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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

3.4 Profile Worksheet and Examples

Profile worksheet optional

You can create a maximum of 100 Direct Request profiles. Using the worksheet in the Appendix of this Guide is optional. You create your profiles on the ILL Direct Request Web site. However, using the worksheet as a tool, you can develop a well-constructed set of profiles that is easier to track and maintain.

Profiles define eligibility

The worksheet helps you identify groups of requests that are eligible for the Direct-to-Profile option. If a category of requests is ineligible, do not create a profile for that category. For example, if your library does not allow patrons to borrow sound recordings, do not create a profile that includes sound recordings.

Getting started

Before you begin, gather the following information:

• The names and descriptions of the patron status categories and patron department categories supported by your system.
• The names and descriptions of all Custom Holdings paths you have defined
• A copy of the ILL Policy from your ILL or organization record in the Policies Directory

Worksheet examples

Refer to the descriptions of profile elements in section 3.2 while completing your profiles.

To demonstrate how a table can represent profile criteria, use the example below. Read a column aloud using an and connector between row headings in the statement. Commas represent or connectors. (Note: Your profiles will include more criteria than this brief example.)

Profile Element	Profile 1	Profile 2
Patron Status	Faculty	Staff
Type of Request	Loan	Loan
Bibliographic Format	Books, Visual Materials	Books, Visual Materials
Age of Material	<100 years	<100 years
Profile Name	FYLOAN	STAFLOAN

For profile 1 in this example, the appropriate statement is:

IF the request is from a person with the patron status Faculty

and the type of request is a loan
and the bibliographic format is books or visual materials
and the age of the material is less than 100 years.

THEN the request is eligible for ILL Direct Request using the FYLOAN profile.

In the previous example, notice that the criteria for both profiles are identical except for Patron Status. The columns could be combined like this, creating a single, efficient profile:

Profile element	Profile
Status	Faculty, Staff
Type of Request	Loan
Bibliographic Format	Books, Visual Materials
Age of Material	<100 years
Profile Name	FYSTLOAN

For this profile, the appropriate statement is:

IF the request if from a person with the patron status Faculty or Staff

and the type of request is a loan
and the bibliographic format is books or visual materials
and the age of the material is less than 100 years

THEN the request is eligible for ILL Direct Request using the FYSTLOAN profile.

Based upon this example, a request from a faculty member for a sound recording would be ineligible for ILL Direct Request.

Tip

If you use the same name for the constant data record, Custom Holdings path, and Direct Request profile for a particular group of requests, it is easier to track their relationships when you need to fine tune criteria for ILL Direct Request.

When any or all applies for a profile element

For profile elements with multiple values (for example, patron departments or bibliographic formats) indicate on your profile worksheet that any or all of those values are valid for the group of requests you are profiling. This serves as a visual cue for you when proofreading the worksheet. However, you cannot enter the value any or all in the online Direct Request profile.

When creating your online profile, select criteria from a list only when you want requests with that criteria to be eligible for ILL Direct Request. If you do not select an item, you are indicating that the profile element is not relevant to the group of requests you are profiling. For example, if a request for any bibliographic format is eligible, do not select a format from the list. If you select every bibliographic format in the list, you preclude any new format designation that may become valid in the future.

Worksheet Support

Before beginning your worksheet, review the examples in the Appendix of this Guide. If you have questions, please contact your OCLC-affiliated regional network or service center, your international distributor, or OCLC.