This quick reference describes how to create and use an optional link between the OCLC FirstSearch® service and WorldShare Interlibrary Loan. The link lets patrons generate requests for materials cited in FirstSearch databases.
To use the link, your library must use both FirstSearch and WorldShare Interlibrary Loan and turn on ILL Access (step 4 below).
If your library creates automations through the Automated Request Manager, patron-generated requests transferred to WorldShare Interlibrary Loan by FirstSearch are processed and automatically sent to the first Lender according to the conditions of the automations.
If your library does not create automations, requests appear in your library's Review category in WorldShare Interlibrary Loan where your library decides which requests to submit.
Do these steps in OCLC Service Configuration.
When you complete these steps, patron-generated requests from FirstSearch are immediately processed through automation.
Contact OCLC Support in your region.
The final step is completed in FirstSearch. Access these settings through the Patron ILL Settings drop-down list in the Resource Sharing tab.
Customizing the form is optional. Remember to click Save Changes if you make any changes.
You can control these aspects of the ILL request form:
aspect | description |
---|---|
Persistence | Check the box if you want data about the user entered in the first ILL request of a FirstSearch session to automatically redisplay in subsequent ILL requests during the session so the patron can accept or edit the data as needed. |
Send name to OCLC ILL | Select the order in which patron's first and last names are sent to the Patron field in WorldShare Interlibrary Loan. Recommended: [Last Name First]. |
Display name to patron | Select the order in which FirstSearch Patron ILL Request form prompts for patron's first and last names. Recommended: [Last Name First]. |
Library note to patrons | Provide information for your patrons. Recommended: Note library changes and pickup procedures. |
You can control whether each user information field:
FirstSearch ILL fields map to WorldShare ILL fields as follows:
FirstSearch fields | WorldShare Interlibrary Loan fields |
---|---|
First Name, Last Name | Patron |
Address, City, State/Region/Prov., Postal Code, Country | Address |
Telephone | Phone |
Fax | Fax |
Patron ID | ID |
Max Cost | Maximum Cost |
Date Needed | Need Before |
Dept or Branch | Department |
Status | Status |
Pick-up Location | Pickup Location |
Comments | Notes |
Requests that your patrons generate using the FirstSearch/Automated Request Manager link are processed against the automations that you create.
Successful: Requests that match one of your automations are forwarded to the first potential Lender, and appear in the Direct Produced category on the WorldShare Interlibrary Loan screen.
Unsuccessful: Requests that do not match any automations appear in the Review category on the WorldShare Interlibrary Loan screen. The Request History and the Borrowing Notes field provide information about why a request was unsuccessful.