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:

Example ILL History List display

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:

Example Profile Elements in the Request 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:

Example Profile Matching Results display

Profile Matching Record

Here is an example of the Profile Matching Record display:

Example 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:

Example 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