RSC22 Web Series | Working smarter not harder: How to automate your holdings and configure policies to expedite fulfillment
The presenters will explain how their libraries share a base configuration that can be modified for an individual library’s local work processes, from restricting patron-initiated requests to allowing any request from patrons regardless of local holdings.
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SWAN, a consortium of 100 libraries in the greater Chicagoland, has worked on configuring and automating WorldShare ILL through “automatic no” based on real-time availability, custom holdings groups within its statewide delivery system, deflections, and patron-initiated requests. They also collaborate with five other colleague consortia in Illinois to manage holdings through development of the OCLC Holdings Manager.
The presenters, Scott Brandwein and Helen Pinder, will explain how their libraries share a base configuration that can be modified for an individual library’s local work processes, from restricting patron-initiated requests to allowing any request from patrons regardless of local holdings. Reviewing statistics will provide an insight into the efficiencies gained through implementation of real-time availability and “automatic no.” The OCLC Holdings Manager project is an open source project developed in SWAN that compares two generations of catalogs in MARC format to extrapolate adds/deletes in the bibliographic data. These changes are then sent as set/unset holdings to WorldCat through the WorldCat API. The presenters will share their tools and how they’ve enhanced their patron experience through accurate holdings and efficient ILL processing.
Speakers
Scott Brandwein
Manager, Bibliographic Services
SWAN Library Services
Helen Pinder
Consultant, Resource Sharing
SWAN Library Services
This session is part of the 2022 OCLC Resource Sharing Conference, a virtual event that brings together the resource sharing community for learning and connection.
Date
05 May 2022
Time
12:00 PM – 1:30 PM
Eastern Daylight Time, North America [UTC -4]
Registration access
To register, you’ll need to sign into the OCLC Community Center with your credentials for WorldShare ILL or Tipasa. If you don’t know your Community Center credentials, reference the OCLC Support website or contact OCLC Support. If you don’t have Community Center credentials, you may request them here.