WEBVTT 1 00:16:37.900 --> 00:16:58.380 And I just want to check one more time to make sure everybody can see in here if you were seeing a slide with my picture and the title of today's session, and if you're hearing my voice, please click one of those feedback icons at the bottom of the screen, otherwise if you're having any problems, please send a message in chat. So again, my name is Rick New. I'm a senior product trainer. 2 00:16:59.100 --> 00:17:11.300 And so I spend my time designing and delivering training for, to PASA, but also a world share circulation and report designer and simplified catalogging a few other things as well. 3 00:17:18.220 --> 00:17:38.700 I just want to double check and make sure the recording is working. It is okay, so the learning objectives for our, for today's session are that by the end of the session you should be able to set up document delivery by configuring automations and we'll also touch briefly on patron request work forms and notifications, and then you should be able to fill fulfill requests from your. 4 00:17:39.140 --> 00:17:59.180 For physical or electronic resources that you, that your library holds or licenses or for open access resources, you'll also learn how to change the fulfillment type between document delivery and IOL, you can change a request from document delivery to IOL or from IOL to document delivery, if you determine that it is something that. 5 00:17:59.260 --> 00:18:00.780 Library owns. 6 00:18:03.660 --> 00:18:17.020 So what do we mean by document delivery in the context of Deposa? Well, in the context of deposa, we mean that you're providing requested items to your patrons as opposed to another library. 7 00:18:18.380 --> 00:18:32.620 And you're also providing those items from your collection and I'll say more in a minute about what I mean by year collection, but the important point is that there is no other library involved. Is this just your library. 8 00:18:35.020 --> 00:18:54.860 And your collection could include physical items for items where you have your holding set in Worldcap. You can create automations so that those will automatically be directed to your document delivery queue. So your patron may search your catalog and may think that your library doesn't have. 9 00:18:55.500 --> 00:19:06.340 Something that they need, and then they may submit an ill request, but if you do, in fact own it, you can, you can deal with that in document delivery, instead. 10 00:19:09.380 --> 00:19:28.140 Could also include copies from print journals at your library holes. So if you have a service where you will make scans or copies of items for patrons from print journals and then deliver them to patrons, probably using article exchange electronically that could. 11 00:19:28.300 --> 00:19:48.620 Also be part of document delivery, so maybe if you're in academic library, maybe you provides a service to faculty or maybe provide it to distance education students or if you're in a public library, maybe the, the article from the print journal. The, the patron needs is that a branch? That's, that's a long way. 12 00:19:48.820 --> 00:20:09.100 Away from them and rather than making them a drive to that branch and make the copy themselves, you may do that scan for them, and then provide that to them, electronically your collection could also include links to resources that your library has registered in the world cat knowledge base. So if you Subscrib. 13 00:20:10.680 --> 00:20:30.520 E- journals or their databases that you license again, the patron probably could have found those on their own, but if they don't and library staff are usually better at searching than patrons are so you can easily provide that link to, to patrons on the same is true for. 14 00:20:30.520 --> 00:20:51.000 Open access links and links to any other chronic resources that your library has available again, The patron could have found these on their own, but document delivery gives you an easy way to provide those links to patrons and even if you don't have a service that you call document delivery where you will send physical items. 15 00:20:51.280 --> 00:21:02.400 Make copies from print journals to patrons. You may want to enable the document delivery functionality into PASA just for the ability to easily provide links to electronic resources. 16 00:21:09.560 --> 00:21:30.040 So I kind of already talked about the reasons you might want to consider document delivery. One big reason is a fuel app patrons to request copies from, from journals that are in your print collection or you fill requests for books or returnable items and ship them to disinced students or remote patrons or deliver them to faculty offices. 17 00:21:30.800 --> 00:21:50.520 And of course, also the electronic resources that I just mentioned. So how do you set up document delivery? Well, once you have set up document delivery, if you have an appropriate automation configure to automatically route request to your document delivery queue, then you will see a document. 18 00:21:50.720 --> 00:22:02.040 Delivery queue, which you can access either from the left navigation or from the quick links in the middle of the screen. You won't see the document delivery category, unless you have some request in that category. 19 00:22:12.280 --> 00:22:29.560 So what I would like to do next to show you how to set up document delivery and by the way, the steps that aren't going to be showing to you are in your learner guide, which you may have downloaded already from the reminder email that Webex sends out automatically or from the email. 20 00:22:29.600 --> 00:22:50.040 I sent out late yesterday so you don't need to, to take notes unless you want to. So the steps to set up document delivery are on the first couple of pages and then the daily workflow for processing document delivery requests on pages two and three, and there's some information about changing the fulfillment type between IOL. 21 00:22:50.120 --> 00:23:10.520 A document delivery and an explanation of the difference between URL type, open access and fulfillment type open access. I'll go into that in more detail towards the end of the session. Also there's some information on the learner guide about document delivery reports. So without further ADO, let me go ahe. 22 00:23:11.400 --> 00:23:31.000 Over to my web browser and I'm already logged into to PASA and you'll notice that I do have twelve requests and document delivery. A twelve new request. Eleven them our copies one is alone and there's some that are already in process, but to set up document delivery. 23 00:23:31.200 --> 00:23:34.320 Going to do is click on OCLC service configuration. 24 00:23:38.040 --> 00:23:40.800 And then I'm going to choose world. 25 00:23:43.800 --> 00:23:46.240 And then advanced workflows. 26 00:23:50.840 --> 00:24:08.360 And then I go into scroll down to the document delivery section and click the box that says on and then go down to the bottom of the screen and click save and that sounds pretty simple and it is, but that's just the first step. 27 00:24:08.760 --> 00:24:29.240 So that- that's a first step and it's a necessary step, but in order for to PASSA to automatically route request to your document delivery, cube, you need to have an automation configured and I know some of you already do have automations configured and I highly encourage you to consider creating automation. 28 00:24:29.440 --> 00:24:49.720 For both borrowing and lending, they can save you a lot of time just for your regular ISL request, they could do things like apply the appropriate constant data based on criteria that you specify, as well as build inder strengths for borrowing request, but they're really necessary for, for. 29 00:24:49.760 --> 00:25:10.200 Document delivery in order for, again, to pause it to automatically throughout request to the appropriate queue. So in this example I have some automations that are specific to document delivery, but notice also that I have an automation for loans and one for copies. 30 00:25:10.200 --> 00:25:30.680 And what this loan automation does is, it says if hell by my institution route to document delivery, and if it's not help on the institution, then it will run it to review and build a linder string and apply constant data. I'm going to look at this in EDMO because it's a little bit easier to see what it does. So. 31 00:25:31.960 --> 00:25:51.160 I first specified the criteria, the matching criteria and the only criteria that I specified here is the request I pass to be loan and the important thing for the purposes of our training session today is that if it's held on the institution route to document delivery, so you. 32 00:25:51.160 --> 00:26:04.080 You may want to consider out of adding this exception to most, if not all of your, your borrowing automations, same thing with a copy automation. 33 00:26:06.520 --> 00:26:26.360 So the criteria that I specified are that it's request type copy and it does various things writing the request to review building a lender string applying constant data, but again, I have the exception of help by my institution route to document delivery. So again, I highly encourage you to cre. 34 00:26:26.480 --> 00:26:46.200 Automations for at least one for loves and one for copies and add this exception. However, I do want to show you a couple of other possibilities, even if you don't set up any other automations in order for a document delivery to work the way that you expect, you need to have. 35 00:26:46.920 --> 00:26:55.960 Automation that tells Deposa to ratitude to document delivery. So in this example, notice that I have. 36 00:26:57.080 --> 00:27:17.560 Ified a match, if the patron status is faculty grad, student or staff. So this is based on my patron records, if the, the patron type in my, my patron record is one of these three and the has to match exactly the patron type, that's in my patron record, then what this automation says. 37 00:27:18.240 --> 00:27:38.040 Send it to lenders and apply constant data, but if it's held by my institution route to document delivery, and then I have another automation. This is for undergrads and it says if it's undergrad, then if album the institution route to review rather than DOC. 38 00:27:39.320 --> 00:27:58.520 So, in this example, maybe my undergrads are not eligible for document delivery. Maybe it's, it's only for faculty grad, student and staff. So there are a lot of possibilities for how you set up your automations, but they, they are required in order for it to pause it to automatically route request to that queue. So. 39 00:27:58.560 --> 00:28:01.800 What questions do you have about the automations? 40 00:28:04.280 --> 00:28:09.480 Remember you can send any questions you might have in chat sending them to everyone. 41 00:28:14.520 --> 00:28:24.880 But I'm gonna talk about a couple of other things related to configuring document delivery. One of them is a patron request work forms. 42 00:28:33.720 --> 00:28:52.280 Or they're just called request forms and one thing that's important to know about request forms into PASA. Is that the same request forms are used for document delivery at ill. So, in other words, when your patron request, an item, they don't ne. 43 00:28:53.160 --> 00:29:12.760 Know, or probably even care whether the request is going to be fulfilled by something that you obtain from another library or something that you fulfill from your own libraries collection, but let's look specifically the book request form. So probably you already have this configured for IOL reques. 44 00:29:14.360 --> 00:29:33.240 One thing you may want to consider though is that if you are going to be delivering things to patrons and you're going to be sending them to their, their mailing address, you want to be sure that you request form has the information you need to, to send that Now you probably have address information in your patron record. 45 00:29:33.240 --> 00:29:53.720 But if it's the situation in your library where maybe you will be sending the item to a different address and what's in the patron record you want to be sure that you're, you're providing those fields on the patron request to work for them. So we have things like address one address, two city. 46 00:29:53.840 --> 00:30:14.200 State zip coded et cetera. And in this example, it's an academic library. So we've kind of repurposed address one field, so we said campus mail stuff for faculty and grad students and we've kind of repurposed address too for preferred delivery address for distance. ED students. 47 00:30:16.400 --> 00:30:31.840 And then what we've also done is under note to patron, this is the only repeatable field in the request form. We've provided instructions that will appear right on the request form that tells people please, please provide your, your address. 48 00:30:36.880 --> 00:30:57.360 Also, and this is true for IOL request as well, in order for to pause it to automatically detect your holdings. There needs to be an ISPN ISSN or OCLC number in the request. So you want to be sure that there's a field for that in your request. So. 49 00:30:57.400 --> 00:31:17.840 This is, this is in the request form by default, but don't don't delete the field from the request form. You don't have to make it required. You can choose whether or not you want to make it editable. Probably patrons are not going to know and OCLC number, but they may know an ISPN, so you want to make that editable and. 50 00:31:19.120 --> 00:31:34.800 Probably in most cases your patrons are going to begin the request by searching a database such as world cat, but if they just type on a blank request form, you want to give them the, the ability to provide the ISPN and the same thing applies for ISAN for copy request. 51 00:31:44.720 --> 00:32:01.400 So I mentioned that the same request forms are used for, for ill, a document delivery, however, for notifications, there's a separate set of notifications for document delivery. So probably we already have. 52 00:32:02.240 --> 00:32:21.760 Notifications configured for, for IIL request. These are the borrowing library to patron request. So there are standard notifications for things like article available in article exchange or loan available for pickup or item overdue. 53 00:32:23.120 --> 00:32:42.960 However, there's a whole separate set of document delivery library to patron notifications, and these are for the most part, a parallel to the borrowing library to patron notifications. So you'll want to configure each of these as well. So what you'll want to do is enable them for manual or automated sending or both, and then. 54 00:32:43.040 --> 00:32:45.720 Also click the edit button to. 55 00:32:50.040 --> 00:32:57.280 The notification says what you wanted to say, and let's, let's use an example of. 56 00:32:58.960 --> 00:33:05.000 Loan available for pick up. So if I click the edit button. 57 00:33:07.320 --> 00:33:25.520 I can type whatever information I want to appear in the notification and I can also use these data inserts. So what I mean by that is notice that under a title, I've typed the, the word title, but then I've also used this data insert so that. 58 00:33:28.440 --> 00:33:30.360 To delete this temporarily. 59 00:33:40.560 --> 00:33:44.960 So I'll click title from the data inserts on the right. 60 00:33:49.520 --> 00:34:06.800 And what that will do is when the notification is sent to possible automatically populate the notification with, with the title from the request and same idea with ILE request number author and so on and you can also put in data inserts for patron due. 61 00:34:07.120 --> 00:34:12.639 And so on, you can also do the same thing for SMS text notifications. 62 00:34:14.480 --> 00:34:17.040 And then of course, save your changes. 63 00:34:18.960 --> 00:34:38.800 And most of these are notifications can be either st- manually, which means that you click an email in the request email button in the request to send the notification to the patron, but they can also be triggered by an action that happens into PASA, such as you clicking complete on the document delivery request. 64 00:34:38.879 --> 00:34:59.280 Keep in mind also that there are fifty custom notifications that you can configure. these are only sent manually only via email, not via text, but most libraries have some situations where the standard notifications don't really meet their needs and so you can configure up to fifty email notification templates, which. 65 00:35:00.800 --> 00:35:05.720 Edit before you before you send the, the notification to the patron. 66 00:35:14.000 --> 00:35:16.560 So let's review a little bit. 67 00:35:18.040 --> 00:35:38.960 If you get to the automations and you discover that you're not seeing that, that exception if help on the institution route to document delivery, that means that you need to go back to the advanced workflow screen and turn on document delivery and click save, and once you do that, then when you go to your automations, you. 68 00:35:39.360 --> 00:35:43.960 That exception that's held on institution route to document delivery. 69 00:35:46.640 --> 00:36:06.480 And as I mentioned to automatically route to the document delivery queue, the request must contain an ISPN Isisan or OCLC number and you must have the appropriate automation configured if the request doesn't have any of those, the request will be in your new for review queue and if you determine that, you do own it, you can change. 70 00:36:07.120 --> 00:36:09.200 MENT type to document delivery. 71 00:36:18.000 --> 00:36:36.160 So let's see how this works in kind of daily live. So I'm going to go back over to, to Passa and I'm going to go to my document delivery queue. I'm going to go to my new copies. 72 00:36:39.120 --> 00:36:41.520 And in this example. 73 00:36:45.520 --> 00:37:03.440 We're going to start with an example where this is an article request for an article that's in a print journal and you've decided to go ahead and scan this and make it available to the patron, the article exchange. So I'll open the request by click. 74 00:37:03.520 --> 00:37:06.080 Either the request ID or the title. 75 00:37:08.560 --> 00:37:27.600 And this process will probably look very familiar to you, if you do a lending for a copies notice that my library does hold this, and so it does have an ISISN and OCLC number in the request and. 76 00:37:28.480 --> 00:37:47.920 Was able to route it to my document delivery cube notice also that under local holdings that says I have three local holdings and I actually have three different volumes. So notice that I have limes forty- four through forty- seven and. 77 00:37:48.920 --> 00:37:53.360 Request is Reving forty- five, which is September two thousand, six. 78 00:37:55.920 --> 00:38:15.120 And so this is the one I want to use to fill the request. So I'm going to choose that and then click apply and when I do that notice that to PASSA copies, the or the location call them Reformation into the local ID field. So this is. 79 00:38:15.840 --> 00:38:35.600 Useful, because I can print this request to retrieve it from the stacked. So what I might want to do is I could either print it now or I could add it to the request print queue or if I'm going to have someone else do it, maybe some. 80 00:38:36.320 --> 00:38:51.040 Do this, I could use these advanced slending workflows. So normally these are just for lending, but in documents, Allervie in a sense, your library is acting is both the borrowing and lending library. So I could mark this as retrieving. 81 00:38:54.240 --> 00:39:02.560 Changes first and that the change I made was basically populating the local ID field. Now all Mark is retrieving. 82 00:39:04.400 --> 00:39:24.240 And I noticed that I get a confirmation message and so I can have my assistant. go to the document delivery retrieving queue open this request and retrieve it from the stacks and depending on whether the same person is going to be doing the scanning or whether somebody else is going to be doing that, let's assume that. 83 00:39:24.880 --> 00:39:45.360 Rather than someone else doing it, in which case I would move it to the scanning cube. I'll just assume the same person is going to be scanning this, so they would scan it to somewhere on their computer, and then once they have saved it to their computer, they would click OCLC article Exchange navigate to wherever they save that. 84 00:39:50.480 --> 00:39:54.840 And a lot of libraries like to use the request ideas, the file name. 85 00:39:56.240 --> 00:40:16.720 And then click drop file that adds the, that attaches that, that scanned article to the request. So normally the next step is to click Marcus complete and what that will do is if you have a notification configured, it will notify the patron and it will. 86 00:40:18.020 --> 00:40:28.020 Them in my account. However, if you needed to be sure that you, you attach the right article or the, all the pages were there, you could click preview. 87 00:40:31.380 --> 00:40:42.940 And depending on your web browser, you might need to click a couple more times to actually open the, the file Google Chrome is a little bit weird about that. 88 00:40:46.060 --> 00:40:50.180 And then again, the final step is to click Mark as complete. 89 00:40:54.380 --> 00:41:01.060 So let me go back and do that for one more request, and I'm going to use. 90 00:41:03.980 --> 00:41:06.060 This one is an example. 91 00:41:09.100 --> 00:41:23.100 And again, it says view all local holdings and this is volume forty, which is twenty nineteen that has the article of Patrin needs. So I'm going to view local holdings. 92 00:41:25.140 --> 00:41:34.100 Select volume, forty- click apply. And then maybe this time I just went to print this. 93 00:41:41.100 --> 00:41:44.860 And this is an example of what the Prinot would look like. 94 00:41:52.620 --> 00:42:11.820 And then once I have retrieved it and scanned it, I go to OCLC article exchange find the file that I saved to my computer drop file and then click Mark as complete and again, that will then be available to the patron. 95 00:42:11.900 --> 00:42:16.820 Account, they will also receive whatever notifications you have configured. 96 00:42:18.860 --> 00:42:21.740 So it's a pretty simple process for. 97 00:42:22.700 --> 00:42:25.340 Articles that you're going to scan. 98 00:42:26.820 --> 00:42:45.340 Another option that you might encounter is the patron has requested something and they submitted a request, but it's something that you have a link in the world. Cat knowledge base for, so to Passa was able to route it to your document delivery queue. 99 00:42:49.580 --> 00:42:54.660 And let's see you to find the example. I want to use. 100 00:43:02.380 --> 00:43:06.060 So this one is Journal of Accounting Research. 101 00:43:11.980 --> 00:43:27.980 And notice that the fulfillment type is document delivery and I'm normally what would happen if, if this were a real library and I really did have a link in the knowledge base, is that the link would appear over here on the right? 102 00:43:28.140 --> 00:43:48.460 Side of the screen because this is a training library. I don't really have subscriptions to all of these, these e- journals. so I'm going to show you a Powerpoint slide. So this is an example of what it would look like. So to PASA knows from your, your Worldcap knowledge base that you have it available in all of these. 103 00:43:48.700 --> 00:44:08.940 Collections, so, and this example it's available in education source, education research complete and a couple of others as well. So what you would do is follow these links, which should link you to the article and then you would copy that, that link and then come back and paste it into the URL field. 104 00:44:08.980 --> 00:44:29.420 And the request and so rather than having to send a separate email to the patron saying, oh, did, you know, this is available in this database, et cetera. You can just simply copy that link paste it into the, the request and click complete and near done and the patron is happy because they have access to their article. 105 00:44:30.060 --> 00:44:43.140 So what I need to do to use that feature is I need to change the URL type to KB Link and then I go into copy the URL in. 106 00:44:49.900 --> 00:44:54.060 Let's check and make sure I'm linked to the right example. 107 00:44:59.500 --> 00:45:10.460 So I'm pretending that I got this from the, the links that are over on the right side of the screen. So I pasted that link in and then I'm going to click. 108 00:45:11.780 --> 00:45:15.660 Save because I paste it in something. 109 00:45:16.780 --> 00:45:37.260 And then I'm going to click Mark as complete and again, when I do that, the link will be available to the patron in my account and they will also receive a notification and you can include that, that link in the notification as well. So the difference between the URL type. 110 00:45:37.900 --> 00:45:57.740 Article exchange in K. B. link is that with a K. B. link, the Patroon would need to be authenticated. However, you do authentication in your, your library for that, that particular e- journal or that particular database, and also there are no limits on how many times the patron can view the article or. 111 00:45:58.620 --> 00:46:18.220 How many, how many days I have to view up unlike article exchange because of copywright considerations, unless you've changed the defaults, there is a limit of thirty days or five views. So there are no such restrictions on a KB link also with article exchange of patron does sent necessarily need to be auth. 112 00:46:18.660 --> 00:46:31.700 Ated for a particular database. So again, what I've done is, I've changed the URL time to KB link. I've pasted in the URL click save and then my last step is to click Marcus complete. 113 00:46:47.020 --> 00:46:53.860 So what questions do you have about KB length or knowledge base lengths. 114 00:47:04.940 --> 00:47:20.940 What was I mentioned a third type of request, you may fulfill the document delivery is for open access links. So with open access, it's an open access e- journal or maybe a government document and the patriot could have just found. 115 00:47:20.940 --> 00:47:41.420 Found this themselves with, with the Google search, for example, but because they didn't the document delivery functionality gives you an easy way to provide this link to the patron. Usually these are going to be in your new for review queue rather than the document delivery queue because probably there's not an ISPN. 116 00:47:41.540 --> 00:47:47.740 ISOSN or OCLC number in the request. So I'm going to go ahead and open my new for review queue. 117 00:47:51.660 --> 00:47:57.700 And the first one I want to work with is this request for advances and fuzzy systems. 118 00:48:02.540 --> 00:48:20.460 Yeah, I noticed that there's very limited information in the request. There's just the title of the journal and the information about the article and so notice that in addition to the links to search, Google scholar, Google Books and displaying all Google. There are a couple of view. 119 00:48:21.340 --> 00:48:41.580 So these come from a collection in the world, cat knowledge basis called Open Access Collections. So whether or not your library subscribes to the world technology base all to post elaborates have access to the information that to pass the supplies automatically when available. So there's. 120 00:48:41.780 --> 00:49:02.060 Again, a collection in the world cap knowledge base. That's basically a list of all the open access journals that, that the knowledge base knows about. So there may be two or three, or there may be several open access links. So for this example, I'm going to click this. 121 00:49:02.340 --> 00:49:04.060 View now link. 122 00:49:05.900 --> 00:49:25.740 And sometimes the link will just take you to a list of articles and probably the, the article that you want will be the top one list. So let's go back and see what the title of this article was, was a guide to integrating expert opinion and so on, So that. 123 00:49:25.740 --> 00:49:31.860 The article, the patron wants is the first one listed, but just for fun, let's. 124 00:49:34.700 --> 00:49:37.180 Let's click that second link. 125 00:49:39.820 --> 00:49:53.220 And this is a, a different different collection, but again, the, the article of patron once is the first one listed and again, just for demonstration purposes, I'm going to try Google Scholar. 126 00:49:54.540 --> 00:50:15.020 And in this case, that was perhaps a little bit easier because it linked us just to that one article. I haven't found any, any magic formula to figure out which link is going to be the easiest or most useful this trial and air they, in this case, all the links linked us to the right place. 127 00:50:15.060 --> 00:50:27.220 I'm going to actually click this link and this links me right to the article. I don't know whether the patrion prefers the HTML or, or PDF. So I'm just going to copy this, this URL. 128 00:50:31.720 --> 00:50:50.560 And then I'm going to go back to PASA and notice that I don't have those options for URL type and that's because this is not in the document delivery queue. So what I need to do is I need to change the fulfillment type to document delivery. 129 00:50:52.840 --> 00:51:05.480 And now notice that I have a URL types, so I'm going to choose open access link and then I can go to paste in that URL that I copied. 130 00:51:08.200 --> 00:51:12.560 And then I'm going to click save because I pasted in the URL. 131 00:51:14.840 --> 00:51:26.040 Going to click Mark as complete and again what that will do is make it available to the patron and my account, and it will also generate a notification. 132 00:51:29.320 --> 00:51:35.200 So there's one very important thing I want to point out, you might notice that. 133 00:51:36.400 --> 00:51:39.720 Let's see, let me find one more example. 134 00:51:54.280 --> 00:52:05.160 This one actually is in the document delivery queue and it's because there was an ISSN or OCLC number in the request and notice that. 135 00:52:07.080 --> 00:52:10.200 Let me change this temporarily to. 136 00:52:11.720 --> 00:52:13.080 LL request. 137 00:52:19.480 --> 00:52:35.240 Notice that there is an option under fulfillment type for open access and we do not recommend the EU is that option? Instead we recommend that you leave the fulfillment type or change the fulfillment type to document delivery and use the URL TYP. 138 00:52:35.320 --> 00:52:42.840 Open access link. and the reason for that is, and this is in your learner guide. 139 00:52:45.480 --> 00:53:04.680 When the fulfillment type is document with delivering the URL type is open access the link will be available to the patron in my account and they'll be able to get those notifications if you use that fulfillment type open access, as soon as you choose that, that closes the request and so. 140 00:53:04.680 --> 00:53:25.160 Before you use that, you would first need to click email and paste the, the URL into the email and then click change the tap open access. The reason this option is even there is that for libraries that choose not to enable the document delivery functionality, they need the fulfillment typ. 141 00:53:25.240 --> 00:53:36.600 Open access, but assuming that you already have enabled or plan to enable the document delivery functionality. We recommend the Eu's URL type, open access. 142 00:53:39.360 --> 00:53:54.480 Sorry, fulfillment type document delivery and URL type, open access and again, that will enable the patron to view the, the article and there my account and that will also enable them to get the automated notification. 143 00:53:55.880 --> 00:53:58.400 So what questions do you have about that? 144 00:54:07.400 --> 00:54:25.960 Notice, in this example, I have three view now links, I also have some library holdings information and again, even for my library doesn't subscribe to the world can't knowledge base. I still have these links from that open access collection in the world. Cam knowledge base. So. 145 00:54:26.000 --> 00:54:31.840 Again, what I would do is paste the URL and, and save, and then Marcus complete. 146 00:54:36.840 --> 00:54:47.320 So another situation you may have is that if there is no ISBN or OCLC number in the request. 147 00:54:49.680 --> 00:54:57.280 To pause is not going to be able to add it to your document delivery queue, and instead the request will be in your new free view queue. 148 00:54:58.600 --> 00:55:01.680 So, in this example. 149 00:55:06.920 --> 00:55:15.560 There's a fairly complete citation title, author publisher, et cetera, but there's no, I SPN or OCLC number. 150 00:55:17.160 --> 00:55:37.640 So if there had been one of those numbers in the request to Passa would have a noted that my library had holdings and it would have done a search in my catalog and order supplied the location of column number in the local ID field, but because it was not a number for, to pass it a search on it wasn't able to do. 151 00:55:37.840 --> 00:55:45.160 Of that, so what I'm going to do is I'm going to search my libraries online catalog. 152 00:55:47.240 --> 00:56:07.080 Actually, and you'll notice that it all that does is take me to my, my search catalog link what I'm going to do first is I'm going to try to populate the ISPN or OCLC number fields and to do that, I'm going to search world cap by title by clicking that magnifying glass. 153 00:56:10.280 --> 00:56:20.000 And this looks like the right one happens to be the first one and notice that does say hell by my library. So what I'm going to do is click the title. 154 00:56:21.800 --> 00:56:24.920 And then I go into apply this data to the request. 155 00:56:27.560 --> 00:56:42.920 And so it now has an ICE ban and an OCLC number. It still doesn't have the local ID field to enable me to find this in my shells, but so what I'm going to do is I'm going to click search my libraries online catalog. 156 00:56:46.120 --> 00:56:49.840 And I'm just going to copy and paste this information. 157 00:56:51.920 --> 00:57:11.720 Going to go back to the request and are I going to paste that information into the local ID field and then I'm going to click save and I could print this now or add it to the request print queue, but what I'm going to do is I'm going to change the fulfillment ty. 158 00:57:12.400 --> 00:57:14.280 To document delivery. 159 00:57:17.480 --> 00:57:36.680 And then when I change it to document delivery, I have the option if I want to, to move it to the retrieving key or the packaging queue, if I'm going to be shipping this to the patron, so once I have a retrieved, the item and I am ready to, to ship it to the patron. I can. 160 00:57:36.720 --> 00:57:56.240 Click Mark as complete in this case, maybe I, I want to customize the, the email, so I could click the email button and I could choose the template that I want to use and it looks like I don't have one configured for. 161 00:57:57.560 --> 00:58:17.640 Going to be shipping us. So let's sound good to ask the patron to pick this up. I choose that template that will populate the request with information or populate the email rather with information from the request such as the patron's email address on the title author, et cetera, and of course I can. 162 00:58:18.320 --> 00:58:21.960 Add any other information I want and then click sand. 163 00:58:23.560 --> 00:58:33.680 Get a confirmation and then click Marcus complete and then the patron will be able to go into my account and see information such as where to pick it up. The due date, et cetera. 164 00:58:52.840 --> 00:58:55.640 So what questions do you have about that? 165 00:59:03.080 --> 00:59:05.880 So you've already seen the. 166 00:59:07.720 --> 00:59:22.760 The situation where you want to change from, from an ISIL request to document delivery, but you can also go in the other direction. So let's look at an example that is in the document delivery queue. 167 00:59:28.680 --> 00:59:44.680 And our patron has requested an article from Journal of the American Chemical Society and to Passa tells us that we do have holdings, but we only have holdings for volume one thirty, which is two thousand eight and the patron has requested volume. One. 168 00:59:45.320 --> 01:00:05.160 A- which is twenty sixteen. So actually cannot fulfill this from my collection. So unfortunately to Pausa is not smart enough to look at the, the detailed holdings that are in LARS and local Holdings records. It just knows that we have holdings and it doesn't doesn't know that we only. 169 01:00:05.160 --> 01:00:25.640 Only have holdings for a volume that's different with them. What the patron needs? The, the situation could also come up if maybe we actually do have holdings on that volume, but the volume is missing from the shelf or it's at the binary or whatever. So in any case I am not able to fulfill this for my collection, so. 170 01:00:25.720 --> 01:00:44.960 What I want to do is turn this into an ill request and I could do that very easily by going to change fulfillment type and then choosing IOL request and now I proceed just as I would for any other Isle, I'll request, so what I might do, for example, is if you're holdings. 171 01:00:47.880 --> 01:00:49.720 And then I might. 172 01:00:51.160 --> 01:01:11.560 Go ahead and build a lender string and in real life, what I would do is probably type in the, the year and volume and I can see that from the information that's in the upper, right? So this is twenty sixteen and volume one, thirty- eight and I'll click a go. 173 01:01:18.600 --> 01:01:22.600 And then I would apply my custom holdings path. 174 01:01:25.640 --> 01:01:31.880 But since this is not a real request, all this type in a, another. 175 01:01:33.680 --> 01:01:46.240 Training library and then I would probably apply a constant data, make any other changes that are needed to the request and then go ahead and send the request. 176 01:01:51.880 --> 01:01:59.720 So questions, do you have about changing the fulfillment type to Anil request? 177 01:02:19.400 --> 01:02:26.080 I want to show you an example of how this looks to the patron in my account. So I'm going to. 178 01:02:27.720 --> 01:02:29.600 Go to. 179 01:02:35.400 --> 01:02:39.160 I count, and I'm going to log in as a patron. 180 01:02:56.520 --> 01:03:16.360 And because this is a WMS library, the patron sees tabs such as checkouts, fees, et cetera and here's the article that the patron requested. So if I click this notice, it says click here to the items. It tells me how many views I have left and when the link expires, so. 181 01:03:16.360 --> 01:03:27.240 If I click that click here to vie items, then my article displays. So there it is, and I want to show you the difference with. 182 01:03:30.040 --> 01:03:34.760 Our open access example. So I'm going to log in as a different patron. 183 01:03:59.880 --> 01:04:07.480 And actually this one I, I didn't, I didn't actually complete that one. So let me do a different example. 184 01:04:16.520 --> 01:04:20.440 So as a patron again, I'll click the request tab. 185 01:04:21.800 --> 01:04:34.280 Notice that it still says click here to view item, but there's no information about an expiration data number of views because again, this is open access. So I just click here to view item and there's my article. 186 01:04:35.720 --> 01:04:40.400 So what questions do you have about how it looks from the patron perspective. 187 01:04:54.280 --> 01:04:59.560 So I've just put into chat a link to a brief quiz and. 188 01:05:05.280 --> 01:05:21.160 That link is in the Webex chat panel the easiest way to get to the quiz. Is it to click that link and when you finish the quiz, please click one of those reactions from the bottom of the screen, and while you're doing that. 189 01:05:21.200 --> 01:05:34.440 It should only take a couple of minutes. I'm going to get ready to show you some document delivery reports that are available. So I will be back with you and a couple of minutes after you have finished. 190 01:08:47.880 --> 01:09:05.799 I think some of you have finished the quers and some of you are still working on it. Please feel free to continue working on the quiz, but we're almost at the end of our scheduled time, so I do want to show you some reports that are available to help you manage your libraries. Use of document. 191 01:09:06.000 --> 01:09:26.279 Delivery, so what I've done is I've gone to the analytics tab in the toposit staff interface. So I clicked on analytics, and then I expanded this reports. According and I clicked on reports and then I expanded this inter- library loan recording accordion rather as to possible libraries. 192 01:09:26.319 --> 01:09:39.560 You also have access to the report launch pad, which means that you can create your own custom reports, but there are three standard reports for document delivery. The first one is a document delivery activity overview. 193 01:09:46.120 --> 01:10:02.200 So when you open this report, it asks you for the, the year and month that you want to start with at the end day, so I'm going to type in a start date in the required format. So I'm going to go back to twenty- twenty. 194 01:10:03.400 --> 01:10:12.080 I noticed once I type in that date, the, the red arrow changes to a green check Mark, I'll do the same thing for. 195 01:10:16.200 --> 01:10:19.440 Month and then I'll click in, I'll click, okay. 196 01:10:20.680 --> 01:10:41.800 And what this report does is tell you in both a graph forum and a table form, just a real simple count of request filled and the average turnaround time for those that were filled and also account of requests that were cancelled and expired. So another report that's available is document. 197 01:10:41.960 --> 01:10:44.040 Delivery request detail. 198 01:10:47.560 --> 01:10:57.520 This one has a slightly different way of asking you for the, the dates you want to start and end with. This has a calendar widget. So I'm going to. 199 01:11:00.440 --> 01:11:16.440 On the right to change the year and then select a day and then for the end date, I'll select now, and you can also change the prompts from material format, language and request source, but I'll just accept a defaults. 200 01:11:23.920 --> 01:11:36.600 And as the title of this report implies, it gives you detail and you can see that it's going to show me the things such as the bibblegraphic information, the author title publication date, et cetera. 201 01:11:38.000 --> 01:11:58.320 And if I scroll over to the right, it's going to show me information such as the patron department and patron type and assuming that I had those fields in my request form and for copy requests, it shows you some additional biblographic information about the, the article. 202 01:11:59.760 --> 01:12:18.960 If there were any tags that I added to the request, it will show me that, and it will show me some date and time information today. The request was create a closed canceled expired and so on and notice also that there are some input controls on the left. So if I want to limit this to just patrons from a particular. 203 01:12:19.080 --> 01:12:39.440 Department, for example, I can choose that, and then I'll, I will only see requests from, from that department and of course I can export this if I want to export it to a spreadsheet and do some subtotals et cetera in a spreadsheet or some, some formatting. 204 01:12:39.440 --> 01:12:49.280 And a spreadsheet or sorting and there also ways to do that within report designer and same idea with. 205 01:12:50.480 --> 01:12:55.720 With the patron type, I can limit to just that, that patron type. 206 01:12:57.360 --> 01:13:14.840 So you can see these are all now grad students from the engineering department and the third request is a third report, however, rather is document delivery statistics, and this is very similar to the document delivery overview, except that it gives you a couple more options. 207 01:13:18.480 --> 01:13:22.480 So this again has a calendar widget to select my dates. 208 01:13:28.720 --> 01:13:31.560 And the default is. 209 01:13:34.480 --> 01:13:37.320 Be able to show you in a couple of seconds. 210 01:13:42.160 --> 01:13:51.920 There we go. So the default is to view by request patron status, but you can also view this from the perspective of patron department. 211 01:13:53.680 --> 01:14:13.040 So I can see how many requests are from HD department and the average field turnaround time number of requests that were cancelled and expired, and, or I can also view from the perspective of material format. So those are three reports that are available to you. 212 01:14:20.560 --> 01:14:39.760 I want to remind you also that there is help on all the things that we've talked about today. Documentation and additional training from the need help menu into PASA and you click on general help, You can also find contact information for OCLC support by clicking that context support link. 213 01:14:42.320 --> 01:15:00.240 I also want to recommend to you the community center. This is a good place to have discussions with other libraries, if you want to ask other libraries, for example, maybe have the same integrated library system. You do, what do you do when a patron request? Something that's, that's actually in your catalog. 214 01:15:00.280 --> 01:15:20.680 And on the shelf, it's a good place to have those kind of discussions of southern libraries. It's also a good place to find out about news and events that are coming up and to contribute enhancement request or to vote on enhancement requests that are now called ideas that other libraries have submitted. 215 01:15:21.360 --> 01:15:38.480 When you exit from the Webex session today, you'll be directed automatically to an evaluation form. We would appreciate any feedback. You might have want to thank all of you for coming today and hope you enjoy using the document delivery functionality into PASA and have a great rest of your day. Thanks.