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Comment: Added link to OCLC and Illiad page
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Setting up ILLiad to use OCLC Direct Request allows your ILL operation to implement unmediated ILL Borrowing for any ILLiad transactions that meet your criteria for automatic requesting. Customer requests come in from any of the usual sources, such as the ILLiad web pages, OpenURL, etc., and are routed, either manually or automatically using a routing rule, to a status of Awaiting Direct Request Sending. The ILLiad Connection Manager then automatically selects any transactions at that status and sends them to various OCLC Lenders according to the preferences specified in your institution's OCLC Direct Request parameters. This process works for both loans and articles, as OCLC will choose its lending string for articles based off of the volume and issue of the serial request.

When a request is sent, it moves to a status of Awaiting Direct Request Lenders, where the ILLiad Connection Manager service assigns an ILL Number, OCLC Number, and the OCLC Lending String from the already sent OCLC request and adds this information to the ILLiad transaction record. The transaction is then moved to a status of Request Sent. As requested items arrive from Lending institutions, they may be processed and delivered to the requesting customers like any other incoming Borrowing requests. The Lending institution can view the requests in the Lending Request under Awaiting Lending Processing. For more information on OCLC Knowledge Base and ILLiad, check out the Using ILLiad with the OCLC Knowledge Base guide.

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Setting Up ILLiad to use OCLC Direct Request

These setup steps explain the prerequisites outlined above.

Disabling ILL Access

Disabling the FirstSearch ILL Form will remove this request option from the FirstSearch pages. If these pages are currently being used by your customers to submit requests, this will eliminate that method of requesting ILL materials in favor of the OpenURL link under External Resources. Disabling this method of requesting should probably be done at the same time you enable OpenURL so you customers will not be overly inconvenienced. Log on to the FirstSearch Administrative pages with your OCLC Authorization and Password and do the following: Navigate to the Resource Sharing tab and on the right side under the ILL Settings section make sure that the checkbox for ILL Access is unchecked.

Configuring Keys Related to OCLC Direct Request

There are two keys affecting the OCLC Direct Request process.

  • DirectRequestEnabled: Must be set to Yes. This key can be found in the Customization Manager under Borrowing | Direct Request.
  • SystemIDOCLCSymbol: Must be set to your OCLC Symbol. This key can be found in the Customization Manager under System | General.
Info
titleThe ESPNumber Field

In systems using Docline, the ESPNumber field is used for the Docline UI Number/PMID, which would not successfully match a record in OCLC.

Making sure all Transaction records to be sent via OCLC Direct Request include an ISBN, ISSN, or OCLC Number

The default routing rule used by Direct Request references only the ISBN and ISSN fields. To use the OCLC Number as well, you would need to modify this routing rule to include the ESPNumber (External Service Provider Number) field.

Setting Up Direct Request Profiles in the ILLiad Client

You must have at least one Direct Request Profile for Loans setup for OCLC. Direct Request Profiles may now be set up in the ILLiad Client. Although the interface is now a part of the ILLiad Client, it works exactly as the OCLC web pages do for the same task. This should typically be a fairly simple profile containing few restrictions. It should allow requesting for loans (Books) and it should probably exclude OCLC Direct Request use for duplicates and for items held by your institution. If you currently have multiple Direct Request Profiles set up, you may want to look into removing some of them and simplifying the one you keep. Most institutions should not need more than two profiles -- one for monographs and one for serials.

Direct Request Profiles are created on the Direct Request Profiles tab in the OCLC Resource Sharing Settings form in the ILLiad Client. It is located under the Resource Sharing Settings button on the System ribbon: System | Resource Sharing Settings | Direct Request Profiles. All bibliographic format options available in OCLC WCRS admin, with the exception of e-audio, are available in the ILLiad Direct Request Profile form. Bibliographic formats selected and saved in the Direct Request profile are automatically set in WCRS. Likewise, bibliographic formats added in OCLC WCRS are saved in the ILLiad Direct Request Profiles.

Setting up Direct Request Preferences in the ILLiad Client

Rules governing your OCLC Direct Request Preferences (Custom Holdings Groups and Paths) must be set up for OCLC. Preferences may now be set up in the ILLiad Client. Direct Request Preferences are created on the Custom Holdings Group and Custom Holdings Paths tabs in the OCLC Resource Sharing Settings form in the ILLiad Client. It is located under the Resource Sharing Settings button on the System ribbon: 

System | Resource Sharing Settings | Custom Holdings Path and System | Resource Sharing Settings | Custom Holdings Groups.

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