[ILL-L] Direct Requesting

Fri May 29 13:17:00 EDT 2009

We have ILLiad so I'm not sure if that affects the use of Direct Requesting or not but we have set up individual Direct Profiles for CDs, Cassettes, DVDs, VHS, CD-Roms, and Books. All that is required is to attach your custom holdings to the correct profile (Audio custom holdings for the CDs and Cassettes, etc).
Once I created the first profile in the WorldCat Administrative Module, I basically copied most of the information for the others with just a couple of tweaks - took one morning to set up. 
I really like that I can include individual note fields in each profile to emphasize that I am requesting CDs or VHS or whatever. We choose the profiles in ILLiad when we are manually sending requests out too-eliminates adding all those extra keystrokes.
Linda Clausen, ILL
Fort Vancouver Regional Library District

-----Original Message-----
From: ill-l-bounces at webjunction.org [mailto:ill-l-bounces at webjunction.org] On Behalf Of Document Delivery
Sent: Friday, May 29, 2009 9:34 AM
To: lstarasta at lccs.edu; Interlibrary Loan Listserv
Subject: RE: [ILL-L] Direct Requesting

Our experience was like the other person's: it's very nice, and takes some of the orders off your hands. But it only does books, so you'll still need the forms. We put a tutorial of how to request directly on OCLC for patrons, and set up their own account, but only a few had the time to learn it, it seems.

Edward Helmrich 
ILL Office 
Ryan Library 
Iona College VXI 
914-633-2352 
docdelivery at iona.edu 

-----Original Message-----
From: ill-l-bounces at webjunction.org [mailto:ill-l-bounces at webjunction.org] On Behalf Of Leslie Starasta
Sent: Friday, May 29, 2009 11:54 AM
To: 'Interlibrary Loan Listserv'
Subject: RE: [ILL-L] Direct Requesting

Thank you for this thorough description of your process.  Every year I hope that "this will be the summer" where I can set up direct profiles and every year other projects seem to take precedence.  Currently we are using Direct-to-Review, but I'm wondering how other institutions encourage their users to utilize the request function in Worldcat.  We still have a local web-based form that comes to our email account for ordering books and journal articles and that book form gets a lot of use.  Short of taking it down, I'm not sure how to best encourage users to use the direct request.  Suggestions?

Leslie Starasta
Information Services Librarian
Jessie C. Eury Library
Lincoln Christian College & Seminary

-----Original Message-----
From: ill-l-bounces at webjunction.org [mailto:ill-l-bounces at webjunction.org] On Behalf Of Denise L Montgomery
Sent: Friday, May 29, 2009 10:36 AM
To: Interlibrary Loan Listserv
Subject: Re: [ILL-L] Direct Requesting

The secret of successful Direct Request is how you set up your 
profiles. I have set mine up so it deflects anything that is held  
within our state, because otherwise the system is too likely to 
automatically send to the big places before sending to any of the 
smaller libraries within the state. Also, make sure you put down what 
you are willing to pay--or not pay--for each patron group.
And finally, in order not to have a lot of unmediated requests going 
out for textbooks used in current classes, I set up the student profile 
so it does not do  Direct Request for any books published within the 
last two years. That also takes care of bestseller type items that we 
probably should be ordering for the collection instead, because they 
come to my attention promptly instead of wasting other people's time 
going out as ILL requests. 

And one other thing: set it up for books only. Again, you don't want to 
waste other people's time by sending out unmediated requests for media 
to places that don't loan.

After you've done all that, you will probably find that you aren't 
processing a lot of things via Direct Request, but it will take a few 
requests off your hands.

I'm sure other people have different strategies for how they've set up 
their profiles, but to my way that's the surest way of avoiding some of 
the "problems" that you're thinking about.

                                Denise Montgomery 
                                Valdosta State University Library

Sarah McHone-Chase wrote:

>Hello, 
>
>Our institution is considering Directing Requesting. I'd be interested 
in hearing from other institutions who are doing this. Has anyone 
experienced any major problems?
>
> 
>
>Sarah M. McHone-Chase
>Information Delivery Services Librarian
>Founders Memorial Library 127
>Northern Illinois University 
>DeKalb, IL 60115-2868
>Telephone: (815) 753-9860
>Fax: (815) 753-2003
>mchonechase at niu.edu
>
>
>
>_______________________________________________
>ILL-L mailing list
>ILL-L at webjunction.org
>http://lists.webjunction.org/mailman/listinfo/ill-l
>
>

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