Direct-to-Profile processing involves more I/O activity than other ILL Direct Request processing options. Therefore, requests using Direct-to-Profile take longer to process. This option may not be suitable for systems that allow patron-initiated ILL, since the system may keep patrons waiting for a response.
To be sent to a lender, an ISO-10161 ILL-Request for Direct-to-Profile must:
The requirements for acceptance are:
In order to match a WorldCat bibliographic record, the request must contain an ISBN, ISSN, or OCLC number.
ILL Direct Request matches profiles based on attributes of the request and attributes of the matching bibliographic record. The request attributes are:
A request must meet the following requirements to match a profile:
The request may contain lenders or it may rely on ILL Direct Request to find lenders based on the matching bibliographic record and the custom holdings path named in the matching profile. (Custom holding paths are records of preferred lenders based on custom groups defined in the OCLC ILL service by your library. Your ILL staff assign a unique name to each custom holdings path they define.)
The valid lenders in the request and the lenders found by ILL Direct Request must satisfy the minimum number of lenders specified in the matching profile. If they do not, ILL Direct Request puts the request in your librarys Review File.
If the request does not contain lenders, then ILL Direct Request automatically tries to find lenders. If the request contains lenders, then ILL Direct Request does not try to find more unless permissionToChangeSendToList (part of thirdPartyInfoType) is set to true.
If preference (part of thirdPartyInfoType) is set to ordered, ILL Direct Request does not change the order of lenders in the request. If an invalid lender is found before the minimum number of lenders is satisfied, ILL Direct Request puts the request in the Review File.
To be sent to the first potential lender, the request must meet these additional requirements:
If the request fails to meet any of the requirements for acceptance, it is rejected. ILL Direct Request sends a message to your system identifying the rejected request. If the request is accepted, but fails one of the other requirements, ILL Direct Request puts it in your librarys OCLC ILL Review File with an appropriate error message in the field :DIRECT NOTES:.
If an ISO-10161 ILL-Request is incomplete and the request matches a profile that contains the name of a constant data record, then data from the constant data record is applied when ILL Direct Request creates an OCLC ILL request.
Constant data records are templates of often-used data defined by your library that can be automatically transferred to a workform in OCLC ILL. ILL staff assign a unique name to each constant data record they define. Data from the ISO-10161 ILL-Request takes precedence over data from the constant data record. For example, if the ISO-10161 ILL-Request contains :MAXCOST:, then :MAXCOST: is not applied from constant data. Your library must decide which data should be supplied in the ISO-10161 ILL-Request and which data should be omitted so it can be supplied by a constant data record.
The following fields in an OCLC ILL record may be supplied by a constant data record if they are not furnished in the ISO-10161 ILL-Request.
|:SHIP VIA:||:PATRON ID:|
|:COPYRT COMPLIANCE:||:PATRON PHONE:|
|:BILLING NOTES:||:PATRON NOTES:|
Direct-to-Profile processing requires the element titleOfArticle to Produce serial requests. If omitted, these requests are sent to the Review File.
Direct-to-Profile processing uses several types of OCLC records defined by your library:
To fully test Direct-to-Profile, you must have these types of records in the test database. You may create them in the test environment, or, if your library has these records in production, ask OCLC to copy them to the test database. Once in the test database you can edit them. Records created or modified in the test environment have no effect on the production system or production database.
A good bibliographic title for testing has a lot of locations attached to it. A good one to use is In Search of Excellence: Lessons from Americas Best-run Companies (ISBN:0446378445; OCLC:9684530). You may want to use this title in your Direct-to-Profile test request because it is likely to be held by some of the institutions in your librarys custom holdings path.
You may choose to test Direct-to-Profile in production. There are advantages and disadvantages to testing in production:
The advantages are:
The disadvantages are:
If you choose to test Direct-to-Profile in production, set the Produce? option in your profiles to no until you are ready for requests to be sent to lenders.
Note: You cannot test in the production environment until OCLC has reviewed your request in the test environment.