August 22, 2015

Some Quick Tips for the Coming Year + Some ILL Statistics

Just a short list of recommendations on how to make the best of your interlibrary loan services as the academic year commences...

* Always be sure to avoid requesting materials when they are already available in the collections of Kelvin Smith Library, other CWRU campus library systems or OhioLINK member institutions, or in accessible electronic resources to which we subscribe.

* Submit your ILL requests well in advance of the time you need them for your research. We often can provide materials in very short order, but there are always those items that require additional time and effort to obtain.

* Pick up your loaned items as soon as possible from the KSL Service Center, to make the best use of them. ILL returnable materials always have fixed due dates, so the quicker you check them out, the longer you'll have to use them.

* Return your loans as soon as you can once you have finished using them, or submit a request for renewal just before the due date if the items are eligible for an extension.

* Retrieve your electronically delivered articles as soon as possible. You normally have only up to 30 days past the time of delivery to do this, so if you wait too long they may be gone for good.

* Please pay attention to the e-mail notifications we regularly send out to you. Overdue notices and pick-up reminders are routinely dispatched to our users, and ignoring them may result in loss of access to borrowed items, or worse yet, suspension of your ILL privileges.

Thank you all for keeping these in mind as the 2015-2016 school year begins, so we may better serve your research needs.

And now, for your curiosity and personal edification, we present...

Continue reading "Some Quick Tips for the Coming Year + Some ILL Statistics"

July 30, 2015

Using Appropriate Forms When Submitting Requests in ILLiad

Just a quick overview regarding which forms to fill out for the corresponding material types...

Articles (Non-Returnables)

* Journal Article: Journal and newspaper articles -- one cited article per request form, please.
* Book Chapter: Book chapters -- please provide chapter number if possible.
* Conference Paper: Research papers presented in the published proceedings for a conference, symposium, meeting, etc.
* Patent: Patents or patent applications.
* Standards Document: Technical, industrial, safety standards, etc.

Loans (Returnables)

* Book: Books, monographs, music scores, published proceedings, exhibition catalogues, etc. -- one edition only per request, please.
* Report: Academic department and corporate research reports, etc.
* Thesis: Thesis and dissertations -- please include reference to granting institution.
* Other (Misc. Loan): -- Special type LOANS only, such as audio-visual materials, journal volumes in print or on microfilm, mixed-media collections, etc. -- DO NOT use this form to cite articles, chapters, papers, patents, standards, or any of the loan-type materials for which appropriate forms already exist. (*See also note below.)

When you use the correct form to submit your ILLiad request, you help us deliver your required materials more quickly, by allowing ILL staff to avoid additional editing and transaction conversion. Your cooperation and consideration is greatly appreciated, as it will help to prevent unnecessary processing delays.

Questions or concerns? Please contact ILL staff, by phone at (216) 368-3463 or (216) 368-3517, or by e-mail at smithill@case.edu.

* FYI: "Misc." is the conventional abbreviation for "Miscellaneous" (which is rarely fully spelled out), adjective -- definition: "of various types or from different sources".

Continue reading "Using Appropriate Forms When Submitting Requests in ILLiad"

June 24, 2015

Cumulative Table of Contents for this Blog (to Date, Revised IV)

Short on ideas again, so here it is -- as always, hope this is useful.

Textbooks on Interlibrary Loan -- August 26, 2008
Archives of American Art Holdings -- September 9, 2008
Requesting Renewals in ILLiad -- September 25, 2008
Proper Entry of Data into Article Request Forms -- October 14, 2008
One Item per ILLiad Transaction, Please -- October 29, 2008
Checking Local & OhioLINK Holdings First -- November 19, 2008
Blocked ILLiad Accounts -- December 3, 2008
ILLiad Loans vs. OhioLINK Loans & Local Checkouts -- December 18, 2008

Abbreviated Titles -- January 23, 2009
'Notes' and 'Source of Citation' Fields in ILLiad Request Forms -- February 13, 2009
Authorized Users -- March 4, 2009
'Library-Use-Only' Materials Borrowed through ILLiad -- March 25, 2009
'Other' Request Form (Miscellaneous Loans) -- April 16, 2009
Retrieving Electronic Delivery Articles -- May 5, 2009
Viewing E-Mail Notifications from ILLiad -- June 3, 2009
Tracking in Your ILLiad Requests & Explanation of Statuses -- July 7, 2009
Which ILLiad Site or ILL Service Point to Use? -- August 7, 2009
Variation in Electronic Delivery Quality -- September 8, 2009
Theses & Dissertations -- Availability through Interlibrary Loan -- October 6, 2009
Cancelling ILLiad Requests Already Submitted -- November 4, 2009
Alternative Request Forms & Resources -- December 8, 2009

Foreign Language Titles in Interlibrary Loan Requests -- January 22, 2010
Copyright Issues & ILL -- February 24, 2010
Converted ILL Requests -- March 24, 2010
ILLiad System Alerts -- April 27, 2010
Requesting Specific Editions & New Books on ILL -- May 19, 2010
Keeping Your ILLiad User Information Up-to-Date -- June 28, 2010
Requesting Books vs. Book Chapters -- July 28, 2010
*Cumulative Table of Contents for this Blog (to Date) -- August 27, 2010
Requesting '[Epub ahead of print]' Articles on ILL -- September 24, 2010
Multiple-Part Loans Borrowed through ILL -- October 27, 2010
Blocked from Using ILLiad - Revisited -- November 17, 2010
OCLC WorldCat and ILLiad Requests -- December 15, 2010

E-Books through Interlibrary Loan? -- January 26, 2011
Your ILLiad Password -- February 22, 2011
Requesting Entire Series through ILL -- March 25, 2011
Duplicate Requests in ILLiad -- April 21, 2011
Paperwork with Loaned ILL Books -- May 25, 2011
ILLiad Menu in Your Login Session -- June 23, 2011
Case Account Number and ILLiad New User Registration -- July 25, 2011
Courtesy Electronic Delivery Materials for Faculty ILLiad Users at KSL -- August 24, 2011
*Cumulative Table of Contents for this Blog (to Date, Revised) -- September 20, 2011
One Item per ILLiad Transaction, Please - Revisited -- October 25, 2011
ILL Do's and Don't's - 1st Installment -- November 23, 2011
OCLC Non-Supplier Locations -- December, 27, 2011

ILL Do's and Don't's - 2nd Installment -- January 25, 2012
Quick List of ILL Pointers -- February 23, 2012
Reminders about Electronic Deliveries -- March 23, 2012
Some Tips on Properly Filling out ILL Request Forms -- April 23, 2012
Some Brief Comments about ILL Turnaround Times -- May 23, 2012
Logging in with Your ILLiad UserName & Password -- June 19, 2012
ILLiad Login Problems? -- It May be Your Browser -- July 24, 2012
Tips for Distance Ed Graduates (DM Program, Document Delivery & ILL) -- August 28, 2012
5 Quick Tips for ILL -- September 21, 2012
2 Tips Regarding Article Requests -- October 25, 2012
Browsers and Viewing PDF's in ILLiad -- November 20, 2012
ILLiad Login vs. Single Sign-On -- December 20, 2012

ILLiad Requests and Non-Roman Alphabetical Characters -- January 28, 2013
Loan Notifications from ILLiad: Overdues, Renewals, Recalls, etc. -- February 19, 2013
Reminder About Library-Use-Only Loans -- March 6, 2013
Faculty Campus Delivery & ILLiad Loans -- April 17, 2013
*Cumulative Table of Contents for this Blog (to Date, Revised II) -- May 22, 2013
Coming Soon -- Another Overdue Notice ... and a Few Comments on Loans -- June 18, 2013
Planning Your Use of ILLiad Loaned Materials -- July 24, 2013
Some Comments on Electronic Delivery -- August 27, 2013
ILL and the New KSL Service Center Configuration -- September 20, 2013
A Few General ILL Comments Worth Repeating -- October 24, 2013
ILLiad Help Pages May Have the Answer -- November 18, 2013
Some Timely End-of-Year Odds and Ends -- December 17, 2013

New Feature--ILL Staff Can Log into ILLiad as Patron, and an Update on Requesting Renewals -- January 23, 2014
Memory Cues for KSL ILL Staff Contacts -- February 20, 2014
A Few Words About Picking up Your ILLiad Loans -- March 19, 2014
ILL Books No Longer Needed? -- April 22, 2014
*Cumulative Table of Contents for this Blog (to Date, Revised III) -- May 13, 2014
ILL Books May Become Part of the KSL Collections -- June 23, 2014
Numbers to Remember for Interlibrary Loan Services -- July 11, 2014
Things to Remember About ILLiad and ILL Services -- August 20, 2014
Visiting Scholars and ILL Services -- September 17, 2014
OhioLINK Loans vs. ILLiad Loans at KSL -- October 23, 2014
OCLC Numbers, ISSN's & ISBN's When Submitting ILL Requests -- November 21, 2014
Some Quick End-of-Year Reminders About ILL -- December 5, 2014

Quick Refresher Course on Password Reset -- January 21, 2015
Loans vs. Copies - When Catalogued Monographs Turn Out to be Journal Article or Book Chapter Reprints -- February 13, 2015
ILL Convenient Services at the KSL Service Center -- March 16, 2015
Essential ILLiad vs. OhioLINK -- April 20, 2015
Don't Get Blocked! -- Maintaining Uninterrupted ILLiad Service at KSL -- May 20, 2015

Have a nice Summer, everyone!

Questions or comments? ILL staff may be contacted by phone at (216) 368-3463 or (216) 368-3517, or by e-mail at smithill@case.edu.

May 20, 2015

Don't Get Blocked! -- Maintaining Uninterrupted ILLiad Service at KSL

There are a few major reasons your ILLiad account and ILL privileges can become blocked. Two of these are as a result of delinquent status or incorrect data related to your library circulation account. The third is due to the status of your ILLiad account itself. These are listed below, along with the necessary actions required for resolving them. Please read on...

* Blocked Due to Library Fines

-- Your CWRU library circulation account is carrying an excess of $15.00 in fines, and this is blocking the authentication process that allows you to log into your ILLiad account. We recommend you pay down your fines to at least this amount -- or, better yet, completely down to $0.00 -- to resolve this issue. Contact staff at the KSL Main Service Desk at 216-368-3506 or smithcirc@case.edu if you have further questions or concerns.
** Additional explanations may be found in the ILLiad Customer Help page. You may also contact ILL staff at smithill@case.edu, for further assistance.

* Blocked Due to User Not Found

-- If you are setting up a new ILLiad account, you may have incorrectly entered your CASE Account Number in the registration form. You can verify this number at the following site: https://library.case.edu/loc/caseacct/. Access this information with your CASE Network ID and password, and copy it into the ILLiad new user page in the respective data field.
** Contact ILL staff at smithill@case.edu or Main Service Desk staff at smithcirc@case.edu, for assistance. Additional explanations may also be found in the ILLiad Customer Help page.
-- This happens less frequently, but your current CASE Account Number may not match the one originally entered into your ILLiad account. Again, please verify this number at the following site: https://library.case.edu/loc/caseacct/, and contact ILL staff at 216-368-3463 or 216-368-3517, or at smithill@case.edu for follow-up assistance.
** Additional explanations regarding this may be found in the ILLiad Customer Help page, as well.

* Blocked Due to Prolonged Overdue ILL Checkout

-- Finally, you may be able to log into your ILLiad account, but will be blocked from submitting any new ILL requests. This is due to your having at least one currently checked-out ILL loan in excess of 14 days overdue. Return any and all such check-outs to Kelvin Smith Library at your earliest opportunity, and contact ILL staff at 216-368-3463 or 216-368-3517, or at smithill@case.edu, to resolve this issue.
** Additional explanations may, of course, be found in the ILLiad Customer Help page.

We encourage all our library clientele to remain in good standing with both their main circulation and interlibrary loan accounts, so that we can continue to provide the best possible service in supporting their research needs. Thank you very much for your conscientiousness and cooperation.

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.