Entries in the Category "Recommendations"

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.

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.

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.

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.

Visiting Scholars and ILL Services

Just a few words on how Visiting Scholars may access interlibrary loan services through the KSL ILLiad system...

Visiting Scholars who have been invited by one of the academic departments of the Case School of Engineering, the College of Arts and Sciences or the Weatherhead School of Management are also accorded borrowing privileges at the Kelvin Smith Library. In addition, we offer them the same regular interlibrary loan privileges provided to staff members, graduate students and undergraduates of those colleges -- however, this does not include the extended courtesy services also granted to permanent faculty.

In order to allow for regular library borrowing privileges, a representative of your sponsoring academic department must submit information to the Kelvin Smith Library Access & Delivery staff at the following address: smithcontact@case.edu. Once a viable circulation record has been created in our library patron database, you then become eligible for regular interlibrary loan privileges during the period of your appointed term.

Once you have your library privileges established through KSL, you may then go to our ILLiad site to set up your ILL account, at: http://library.case.edu/ksl/ill/. Click on the 'First Time Users' link to register -- after you view our terms of service, you will be led to the 'New User Registration for ILLiad' form. Here you will be prompted to enter all your personal information as required for interlibrary loan services. You will be asked to supply your 'CASE Account Number', which should have been assigned in your circulation account, when you received your regular library privileges; you may look it up at the following link: https://library.case.edu/loc/caseacct/. When asked to supply your status, please select 'Staff', as we do not currently have a special option for Visiting Scholars. For your department, please select the appropriate academic department from among those options available in the 'Department or Major' list.

We hope this will clear up any uncertainty regarding Visiting Scholar library privileges. If you have any further questions about the interlibrary loan services available to you, do not hesitate to contact us at (216) 368-3463 or (216) 368-3517, or at smithill@case.edu.

Things to Remember About ILLiad and ILL Services

As we begin another academic year, here are a few friendly reminders about how to best use ILLiad...

* ILLiad is primarily intended (with a few exceptions) for use in obtaining loans and non-returnable copies through interlibrary loan processing. Please avoid submitting requests when materials are already available in the Kelvin Smith Library collections, or in the collections of its branch locations or of other CWRU campus library systems.

* ILLiad is not a substitute for OhioLINK. Please check the OhioLINK (and SearchOhio) collections for items available for request through online borrowing. Please do not request loans through ILLiad when you can already borrow them through OhioLINK, and avoid submitting requests for the same item in both ILLiad and OhioLINK simultaneously.

* Please make sure to provide as complete and clear citations as possible, for the books, copies, etc., that you wish to request. It is always helpful for you to indicate ISBN, ISSN and OCLC Accession numbers, as well as the sources of your citations and any other helpful information. Most ILLiad forms include an appropriate field for these data, including a miscellaneous 'Notes' field.

* Please submit a separate ILLiad request transaction for each individual loan or copy item you require. ILL staff may ask that you re-submit any 'multiple-item' requests into their respective parts.

* Avoid submitting duplicate requests for exactly the same loan or copy item. You may always check your ILLiad account for any outstanding requests that require additional time to be filled, and you can contact ILL staff if you need further details that are not readily visible in the notes or tracking history of a specific transaction. Re-submitting another request will not in any way expedite your receipt of the material you require.

* When setting up a new ILLiad account in the KSL site, please be sure of the following: 1. You have not previously created an account in our system. 2. Your department appears in our list--otherwise, you may actually need to set up your profile with one of the other three CWRU campus library locations (Law, MSASS, Cleveland Health Sciences). 3. You can provide a current e-mail notification account that you check on a regular basis, and can keep it up-to-date.

* ILL staff reserve the right to cancel any ILLiad request at our discretion, and in accordance with any of the above-mentioned criteria.

We hope this will be helpful for your use of out ILLiad system and ILL services, as well as guiding you towards other internally accessible resources. Please also feel free to search this blog for more extensive help topics that have been previously addressed. If you have 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.

Numbers to Remember for Interlibrary Loan Services

Here are some significant numbers to keep in mind with regard to your interlibrary loan services through Kelvin Smith Library's ILLiad system...

5 -- the number of days before the due date of a loaned ILL item at which you will receive your initial reminder notification; this indicates the window until then at which you are able to request a renewal, provided the item is eligible per the lender's policy.

5 -- the maximum number of articles within the most recent 5 years of an individual publication that we may request on ILL in a single calendar year before copyright becomes an issue; requests in excess of this will then require we assume payment of often exorbitant fees per each document, to compensate the publishers.

7 -- the number of days after which the overdue status of an ILL loan starts to become critical, at which the second of two overdue notifications will be sent out; the first of these will have already been sent out the day after the item's original due date.

10 -- the number of days within which we recommend you pick up an ILL loan after we notify you that it has been received; this is not mandatory, and we will not pull and return items that have not been picked up until they actually become overdue.

14 -- the default number of additional days indicated when you submit a renewal request for an eligible loan; this is the extension we present to the lender library, but their reply may vary according to their own specific policy or local lending circumstances.

14 -- the number of days after which the overdue status of a loan now causes your ILL privileges to become blocked; you will receive an overdue notification to this effect, and functions available in your ILLiad account will be limited until you return any and all loans this many (or more) days past due.

20 -- the number of minutes after which your ILLiad online session times out, if no keystroke activity is detected; we recommend that you refresh your session regularly by clicking on the "(Your) ILLiad Page" link at the top of the Main Menu list.

30 -- the maximum number of viewing days available for electronically delivered articles; after this period, aged document files become deleted from the server during ILLiad's next scheduled automatic clean-up session.

60 -- the maximum number of days we will hold a printed article (or other non-returnable item) supplied through interlibrary loan; as we rely almost exclusively on electronic delivery, this will apply only to special instances agreed upon by ILL staff, on a case-by-case basis and with requisite justification.

We hope this information will help guide you in your use of ILLiad and ILL services. If you have 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. Detailed information about interlibrary loan services and policies that might well answer your questions can also be found at our Customer Help page.

ILL Books May Become Part of the KSL Collections

In case you weren't aware, some of the materials we borrow as "loans" for ILL requests are actually purchased for our retention, and may eventually be incorporated into the collections of the Kelvin Smith Library system.

Occasionally, we take advantage of certain services by various suppliers who provide us with "non-returnable" book purchases as an alternate form of interlibrary loan transaction. Alibris, Better World Books, and some other vendors offer an option to supply these items via the regular ILL request process. Sometimes, we are also able to obtain reproductions of theses and dissertations from the libraries of the respective granting institutions through ILL, when such titles cannot be lent and are not available for purchase from UMI ProQuest. Once in a great while, we may receive an offer to have very rare items--usually held only at individual foreign libraries--reproduced in print, CD-ROM, or other physical form.

Once we receive these, we process them in ILLiad as loan-type transactions, and will assign them an arbitrary but reasonable due date. Along with this, we will specify that they are allowed unlimited renewals (which will be documented in the "Notes" field for the request and be visible to the user).

What, you may ask, do we do with them after you're finished using them? Well, our normal procedure is to complete the request transactions in ILLiad (as there is no "return" process involved), and then submit the items to the appropriate subject area Research Services Librarian for consideration to be added to our own collections. In many cases they do actually become included, if it is determined they will be useful for the research interests of future library patrons (likely including the original requester). However, sometimes a granting institution library will specify that a reproduced thesis or dissertation may only be used once (by the requesting patron) for ILL purposes, and then must be discarded and not be added to any collections--as a condition of the original service agreement. Usually, in such a case the requester is also required to sign a declaration form, to confirm the title will only be used for scholarly purposes and assure it will be properly cited.

Well, we hope this information is helpful (or at least somewhat enlightening) to your understanding of part of the interlibrary loan service.

ILL Books No Longer Needed?

Here are some hints on what to do (and what to expect) when you no longer require the use of a book (or other returnable materials) obtained through your ILLiad account...

For books that you have not yet picked up --

* When these begin approaching their due date, we customarily send out courtesy reminder messages beginning about a week in advance. We ask that you please respond by e-mail (preferably in reply to the message received) or by phone, if they are no longer needed.

* If these are not picked up by the due date, they will be removed from the secured hold shelf at the KSL Service Center and returned to the lender library without further notice.

* This policy will apply to any such loaned items, including library-use restricted materials that are still waiting to be signed out by the user requesting them.

For LIBRARY USE ONLY items that have already been signed out, but are still being held at the KSL Service Center--

* Automatic notices indicating that the items will be due soon, or have already become overdue, will be sent out (as with any other items lent through ILL). We ask that you please also reply to the e-mail message or by phone if these are no longer needed.

* Restricted-use ILL materials still being held at the KSL Service Center will normally be removed from the secured hold shelf area once they have become overdue, regardless of whether you have signed them out already or not.

* Keep in mind that it is your responsibility to make clear to KSL Service Center staff that you either need to keep these restricted materials held for future usage periods, or that they can be returned immediately, whenever you turn them back in to the desk. We also suggest that you hand them back directly to a staff member rather than depositing them in the indoor book drop, to avoid any confusion.

Thanks for your cooperation. As always, we hope this information will be of help. 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.

A Few Words About Picking up Your ILLiad Loans

Just some reminders when you come to pick up loaned materials borrowed through ILLiad...

* You will normally receive a notice by e-mail informing you that there is something being held for you to pick up at the library. The message will include the title, due date, any restrictions, and any authorized users you have named in your account at the time your requested item was received at our location. Remote enrollees of distance education programs and eligible faculty opting for campus delivery will receive a variant message, and will not need to pick-up their circulable ILL items (which also become automatically checked out in the ILLiad system).

* We recommend that you come in to sign out the material within 10 days of the date you received the notification, but we will still hold the item up until the due date assigned by the lender library. You may still have the opportunity to extend your loan period by requesting a renewal (after you have actually checked the item out).

* We prefer that you please ask attending staff at the Kelvin Smith Library Service Center Desk to retrieve your items, as they are held in a secured shelving area which is kept locked after the library's regular business hours. It is not considered self-service, unlike the open shelves that house KSL and OhioLINK items.

* You (or your authorized user) will be presented with a check-out slip, which you must sign and date, and return to the desk staff member. A valid CWRU ID card (or any valid photo ID, if an authorized user not affiliated with the university) will also be required, and the staff member will then be able to check out your material in real time through the ILLiad circulation system.

* ILLiad loans CANNOT BE CHECKED OUT through the self-serve kiosk, unlike Kelvin Smith Library loans and most OhioLINK loans. ILLiad is an external, self-contained system which is essentially independent of the library's catalog and circulation system. This is the reason you must sign them out directly at the Service Center with the assistance of desk staff, and why we discourage self-retrieval from the ILL shelf area.

* Items with a "Library Use Only" restriction must be checked out as with all ILL materials, for as long as they are to be in use. You may take them from the Service Center area for use within the Kelvin Smith Library building, but must also return them there after each individual usage period. A record of uses will be kept by our staff, and the items will be kept in the secured area during times of non-use. Upon your final instance of use, we recommend that you indicate definitively to attending staff that the materials are to be returned to the lending library. If you do not make this clear, they may remain on the shelf (still checked out on your account) until they become due, and you will begin receiving automated notices. At this point you have another opportunity to confirm that they are no longer needed, by contacting ILL staff by phone or e-mail (conveniently in reply to the sent messages).

* During periods of extreme high-volume public service, KSL Service Center desk staff may (upon rare occasions) direct you to the ILL shelving area to retrieve your own items. Please note that due to frequently varying material types and item sizes of loaned items, it may be difficult to properly locate them within this confined space -- e.g., some items are packed tightly together and may not be readily identified as to requesting patron name, some may become lost in the back of the shelves due to regular shifting, while others may be relegated to a special storage location (as with microfilm reels). This would normally be avoided through assistance from a staff member, and in any case you would still need to sign out the slips and have the items checked out at the desk.

We hope this information is helpful. 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.

Memory Cues for KSL ILL Staff Contacts

What with February being the shortest month (and possibly one of the busiest), I thought I'd make this latest posting short and sweet.

To contact us by e-mail, please address your message to smithill@case.edu.

A good way to remember this is to start with...
"smith" as in Kelvin Smith Library (the main library service point of Case Western Reserve University)...
with no period, followed by...
"ill" for interlibrary loan (the most common acronym for this service in the English-speaking world),
and of course ending with...
"@case.edu".

The primary phone contact number for ILL services is...
(216) 368-2462...
which also happens to be...
(216) 368-FIND.

The secondary phone contact number for our ILL staff is...
(216) 368-3517,
but I can't think of any other good way to remember this, since it contains a '1' (which has no alphabetic telephone equivalent).

So there you have it.

Well, not exactly -- I couldn't stop there, so here are the e-mail and phone ILL contacts for the other three library systems on campus, just FYI...

Cleveland Health Sciences Library:
chsl-ill@cwru.edu
(216) 368-6420

MSASS, Harris Library:
harrisill@case.edu
(216) 368-2155

School of Law, Green Library:
ill-law@case.edu
(216) 368-8510 & (216) 368-8862

Hope this helps, so keep in touch with your respective ILL service point staff representatives, whenever you need us.

Some Timely End-of-Year Odds and Ends

Here are a few ILL-related issues that have come up recently...

* OCLC WorldCat numbers -- When providing these in your request after searching this database, please enter only one accession number in the 'OCLC Number' field, and try to suggest the record containing largest number of holdings locations. You may also indicate additional record numbers for the same materials in the 'Notes' field, if you wish.

* Picking up ILL books from Kelvin Smith Library Service Center -- Always ask attending staff to retrieve available items for you. The ILL hold shelf is not self-serve (unlike the OhioLINK book shelf), and is also kept securely locked during hours when the Service Center is not staffed.

* Theses and dissertations through ILL -- Most of these are supplied in print version, often with renewal or library use restrictions imposed by the lender library. We cannot guarantee that they can or will be supplied as a digital reproduction, even if so requested. Also, ILL cannot be expected to make purchases from UMI ProQuest in order to obtain any thesis title. If purchasing is the only remaining option, the patron must either choose to make the purchase for a personal copy directly, at UMI Dissertation Express, or suggest a purchase for the library's own collection, using the Purchase Request form.

* New Overdue Notice on ILLiad loans -- As promised in my blog entry for June 18, 2013, you will now be sent an additional automated notification whenever you have any returnable ILL items 7 days past their due date. Just another enhancement in our services to help you remember to return your loaned materials.

Thanks for keeping these tips in mind when using your interlibrary loan services.

ILLiad Help Pages May Have the Answer

Just a reminder that these pages are always available for reference, when you can't get in touch with interlibrary loan staff in person. These are also linked to our main logon page, in your session main menu list, and on the various request forms and service pages. They are indexed according to topic, for quick reference.

FAQ -- A quick overview about setting up your ILLiad account, beginning your use of the service, and some answers to other common questions.
Customer Help -- A more detailed guide on using ILLiad, addressing a large number of specific concerns and troubleshooting tips.
Electronic Delivery Information -- An introductory overview of the features of ILLiad's electronic delivery function.

As always, feel free to contact ILL staff for personal assistance, by phone at (216) 368-3463 or (216) 368-3517, or by e-mail at smithill@case.edu.

A Few General ILL Comments Worth Repeating

Creating new ILLiad accounts, loan issues, ILL privilege concerns...

* For your Username, you may use your Case network ID, i.e., in "abc123" format -- we recommended this when registering, for the sake of convenience. You can also use the same password string as for Single Sign-in (though not required), but you must remember that whenever you change it in the Case Network, you must change it separately during an ILLiad login session if you want it to match -- this will not occur automatically.

* Your Case Account Number is required when registering, and may be searched at the Case Account Number page. It is not the same number as your Employee ID Number, if you are Faculty, Staff, or Student Staff.

* Students who register, but have not yet declared a major, should select 'UNDECLARED' from the 'Department or Major' list, and change it later to the program in which they have enrolled once this has been determined. Do not use departments such as 'ARTS AND SCIENCES, COLLEGE OF' or 'ENGINEERING, CASE SCHOOL OF', which are intended for administrative staff only.

* Renewals of ILLiad loans may be requested at the Service Center (if the transaction is currently eligible -- i.e., not restricted, not overdue, not more than 5 days earlier than the due date, and not previously renewed). Otherwise, you will need to contact ILL staff for assistance at (216) 368-3463 or (216) 368-3517, or at: smithill@case.edu.

* Return your outstanding ILL loans as soon as you are finished using them, but no later than 14 days past the due date in order to avoid having your ILLiad privileges blocked.

* Having an excess of $15.00 in regular library fines on your circulation account will block you from logging into your ILLiad account. You will see an alert message to this effect when you attempt to enter your Username and password.

Hope this information has answered some of your questions about ILL.

ILL and the New KSL Service Center Configuration

Just some comments about how Interlibrary Loan services fit into the new Kelvin Smith Library desk and storage furniture situation, staffed by Access and Delivery team members...

* Although ILL presence is now less visible, services involved there are essentially the same as before. Be assured that our stored loan materials are now more secure than previously, as the cabinets containing them are accessed only by A&D personnel during regular hours and are kept locked while the Service Center area is not staffed.

* You will still pick up and check out your ILL books (requested via ILLiad) at the KSL Service Center area. A&D staff will retrieve them from the designated hold shelf, present you with a check-out slip to sign and date, and charge the material out in your ILLiad account through a client proxy.

* Items with a 'LIBRARY USE ONLY' restriction (indicated by the lender library) must be signed out, as with all ILL loans. 'Out' and 'In' times and dates must be recorded on the special usage log slip included with such loans. These items will be secured in the hold shelf area during any times of non-use, while they are still checked out to your ILLiad account. As stated above, A&D staff will monitor these materials during regular hours, and keep them locked in their cabinet when the Service Center is closed.

* You may still return ILL books at the KSL Service Center (to staff at the desk), at the indoor book drop, or at the outdoor book drop (preferably after regular hours). As always, we ask that you do not return any loaned audio-visual materials into either book drop, whether they have been borrowed through ILLiad, via OhioLINK, or directly from any of the KSL or CWRU collections.

* If you have any ILL items being held, but which have not yet been checked out, or any 'LIBRARY USE ONLY' loans that are checked out but are no longer needed, you may contact the A&D desk staff in person or at 216-368-3506 (or notify ILL staff, as below) to have them pulled off the shelf and marked for return.

* Renewals of ILL items, when available (i.e., no restriction, not overdue & within 5 days prior to due date, not previously renewed) may still be requested at KSL Service Center. A&D desk staff can submit these on your behalf in real time, through our client proxy. Of course, you may always log into your ILLiad account to do this remotely.

* For any and all other issues regarding loans, electronic deliveries, article citations, website login access and usage, etc., please contact the ILL staff at 216-368-3463 or 216-368-3517, or e-mail us at smithill@case.edu. During regular business hours (Mon-Fri, 8:30 AM - 5:00 PM), we are usually available for consultations in person, in the KSL 2nd Floor Staff Arc.

Some Comments on Electronic Delivery

About electronic delivery provided through ILLiad...

We receive articles through a variety of methods, but make it our job to streamline the delivery to our users into a single, uniform mechanism.

We may have reproduced documents supplied to us by any of the following:

* By electronic protocols sent directly to our server IP address
* By e-mail as an attachment (PDF, TIF)
* By e-mail with a passworded or un-passworded link
* As a print reproduction, by mail or fax

We further process these as follows:

* Articles sent directly into ILLiad may be processed automatically without staff mediation (if the supplier has a 'trusted' status), and delivered on to the user.
* Articles sent directly to ILLiad may require some staff intervention prior to delivery to the user (if the supplier has not yet been deemed as 'trusted').
* Documents supplied via URL or other online delivery method are downloaded and imported into ILLiad by ILL staff, and then processed for delivery.
* Print reproductions are scanned into usable electronic documents by ILL staff, and then imported into ILLiad for processing and delivery.
* In any of the above circumstances, with the exception of reception from a 'trusted' sender, ILL staff will also have the option to perform additional processing (cropping, rotating pages, deleting unnecessary portions, etc.), if time permits.

In order to provide uniformity of service, our sole delivery method is by PDF download, within a login session to your ILLiad account. You will be notified by e-mail with a link and instructions on accessing your electronic document, when it becomes available. For reasons of security and efficient synchronous processing, we never simply forward e-mail article delivery messages from other supplier institutions directly to our users.

If you experience problems downloading in ILLiad, you may contact ILL staff by phone, by e-mail or in-person, and we will either recover a file (if possible) and send it to you as an attachment, copy it to your USB flash drive or disc, or print it and leave it a the KSL service desk for pick up -- these, of course, will be done as case-by-case exceptions. (Unrecoverable files will need to be re-requested through a new ILL transaction, and will then require more time to be re-supplied.)

Recommendations and comments:

* Larger files may take longer to load -- please allow extra time in such cases.
* Print or save your downloaded files, for permanent retention, to avoid having to re-request them.
* After downloading, you have the option to immediately delete, or simply allow your file to expire. You can also un-delete a file, if you do so shortly after deleting it.
* When you save your files, you may have to re-name them, based on which browser you are using. For example, some may retain the ILLiad transaction number while others may assign the name 'illiad.pdf', or some other generic character string. If you are retrieving and saving a number of files, this will help to avoid one overwriting the next.

Hoping these comments will help with your use and understanding of ILLiad's electronic delivery service. You may contact Kelvin Smith Library ILL staff at (216) 368-3463 or (216) 368-3517, or e-mail us at smithill@case.edu with your questions or concerns.

Planning Your Use of ILLiad Loaned Materials

Here is my modest attempt to help our ILLiad users follow a mindful strategy for their time frame regarding loans required through interlibrary loan services...

We suggest that you submit requests for loans reasonably close in advance of when they are needed, yet still with enough leeway to accommodate any unexpected delays. We also discourage placing requests extremely far ahead in time, on the other hand. We realize this is a somewhat tricky and arbitrary recommendation, but we ask that you please consider that it is not possible for us to 'schedule' with much accuracy the time of receipt, length of loan, renewal and restriction policies, etc., due to varying factors involved in dealing with diverse lending institutions.

Here are some ballpark suggestions on thoughtfully timing the submission of your loan requests to better coincide with your research time frame. For example, if numerous copies appear to be available in known potential lender libraries (i.e., upon searching the OCLC WorldCat holdings database), say ~150 or more--and none are also available for direct online request through OhioLINK, of course--7 to 10 days are reasonable. However, if considerably fewer are available, around 50-150, 10 to 14 days may be more reasonable. If it is much less common, say 10-50, 2-4 weeks is a more likely expectation.

Items with holdings of fewer than 10 should be considered 'rare', and may require at least one month, if they are available (i.e., allowed to circulate by potential lenders and not currently in use). Very rare or old materials may be restricted, if library policies allow them to be lent at all -- often on a case-by-case basis. Theses and dissertations, which in their original form are often only held in 1 or 2 locations (i.e., of the granting institution), may require 10-14 days, if they are allowed to circulate from those collections at all. UMI and other authorized duplications in print or on microfilm might also be held at more numerous additional locations, and may be supplied in slightly less time.

In the case of some very rare items, it may require 2-3 months to obtain them. Since most potential lenders engaged in these types of loans are highly unlikely to lend out the actual materials, they often may require the ILL transactions to be converted into duplication requests. Occasionally they might also require copyright release authorization for completion of processing, and our you the use may be obligated to personally sign an associated release form bearing on the limits of their use of such materials. Of course, once a request is changed from a loan to a copy, due dates are no longer relevant while download access time limits then become a factor.

In any case, we recommend keeping the following guidelines in mind when requesting borrowable materials, with regard to your research logistics:

* Avoid requesting items too far in advance, but try not to do so too close to the time they are needed.

* Please take into consideration whether or not you plan to be off campus or otherwise out of the area on a long-term basis, prior to submitting loan requests. Received loans will only be available for pick-up from the time they arrive until the time they reach their due date.

* ILL staff cannot guarantee when loans will be supplied by potential lenders, and exactly how quickly they will be received (and by what method). You can always indicate a need for 'RUSH' service in the notes of your request, so we can at least indicate to potential lenders of the need for special retrieval and shipping service levels.

* ILL staff cannot guarantee length of loan periods and renewal policies, or whether other restrictions might be applied. This is all determined by the policies of the lender institutions.

* Expected loan periods cannot be regarded as indefinite. Nor can they be considered uniform across all possible suppliers.

* We can only borrow particular items from those potential lenders that both hold the required items and also allow them to circulate. When we accept their services, we must abide by any varying lending policies, as failure to respect their requirements can endanger future interlibrary relations.

* Notifications for pick-up are sent out at time of receipt. We use the e-mail address that is currently in your ILLiad account to send you these messages, so please make sure it is one you check regularly.

* Loans must be picked up in timely fashion and returned on time. We recommend you sign them out within 10 days of notification for maximum usage, although they will be held until the designated due date.

* Reminders are routinely sent out if materials are not picked up by their due date, as a courtesy. You may let us know if items are still needed, or you can indicate they are no longer required and can be returned. Any loans not signed out by the end of the loan period will be pulled off the hold shelf and sent back to the lender without notice.

* Renewals (if allowed by the lender) must be requested in advance of due date. This is normally within a 5-day frame at the end of the original loan period. Contact ILL staff if you are not able to do so yourself at this point, but keep in mind that renewal requests made on overdue items are often denied.

* Renewal requests can only be submitted for items that are currently checked out, so you need to sign out any loans before you plan to have the due date extended.

* Notices are sent out in advance of due date -- if the item is checked out -- to allow you the opportunity to request your renewals at the appropriate point through your ILLiad account. Details on how to do this are included in the text of these messages.

* Overdue notices are sent out after after the due date. Any checked-out loans that are 14 or more days past the due date will cause your ILLiad account to become blocked, partially restricting the ILL services available to you until such transactions are cleared.

* Rare materials already borrowed and used once may not be available from lenders again in the near future. We recommend you make optimal use of them while you have your initial access.

We offer these suggestions and policy explanations to help afford better use of ILL loans in conjunction with your projected research target dates. If this in any way improves your experience with obtaining loan resources in coordination with your needs, we've achieved an important objective.

Coming Soon -- Another Overdue Notice ... and a Few Comments on Loans

This just a head's-up that in the near future, we will begin sending out additional automated overdue e-mail notifications, at the point at which loans have become a full week overdue. If you have any loaned items currently checked out through your ILLiad account, you will receive the seven-day notice, in addition to the other three messages that are already regularly sent out. In the February 19, 2013 entry for this blog, these were presented as a 5-day renewal reminder notice, a day-after overdue notice, and a 14-day account-blocked notice. The addition of another notification at 7 days will offer our users another opportunity to return borrowed items before their ILL privileges become impeded.

-- And here are a couple more reminders regarding loans provided through ILLiad:

* Please remember to keep all associated paperwork together with any loaned items -- such as: book-band wrapped around cover(s), forms and labels paper-clipped inside the book or inserted in a pocket, adhesive labels affixed to cover(s), library-use-only log sheets, etc. Such items need to be returned with the loaned materials, to identify them and properly ship them back to the lender libraries.

* Please return all items directly to the Kelvin Smith Library. Do not return them to any of the other university campus library system locations, or to any local public library branches. Return them preferably in-person to KSL -- to the service center desk, or to the indoor or outdoor book drops (except for audio-visual media or fragile items). Never send them through university campus delivery. If you are using items while away from campus, please return insured by USPS Priority Mail, UPS or FedEx to the following address:

Kelvin Smith Library, ILL
Case Western Reserve University
11055 Euclid Avenue
Cleveland, OH 44106-7151 USA

... and never use any return labels that may be included with the items to mail them directly back to the lender libraries. ILL staff need to process returns here at KSL first before forwarding them on to their home locations, in order to keep all status updates current and accurate.

Hoping this will make returns of ILL loans a little easier and more timely. Thank you very much for your co-operation in helping us to avoid unnecessary loss or delinquency of borrowed library materials.

Faculty Campus Delivery & ILLiad Loans

As you may now be well aware, the Kelvin Smith Library is implementing a new service for faculty within the College of Arts and Sciences, the Case School of Engineering, and the Weatherhead School of Management. This was originally announced in the KSL News Blog for March 2013, and requires that your academic department arrange to have a regular, designated drop-off point for OhioLINK and Interlibrary Loan items to be deposited. Individual faculty members must have registered for this service through a link in the aforementioned blog entry, and this will apply only to your OhioLINK loans.

As far as other Interlibrary Loan materials, such as those provided through your KSL ILLiad account, you must also contact the ILL staff for have the analogous service activated. This will require first that you have established an account in the KSL ILLiad system, which you may access at the KSL ILLiad Logon Page. To create a new account, please select the 'First Time Users' link, and follow the prompts. If you have already entered your profile, simply log into your existing account. Go to the Main Menu in the left-hand column, down to the 'Tools' section, and select 'Change User Information'. At the bottom of this page you will find instructions on how to have your ILLiad loan delivery option updated to accommodate Faculty Campus Delivery. Please note that you cannot make this change yourself, but must contact ILL staff to update this setting for you.

Please keep in mind that any items marked for 'Library Use Only' cannot be delivered, and will be held at the Kelvin Smith Library, where they must be signed out and used on-site. Faculty in the Music Department who would instead prefer to have such materials held in the Kulas Music Library must also contact ILL staff to request campus delivery service. Please note that Music Faculty who sign up for this option will have their circulating ILLiad loans automatically checked out and delivered to Kulas as well. On the other hand, OhioLINK book loans normally require that delivery location be specified at the time they are submitted -- so Music Faculty need only make the appropriate selection of 'Kulas Music Library' as their Pickup Location in each instance, for the equivalent service.

If you are Faculty in one of the academic departments that have arranged for a delivery point for this service, and have set up your account profile in Kelvin Smith Library's ILLiad site, contact our ILL staff at smithill@case.edu to have your ILLiad loan services included with campus delivery.

*Please consult your department head or department assistant/secretary as to whether a drop-off point has been designated for library use. Academic Departments appearing in the 'Department or Major' list on the ILLiad 'Change User Information' page for Faculty (mentioned above) are marked with an asterisk (*) as well, if they have already made this arrangement with Kelvin Smith Library. Our current department list is also summarized in our Campus Delivery Departments page.

Reminder About Library-Use-Only Loans

Just a reminder that for certain materials, which are either fragile or normally treated as reference material, lender libraries will impose a 'Library Use Only' restriction on their use while on loan to us. We are expected to adhere to their policy conditions, or risk jeopardizing our good borrowing relations with them. Here are some basic guidelines to be observed in these cases...

-> Items are expected to be used only within the Kelvin Smith Library building. When not in use (but still required for future occasions), they should be left at the Service Desk to be replaced onto the hold shelf.

-> A library use slip is provided for for tracking usage of these items, and should be marked according to the times taken out and returned to the Service Desk.

-> Library Use items must be signed out by requestor, without exception, before being taken from the Service Desk -- as with any other materials lent through interlibrary loan.

-> These items must not be taken outside the library building -- under extenuating circumstances, ILL staff may occasionally suspend this if *adequately justified -- ask desk staff to contact us during regular hours.

-> If you are finished using Library Use items, please indicate this clearly to KSL desk staff at the time, so that these materials can be marked for prompt return to the lender library.

-> When overdue notices are sent out for these types of loans, we ask that you please respond if the materials are no longer needed -- also, keep in mind that renewals may be possible (when so indicated by the lender library), if requested early enough.

-> ILL staff may pull Library Use materials from the hold shelf without notice, once they become overdue and regardless of whether you have not responded to an overdue notice; items recalled by the lender will also be likewise returned.

*For example, if the requestor agrees to use materials only within an approved location in one of the university libraries' branch locations, due to the need for special equipment or resources available at that location.

Please remember that Library-Use-Only materials obtained through interlibrary loan service have been provided through the generosity of lender libraries that would otherwise not permit their external circulation. We appreciate your cooperation when using these restricted loans, by handling them with care and returning them as soon as possible after you have finished using them.

Loan Notifications from ILLiad: Overdues, Renewals, Recalls, etc.

Here is a quick overview of the sort of e-mail notifications you can expect to receive regarding your loans requested through ILLiad...

* Initial Pick-up - When a book or other loaned item arrives, you will receive this notice, which will indicate what the materials is, the due date, and any restrictions imposed by the lender institution library. We recommend you pick up and sign out the loan from the KSL service desk staff as soon as possible -- preferably within 10 days of the notification date.

* Courtesy Pick-up Reminder - When a loan has not yet been picked up, but is approaching its due date, ILL staff will send this notice beginning at about a week (5 business days) prior to the original due date. If you have lost track of your initial notification, this is the time to either pick up the material or let us know you no longer need it so we can send it back to the lender -- and remember if you do decide to check it out, you may still have an opportunity to request a renewal.

* 1st Overdue ("Due Soon" Notice) - This notice, for items you have signed out, is sent out automatically at a point 5 days prior to the original due date of the loan. This is the best time to request a renewal, provided lender policy allows. If you are finished using materials, this is a good point at which to return them also.

* 2nd Overdue - This is the first actual "Overdue" notice, which goes out automatically the day after the original (or renewed) due date. You should return your loan at this point, since you can no longer request a renewal through your ILLiad account. If you absolutely must have an extension, you will need to contact ILL Staff to have it requested on your behalf -- keep in mind that most lenders will not grant renewals on loans after they have already become overdue.

* 3rd Overdue ("BLOCKED" Account) - Finally, this message is sent out automatically for loans 14 days (2 weeks) past their original (or renewed) due date. At this point, your ILLiad account becomes blocked for certain ILL services, although you are not prevented from logging in. At this time, we advise that you return loaned materials as soon as possible, to avoid replacement billings from the lender library. ILL staff may also choose to manually repeat sending off this notification until the transaction is completed.

* Recall - Lender libraries may choose to recall their loaned items for use at their home locations, and will send our ILL staff notification of this. At this point, we will send along this message to you, and we ask that you return the loan to KSL at your earliest convenience -- of course, renewals are no longer possible under these circumstances.

* Renewal OK - If you have successfully submitted a renewal request through your ILLiad account (or by ILL staff intervention), and the lender has agreed to extend the loan period, you will receive this notification. The new due date will be indicated (either the default 14 days we normally request, or a shorter or longer extension determined by the lender library), and we ask you make note of it. At this point, you will not be able to request additional renewals online, but if absolutely necessary you may contact ILL Staff for this purpose.

* Renewal Denied - If you receive this notice on any checked-out materials after a renewal request has been submitted, the lender library has chosen not to grant the extension to the due date. You must return the loan to KSL as soon as possible, and if you need to borrow another copy we suggest you submit a new loan request through your ILLiad account.

* Unblocked - This notice will be sent if you have had one or more loans checked out in ILLiad that were two weeks or longer overdue (see above), once they have all been returned and cleared. The message will confirm that your account has been "unblocked" and your full ILL privileges are now restored.

As always, hoping this has been helpful information in guiding your use of interlibrary loan services.

ILLiad Requests and Non-Roman Alphabetical Characters

Just wanted to report a new development in how ILLiad processes non-Roman characters as they might be applied in your request citations. This will serve as an amendment to part of my entry of January 22, 2010, titled "Foreign Language Titles in Interlibrary Loan Requests". As a preface, "Roman" (or "Latin") is defined as the basic alphabetical character set used to write the English language, as well as the majority of European languages (with the notable exceptions of Greek and Eastern Slavic languages--e.g., Russian, Ukrainian) and many non-European languages worldwide. (As a side note, many modified Roman characters and most diacritical marks used to modify Roman or other alphabetial characters still can be read and imported by ILLiad.)

Upon testing the entry viability of several character sets in the ILLiad system, the following results have been discovered...
Greek, Cyrillic, Arabic and Hebrew alphabets all appear to be accepted and transferable by both ILLiad and OCLC WorldCat. On the other hand, Chinese, Japanese, and Korean writing systems, as well as Hindi script and Armenian alphabetical characters, cannot be effectively processed by ILLiad at all, and any such characters will re-appear as either nondescript place-holders or ASCII character codes within the submitted transaction record fields.

As to how these results are relevant and applicable to your request citation submissions in ILLiad, we would suggest the following...
*In the case of any text entries originally in Greek, Cyrillic, Arabic or Hebrew, it is preferable that in the case of critical search title information--i.e., loan titles (books, theses, music scores, etc.), journal or serial titles, or conference proceedings titles--to provide already transliterated into Roman alphabetical characters. Secondary title information, however, can conceivably be entered in its original form--i.e., in the case of article titles, book chapter titles, conference paper titles. Still, it is always preferable to provide this (and all) text in Romanized version. Of course, one major exception would include any individual technical symbols based on Greek alphabetical characters, in a scientific or mathematical context.
*Avoid entering any text originally in Chinese, Japanese, Korean, Hindi, or Armenian (or most other writing systems), unless these have already been transliterated into Roman characters based on a standardized method--in any of the data fields of the ILLiad request form you are using.

Since the OCLC WorldCat database, our principle holdings search resource, is still essentially based upon Roman characters, it is most helpful to ILL staff that you provide as much of your citation data in Roman transliteration as possible, in order to avoid excessive delays. Any text in non-Roman writing will effectively impede the efficient processing of your interlibrary loan requests, as our search processes must be performed primarily using Roman characters. Although ILL staff are often reasonably familiar with foreign languages or can consult readily available translation resources, it cannot be assumed that we are fluent or conversant in anything other than the English language for general research purposes. Any efforts you can make in providing easily readable information--in the written format most familiar to us--will most certainly contribute to the expedient processing of your ILLiad requests, and are greatly appreciated.

ILLiad Login vs. Single Sign-On

Just a reminder that your ILLiad Login is not the same as your CWRU Single Sign-On. When you set up a user account in Kelvin Smith Library's ILLiad system (or that of your respective service point library system), you create your own UserName and Password at that time. If you so choose, these can be the same as the CWRU Network ID Initials (e.g., 'abc12'), and the password you normally use when logging in with it. For the sake of uniformity, we recommend that you do use your Network ID also as your ILLiad UserName (unless another registrant has somehow already claimed the same character string for that purpose). However, for security reasons we suggest you use a different password, as you would with any other various site with which you have registered.

The university ITS staff have provided a Password Help page (also linked to the Single Sign-on page), which offers suggestions on properly creating a secure password string. We recommend you refer to it for creating your ILLiad password as well. You are certainly free to use the same password in both the CWRU network and ILLiad, if you so choose, but in that case, remember to change your password regularly. Keep in mind, then, that whenever you change your network password it does not automatically change your ILLiad password simultaneously. You will need to log into your ILLiad account separately and select the 'Change Password' option under the 'Tools' section of your 'Main Menu' to do this.

If you have questions or concerns regarding your ILLiad login or password, please contact us by phone at (216) 368-3517 or (216) 368-3463, or e-mail us at smithill@case.edu.

Browsers and Viewing PDF's in ILLiad

Just a few words about accessing PDF's downloaded from your ILLiad account...

Most browsers will provide a standard toolbar carried over from from Adobe Acrobat, which will appear in the upper right-hand corner of the viewer window. This should include icons for the print, save, e-mail, zoom, and fit size functions. If you use Internet Explorer, Mozilla Firefox, or Safari, this is usually the case.

However, when you are using Google Chrome you will have to remember to hover your cursor over lower right area of the window. The icon panel will then appear, with options to fit size, zoom, print, or save your file. This is unfortunately not obvious to most users, and can be a bit disconcerting when you are accustomed to the features of other browsers.

Hopefully our suggestion will be helpful whenever you encounter this particular situation. If you have further questions or concerns, please contact us by phone at (216) 368-3517 or (216) 368-3463, or e-mail us at smithill@case.edu.

2 Tips Regarding Article Requests

Just a couple recommendations for your article requests submitted through ILLiad....

* Please remember to fill out data fields properly, by entering the appropriate pieces of information from your citation into their corresponding fields. Avoid forcing an entire article or chapter citation into the 'Journal Title' or 'Book Title' field (or any other fields, for that matter), and be sure to separate the citation into its component parts for entry into their respective places. Do not overfill any of the shorter fields (such as volume, issue, year, inclusive pages), which are designed to accommodate limited numbers of characters--these will be truncated upon submitting. Any additional staff editing that will be required as a result can lead to delays and processing errors.

* When downloading your electronically received articles, please keep in mind that larger files will require more time than usual to load. Please also note the size column indication for the article you are attempting to view, which will appear in the table listing your current document files, on the same line as the corresponding transaction number. Finally, be sure to keep your PDF viewing software (i.e., Adobe Acrobat) and your preferred browser updated to the most current versions available.

These simple suggestions can often solve most of your problems with requesting articles, and with receiving them once they have been supplied.

5 Quick Tips for ILL

We've said these many times before, but they bear repeating...

* Please pick up your ILLiad books (and other loaned items) by their original due date. We reserve the right to return them to the lender library without notice if they become overdue.

* Request renewals on ILLiad loans before the due date (within 5 days prior to this), or you will not be able to submit one through your patron account. Reminder notifications are routinely sent in advance of overdue notices for checked-out items.

* Please keep any associated paperwork with loaned materials (such as labels, bookstraps, or other documentation, located on the cover or inside book by paper-clip or in a pocket) together with them at all times. These are the property of the lender library, and are important for proper return processing of the items.

* Return all loans on time, or you risk having your ILLiad account blocked and your interlibrary loan services restricted.

* Please download your electronically delivered articles promptly. They remain available for 30 days from the original date of delivery, giving you adequate time to retrieve them. Note that the expiration date for each file appears in the electronic delivery table in your ILLiad account, on the same line as the corresponding request transaction number.

You can find more detailed explanations of all these issues in other entries of this blog. Thanks for keeping these in mind.

Tips for Distance Ed Graduates (DM Program, Document Delivery & ILL)

Here are some guidelines for using ILLiad, for students enrolled in the Doctor of Management degree program at the Weatherhead School of Management...

Requesting Articles (Journal or Newspaper/Magazine Articles, Book Chapters, Conference Papers, etc.)--

* In most cases, you should submit your article requests via ILLiad, regardless of whatever potential lender library location source we may draw upon. We will attempt to fill your request to the best of our ability, through either interlibrary loan or internal document delivery service.
* Please request only ONE article, book chapter, or paper per individual transaction. This is primarily so for reasons involving copyright, as well as lender processing requirements and expectations. (ILL staff reserve the right to cancel multiple-article requests, and to advise you to re-submit them properly.)
* If multiple book chapters or conference papers from the same circulating monograph item are required, we recommend requesting the entire book or published proceedings as an alternate course of action (see under 'Requesting Loans' below).
* You may wish to check the Case Catalog (for holdings in KSL, R.R.C.C., Music, etc.), OhioLINK, or OCLC WorldCat for potential holdings -- this can be helpful, but is not required, as including an ISSN or OCLC accession number will assist us in locating sources. In any case, ILL staff are able to determine whether to obtain materials from our own local holdings or through interlibrary loan.
* If available in our Electronic Journals collection, we STRONGLY recommend downloading your articles directly from there, and be sure to turn on your VPN connection. (ILL staff reserve the right to cancel requests for electronic articles from this resource, and direct you to this link.) If, however, the Electronic Journal resource is inaccessible (in part, or as a whole), you may submit requests through ILLiad as long as you also indicate this circumstance in the 'Notes' field of the request form.

Requesting Loans (Books, Theses, Reports, etc.)--

* In most cases, you will submit your book requests using ILLiad, but you may also frequently consult OhioLINK for many loans not held in our own KSL collections.
* Please request only ONE loanable item per individual transaction, perhaps with the exception of a multi-volume set of reasonable size. Multiple volumes in a long series are preferably requested in individual transactions. (ILL staff reserve the right to cancel requests for unreasonable numbers of parts, and to advise you to re-submit your requests individually.)
* If more than one edition of the same title needed, we prefer that you request each copy separately. (ILL staff reserve the right to select one edition for processing, or to cancel and advise you to re-submit your requests for different editions separately.)
* Please check the Case Catalog for Kelvin Smith Library system holdings (KSL, R.R.C.C., Music, etc.). If copies are available in these collections, submit your request using an ILLiad loan form. We will provide these items through internal document delivery, and you will normally be given a full semester loan period.
* If no copies are currently available in the KSL system, first check OhioLINK, and submit your request there if any copies are shown as available in member library collections. (ILL staff reserve the right to cancel requests submitted in ILLiad for titles that are readily available directly through OhioLINK, and advise you to borrow by that method instead.)
* If no copies are available in OhioLINK (or SearchOhio), submit your request again using ILLiad. If you have the ISBN, or have searched WorldCat and have the OCLC accession number, you may include them in your ILL request form submission to assist ILL staff in identifying exact items and better locating potential lenders. In this case, we will attempt to borrow items from external interlibrary loan resources.
* CAVEAT: Available copies showing in the Case Catalog that are not in the collections of the KSL system (which include Music, R.R.C.C., Astronomy, Iron Mountain) -- i.e., Cleveland Health Sciences Library (Allen & HCL), MSASS, Law, and others sharing our catalog -- may preclude the proper submission of loan requests in OhioLINK. If this is ever the case, you may use ILLiad instead to enter your request, and indicate in the 'Notes' field of the form that this circumstance is presenting a difficulty.

Specifying Loan Delivery Method
* When you initially register your account in ILLiad, you do not have the option of indicating this setting option, as it is a special service not available to all eligible users of KSL's ILL services.
* Select 'Distance Ed Graduate' as your status, and 'DM' as your department or program. Upon your first session, please select the special option from your Main Menu, 'Change User Information', where you can select 'Mail to Address' as your Loan Delivery Method, as opposed to the default 'Hold for Pickup'. (You may also change this at any time in future sessions, if appropriate to your varying needs.)
* If you do not make this change, we will assume this to be your accepted selection, and hold your received ILL loaned items at the KSL main service desk rather than sending them to your indicated delivery address. If you reside locally, and prefer to pick up these items at the library, feel free to leave the original setting of 'Hold for Pickup' as is.
* NOTE: ILL staff maintain a listing of all current Distance Ed Graduates enrolled in the DM program, and can verify your eligibility for this special delivery service. We reserve the right to reset this option to 'Hold for Pickup' and your status to 'Graduate' or whichever one corresponds to that in official university records, if you are not a valid member of this program.

We hope this clarifies most of the questions and concerns regarding your general use of our interlibrary loan and document delivery services.

ILLiad Login Problems? -- It May be Your Browser

We have been made aware of a few problems recently experienced by users when logging into their ILLiad accounts. One, for example, is the possibility of getting logged out of a session when selecting a particular form or function from the menu. Another may involve difficulties with using the 'Forgot Password?' function. Yet another may also affect the ability to view, save, or print electronically delivered PDF's.

It is possible that these issues may not be due to anything inherent in the ILLiad site, but rather the idiosyncrasies of whatever browser you may be using. We first of all suggest that you familiarize yourself with the features and layout of the browser you are using for ILLiad, and then recommend keeping up-to-date with the most recent version. We suggest you keep your embedded PDF viewing application (e.g., Adobe Acrobat) current as well. Problems with optimal use of ILLiad often are related to the preferences and privacy settings of these programs.

For example, it is important that your browser be set to accept cookies in order to properly log into ILLiad. This is usually relevant in the case of Internet Explorer, and sometimes also with Safari. Our web development staff have kindly provided a support page to help with this issue, at: http://uldev.case.edu/ksl/services/libraryservices/ill/support/.

Browsers working with Acrobat will normally display print and save buttons along the toolbar at the top of the window. We have been made aware of situations with Safari where these do not appear when they would be expected. When using Google Chrome, you may have to hover your cursor in the lower right corner of the page in order for the menu to appear containing print and save icons.

There is always the possibility of variations occurring based on whether you are using a PC or a Mac, too. Of course, while library staff can't anticipate every possible scenario, we can offer a few suggestions based on our own experiences (such as those mentioned above). And we don't mean to give the impression we're laying all the blame on users' workstations or applications -- in fact, letting us know of problems arising such as these (which we may otherwise been unaware of), prompts us and our service providers to seek out an appropriate fix.

As always, if you have any such concerns, you may contact us by phone at 216-368-3517 or 216-368-3463, or by e-mail at smithill@case.edu.

Logging in with Your ILLiad UserName & Password

Just some important points to keep in mind about opening sessions in ILLiad...

* Accounts for eligible CWRU users do not already exist prior to your initial use of ILLiad. You must create your own profile at our main login page, at the 'First Time Users' link. Once done, you can begin submitting ILL requests as needed, without having to re-enter all you personal information each time.

* Please set up your ILLiad account at the site for the library service point appropriate to your university affiliation. Kelvin Smith Library's ILLiad site is specifically for the use of members of the College of Arts and Sciences, Case School of Engineering, Weatherhead School of Management, and university central administrative offices, as well as for Alumni Online Library registrants and Kelvin Smith Library staff. Other library systems on campus with separate ILLiad sites are the Cleveland Health Sciences Library, the School of Law Library, and the MSASS Library. They are there also to serve your ILL needs, if you do not find your department listed in our own 'New User Registration' form.

* We recommend, but do not require, that you use your Case Initials (e.g., 'abc12') for your UserName when you create your ILLiad account. If you had previously set up an account with this as a UserName, but forgot you did, you will get a message stating that it has already been taken by 'another user'. You could try entering it into the 'Forgot Password?' feature to restore use of your original record if this happens to be the case. A message containing a link will then be sent to the e-mail address associated with that account.

* When creating a password, we always suggest you use any secure character string of reasonable length (i.e., 10 to 15, containing capitals and lower-case letters, numerals and other non-alphabetical characters), but discourage using the same one as for other of your routinely used accounts.

* We discourage the creation of new ILLiad accounts when you have already set one up previously. We encourage you to try the 'Forgot Password?' feature first, or contact us by phone at 216-368-3517 or 216-368-3463, or by e-mail at smithill@case.edu, to reset your password or look up your UserName if you've forgotten it. In circumstances where you may have multiple accounts, we are also able to merge them so you can access all your transactions and notifications in the same place--of course, with a single UserName of your choice.

Hoping this short list helps to answer some of your questions about properly accessing our library's ILLiad system.

Some Tips on Properly Filling out ILL Request Forms

Here's some helpful advice to make entering information into our ILLiad forms more straightforward, so that ILL staff may process your requests without any unnecessary delay --

Titles (Journal titles, Book titles, Conference titles, Article titles, Book Chapter titles, Paper titles, etc.) -- Please avoid entering these using non-Roman (non-English) text, such as foreign letters (Cyrillic, Greek, Hebrew, Arabic, etc.) or characters (Chinese, Japanese, Korean, etc.). ILLiad will read these (as well as European diacritics) simply as ASCII HTML code, which we cannot very well use when performing bibliographic searches. If at all possible, please provide titles in translated or transliterated form, and to absolutely simplify things, we appreciate if you can also provide the corresponding ISSN or ISBN, or the OCLC accession record number.

Journal titles & Book titles -- Enter the place of publication in its own field, rather than right after the book or journal title. (This would also apply to the name of the publisher, if you wish to provide that as well.) When requesting a journal title, do not also add the volume number, issue number, year, pages, etc. (i.e., the complete citation) altogether after the journal title; all these data pieces should be entered into their own respective fields. Also, please provide the complete title, not just the first word or first few words, unless it actually is a only a one-word or very short title. Avoiding abbreviated titles is greatly appreciated, as well.

Volume -- You do not need to include 'Vol.', 'Volume', etc., when entering this; the number alone is sufficient (preferably in Arabic numerals, but Roman acceptable too if that's how it appears in your original citation). If the volume number is unknown, then of course you may enter 'unknown' or 'n/a' (since this it a 'required' field).

Issue number -- You do not need to enter 'Issue', 'Iss.', 'Iss. no.', 'number, 'no.', etc.; again, the number alone is adequate, and enclosing it in parentheses also unnecessary.

Book chapter number -- Again, you do not need to include 'Chapter', 'Chap.' or 'Ch.' before the actual number.

Date -- If you have it, enter the month (with or without date number), season or quarter, etc., only. Please enter the year in its own separate field.

Year -- Please enter the year only, with no period following or 'c' preceding. Please avoid hyphenated year ranges; it is preferable if you use latest part of the date instead (e.g., '1985' instead of '1984-85'). As the 'year' is almost always a required field, and is accounted for regarding copyright issues, it is best to keep it in a simple 4-digit format.

Pages -- You do not need to include 'p.', 'pg.', 'pp.', 'page', 'pages', etc.'; the actual numbers or inclusive number range is adequate. If you don't know the pages, of course enter 'n/a' or 'unknown', since this is a required field.

**A word about unnecessary abbreviations and superfluous characters when citing the volume number, issue number, chapter number and page numbers -- these fields accommodate only a short but reasonable amount of text, and what you actually enter may become truncated once it reaches the staff processing view, if it exceeds the limit. The most important part of the information you provide may end up being what gets cut off.**

Correct form selection & use -- Some prime examples:
--'Book' vs. 'Book Chapter' -- If you need only a book chapter, please use the corresponding type form; do not use the form intended for borrowing an entire book and then enter the complete book chapter citation in the 'Book title' or 'Notes' field. If you need several chapters from the same book, it may just be better to request the loan of the entire book instead of submitting numerous copy requests (which, of course, can amount to a violation of copyright).
--'Other' -- This form is intended for LOANS of special materials (e.g., audio/visual, microfilm) only. Do not use it to request copies, or for ordinary loans for which other existing form types are already available.

***CAVEAT--About OpenURL & proper entry into ILLiad -- Sometimes you may encounter a reference page (from 'Mendeley', for example) citing an article, conference paper, etc., with an option such as 'Find this paper at: WorldCat'. This may lead you to a new page titled 'Find in a Library' which displays a link such as 'Request through Interlibrary Loan' that may point you to our ILLiad main logon page. Should you log in with your username and password, a session will open, and attempt to fill out a request form automatically. Unfortunately, the incorrect request form is frequently selected, and the information pieces from the citation are not always properly populated into their corresponding data fields. If you choose to make use of this option, it could quite likely delay the processing of your ILL article requests.***

Item per Transaction -- As always, we ask that you request only one journal article, book title, conference paper, etc., per request form that you submit. Multiple-volume book set loans (e.g., 2 or 3), on the other hand, may requested on a single transaction. However, several volumes from an extended book series should still be requested individually in separate transactions.

'Notes' field -- This is intended for you to indicate special instructions for your request only. Do not use it to specify your actual citation, if everything you need to tell us about it can be entered it other existing fields in the form you have selected.

Source of citation -- This is not the same as the actual citation of the material needed; it refers to where you saw it cited (i.e., in another article, course syllabus). It is not required, but is often helpful in locating a supplier for the material during the search process.

This should be enough for now. Hoping these suggestions are help