Deflect lending requests (knowledge base collections)
About ILL terms
Collection Manager and License Manager
You have direct access to the full set of license terms and ILL settings. Configure your ILL terms within the Licenses tab of the WorldShare interface. You will not see the knowledge base collection ILL setting.
Collection Manager and License Manager (transitioning)
If you previously managed your ILL terms within knowledge base collections, your ILL settings are now available in the Licenses tab. You will no longer see the ILL setting in knowledge base collections. You have direct access to the full set of license terms and ILL settings. The default collection-level setting will be "No." You only need to change the setting if you wish to lend a collection. In addition to "Yes" and "No," you will have the "Silent" option.
Add a knowledge base collection
You must have added a knowledge base collection in Collection Manager before you can set up your interlibrary loan policies.
Set the collection-level ILL setting in your knowledge base collection
Your WorldCat knowledge base collections each have an ILL setting that is set to No by default. The deflection policy described below will deflect lending requests for all collections that are set to No. To confirm a collection is set to No:
Search for the collection in Collection Manager and click on the name of the collection to open it.
Expand the Holdings and MARC Records accordion.
Confirm or set the ILL allowed setting to No.
Click Save. If at any time you want to receive lending requests for titles, you can change a collection’s ILL setting to Yes.
Follow the steps below to create a deflection policy for the collections you do not want to lend.
Create a deflection policy
Sign in to the OCLC Policies Directory:
Gather your ILL authorization and password or your WorldShare Interlibrary Loan username and password (OCLC Services account).
Sign in using one of two options:
Sign in to the WorldShare interface and navigate to Interlibrary Loan> OCLC Policies Directory, or
Click the Add button at the end of the Deflections bar.
On the Add Deflection Policy window, enter a Policy Name.
Select the Request type from the list. OCLC recommends using Copy or Loan.
Select the Deflection type from the list. Select Enable Real Time Deflection to automatically deflect requests matching the specifications in the policy.
In the Items section, for E-License Terms, select Include.
Click the arrow, and select No. This is the setting that deflects lending requests for your collections set to No.
Optional. Add any Notes.
Your policy has been added. When another library requests to copy or loan an item, the request will be deflected. Collections set to Yes will be excluded from deflection. Therefore, you will receive requests for items from those collections.
You can return at any time to modify the policy. Use the Edit and Delete options if you need to modify your policy.
Note: You will still get ILL requests passed through for items that fall outside your coverage range or within embargo dates even though you make the above-mentioned change to your current deflection policy. OCLC Currently holds a "Do no harm" policy.
Other methods to deflect lending requests
Create a deflection policy for all e-content based on format
If your library does not loan ANY electronic items, you can deflect ILL requests on all eBooks and other electronic items by setting up a deflection policy to deflect on the formats:
For more information on deflection policies and example deflection policies, see the OCLC Policies Directory documentation.
Create a deflection policy based information in your local holdings records (LHRs)
You have the option to add or edit local holdings records (LHRs) to include will not lend in the 008 field (bytes 20 and 21 are used for information on lending and reproduction policies). You can then create a deflection policy to deflect on information in the 008 field of your LHRs.
Configure a request button for your patrons. Depending on how you configure your ILL button display, patrons might still see request options in WorldCat Discovery. However, requests will be deflected on the items covered by your deflection policy
Add proxy information and a prompt for patrons' remote access options to subscription resources and ILL. Find the settings in OCLC Service Configuration > WorldCat Discovery and WorldCat Local > User Interface Options > Custom link(s).