the University of Chicago to Automatically Generate and Distribute Reports

See how the University of Chicago Library is using Microsoft Access to generate reports from ILLiad and is scheduling these reports to run automatically, with the results emailed to appropriate staff. These reports help staff analyze staff productivity, determine when to lift user blocks, and indicate which users should receive fines for late returns of ILLs. They also automatically convert requests for recent imprints into purchase requests on behalf of users. This session will provide a broad overview of the kinds of things that can be done with Microsoft Access, but it is not intended as a complete Microsoft Access training session.

Admin Module, including Custom Holdings

The session will provide a brief overview of how to access and accomplish administrative functions such as creating/editing constant data, conditional notes, and custom holdings from the ILLiad interface.

Z39.50

How to set up and use the Z39.50 component of ILLiad, including searching multiple databases at once.

Copyright Processing in ILLiad

How to record, process, and report copyright in ILLiad. Includes the various ways to customize the copyright list of items needing payment, how to mark items as already paid, and the best practices for tracking and reporting copyright within the ILLiad Client.

ILLiad and Resource Sharing in the University System of Maryland and Affiliated Institutions Consortium of Libraries.

The mission of the USMAI (University System of Maryland and Affiliated Institutions) consortium is to support effective access to library resources by providing and promoting a range of resource sharing services which support the objectives and maximize resources of the individual libraries of the member institutions. A panel of USMAI librarians and staff will present their vision for resource sharing, how the combination of ILLiad, Odyssey and Aleph are being used to request materials between their campuses, the various approaches to authentication used across the consortium, and how support is being done for a consortium in which 7 members have separate ILLiad installations and the remainder are supported from a newer central site.

Creating Special Services and Custom Interfaces for OCLC ILLiad Users

How to create new services using the customization options within ILLiad. Includes how customers can be presented with different web interfaces based on their status, and how they can receive different levels of service according to the options they choose.

Policies Directory

The session will provide an overview on how to use the policies directory and ILLiad for more powerful inter-library loan.

Z39.50

How to set up and use the Z39.50 component of ILLiad, including searching multiple databases at once

Using ILLiad in a Clearinghouse Operation

Mr. Shaw and Mr. Wenzel will demonstrate a method they have developed to use ILLiad in a clearinghouse operation. Many libraries, particularly public library systems as well as various kinds of member organizations like WiLS, take on a clearinghouse role for their member libraries in interlibrary loan --often handling billing, shipping, reciprocal arrangements, etc. The process WiLS developed involves receiving lending requests that come to them on OCLC or the ILLiad web form, and then creating a corresponding borrowing request (with no re-keying) within ILLiad. The WiLS method updates the statuses of both the lending and borrowing requests based upon the responses of the borrowing and lending institutions. This workflow is automated by a combination of WinBatch macros and ILLiad routing rules. The WiLS Interlibrary Loan Service receives over 110,000 requests annually from libraries worldwide and refers some 5,000 requests for its member libraries that cannot be filled from the local collections.

Preregistering Patrons by Importing User Data into ILLiad.

Ms. Waterhouse will describe the procedure that the University of Kansas used to import patron data obtained from human resources and registration databases into ILLiad (MS SQL Server) in order to preregister students, faculty and staff prior to Go-live with borrowing. Combined with customized Web pages and LDAP authentication using the already-familiar campus network id and password, this allows patrons nearly transparent access to the ILLiad system. In addition to the initial patron load, continuing patron load issues, such as identifying a patron already in the system and updating his or her information as opposed to creating a new patron record, will be discussed.

RUSA/STARS Update

Mr. Wray will give a short talk on RUSA (Reference User Services Association) STARS (Sharing and Transforming Access to Resources Section) of the American Library Association. He will explain what STARS is, why it was formed, an overview and update of current activities, and how people can get involved.

Turbo-Charged ILLiad at Princeton University

Princeton University provides a centralized interlibrary loan service and distributed document delivery services. ILLiad has made this possible. Library staff have customized ILLiad in a number of different areas to best fit the needs of interlibrary loan and document delivery work flows. The following areas will be discussed:

• designated borrowing queues for routing and tracking purposes
• e-mails for library staff, patrons, and communications with other libraries
• specialized Web reports
• routine delivery of most PDFs to both Princeton patrons and to other libraries lacking Ariel.

Admin Module, including Custom Holdings

The session will provide a brief overview of how to access and accomplish administrative functions such as creating/editing constant data, conditional notes, and custom holdings from the ILLiad interface.

Custom Searching in the ILLiad Client

How to customize searches in the ILLiad Client using the General Search Form, as well as save those searches for future use and export the results to Excel or other formats.

Creating Special Services and Custom Interfaces for OCLC ILLiad Users

How to create new services using the customization options within ILLiad. Includes how customers can be presented with different web interfaces based on their status, and how they can receive different levels of service according to the options they choose.

Implementation of ILLiad with Multiple Pickup Sites

The University of Central Florida has a user group of over 43,000 students, 1,500 faculty members and 3,248 administrators and support staff. The Interlibrary Loan/Document Delivery Department (ILL/DDS) at the University of Central Florida has the unique challenge of serving this population that provides classes and instruction on at least 14 different campuses throughout central Florida. In addition, the ILL/DDS department has also created a new program, Disability Services, which also provides a delivery service to UCF clients who require physical assistance or are visually impaired. On December 28, 2004, ILLiad was implemented at UCF with one ILL/DDS centralized department with multiple pick-up locations. Ms. Shrauger will discuss how her institution has used ILLiad to manage and expand their ILL/DDS services.

Customization Out the Wazoo: ILLiad to Serve a Diverse Client Base.

The staff at North Carolina State University uses the ILLiad Borrowing and Document Delivery modules to serve three distinct user populations: University faculty, staff and students; Distance and Extension students and staff; and Non-University patrons. Mr. Harper will discuss how NCSU has implemented ILLiad to provide service to all three of these groups including:

• customizing login, error, main menu and request pages to reflect different branding
• creating routing rules to send requests to distinct workflow queues
• setting up billing categories for different levels of patrons
• utilizing library templates and includes to create a seamless link to ILLiad

Policies Directory

The session will provide an overview on how to use the policies directory and ILLiad for more powerful inter-library loan.

Lending Rules for Routing Requests using WorldCat Resource Sharing and ILLiad

In January 2006, OCLC will implement the use of copy/loan restrictions and other policy information at the item level using the MARC Format for Holdings Data (MFHD), and will put into effect the automatic deflection of requests based on format, cost, group affiliations, etc. later in 2006. This session will include an overview of how to best implement these "lending rules" in order to effectively accomplish your own library's objectives for lending activities and to maximize your staff resources by letting the system do the work for you!

Medical Libraries and OCLC ILLiad

Information and discussion for the ILLiad medical library community, focusing on enhancement suggestions, workflow, and the options available in processing DOCLINE requests using ISO.

Putting Some Science into Library Science: Building a Multi-College Resource Sharing System Using Performance Standards, ILLiad, and Graphical Transaction Analysis Tools

Fifteen SUNY and CUNY academic libraries in New York State are conducting a three-year pilot project to develop the technology, policies, performance standards, and a unified community of trust required for effective cross-college sharing of information resources. Accomplishments, unexpected consequences, and painful learning experiences from this pilot project will be reviewed. The speakers will also demonstrate experimental, graphical-based transaction analysis tools, built around ILLiad, providing continuous real-time monitoring and analysis of the project.

Custom Report Design with Microsoft Office

A hands-on course using Microsoft Office tools to extract data from the ILLiad database and publish reports

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• Loyalty program