April 20, 2015

Essential ILLiad vs. OhioLINK

Here is a brief rundown of the basic differences between ILLiad and OhioLINK, as they complement the array of Kelvin Smith Library's service offerings...

* ILLiad provides both loans (returnables) and copies (non-returnables).
* OhioLINK supplies loans only, although occasional reproductions of entire non-circulating items have been provided on a case-by-case basis at lenders' discretion.

* ILLiad loan periods and renewal policies vary with individual lending institutions.
* OhioLINK loan periods and renewal policies are uniform within the consortium, with some variation based on material type and user status.

* ILLiad requires individual account set-up by the user. It functions independently of university single sign-on, but relies upon valid authentication with an active circulation system library account.
* OhioLINK requires logging into service through the library online catalog (as with single sign-on), in tandem with an active circulation system library account.

* ILLiad is available at all four of the university's library systems (KSL, Law, MSASS, CHSL), and location choice for registration is based on your affiliation (i.e., college or department) within the university.
* OhioLINK is automatically part of your overall library privileges as a member of the university community.

* ILLiad logon requires good standing in your library circulation account (e.g., fines not in excess of $15), but also no current ILL loans exceeding two weeks past their due dates.
* OhioLINK requires good standing in your library circulation account (e.g., fines not in excess of $15), as with any on-campus library borrowing.

* ILLiad current transactions must be viewed by logging into an ILLiad session.
* OhioLINK current loan transactions are viewed by logging into "My Account" in the in the library's online catalog, together with any local checkouts.

* ILLiad loans are to be picked up at and returned directly to Kelvin Smith Library. This applies likewise for any other supporting campus service point library (Law, MSASS, CHSL) through a which loan request was processed.
* OhioLINK loans may be picked up at any available campus library service point (selected at the time the request is submitted), and may be returned to any of the same locations regardless of original pickup site.

* ILLiad loans are indirect, with Kelvin Smith Library (or another supporting campus service point library) acting as an intermediary borrower. Likewise, renewals are processed and mediated through your library's ILL staff, necessitating some response delay time.
* OhioLINK loans are directly checked out to the borrowing patron, on his or her internal library circulation account. Renewals are requested directly by the patron, with responses usually occurring within real time.

* ILLiad provides patrons with copies via electronic delivery, including journal and newspaper articles, book chapters, and conference proceeding papers.
* OhioLINK does not provide copies, and access to electronic journals and books subscribed to by other consortium member libraries are generally not available to CWRU users.

* ILLiad draws most of its resources from libraries within the United States (including Ohio, of course), but may also obtain materials from Canada, Europe, Asia, Australia and other potential lender locations throughout the world.
* OhioLINK draws all of its loans from member libraries within the state of Ohio, as well as from the Center for Research Libraries (in Chicago, Illinois).

And finally...

* ILLiad is NOT the "International Version of OhioLINK", regardless of what the tour guides say! ILLiad and OhioLINK function differently from one another, with virtually no duplication, to supplement the internal collections and resources of Kelvin Smith Library.

-- Links to helpful resources referenced above...

ILLiad Main Logon (ILL via ILLiad, KSL only)
OhioLINK Catalog (OhioLINK)
Library Catalog (OhioLINK & local circulation)
My Library Account (OhioLINK & local circulation)

-- Useful contact information...

smithcirc@case.edu (OhioLINK & local circulation)
smithill@case.edu (ILL via ILLiad, KSL only)

For more detailed information on the differences between these loan transactions, please also see my previous entry, titled "OhioLINK Loans vs. ILLiad Loans at KSL", from October 23, 2014.

March 16, 2015

ILL Convenient Services at the KSL Service Center

Just a brief reminder of some of the things related to your ILLiad services that can be handled by Access & Delivery staff at the Kelvin Smith Library Main Service Center...

These are the services you can take care of routinely at the KSL service desk, with the assistance of attending AD team members:

* Basic help with initial ILLiad account registration process
* Pick-up & check-out of ILLiad loan items -- please ask staff as this is not self-serve
* Hold shelf availability of ILLiad loan materials -- inquire in-person or by phone
* Return of ILLiad loan items -- to desk or in book drop (except for A/V or fragile items)
* Request a renewal (if item is eligible)
* Replacement of signed-out 'Library Use Only' loans to the hold shelf for future use
* Return of 'Library Use Only' loans still checked out but being kept securely on the hold shelf -- in-person or by phone
* Return of unwanted ILL items still on hold but not yet picked up -- in-person or by phone
* Brief ILLiad patron account inquiry
* Basic patron authentication issues -- 'good-standing' status of your library patron account in the circulation database
* Brief ILL loan status inquiry -- active transactions only (excluding article requests)
* General ILL policy information -- links to KSL ILLiad logon page & help pages

Of course, all the above can also be handled by contacting ILL staff directly. Below are some issues that will need to be addressed specifically by referral to ILL staff members:

* In-depth ILL service and policy issues
* Resolve patron account registration and web access issues
* Unblock patron record -- after overdue loan issues have been cleared
* Merging duplicate patron records & re-activating disavowed accounts
* Request status detail inquiry -- loan or copy transactions still in process & not yet received, citation discrepancies, potential suppliers, etc.
* Electronic delivery concerns (article requests only)
* Password reset & user account information update assistance
* E-mail notification issues
* Lost item replacement compensation issues
* Anything & everything else ILL...

You may contact Access & Delivery staff at the KSL Main Service Center by phone at (216) 368-3506 during regular hours. As always, please feel free to contact ILL staff, by phone at (216) 368-3463 or (216) 368-3517, or by e-mail at smithill@case.edu.

February 13, 2015

Loans vs. Copies - When Catalogued Monographs Turn Out to be Journal Article or Book Chapter Reprints

In the course of searching for cited reference titles, you may occasionally come across examples of what appear to be esoteric monographic works, usually of fairly short length and narrow scope. These occur now and then within the OCLC WorldCat database and possibly in other sources, and are actually reprints of excerpts from journals, books, or conference proceedings which individual libraries have catalogued as monographs in their own collections. They usually also list very few holdings, if not just a single location, and are likely to be part of a specialized non-circulating section. As such,
they are often difficult to borrow or have reproduced in their entirety through interlibrary loan service. Therefore, we recommend that they be requested instead as copies from their original, more conventional sources.

Below are a handful of such items that actually exist within the OCLC WorldCat database. The original monograph-form record is cited first in each case, with the source information that is contained within, followed by the suggested breakdown of elements and their respective entry into the appropriate data fields of the ILLiad Journal Article (or Book Chapter) request form.

* Monograph title originally requested on ILL:
A biologist's look at the history of Muscle Shoals (Mussel Shoals). Billy G. Isom.
OCLC WorldCat record originally cited in loan request form: 43760189
Information lines included referring to reprint:
p. 203-206 : b&w photos. ; 26 cm.
Reprint. Whitmore Lake, Michigan : Malacological Review (vol. 4), 1971. 26 cm.

Re-entry as journal article request submission:
Preferred OCLC WorldCat serial record to cite in converted transaction: 1680739

Journal (or Newspaper) Title: Malacological Review
Volume: 4
Year: 1971
Inclusive Pages: 203-206
Article Author: Isom, Billy G.
Article Title: A biologist's look at the history of Muscle Shoals (Mussel Shoals).

* Monograph title originally requested on ILL:
A Chinese landscape by Hsiao Yün-tsʼung. Trubner, Henry.
OCLC WorldCat record originally cited in loan request form: 82337788
Information lines included referring to reprint:
[Surrey, England, etc. : Oriental Art Magazine, Ltd., 1955]
p. 104-107.
Oriental Art, new series, v. 1, no. 3.

Re-entry as journal article request submission:
Preferred OCLC WorldCat serial record to cite in converted transaction: 1761503

Journal (or Newspaper) Title: Oriental Art
Volume: n.s. 1
Issue Number: 3
Year: 1955
Inclusive Pages: 104-107
Article Author: Trubner, Henry.
Article Title: A Chinese landscape by Hsiao Yün-tsʼung.

* Monograph title originally requested on ILL:
The origin and antiquity of syphilis : the evidence from diseased bones : a review, with some new material from America. Williams, Herbert U.
OCLC WorldCat record originally cited in loan request form: 245533262
Information line included referring to reprint:
Reprint: Archives of pathology. Vol. 13 (May 1932), p. 779-814 and v. 13 (June 1932), p. 931-983.

Re-entry as journal article request submissions (in two parts):
Preferred OCLC WorldCat serial record to cite in converted transactions: 2096256

Journal (or Newspaper) Title: Archives of pathology
Volume: 13
Month/Quarter/Date: May
Year: 1932
Inclusive Pages: 779-814
Article Author: Williams, Herbert U.
Article Title: The origin and antiquity of syphilis : the evidence from diseased bones : a review, with some new material from America. Part 1.

Journal (or Newspaper) Title: Archives of pathology
Volume: 13
Month/Quarter/Date: May
Year: 1932
Inclusive Pages: 931-983
Article Author: Williams, Herbert U.
Article Title: The origin and antiquity of syphilis : the evidence from diseased bones : a review, with some new material from America. Part 2.

* Monograph title originally requested on ILL:
The early American editions of Jane Austen. D.J. Gilson.
OCLC WorldCat record originally cited in loan request form: 6857736
Information lines included referring to reprint:
pages 340-352 : illustrations ; 22 cm
Reprint from The book collector, v. 18, no. 3, Autumn 1969.

Re-entry as journal article request submission:
Preferred OCLC WorldCat serial record to cite in converted transaction: 1536744

Journal (or Newspaper) Title: Book collector
Volume: 18
Issue Number: 3
Month/Quarter/Date: Autumn
Year: 1969
Inclusive Pages: 340-352
Article Author: Gilson, D. J.
Article Title: The early American editions of Jane Austen.

* Monograph title originally requested on ILL:
Research on work, family, and gender: Current status and future directions. Greenhaus, Jeffrey H. and Saroj Parasuraman.
OCLC WorldCat record originally cited in loan request form: 79228387
Information line included referring to reprint:
Handbook of gender & work. Gary Powell Ed. Sage Publication. London. 1999. pp. 391-412.

Re-entry as book chapter request submission:
Preferred OCLC WorldCat book record to cite in converted transaction: 41265930

Book (or Anthology) Title: Handbook of gender & work
Book Author/Editor: Gary Powell
Year: 1999
Chapter Number: 20 (optional, from http://catalog.case.edu/record=b2622293)
Inclusive Pages: 391-412
Chapter Author: Jeffrey H. Greenhaus, Saroj Parasuraman
Chapter Title: Research on work, family, and gender: Current status and future directions.

Hopefully this doesn't appear to be overkill, and will be in some way helpful in guiding your use of the ILLiad system in obtaining such materials without involving unnecessary processing delays. As always, please feel free to contact your Kelvin Smith Library Research Services Librarian or Interlibrary Loan Staff for further assistance.

January 21, 2015

Quick Refresher Course on Password Reset

We all sometimes have trouble remembering the various passwords needed for logging into the many sites in which we are registered. With ILLiad, reclaiming your password is simple, and may be done online 24 hours a day, 7 days a week. Just follow the procedure described below...

* Navigate to the Kelvin Smith Library ILLiad logon page at either of these sites: http://library.case.edu/ksl/ill/ or
http://cwru.hosts.atlas-sys.com/ILLiad/ILL/logon.html

* Click on the 'Forgot Password' link, located just below the 'Login to ILLiad' button.

* Enter your UserName into the corresponding data field, then click the 'Reset Password' button.

* Check the e-mail account associated with the patron account which you have previously created in the KSL ILLiad system database.

* You should receive a message in approximately 2 minutes, containing the URL to a temporary 'Reset Password' page.

* Click on this link ONCE only, and wait for the page to open in your browser. Be sure to perform this step as soon as possible, as the page will expire within one hour of your password reset request.

* Enter your new password in the 'New Password' and 'Re-Enter New Password' data fields, then click on the 'Change Password' button.

* Please note if you do not enter two identical character strings, you will receive an error message. Keep in mind that your password will also be case-sensitive.

* If you have successfully changed your password, you will be taken back to the original logon page.

* Enter your UserName and your new password into their respective data fields, and click on the 'Logon to ILLiad' button, to begin a new session.

CONGRATULATIONS!

For more details to help you with recovering your ILLiad password, please consult our FAQ or Customer Help pages. To have your ILLiad password reset manually with the aid of an ILL staff member (during regular business hours), or if you have further questions or concerns, please contact us at (216) 368-3463 or (216) 368-3517, or at smithill@case.edu.

December 05, 2014

Some Quick End-of-Year Reminders About ILL

As we come to the close of Fall 2014 Semester, here are some oft-repeated, albeit fairly crucial, issues to remember regarding our interlibrary loan services -- without further embellishment and in no particular order...

* Return loaned ILLiad books with all their accompanying paperwork (labels, bookbands, etc.) included.

* Return loaned ILLiad materials in multiple parts all at the same time.

* Return loaned ILLiad books borrowed through Kelvin Smith Library directly back to the Kelvin Smith Library service desk or into KSL bookdrops.

* Check for direct availability of electronic articles (in our online catalog or eJournal Portal), prior to choosing to request them via ILLiad.

* Check for direct availability of journals and books in KSL collections or other CWRU library locations (through our online catalog), prior to choosing to request them via ILLiad.

* Check for direct availability of books in OhioLINK member locations (by way of our online catalog and through the OhioLINK catalog), prior to choosing to request them via ILLiad.

* Make sure to use the appropriate ILLiad request form corresponding to your loan or copy citation type, when submitting.

* Pick up requested ILLiad books prior to their original due date, or notify ILL staff (or KSL desk staff) when they are no longer needed.

* Return loaned ILLiad books on time, or request renewals (as instructed in notifications) when eligible.

* View your electronically delivered ILLiad articles during their availability window periods, before they expire.

Thanks for keeping these in mind, as it helps to streamline and expedite the processes involved in efficiently executing interlibrary loan services, for both the ILL staff and you the customer.

November 21, 2014

OCLC Numbers, ISSN's & ISBN's When Submitting ILL Requests

These are always helpful pieces of information when included in your ILL request information, as they aid library staff in searching for potential holdings, thus expediting the overall process. However, we'd like to make note of some important issues about how you enter them into your ILLiad forms...

OCLC Accession Numbers...

These may be from 1 to 9 (or more) digits in length (e.g., '37993343') and are to be found by searching the OCLC WorldCat Database. They are often included also in the bibliographic records of most online library catalogs. You may enter them into the 'OCLC Number' field of the ILLiad request form you are using -- most copy request forms (excluding 'Patent') and all loan request forms have a location to enter this. The presence of an OCLC number is greatly appreciated, but the one you provide may not necessarily the same one we use to search available holdings for processing your request. We may prefer from among other records for the same material that indicate greater potential lenders. ILL staff may thus supersede your cited OCLC number and ultimately choose a different record.

ISSN's (International Standard Serial Number)...

These are commonly cited in article references, and appear in one of these formats: '0317-8471' or '2434-561X'. ILLiad request forms of the types 'Journal Article' and 'Conference Paper' include a field to enter this number. If correctly entered, they will aid in expediting proper copyright clearance, as well as searching serial records and library holdings.

ISBN's (International Standard Book Number)...

These are often cited in references to books, book chapters, or conference papers, and are usually 10 or 13 digits in length. The exist it formats of the following types: '978-3-16-148410-0', '0-684-84328-5' or '0-8044-2957-X' (hyphens may vary in position, or be omitted). ILLiad request forms of the types 'Book', 'Book Chapter' and 'Conference Paper' include a field for this number.

Additional Citing Tips...

When filling out your ILLiad request forms, we ask that you enter only OCLC numbers, ISSN's or ISBN's into the their corresponding data fields. Please avoid entering multiple OCLC numbers, ISSN's or ISBN's numbers into these respective fields. If you happen to have any additional such numbers, they may be specified in the 'Notes' field instead, and ILL staff may choose from among them as alternates.

Please do not enter DOI Abstract numbers (of the format such as '10.1080/0952813X.201'), UMI ProQuest AAT Dissertation/Thesis citation numbers (of the format such as '3090205' or 'NR20411') or any other types of citation numbers where OCLC numbers, ISSN's or ISBN's should be placed. These numbers may be entered into the 'Notes' field instead, to avoid any possible confusion or processing delays.

ILL Staff appreciate any information you can provide to help us better determine the availability of the materials you need. Clearly filling out your request transaction forms, as described above, will allow us to work more efficiently in helping to meet your research needs.

Any questions or concerns regarding citations in ILLiad requests may be addressed to ILL staff, by phone at (216) 368-3463 or (216) 368-3517, or by e-mail at smithill@case.edu.

October 23, 2014

OhioLINK Loans vs. ILLiad Loans at KSL

Here are two services we provide that both fall under the category of "Interlibrary Loan", but entail some very distinct differences with regard to library policy. Just briefly making some important comparisons between them below -- please keep in mind that these explanations pertain specifically to how they are implemented in the Kelvin Smith Library and not as at any of the other CWRU campus library system service points.

** Requesting

* OhioLINK items are requested through the OhioLINK Catalog, using your CWRU login and password. You may also link to it from the CWRU Library Catalog, after determining no local copies are available.

* ILLiad items are requested at the ILLiad Main Logon site, by completing and submitting a loan transaction form. You must first create a user account on your initial usage -- this is available only for users from the College of Arts and Sciences, the Case School of Engineering, the Weatherhead School of Management, the School of Nursing (graduates & undergraduates), and university central administration. (Medical, Dental, Nursing faculty & staff, Law & MSASS users must register at their respective ILLiad sites.)

** Holds

* OhioLINK items may be held at any listed library service point on campus (selected at the time you submit your request). Those to be held at the Kelvin Smith Library will be kept in a self-service open shelving area, by the patron's last name. OhioLINK loans are held for up to 10 days upon receipt from the lender library. (Exceptions include delivery service to select faculty and distance education enrollees, with direct checkout applied.)

* ILLiad loans are held in a secured shelving area (staff access only) in the Kelvin Smith Library, until no later than the original due date assigned by the lender library. We encourage borrowers to pick them up within the first 10 days after notification of receipt. (Exceptions again include delivery service to select faculty and distance education enrollees, with direct checkout applied.) Courtesy notices are also sent out via e-mail within a week before the due date, to remind borrowers their items are still being held.

** Checkout

* OhioLINK loans may be picked up by the requesting patrons, and charged out at the self-serve kiosk or at the Service Center desk (with staff assistance). Authorized users (on behalf of faculty only) may also check them out, after notification sent by the borrowers to request an update to the note field in their circulation accounts. Notify the Access & Delivery staff by e-mail to smithcontact.case.edu.

* ILLiad items must be retrieved by attendant staff (during regular hours only), and are to be checked out at the Service Center desk (valid photo ID & signature required). Authorized users may also sign them out, but the requesting user must specify their names in the ILLiad account (prior to submitting requests), accessed through the ILLiad Main Logon page. Select 'Change User Information' under the 'Main Menu' column to update.

** Loan Period

* OhioLINK books are generally lent for normally 21 days (42 for faculty), with the due date extending from the date they are picked up and checked out. Special items may have shorter loan periods applied, and may have an in-library use restriction applied.

* ILLiad loans are assigned a fixed due date, usually from 7 days to as long as 2 months (or even longer), based on lender libraries' individual policies. These due dates do not vary in relation to the date of checkout. Some ILL items may also have a 'LIBRARY USE ONLY' restriction indicated by the lender.

** Management

* You may view all your current OhioLINK and SearchOhio loan transactions (as well as local loans from Kelvin Smith and other CWRU campus library systems) by logging into My Library Account with your CWRU network ID and password.

* You may view all your ILLiad transactions by logging into your account at the ILLiad Main Logon page, using your ILLiad username and password. Current loans may be viewed by selecting 'Checked Out Items' under the 'Main Menu' column, while loans either still in process or ready for pickup will appear under 'Outstanding Requests'.

** Renewals

* You may request renewals on OhioLINK loans by logging into My Library Account. OhioLINK allows up to 6 renewals periods (beginning from the day the renewal is submitted), and these are usually effected in real time. Renewals may be requested on multiple items simultaneously, if desired. Item holds at the home institutions may preclude renewals, however.

* You must log into your account at the ILLiad Main Logon page in order to request renewals on ILL loaned items. Select 'Checked Out Items' from the 'Main Menu' column, and then you may submit a request individually on a checked-out loan transaction, provided it does not have a 'NO RENEWALS' restriction indicated by the lender. ILL staff will mediate renewal requests, and you will receive e-mail notifications based on the responses received from the lenders. Renewal extensions may vary (more or less) from the default 2-week period set in ILLiad, or they may be denied altogether, based upon lender libraries' policies. ILL loans are normally limited to a single renewal request, as well.

** Overdues

* E-mail notifications are normally sent out within a week in advance of the due date of OhioLINK loans, with a reminder to renew. Overdue notices will follow after the due date, then monthly until a printed bill for replacement is sent, unless items have been returned.

* Notifications via e-mail are sent regarding ILLiad loans as follows: 1) Reminder 5 days prior to original due date (advising to request renewal, if eligible), 2) First Overdue notice the day after the original due date, 3) Second Overdue notice 7 days after the due date, 4) Third Overdue notice 14 days after the due date (after which time ILLiad privileges become blocked). Recall notices may also be sent, if we are so notified by the lender libraries.

** Returns

* OhioLINK loans can be returned to Kelvin Smith Library, but may also be turned in at any other CWRU campus library location, at the service desk or in the book drop (unless otherwise indicated).

* ILLiad items requested through Kelvin Smith Library must be returned directly to Kelvin Smith Library, preferably at the service desk -- avoid placing media and fragile items in the book drop. (Delivered ILL loans may be either mailed by courier or returned in person, to Kelvin Smith Library.)

** Fines

* OhioLINK book loans accrue an amount of $0.50 per day, to a maximum of $50.00. Special items may be assessed at a greater daily amount. Lost items are billed a replacement fee of $125.00.

* Overdue fees are not levied for overdue ILLiad loans, but your ILL account will be blocked from essential borrowing privileges if any checked out items become more than 14 days past due. ILL privileges will be restored once any and all such loans have been returned to Kelvin Smith Library's ILL staff. Lost items will be billed for replacement, based upon lender libraries' policies upon negotiation communications between our ILL department and theirs. Extended blocking of ILLiad account privileges may also result until missing ILL item procedures become resolved.

Questions regarding OhioLINK loans may be referred to the KSL Access & Delivery team, at (216) 368-3506 or to smithcirc@case.edu. Questions or concerns about ILLiad loan transactions (for KSL users only) may be addressed to the KSL Interlibrary Loan staff, at (216) 368-3463 or (216) 368-3517, or to smithill@case.edu.