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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

About This Guide

Purpose of this Guide

This Guide describes the ILL Direct Request service and provides:

• Descriptions of the 3 processing options provided by the service
• Description of, and instructions for implementing the FirstSearch/ILL Direct Request link
• Technical specifications needed by your systems staff to implement ILL Direct Request for patron-generated requests other than FirstSearch
• Examples and worksheets for creating profiles of borrowing criteria that define eligible requests

The Guide has 2 parts: Part 1 discusses 3 processing options and presents general requirements. Part 2 presents technical specifications.

Your system

For the purposes of ILL Direct Request and this Planning Guide, your system can be a local system ILL module, resource-sharing consortium Web interface,or locally developed borrowing software.

Changes or Revisions

The OCLC ILL Direct Request Planning Guide is maintained on the OCLC Web site. Visit Abstract & revision notes to check for information added to this Guide after it was published.

Technical Specifications

The technical specifications in this Guide assume a working knowledge of ISO-10161, ILL-Requests. Refer to chapter 8, ISO-10161 Overview for information about this ISO protocol.

Supporting OCLC Documentation

In addition to the information in this Guide, you should review the following:

• OCLC FirstSearch/ILL Direct Request Link Quick Reference
  

Training

Contact your OCLC-affiliated regional network or service center, your international distributor, or OCLC with questions or to schedule training.

OCLC Customer Services Division (CSD)

You can contact OCLC Customer Services Division (CSD) via telephone, fax, the Web-based support request form, or E-mail. Support hours are:

7:00 am to 9:00 pm US Eastern Time Monday through Friday

CSD phone numbers

USA and Canada 1-800-848-5800

International & central Ohio 1-614-793-8682

CSD fax number

1-614-764-2694

CSD support form

On OCLC Web site at https://www3.oclc.org/app/contac/

CSD E-mail

Send an E-mail message to support@oclc.org