ILL Committee Liaison Reports--OCLC

ALA Midwinter, January 2003

If you have questions or comments about this update, please contact Collette Mak at or the OCLC staff member indicated below.

ILL Policies Directory

The OCLC Library Policies and Technology Directory will be released winter/spring 2003 and will replace the Name-Address Directory (NAD) for ILL policy information later this year. The directory is a completely new, web-based system that will allow libraries to provide detailed information about their hours, collections, holiday schedules, contacts, loan period and charges and, in the future, information about technical implementations (e.g. Z39.50). Users will continue to have summary information but will also have the ability to share much more detailed information about their policies.

The Library Policies and Technology Directory will be featured at the OCLC Booth during exhibit hours and at in the Marriott, OCLC Red Suite from 2:00-3:30, Saturday, January 25th.
Contact Mark Tullos at for more information.

FirstSearch/ILL Link (FS/ILL)

Nearly 12% of all OCLC ILL requests begin with the FirstSearch/ILL Link. Using the link allows your end users to send you requests in electronic format and already verified. You can control which databases and formats users can request and customize the workform. ILLiad users can use Open URL send requests from FirstSearch to ILLiad. The FirstSearch/ILL Link will be featured at the OCLC booth during exhibit hours.

Not using the FirstSearch/ILL Link? New users can win a free a month of requests produced through the link. Enter the daily drawing at the OCLC booth.

For more information contact your OCLC Regional Service Provider or OCLC User and Network Support.

ILL Fee Management

It’s no longer necessary to order the OCLC ILL Fee Management reports (IFM reports). This no-charge report details IFM activity, both as a borrower and as a lender. If your library uses IFM, just go to the product services web and pick up your copy. IFM allows libraries to bill and pay for ILL charges electronically as part of your normal OCLC ILL workflow.

Not using IFM? New users of IFM may win a free month of IFM use, enter the daily drawing at the OCLC booth.

For more information on IFM contact your OCLC Regional Service Provider or OCLC User and Network Support

Union Listing

Two new uses for union list information! Effective November 2002 all lending requests include a copy of the library’s serials holdings information to help libraries process requests more quickly. In an upcoming enhancement scheduled for January/February 2003 WorldCat records in FirstSearch will display serials holdings statements for all holding libraries. This is an optional feature, if your library does not contribute serials holdings statements (Local Data Records/LDRs) your symbol will still display for titles you have cataloged. See these new features at the OCLC Booth during exhibit hours.

Participating in union listing is much easier than before. OCLC no longer requires MARC Holdings Format compliant data for batch loading via the LDR Updating option—if your data is in electronic format and is in predictable patterns (such as labeled or delimited fields, fixed field length) it’s probable that we will be able use your data to load and update serials holdings information in WorldCat.

Use Custom Holdings to create your perfect union list group—DHU will display your custom holdings groups with their union list data.

Please contact your OCLC Regional Service Provider for more information.

The importance of Union Listing to efficient ILL, both as borrowers and lenders, will be featured at a joint meeting of the OCLC ILL and OCLC Union List User Groups from 2-3:30, Sunday, January 26th Pennsylvania Convention Center room 103A.

Web Interface to OCLC ILL

Can’t remember how to set up custom holdings? Have a new staff member you need to train quickly? Try the web interface for OCLC ILL ( Since its introduction in September 2001 nearly 40% of OCLC ILL offices have begun to do most, or all, of their work on the web. If you haven’t seen the ILL web interface lately you may have missed newer features such as additional holdings options and persistent lender strings. Local browser settings help reduce scrolling and mousing. The ILL web interface will be featured at the OCLC booth (1500) during exhibit hours.
Remember to upgrade your browser to IE 5.5 or higher, Netscape 7.0 or higher.
For more information contact your OCLC Regional Service Provider or OCLC User and Network Support


With version 6.0 you can now do all your OCLC ILL request creation and updating from within the ILLiad interface; ILLiad no longer requires OCLC Passport or OCLC ILL MicroEnhancer software. Open URL allows your customers to create requests within systems such as FirstSearch, EBSCO Host or SFX and have the requests, along with bibliographic and customer information, sent to ILLiad. Upcoming features include document delivery, full integration with OCLC Direct Request and streamlined printing.

Contact your OCLC Regional Service Provider or Tony Melvyn at

OCLC Resource Sharing meetings at ALA

OCLC ILL/Union List Users’ Group
Sunday, 1/26 2-3:30
Pennsylvania Convention Center 103A
This joint meeting will feature the importance of union listing for efficient ILL

OCLC ILLiad Users’ Group
Sunday 1/26 4:30-6:00
Pennsylvania Convention Center 102A

OCLC Resource Sharing:
OCLC ILL Web Interface: