California Digital Library » Resource Sharing http://www.cdlib.org/cdlinfo The Official CDL Blog Thu, 27 Aug 2015 19:17:26 +0000 en-US hourly 1 http://wordpress.org/?v=4.3 Introducing the New Interlibrary Courier Service and the New ILL Courier Operations Team http://www.cdlib.org/cdlinfo/2014/08/22/introducing-the-new-interlibrary-courier-service-and-the-new-courier-operations-team/ http://www.cdlib.org/cdlinfo/2014/08/22/introducing-the-new-interlibrary-courier-service-and-the-new-courier-operations-team/#comments Fri, 22 Aug 2014 22:23:22 +0000 http://www.cdlib.org/cdlinfo/?p=16102 More...]]> The Interlibrary Loan (ILL) units of the UC Libraries have a new courier service that started August 7, 2014. We are once again working with Tricor Courier & Cargo Service, which previously served the UC Libraries until November 2011.

The courier service for the UC Libraries is an important lifeline for faculty, students, and staff. It allows the campuses to efficiently borrow and lend items regardless of where they are physically located. The courier picks up and delivers items at the campuses and Regional Library Facilities five days a week. The Interlibrary Loan unit on each campus then quickly routes the needed item to the appropriate location for patron pickup.

tricor_deliveryThis change was a joint effort of the ILL Courier Operations Team, Strategic Action Group 2 (SAG2), UCLA Purchasing, and individual ILL staff members. Headed by SAG2 members Patricia Martin of CDL, Lynne Grigsby of UCB, and Kristine Ferry of UCI, these groups worked together to send out a Request for Proposal (RFP), evaluate the bids, award the work, ensure a signed contract and Service Level Agreement, and confirm the route structure with Tricor management.

The ILL Courier Operations Team, reporting to SAG2, manages the ongoing relationship with Tricor, meeting with them weekly to review issues, make route changes, and ensure high quality service. It is composed of ILL Courier Operations Team Leader Sarah Troy (UCSC), Courier Coordinator Andy Panado (UCSF), and Customer Service Advisor Leslie Wolf (CDL).

The ILL Courier Operations Team membership will change as of September 22, 2014. The ILL Courier Operations Team Leader will be Patrick Shannon (UCB) and the Courier Coordinator will be Sahra Missaghieh Klawitter (UCR).

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Request from eBook records, yes you can http://www.cdlib.org/cdlinfo/2014/05/27/request-from-ebook-records-yes-you-can/ http://www.cdlib.org/cdlinfo/2014/05/27/request-from-ebook-records-yes-you-can/#comments Tue, 27 May 2014 16:39:32 +0000 http://www.cdlib.org/cdlinfo/?p=15195 More...]]> Melvyl includes millions of eBook records, and it is often difficult to find the parallel print record in order to request the item. However, you don’t need to find the parallel record – you can submit a Request from the eBook record[*]!

Keep in mind this will result in a request for the print copy. As of the publication of this article, UC is not able to lend the electronic version of books.

Here’s how…

If you can’t find a gold Request button on a record, look for the gold UC-eLinks button.
request1

The UC-eLinks menu will include a link to Request!
request2

You can click on the “Request…” link and submit your request as usual. The Request service automatically locates the print copy record & its potential lenders behind the scenes.

*Request buttons do not appear on eBooks because WorldCat Local configuration groups these items together with other electronic items, such as computer files.

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Request 2.0: same same, but different http://www.cdlib.org/cdlinfo/2013/09/26/request-2-0-same-same-but-different/ http://www.cdlib.org/cdlinfo/2013/09/26/request-2-0-same-same-but-different/#comments Thu, 26 Sep 2013 23:13:16 +0000 http://www.cdlib.org/cdlinfo/?p=14323 More...]]> During the last two weeks of September, you may have noticed a change to the Request interface. CDL has upgraded Request, the interface UC staff, faculty, and students use to submit document delivery (where offered) and interlibrary requests.

In look and behavior, Request 2 is not much different from Request 1. Beneath the surface, however, Request is thoroughly modernized. These “under the hood” changes will make it much easier for us to maintain, change, and enhance the application going forward.

However, we have included some functional differences in new Request that are worth noting:

  • Request screens for single items do not display a “skip” button or other options that are not meaningful in a single-item context.
  • The multi-item interface for PubMed requests, Request Citation List (refresher on this feature), has a much more standard user interface.
    Request 2 Citation List
  • We disable buttons and display a “spinner” when a remote operation takes will take more than a couple of seconds.
  • The “incomplete journal request” screens have been redesigned.Request 2 Citation Form
  • If a user comes into Request from an unsupported starting point (anywhere other than WorldCat local, UC-eLinks, or PubMed), they are automatically redirected to UC-eLinks. This can happen if a user comes in, for example, from www.worldcat.org.
  • Patron information is displayed in the summary screen so that users can go back and correct it before clicking the Request button.
  • There is a “Restart my request” link that enables the user to start over if they cancel the request after entering their patron information.Restart My Request

The part of Request that handles pre-processing for document delivery and interlibrary requests is completely unchanged. We do not anticipate any detrimental effects on VDX (UC’s interlibrary transaction management tool) or any campus document delivery tools.

If you have suggestions for future changes, large and small, please contact the CDL Resource Sharing team at VDXTrouble-L@ucop.edu. We value your input.

 

 

To access multi-item Request via PubMed:

Use the UC specialized PubMed URL:

http://www.ncbi.nlm.nih.gov/pubmed?tool=cdl&otool=cdlotool

OR

use your MyNCBI account, with “University of California” set for your Document Delivery preferences:

PubMed Document Delivery Prefernces

From there, the PubMed “Order” functionality (available on the search results or collection of articles view) will route all or selected items to Request’s Citation List:

PubMed Send to Order

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CDL staff embed in UCSC interlibrary services unit http://www.cdlib.org/cdlinfo/2013/04/25/cdl-staff-embed-in-ucsc-interlibrary-services-unit/ http://www.cdlib.org/cdlinfo/2013/04/25/cdl-staff-embed-in-ucsc-interlibrary-services-unit/#comments Thu, 25 Apr 2013 22:13:03 +0000 http://www.cdlib.org/cdlinfo/?p=13492 More...]]> By Alison Ray, Information Services Analyst & Leslie Wolf, Resource Sharing Project Manager

Members of the California Digital Library are always looking for ways to get closer to the people and tools we connect through our digital services. Although we communicate through email and phone calls, nothing can replace true face-to-face contact. So with much excitement, Alison Ray and Leslie Wolf of CDL’s Resource Sharing team headed down to UC Santa Cruz for two days to get some hands on experience at the “brick and mortar” library.

We were welcomed with open arms by the UC Santa Cruz interlibrary loan staff:

From left to right: Katie Elstad, Josh Alper, Mandy Stevens (sitting), Tara Gooden, Sarah Troy, Jesus Espinoza

From left to right: Katie Elstad, Josh Alper, Mandy Stevens (sitting), Tara Gooden, Sarah Troy, Jesus Espinoza

UC Santa Cruz interlibrary services unit blends the borrowing and lending functions; every staff member is trained in both functions. This cross-training within the department fosters communication between staff members and also with their resource sharing partners.

In addition to the UC resource sharing consortia, UCSC is also part of a regional cooperative library system: Monterey Bay Area Cooperative Library System (MOBAC). Being part of a local regional group gives UCSC more options to efficiently fulfill requests for their patrons. UCSC is a net lender in the MOBAC consortium, especially for CSU Monterey Bay and the Naval Postgraduate School in Monterey.

Working side-by-side with the UCSC library team showed us that interlibrary loan isn’t just about software — it’s also about the manual processes involved in managing a physical collection and delivering items to users.

Leslie Wolf helps pull materials from shelves.

Leslie Wolf helps pull materials from shelves.

The ILL unit runs with great efficiency, but the staff couldn’t do it without the support of trained student workers. They know just what to do every day by checking the whiteboard in the staff room (see photograph below). Tasks that are currently in process are labeled with a circle; completed tasks are marked with an X. The photograph below was taken early in the morning. By the afternoon, every task had an X by it. It’s not that easy — new student workers take approximately one year to become independent in these tasks.

Student workboard in the morning.

Student workboard in the morning.

UCSC is also supported by mentors from other campuses — power users who are expert in the ILL software (called VDX). The UCSC ILL team praised their mentors for teaching them techniques to save time and effort. Their mentors are always available for a question, a problem, and a solution. The team cited Jenny Lee (UCLA), Scott Hathaway (UCSB), and Debbie Cox (UCSD) as invaluable mentors to UCSC.

As eager as we were to learn about their process, the UCSC team was eager to learn more about CDL‘s plans to continuously improve its services. They report that the in-person interaction was very valuable and everyone gained from the visit. Working together, we were able to identify processes and local settings that could be changed to help the unit run more efficiently.  UCSC was happy in return to share “real-world” examples of the process that CDL supports. It was a great exchange of information.

Our visit made us realize once again that we are all part of a team whose goal is to get the right resources to students, faculty, and other partners when they need them the most.

 

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UC Irvine Presents “Just Get It: The Search for Value-Based Delivery” http://www.cdlib.org/cdlinfo/2013/01/11/uc-irvine-presents-just-get-it-the-search-for-value-based-delivery/ http://www.cdlib.org/cdlinfo/2013/01/11/uc-irvine-presents-just-get-it-the-search-for-value-based-delivery/#comments Fri, 11 Jan 2013 17:37:05 +0000 http://www.cdlib.org/cdlinfo/?p=12750 More...]]> Several of our UC Irvine colleagues presented a session at the recent Charleston Conference with the title, Just Get It: The Search for Value-Based Delivery (Interlibrary Loan)CDL staffers attending the meeting suggested that additional staff would be interested in the innovative cross-departmental work UC Irvine is doing in this area.  The presenters did a reprise for CDL staff, and the webinar is now available for viewing from CDL’s Resource Sharing web page: http://www.cdlib.org/services/d2d/ill/

A description of the presentation follows:

Interlibrary Loan (ILL) is an important service that is highly valued by faculty, students, and staff at UC Irvine. Providing access to information resources quickly and efficiently is an ongoing goal of the UCI Libraries. Internal factors such as budget cuts and reduced staffing and external factors such as the ease and affordability of on-demand purchases made the time ripe to investigate and improve interlibrary loan services. A series of pilot projects involving staff from Access Services, Collections and Acquisitions were conducted to measure the cost of services, decrease time to delivery and improve workflow. These pilot projects included purchasing items on demand, using staff expertise in other departments to assist in processing foreign language ILL requests, using existing technology to enhance workflow, and using short-term loans available from publishers through patron initiated acquisitions. Our objective is to show how a number of smaller projects can make a big difference. Attendees can expect to learn strategies to help change workflow using existing staff and resources, manage staff expectations and to hear about our victories as well as our defeats.

The session features speakers Kristine Ferry, Head of Access Services; Gerry Lopez, Head of Document Access & Delivery; John Novak, Acting Head of Collection Development; and Keith Powell, Head of Acquisitions.

Kudos to our UC Irvine colleagues for their original work in this area; we’re looking forward to their next steps.

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Upcoming UC-only OCLC Webinar: 9/20/2012 http://www.cdlib.org/cdlinfo/2012/08/27/upcoming-uc-only-oclc-webinar-9202012-2/ http://www.cdlib.org/cdlinfo/2012/08/27/upcoming-uc-only-oclc-webinar-9202012-2/#comments Mon, 27 Aug 2012 16:38:50 +0000 http://www.cdlib.org/cdlinfo/?p=12162 More...]]> Are you curious about what the future looks like for Melvyl, resource sharing (ILL), and FirstSearch WorldCat?  

Join us for a UC- only OCLC webinar, “Transforming Discovery and Resource Sharing with OCLC: FirstSearch, WorldCat Resource Sharing and More.” The webinar will provide an opportunity for a focused conversation with two senior managers at OCLC.

Mindy Pozenel, Director, OCLC WorldCat Discovery Services, and Katie Birch, Portfolio Director, OCLC Delivery Services, will tell us about the new services from OCLC that provide opportunities to create and share at Webscale.

Built on the OCLC WorldShare Platform, OCLC WorldShare Interlibrary Loan will replace WorldCat Resource Sharing and help library staff and users quickly and easily obtain the resources they need from libraries worldwide. Plus, new discovery features in WorldCat.org and WorldCat Local give staff the expert features they require. 

The event is scheduled for Thursday, September 20 at 11:00 – 12:00 PDT.

Here’s how to join the conversation:

  1. Share this information with your colleagues
  2. Mark your calendar for September 20 at 11:00 – 12:00
  3. Do you have a specific question about any of these topics? Send it to us in advance no later than September 13 to leslie.wolf@ucop.edu
  4. Attend the webinar using the instructions below
  5. If you can’t attend, the recorded session will be available the day after the presentation.

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Meeting information
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Topic: Transforming Discovery and Resource Sharing with OCLC:  FirstSearch, WorldCat Resource Sharing and More
Date: Thursday, September 20, 2012
Time: 11:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 711 617 468
Meeting Password: (This meeting does not require a password.)

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To start or join the online meeting
——————————————————-
Go to https://oclc.webex.com/oclc/j.php?ED=182194127&UID=481787282&RT=MiMxMQ%3D%3D

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Audio conference information
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To receive a call back, provide your phone number when you join the meeting, or call the number below and enter the access code.
Call-in toll-free number (US/Canada): 1-877-668-4490
Call-in toll number (US/Canada): 1-408-792-6300
Global call-in numbers: https://oclc.webex.com/oclc/globalcallin.php?serviceType=MC&ED=182194127&tollFree=1
Toll-free dialing restrictions: http://www.webex.com/pdf/tollfree_restrictions.pdf

Access code:711 617 468

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Lawrence Berkeley National Laboratory (LBL) Records Now in Melvyl http://www.cdlib.org/cdlinfo/2012/07/30/lawrence-berkeley-national-laboratory-lbl-records-now-in-melvyl/ http://www.cdlib.org/cdlinfo/2012/07/30/lawrence-berkeley-national-laboratory-lbl-records-now-in-melvyl/#comments Mon, 30 Jul 2012 22:10:17 +0000 http://www.cdlib.org/cdlinfo/?p=11985 More...]]> As of today, July 30, 2012, Lawrence Berkeley National Laboratory (LBL in the catalog) bibliographic records were added to UC Berkeley’s local OPAC, Oskicat (http://oskicat.berkeley.edu/) and will now also appear in Melvyl under the holdings for UC Berkeley.   Examples of LBL records are OCLC numbers 645155708 (owned by LBL but not UC Berkeley) and 25708658 (owned by both LBL and Berkeley).  LBL researchers will now use REQUEST for Interlibrary Loan instead of their local ILL system.

There may be some LBL bibliographic or item records that may look a bit different.  LBL’s catalog and local practices are different from Berkeley’s, and while items added in the future will be handled according to UCB conventions and policies, users may run across migrated records that look different. Retrospective cleanup is not planned.

Thanks to all at UCB, LBL and CDL who contributed to the successful completion of this project.

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ILL VDX Transition http://www.cdlib.org/cdlinfo/2012/07/18/ill-vdx-transition/ http://www.cdlib.org/cdlinfo/2012/07/18/ill-vdx-transition/#comments Wed, 18 Jul 2012 16:43:37 +0000 http://www.cdlib.org/cdlinfo/?p=11935 More...]]> VDX, part of the backend of UC’s Request interlibrary borrowing and lending service, moved from being hosted at CDL to OCLC over the weekend of July 13 -15.  The move went smoothly, with only the usual minor glitches that occur with a move of this magnitude.  The success is due in large part to the involvement of the campus ILL community in testing and providing valuable feedback as the project unfolded, working closely with CDL’s Discovery & Delivery team and OCLC throughout the process.

CDL is continuing to monitor all issues that resulted from this transition and is in ongoing contact with campus ILL units.

As a result of the move, UC will be well positioned to work with OCLC on software upgrades and on implementing a new software solution when VDX is retired in 3-5 years.

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Request Service unavailable July 13 at 5:00 PM – July 16 at 8:00 AM http://www.cdlib.org/cdlinfo/2012/06/28/request-service-unavailable-july-13-at-500-pm-july-16-at-800-am/ http://www.cdlib.org/cdlinfo/2012/06/28/request-service-unavailable-july-13-at-500-pm-july-16-at-800-am/#comments Thu, 28 Jun 2012 20:33:54 +0000 http://www.cdlib.org/cdlinfo/?p=11815 More...]]> During the weekend of July 13-15, CDL will migrate the VDX interlibrary loan application from CDL servers to servers hosted by OCLC.  During the migration, which will begin at 5:00 PM PDT on July 13, the Request, My ILL and VDX services will be unavailable. These services are scheduled to resume normal operation by 8:00 AM PDT on Monday, July 16.

After the migration of VDX to OCLC servers, OCLC will assume primary responsibility for maintaining the infrastructure that supports the VDX and My ILL applications. CDL will continue to manage customer service for these services and to maintain the integration of VDX with Request.

Moving VDX to an OCLC-hosted environment will allow UC to manage the service with fewer resources, implement upgrades much faster, and be well positioned to move to the new OCLC service, WorldShare ILL, when VDX is retired in 3-5 years.

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UC is Moving to a Hosted VDX Solution at OCLC in 2012 http://www.cdlib.org/cdlinfo/2012/02/03/uc-is-moving-to-a-hosted-vdx-solution-at-oclc-in-2012/ http://www.cdlib.org/cdlinfo/2012/02/03/uc-is-moving-to-a-hosted-vdx-solution-at-oclc-in-2012/#comments Fri, 03 Feb 2012 17:48:12 +0000 http://www.cdlib.org/cdlinfo/?p=11022 More...]]> By Patricia Martin, Director, Discovery & Delivery

The Council of University Librarians, in consultation with several All Campus Groups and SOPAG, has endorsed CDL’s plan to move the management of UC’s VDX application from in-house at CDL to hosting at OCLC. The completed implementation is targeted for mid-June of 2012.

This change will allow CDL to continue its responsibility for VDX production services while sharing some of the system management duties with OCLC.  Looking to the future, UC will be well positioned to work with OCLC on implementing a new software solution when VDX is retired in 3-5 years, as OCLC has previously announced.

 What will change for UC?

  •  CDL will continue to provide first level triage of all of the ILL units’ user support tickets, but OCLC will now have the ultimate responsibility for ensuring timely and satisfactory resolution of all tickets.  CDL will continue to work very closely with OCLC here.
  • OCLC will now have primary responsibility for all software upgrades. CDL, along with campus participants will test and certify the upgrades before they are put into production.

 What will change for ILL units?

  •  ILL units will use a new “Windows” login to access the VDX application at its new host location. (The current “Web” login will not change.) CDL will communicate separately with the ILL units to provide detailed instructions and ensure a smooth transition to the new “Windows” login.
  • The two campuses that run special reports, UC Davis and UC Santa Barbara, will receive their data by a slightly different method. CDL will work with OCLC and these campuses to ensure they receive the data they need.

 What will change for our end users?

  •  Nothing. This change will be transparent to our end users.

 Moving forward

  •  CDL has begun working with OCLC to develop a timeline and project plan, which we will share within the UC libraries when it is finalized.
  • CDL will be asking the CDL ILL Operations Team and each of the campus ILL units for assistance in testing during April 2012. We will keep you updated on our progress and let you know well in advance the dates when we will ask for your help to test or review the rollout.
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