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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

3.5 Monitoring Direct-to-Profile Processing

Overview

You can monitor the processing of patron-generated requests using 3 features of OCLC ILL:

• Direct Produced Message File category
• Direct Request History command

Direct Produced (dr:) category

This OCLC ILL Message File category lists all requests you successfully forwarded through ILL Direct Request processing during the past 4 system days. It appears as the first category in the ILL Message File Summary Display.

History (h) command

The History (h) command displays detailed information about an ILL request processed by ILL Direct Request. This information allows you to investigate why a Direct-to-Profile request was or was not successfully processed.

Issuing the History command

The syntax of the History (h) command is: h [parameter]. To issue the command:

Step	Action
1	Retrieve an ILL request, or its linked bibliographic or holdings display.
2	Type h [parameter] and press <F11>.

Parameters

Each parameter you include in the command string provides specific information about the request. The following table summarizes the parameters:

Parameter	History Display	Description	Example
[none]	History List	Menu of all display possibilities.	h
pe	Profile Elements in the Request	For Direct-to-Profile requests, shows original values of the request's profile elements relevant to matching.	h pe
pm	Profile Matching Results	For Direct-to-Profile requests, lists all your profiles and indicates which, if any, matched the request.	h pm
pm <profile name>	Profile Matching Record	Access by entering the command or choosing the profile from the Profile Matching List. This display allows you to compare the original profile matching elements from the request to those that appear in the profile.	h pm books
ob	Original Bibliographic Data	Displays the original bibliographic data from the request.	h ob

No history display available

If no History items exist for a particular request, the system displays the message: No history found.

If information specific to the parameters you indicate is not available, the system displays the message: History item not found.

History list

The History list is a menu of available History displays for a particular ILL request or Review File record, including:

• Profile Elements in the Request
• Profile Matching Results
• Original Bibliographic Data

History information only applies to a request if the processing option specified in the request was Direct-to-Profile and the request was successfully matched to bibliographic record.

Example: History display

Here is an example of the History list:

Profile Elements in the Request

This display is available for Direct-to-Profile requests that successfully matched a bibliographic record. It shows the values of the request's profile elements relevant to matching. From this display you may be able to quickly determine why a request did not find a matching profile.

The display includes only elements present in the request and only their original values. ILL request or Review File record has no effect on the display.

Example: Profile Elements display

Here is an example of the Profile Elements display:

Profile Matching Results

This display is available for Direct-to-Profile requests that successfully matched a bibliographic record. It lists all your profiles and indicates which, if any, matched the request. The display makes it easier to investigate why a request did or did not match.

The top half of the display lists profile elements from the request. If a profile element is not present in the request, only its label displays. The bottom half of the display:

• Lists all available profiles
• Indicates whether or not the profile matched.
• Yes indicates match
• No indicates no match
• Unknown indicates invalid data in the request for at least one profile criterion
• Identifies the first unmatched criterion in the attempted match of the request to the profile

The display only includes elements present in the current version of the profile. Editing an ILL request does not affect the matching results in the display. Editing a profile affects the matching results. Select a line from the Profile matching Results to view a Profile Matching Record display.

Example: Profile Matching Results

Here is an example of the Profile Matching Results display:

Profile Matching Record

Here is an example of the Profile Matching Record display:

Original Bibliographic Data

This History display lists the original bibliographic data from the request. It allows you to identify the correct bibliographic item in case Direct Request found the wrong one, for example, the request contained an incorrect ISBN, resulting in a Direct Request workform for the wrong title. This type of problem is difficult to correct without the original bibliographic data from the request.

Original Bibliographic Data display elements

This display can contain the following elements:

Field Label	Description
OCLC	OCLC number
ISBN	ISBN
ISSN	ISSN
Author	Author
U Title	Uniform title
Title	Title (ISO title and subtitle)
Edition	Edition
Imprint	Imprint (ISO place of publication, publisher, and publication date)
Series	Series note
Dissertation	Dissertation note
Call No	Call number
A-Author	Article author
A-Title	Article title
Volume	Volume
Issue	Issue
Volume-Issue	Volume-Issue
Date	Publication date of component
Pages	Pages
Verified	Verification reference source

Example: Original Bibliographic Data display

Here is an example of the Original Bibliographic Data display:

History navigation

To navigate among History displays:

Action

From a History display, type [navigation command abbreviation] and press <F11>

Navigation commands

The following table lists navigation commands you can issue from a History display:

To view	Command	Abbreviation
First screen of previous level	Goback	gob
Next record in a set of records	Forward	for
Next ILL or review record	Forward r	for r
Previous record in a set of records	Back	bac
Previous ILL or review record	Back r	bac r
Next screen in current list or record display	Page down	pdn
Previous screen in current list or record display	Page up	pup
First screen of current list or record display	Home	hom
Last screen of current list or record display	End	end
Item selected from list	Line select	[line number]
ILL or review record from any display linked to the record	ILL	ill