|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| Discovery: Patron |
Patron initiates request:
- By searching local OPAC, and not finding an available copy, passing
search through to Summit union catalog, or
- By starting search in Summit union catalog.
|
- Same, except search is passed through to WorldCat Group catalog.
The button on the local software ("repeat search in Summit") will
pass the call number through to WCG.
- By starting search in WorldCatGroup catalog.
|
same as on GoLiveDay |
- ILLiad libraries: patron starts search in ILLiad.
- WorldCatResourceSharing (WCRS) and Clio libraries: patron starts
search in First Search.
- All: articles may be requested via ILL but not via Summit Borrowing.
|
|
| Item Availability: System |
NNReach knows if an item is held by each local library, whether it is
circulatable via Summit borrowing, and whether it's available to
circulate. If
no items are available within the Summit consortium Summit informs
patron, and patron requests through her local ILL system. |
Via screen-scraping and/or using III's off-line circulation mode, VDX
will know whether an item is held by each local library, whether it has an
"available" status, but it is not clear to me that it will know whether
the item's IType and/or location allows it to circulate via Summit
Borrowing. Is this true? |
Probably the same.
|
ILL systems don't check local libraries to see if the item is available or
whether it circulates from that Library through ILL.
|
|
|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| Patron Authentication: System |
NNReach asks patron which institution she is associated with and her name
and unique patron identifier (varies by local library: student ID,
university ID, K#, etc., and some also ask for a PIN). INNReach checks
local patron database for manual or automatic blocks, exp. Date blocks,
and Ptype.
|
Each library will send patron records to OCLC. Records which have been
changed from the day before will be resent each night. When the patron
places a request VDX will check the patron's record in VDX to be sure
there are no blocks, etc. Question: Since we will also receive requests
through WCG from patrons who are not eligible for Summit borrowing, I
think we said that we would send all Summit-eligible and ILL-eligible
patron records to OCLC. If so, VDX would have to check for
Summit-eligibility before authorizing a Summit request. I'm not sure
whether VDX is planning to check PType for the Summit requests: we should
find that out.
|
EZ Proxy. Does this take into account getting into Millennium to check
for exp. dates and blocks?
|
Some ILL Systems may check whether patrons may borrow through ILL from
local libraries. Some may ask the patron to select their status from a
drop-down menu, but do not authenticate the patron's validity.
|
|
| Hold on Library's Record: System |
INNReach places a hold on the local library's item record. Status in
local OPAC is "summit requested".Also, each library has the choice of
allowing Same Site Requesting (SSR) where local patrons are allowed to
page available items from their own library. (Example: UO allows SSR,
but uses request circles to prohibit paging an available item from branch
A to be picked up at Branch A. Request Circles permit a local patron to
request an available item be paged from Branch A and delivered for pickup
to Branch B at same institutiion). |
VDX places a bib level hold on the bib record at the book's library.
Each library will probably be asked to make a patron record that VDX can
use. Note: a single patron record will not suffice – it gets "busied"
when too many requests are placed too quickly. Since we don't do Bib
level holds, we're not sure how the system works regarding how to inform
the patron of the pickup location when the item comes in (in case she
wanted to pick it up in Science rather than Main.). Question: does it
place a hold on the book library's bib record for the requesting patron's
record? Also, SSR will need to be turned on for all libraries, and we
think that Requiest Circles will need to be turned off so that the VDX
software can place a local hold on any available item, regardless of its
shelving location.
|
don't know -- VDX and the requesting patron's record somehow need to talk
together.
|
WCRS and CLIO doesn't place holds in local catalogs for requested item.
Don't know about ILLiad.
|
|
|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| Printing Paging Slips (Pick lists): Staff |
NNREach places the request in the print notices function and staff print
paging slips from Millennium printing function.
|
Since the hold was placed in the Millennium system of each local library,
staff can choose to print from their local Millennium printing function,
or from VDX. If they print from Millennium, they'll also get all the
local paging slips (for ILL, for patrons, for reserves, etc.) If they
print from VDX they'll get only Summit paging slips (pick-lists). |
probably the same
|
WCRS paging slips are printed from the "pending file". The UO has to run
that through ILLAsap to get the UO's call number and loc code etc. on the
paging slilp. I imagine that ILLiad and Clio have their own paging slips
print file. |
What if they print from VDX – are those
removed from Millennium so when they print their paging slips for
local patrons, ILL, reserves, etc, those summit slips are gone? Or
maybe it's a one-time choice: if you want to print from millennium,
you cannot print from VDX, and vice versa? |
| Paging the item: Staff |
Staff page items from stacks based on paging slips from Millennium.
|
Staff page items from stacks based on paging slips
from Millennium or pick lists from VDX. |
same |
staff page items from stacks based on paging slips. |
|
|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| Processing and packaging for the courier: staff |
Retrieve items from shelves. Checkout to borrowing institution (under
inn-reach checkout). Put bookband or book label on the item. Make sure
paging slip close to item barcode. Package the item for courier.
|
Zetrieve items from shelves. Checkout the item to Milcirc institution
record. Checkout or ship the item in VDX. Place bookband or book label
on item. Package the item for courier. |
Same as on GoLive Day
|
Retrieve items from shelves. Checkout item to local ILL account.
Checkout item in ILL system. ILL system updates "resource sharing".
Package the item for courier.
|
|
| Receiving the item from the lending library: Staff |
Check in items under Milcirc. Write patron name on the bookband. Put the
item on the summit hold shelf. System e-mails patron the pickup notice.
|
Receiving the item in VDX. VDX will create the due date. Write patron
name and due date on the bookband. Put item on the hold shelf. If we
decide not to create temporary records in Millennium manually , we will
not use milcirc . If we decide we will create temporary records in
Millennium. We need to create the bib and item record for the item. Then
add a hold for the item under the patron record. |
Receiving the item in VDX. Check in the item in Milcirc to change the
stats from in-transit to on-hold shelf. Write patron name on the
bookband. Place the item on hold shelf. System will e-mail the pickup
notice. |
Receive the item in ILL system. Create a onthefly record for ILL item.
Checkout the item to the patron using the onthefly record. System creates
the bookband with the due date. Place the bookband on the item. Place
the item on the hold shelf. System e-mails patron the pickup notice.
|
|
|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| Checking out to the patron: assigning due dates, sending
notices, assessing overdue fines: staff |
Checkout under Milcirc. Due date is created in Milcirc. Three days
before the due date courtesy e-mail will be send. Patron can request
re-newal or patron can renew the item. Overdue notices will be e-mailed
if the item is not returned or renewed. Replacement charges will be added
to patron account and billing notice is send if the item is not returned.
|
tem is checked out and waiting for the patron on the hold shelf. We hand
the book to the patron. We are not sure if VDX will send out overdue
notices or not. Any charges to the patron account will be done under
manual charge.
|
Checkout the item use Milcirc. All the notices will be sent by Milcirc.
Charges will be added to patron record same as an inn-reach item.
|
Item is checked out and waiting for the patron on the hold shelf. We
hand the item to the patron. All notices and charge are done by Milcirc
or ILLiad.
|
|
| Checking in from the patron: staff |
Check the item in using the regular Millennium check-in menu -- status
changes to Summit returned
|
Item is returned to the Circulation desk by patron and sent to the Summit
processing area, as item is not checked out on patron's Millennium
account. |
Check in the item use Milcirc
|
Item is checked in using Milcirc or ILLiad
|
|
|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| PUA: |
When patron place hold chose any Summit location as pick up spot.
Processing at lending site is the same other than note on paging slip
noting PUA, so only difference is placing PUA sticker on the item. At
receiving site use INN-Reach Pickup Anywhere module for the 3 processes,
to receive, check out, and return.
|
No PUA. Maybe each institution will receive the item and mail it to the
patron's home or another library?
|
NO PUA. Local solution like the one above in place.
|
ILL doesn't support PUA. |
|
| Visiting Patron: |
Under INNReach function, select visitor checkout. Choose patron home
institution. Click select. Scan patron barcode or University ID. System
checks to see if patron is valid at home institutin. If there is no block
patron record is displayed. Scan barcode. system generates due date. If
patron returns book at home library or at library at which it was checked
out, system will check in the book.
|
Patrons must have a record created in the library they are visiting, and
all circ transactions are goverend by the lending library's tables.
Billing and payment of replacement costs as yet undetermined.
|
Probably same as on GoLive Day
|
ILL doesn't support reciprocal agreements. |
|
|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| Patrons viewing own record for checkouts, renewals, etc.:
|
Patrons log into local OPAC and view own record. Can do renewals, can see
stats of requests, can see item checked out through local circ as well as
Summit borrowing. |
Patrons may be able to check their own record in VDX and see items checked
out via Summit borrowing (VDX). . Will not see summit items in Millennium
record.
|
OCLC wants to work on getting local checkouts in the WCN interface for us
as a future development. The future goal would be to get one patron
interface for all request and loan management. |
ILLiad libraries patrons log into ILLiad for ILL books, Millennium for
Summit and local books. WCRS libs: some may teach their patrons about
their patron record in WCRS, or some key bib and item records in their
local Millennium circ systems and check out books that way. Those patrons
can then check their own record in the OPAC for ILL and local items
checked out. ArtReach libs: article requests are listed in the local
patron record. |
|
| Notices sent to patrons: |
Since items from other Summit libraries are checked out in the patron's
local circ system (using a virtual item record from the owning library's
catalog), all notices to the patron are sent via the patron's library,
referring to local loan rules. |
VDX can send notices. We probably need to re-examine the notices we told
VDX to send, since we plan on using VDX for checkout and overdues, etc.
|
when Navigator uses local loan rules for the checkout, we'll return to
using the notices indicated by the appropriate local loan rule.
|
Depends on how the item is checked out: through the local ILL system,
or through the local Millennium Circ system.
|
|
|
How it is now: |
How it will be on Go Live Date |
How it will be in 2009 and beyond |
How this varies from ILL |
Notes |
| Something Else: |
|
|
|
|
|
| Something Else: |
|
|
|
|
|
| Something else: |
|
|
|
|
|
| Something Else: |
|
|
|
|
|
