The percentage of your requests handled by the Direct-to-Profile option depends upon
the criteria for eligible requests.
1. To define which requests are eligible for Direct Request.
2. To specify the holding path for requests with no lenders or insufficient lenders.
3. To specify a constant data record to apply to incomplete requests.
Your perspective of borrowing criteria is unique. For example, based on your ILL
policies, the most important criterion may be whether an item is a loan or a photocopy.
You are likely to group eligible requests and create your profiles from that perspective.
Or, you may consider the patron's status the most important element and create profiles
based on each patron status. Another perspective might be to focus on potential lenders,
building profiles based on holdings paths.
You create and maintain your Direct Request profiles through an OCLC-maintained site on
the World Wide Web.
You can return to the Web site to view the parameters of any Direct Request profile you
have created. Do not print the profile summaries from the Web site to
keep in a notebook, because you may make changes to your profiles. Always view you
profiles online so you know you are viewing the current version.
Modify or delete your Direct Request profiles through the Web site.
The following table lists each profile element you define, its description, notes about
entering the data in a profile, and rules. Elements are listed in the order they appear in
the online profile form.
| Element
|
Description or Note
|
Rules
|
| Profile name
|
Name of the profile record. In reports generated by ILL Direct Request, the profile is identified only by
name. Give you profile a name that clearly indicates the scope of the group of request to
which it refers (e.g., facopies). |
Required.
Up to 8 alphanumeric characters.
Not case-sensitive. |
| Description
|
Description of the profile record (e.g.,
Faculty request for copies). Leave blank if no description is necessary. |
Optional. Maximum 140 characters. |
| Request source(s)
|
Use this option to profile groups of requests
based on their common source (:Source: in the ILL request). Type
the name of the source in the box provided.
If a profile applies to more than 1 source, type each source separated
by at least 1 blank space or a comma.
Leave blank if the source of a request is not relevant to the profile.
Example:
FS5ILL, CICVEL
|
Optional. Up to 8 alphanumeric characters.
Must be a valid value from :source: in ILL requests.
Not case-sensitive.
Commas and blanks are not valid in source names |
| Type of request
|
Identifies the request as being for a loan or
copy.
Select one or more options from the list
provided.
If creating a profile for nonreturnable
copies only, de-select loan and select copy instead.
If you select both, your profile will match requests for either loans
or copies. If you select neither, ILL Direct Request does not use the
Type of Request element when matching profiles. OCLC
recommends you choose either loan or copy.
|
Optional.
Default=loan
|
| Patron status(es)
|
Patron status(es) you define (e.g., grad,
undergrad). Type the patron status in the box provided. If a
profile applies to more than 1 status, type each status separated by at least 1 blank
space or a comma.
Leave blank if status does not apply to the group of requests you are
profiling (e.g., if the profile applies to all statuses.) |
Optional. No limit on number of statuses.
Maximum 65 characters for each status.
Not case sensitive.
Commas and blanks are not valid in status names. |
| Patron department(s)
|
Departments you define. Type the patron department in the box provided. If a profile applies to more than
one department, type each department separated by at least one blank space or a comma.
Leave blank if department does not apply to the group of requests you
are profiling (e.g., if the profile applies to all departments). |
Optional. No limit on number of departments.
Maximum 67 characters for each department.
Not case-sensitive.
Commas and blanks are not valid in department names. |
| Amount patron pays
|
:Maxcost: is defined in an OCLC ILL
workform record as the amount the borrowing library is willing to spend for a loan or
photocopy. The amount patron pays is the portion
of the library's :Maxcost: paid by the patron. How much the patron pays is defined by your
library's internal ILL policies and not by the Direct-to-Profile option.
Type a number in the box provided in the profile form. Example:
6.10
Do not type the dollar ($) symbol.
A value of 0 means the patron is not willing to pay
anything.
Leave blank if the amount the patron pays does not apply to the group of
requests you are profiling.
For a request to match a profile, the amount specified in the request
must be equal to or greater than the amount specified in the profile.
Example:
If the request specifies 7 and the profile specifies 5, the request matches the
profile--a patron willing to pay $7 is also willing to pay $5.
If the profile specifies 10, the profile does not match. A patron
willing to pay $7 is not willing to pay $10. |
Optional. Range is 0.00 to 1000.00 (US dollars and cents).
Note: Your system must supply messages to patrons
regarding charges or restrictions. ILL Direct Request does not send messages to the
patron. |
| Need Before date
|
Represents the date range within which the
patron must receive the material. Type a number in 1 or both of
the boxes provided.
Leave both boxes blank if Need Before date does not apply to
the group of requests you are profiling.
To match, the :NeedBefore: value in a request must fall within the range
you specify in the profile.
Example:
If Need Before in the profile has "at earliest" 4 and "no later
than" 7, an incoming request with a :NeedBefore: date 5 days from today
matches the profile. However, if the patron specifies a date 3 days from today, the
request does not match the profile. |
Optional. Use whole numbers.
Range is 0 to 1000.
Do not type a plus (+) sign.
Lower bound must be less than or equal to upper bound. |
| Bibliographic format(s)
|
Books, serials, visual materials, mixed
materials, maps, scores, sound recordings, computer files. Select
1 or more bibliographic formats from the list. How you select multiple items from the lest
depends on your Web browser.
Do not select a bibliographic format if it does not
apply to the group of requests you are profiling (e.g., if the profile applies to all
formats). |
Optional. |
| Age of material
|
Used to restrict the borrowing of items that
are either very new or very old. Type a whole number in 1 or both
boxes provided to represent the age of the material in years.
Do not specify an age if it does not apply to the group
of requests your are profiling (e.g., if the profile applies to material regardless of
age). |
Optional. Range is 0 to 1000.
The number in the "at least" box must be less than or equal to
the number in the "not older than" box. |
| Language(s)
|
Allows you to specify one or more languages. Select 1 or more languages from the list provided. How you select depends on your
Web browser.
Do not select a language if it does not apply to the
group of requests your are profiling (e.g., if the profile applies to all languages). |
Optional. |
| Route to Review File if request is a duplicate
|
You decide whether possible duplicate requests
are forwarded or routed to the Review File. Click yes
if you want a request sent to the Review file if it is a possible duplicate.
Click no if you want a request forwarded to the first
potential lender even if it is a possible duplicate. |
Required. Only yes and no are valid.
Default = no. |
Route to Review File if item is held by institution?
(holding prohibition)
|
You decide whether requests for items that
your library holds are forwarded or sent to the Review File. Click
yes if you want requests within this group to be sent to your Review File
when your institution holds the requested item.
Click no if the request can be processed whether or not
your institution holds the requested item. |
Required. Only yes and no are valid.
Default = no. |
| Route to Review File if item is held by [Custom Holdings
Group]
|
You decide whether requests for items held by
members of a specific Custom Holdings Group are forwarded or sent to the Review File. If you want requests to be sent to the Review File when held by a member of a
specific Holdings Group, select a Group name from the list provided. The list includes all
current Custom Holdings Groups in OCLC Interlibrary Loan for your institution.
If you use this option, the OCLC system places up to 5 institution
symbols into the :DIRECT NOTES: field. The symbols are from the Custom Holdings Group
record that contained a potential lender for the item.
Example:
Select the Holdings Group name that represents all library branches on your campus or the
Group name that represents groups for which you have special borrowing procedures. (Or, in
OCLC ILL, create a Custom Holdings Group that covers branches and groups, then create a
Direct Request profile choosing that Custom Holdings Group name.) |
Optional. |
| Constant data name
|
Select 1 Constant Data record from the list
provided. The list includes all current Constant Data records in the OCLC Interlibrary
Loan service for you institution. If you want to define a Constant
Data record for this group, you must create it before creating the profile.
Do not select a constant data name if it does not apply to the group of
requests you are profiling. |
Optional. |
| Minimum number of lenders
|
The fewest number of lenders that can appear
in a lender string. Choose 1,2,3,4, or 5
from the drop-down menu.
If after ILL Direct Request processing, the request still has fewer than
the minimum number specified in the profile, the request is not produced; it is put in
your Review File.
Example:
If the minimum number of lenders specified in the profile is 4, a request with only 3
lenders will be put in your Review File. |
Required. Default = 1 (A lender string must have at least one lender. |
| Custom Holdings path name
|
ILL Direct Request finds lenders for requests
based upon Custom Holdings paths you have defined. Select 1 path
from the list provided. The list includes all current Custom Holdings paths in the OCLC
Interlibrary Loan service for your institution. |
Required. |
| Produce the request?
|
You must specify whether you want ILL Direct
Request to produce requests that match the profile or put the matching requests in your
Review File so you can review them before they are sent to a lender. If you want ILL Direct Request to automatically produce requests that match this
profile, click yes.
If you want ILL Direct Request to put all matching request in your
Review File, click no. |
Required. Only yes and no are valid.
Default = no. |
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