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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

Profile Worksheet Examples Profile Worksheet ILL Glossary

Implementation Checklist

Checklist

Use the following checklist to guide your implementation of OCLC ILL Direct Request.

Step	Question or Task	Yes?	No?
1	Do you have an ILL system or Web interface that supports the ISO requirements of ILL Direct Request and through which your library patrons can submit requests?	Go to 2	Purchase a compliant system or Web interface. For more information, see chapter 8, ISO-10161 Overview.
2	Contact your vendor or systems office. Has your system or Web interface been tested with OCLC ILL Direct Request?	Go to 3	Send a copy of the OCLC ILL Direct Request Planning Guide to your vendor or systems office and ask them to contact OCLC to arrange a test.
3	Do you have an OCLC Interlibrary Loan service authorization and password?	Go to 4	Contact your OCLC-affiliated regional network or service center, your international distributor, or OCLC.
4	Have you signed up for ILL Direct Request training?	Go to 5	Contact your OCLC-affiliated regional network or service center, your international distributor, or OCLC to schedule training.
5	Have you decided which ILL Direct Request processing option to use? If you will use Direct-to-Review File or Direct-to-Lender processing, If you will use Direct-to-Profile processing,	Go to 9 Go to 6	Read this Guide to determine which processing option works best for your workflow and environment.
6	Have you created constant data records and Custom Holdings groups/paths?	Go to 7	See About This Guide for references to supporting OCLC documentation you may need to review.
7	If you will use the Direct-to-Profile processing option, have you determined which groups of ILL requests will be eligible for unmediated processing through ILL Direct Request?	Go to 8	Read chapter 3, Direct-to-Profile Processing Option and study the profile worksheet examples. Then, complete worksheets for groups of requests relevant to your workflow.
8	Have you created online Direct Request profiles?	Go to 9	Go to http://idr.oclc.org/idr.pway and create profiles.
9	Have you sent a test record to OCLC	You're ready!	See chapter 8, ISO-10161 Overview for details about sending test records to OCLC.

Profile Worksheet Example 1 (academic library)

Element	Profile	Profile	Profile
Profile Name*	facln	facopy	undln
Description	Faculty loans	Faculty copies	Undergraduate loans
Request source(s)		FSILL
Type of Request	Loan	Copy	Loan
Patron Status(es)	faculty	faculty	undergrad
Patron Depts	all (leave blank)	all (leave blank)	all (leave blank)
$Amt Patron pays	0	0	0
Need Before date	earliest: 3 latest: 5	earliest: 1 latest: 3	earliest: 3 latest: 7
Bib Formats	bks, ser, vis, mix, map	bks, ser	bks, ser, vis, map
Age of material	at least: 1 not older than: 100	at least: 0 not older than: 100	at least: 1 not older than: 50
Lang(s)	any(leave blank)	any(leave blank)	eng, fre, ita, ger
Route to Review if potential duplicate?	Yes	Yes	Yes
Route to Review if held by Institution?*	Yes	No	Yes
Route to Review if held by [Holdings Group]?	SOPAC	SULS	SOPAC
Minimum Lenders*	2	2	3
Constant Data	Rush	IFM	Default
Custom Holdings Path*	Freebks	Supplier	Instate
Produce?*	Yes	No	Yes

* The element here is required.
Go here to create your profiles:  http://idr.oclc.org/idr/idr.pway

Profile Worksheet Example 2 (public library)

Element	Profile	Profile	Profile
Profile Name*	brdln	stafflin	adultln
Description	Board member loans	Staff loans	Adult patron loans
Request source(s)
Type of Request	Loan	Loan	Loan
Patron Status(es)	board	staff	adult
Patron Depts	all (leave blank)	all (leave blank)	all (leave blank)
$Amt Patron pays	0	0	2
Need Before date	earliest: 3 latest: 6	earliest: 3 latest: 5	earliest: 4 latest: 8
Bib Formats	any (leave blank)	any (leave blank)	any (leave blank)
Age of material	at least: 1 not older than: 100	at least: 1 not older than; 100	at least: 1 not older than: 100
Lang(s)	any (leave blank)	any (leave blank)	any (leave blank)
Route to Review if potential duplicate?	Yes	Yes	Yes
Route to Review if held by Institution?*	No	No	Yes
Route to Review if held by [Holdings Group]?	OPLIN	OPLIN	OPLIN
Minimum Lenders*	4	4	4
Constant Data	Default	Default	Recip
Custom Holdings Path*	Region	Natl	Region
Produce?*	Yes	Yes	No

* The element here is required.
Go here to create your profiles:  http://idr.oclc.org/idr/idr.pway

Profile Worksheet Example 3 (corporate library)

Element	Profile	Profile	Profile
Profile Name*	execln	rsrchcpy	staffln
Description	Upper management loans	Research staff copies	General staff loans
Request source(s)		FSILL
Type of Request	Loan	Copy	Loan
Patron Status(es)	managers	Rsrchstf	Development, Marketing (staff other than Research)
Patron Depts	all (leave blank)	Research	Development, Marketing (all but Research)
$Amt Patron pays	0	0	1
Need Before date	earliest: 3 latest: 6	earliest: 1 latest: 3	earliest: 2 latest: 8
Bib Formats	any (leave blank)	bks, ser	any (leave blank)
Age of material	at least: 0 not older than: 100	at least: 0 not older than: 200	at least: 0 not older than: 20
Lang(s)	eng	eng	eng
Route to Review if potential duplicate?	Yes	Yes	Yes
Route to Review if held by Institution?*	No	No	Yes
Route to Review if held by [Holdings Group]*	BRANCHES	BRANCHES	BRANCHES
Minimum Lenders*	1	1	3
Constant Data	Default	Default	Default
Custom Holdings Path*	Natl	Natl	Brnch
Produce?*	Yes	Yes	Yes

* The element here is required.
Go here to create your profiles:  http://idr.oclc.org/idr/idr.pway

OCLC ILL Direct Request Profile Worksheet

Element	Profile	Profile	Profile
Profile Name*
Description
Request source(s)
Type of Request
Patron Status(es)
Patron Depts
$Amt Patron pays
Need Before date	earliest: latest:	earliest: latest:	earliest: latest:
Bib Formats
Age of material	at least: not older than:	at least: not older than:	at least: not older than:
Lang(s)
Route to Review if potential duplicates?*
Route to Review if held by Institution?*
Route to Review if held by [Holdings Group}?
Minimum Lenders*
Contstant Data
Custom Holdings Path*
Produce?*

* The element is required.
Go here to create your profiles: http://idr.oclc.org/idr/idr.pway

For full details about each profile element, see chapter 3 Direct-to-Profile Processing Option.

Element	Note
Profile name	Up to 8 alphanumeric characters. Not case-sensitive.
Description	Description of the profile record (e.g., Faculty request for copies) Maximum 140 characters.
Request source(s)	Must be a valid value from :Source: in ILL requests. Leave blank if "Source: is not relevant. Up to 8 alphanumeric characters. Not case-sensitive.
Type of request	May be loan, copy, both, neither. OCLC recommends you choose either loan or copy.
Patron status(es)	No limit on number of statuses. Maximum 65 characters for each status. Not case-sensitive.
Patron department(s)	No limit on number of departments. Maximum 67 characters for each department. Not case-sensitive.
Amount patron pays	Range is 0.00 to 1000.00 (US dollars and cents). A value of 0 means the patron is not willing to pay anything.
Need Before date	Use whole numbers. Range is 0 to 1000. Do not include a plus (+) sign.
Bibliographic formats	Do not specify 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).
Age of material	Use whole numbers. Range is 0 to 1000.
Language	When creating the online profile, you select 1 or more languages from a list. In the worksheet, specify applicable languages. Do not specify a language if it does not apply to the group of requests you are profiling (that is, if the profile applies to all languages).
Route to Review if potential duplicate?	Note yes if you want a request sent to the Review File if it is a potential duplicate. Note no if you want a request forwarded to the first potential lender even if it is a potential duplicate.
Route to Review if held by institution?	Note yes if you want requests to be sent to your Review File when your institution holds the requested item. Note no if the request can be processed whether or not your institution holds the requested item.
Route to Review if held by [Holdings Group}?	Select 1 Custom Holdings Group name from the list provided. The list includes all current Holdings Groups defined by your institution in OCLC Interlibrary Loan.
Minimum number of lenders	Specify 1,2,3,4, or 5. Default = 1 (A lender string must have at least 1 lender.)
Constant Data name	Indicate 1 Constant Data record.
Custom Holdings Path name	Indicate 1 Path name.
Produce the request	If you want ILL Direct Request to automatically produce requests that match this profile, note yes. If you want ILL Direct Request to put all matching requests in your Review File, note no.