auto-graphics update mary e. jackson product manager, resource sharing october 20, 2010

Auto-Graphics Update

Mary E. JacksonProduct Manager, Resource Sharing

October 20, 2010

Today’s Topics

• AGent Iluminar Performance Improvements

• The Next Release (V3.7)• The V3.8 Release• Building the Lender List• Selecting Good Lenders• Patron-Initiated Functionality• Floating Collections Project

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AGent Iluminar Loading Improvements

• Loads program more efficiently

• Removed initial load of Kids’ Catalog graphics

• Caching the splash page

• Continuing to log load times & to analyze data looking for other more ways to improve performance


AGent Iluminar Perception Improvements

• Changed way Z39.50 catalog results are displayed • 10 searches are sent at a time• Therefore, screen starts painting results faster

• Added option to disable animation

• Both coming in V3.7


AGent Iluminar Your Perceptions?

• Faster?

• About the same?

• Slower?• What is slower – initial load,

searching?

• What would make it better?


V3.7 Search & Iluminar Features

• Remove 024 from brief record display

• Improve “My List” displays

• Remove gray highlighting for duplicates

• Date sort for CBB grid display


V3.7 Search & Iluminar Features

• Set/Change number of results returned

• Improvements to replicate splash page

• Remove Material Type in advanced search

• Option to default to Advanced Search screen


Iluminar – V3.8

• Add staff functions• Add [ILL Lender] to holders• MARC record display• Download records • Holdings update

• Changes to resource folders open/closed

• Support for order/label of search indexes


Iluminar – V3.8

• Convert 10-digit & 13-digit ISBNs

• Improve print & email formatting for lists

• Remove New Items in advanced search

• Support for OpenURL


V3.7 RS Features

• Staff ILL Form added to AGent Iluminar

• Use up to 3 ISBNs & LCCN to build lender list

• “Missing” call numbers now included

• Patron information not removed if request type is changed


V3.7 RS Features

• CILL – Non-returnables requests can be updated from the Shipped Status

• CILL – text changed in email sent to patron

• Label change on cancellation button in Patron Request Tracking: Ask for Cancellation


V3.7 RS Features

• Participant Record: let staff determine whether “Any Edition is Acceptable” is checked as default

• Change default for Shipping Label - “Shipped Status Only”

• Plus @12 bug fixes


AGent RS – V3.8

• Lender list to display local serials data

• Mark request to be deleted on Full Record Display

• “Not found as cited” moves to Unfilled

• Requests in Unfilled, Retry, and Cancelled stay until need-by dates passes, then move into Expired


AGent RS – V3.8

• Changes to Z39.50 DB Definition screen

• Add 2nd status field in Z39.50 DB Definition

• User determines order of call number subfields in Z39.50 DB Definition

• Enter only statuses “Available for ILL” in Z390.50 DB Definition


AGent RS – V3.8

• Default Lender of “Will Not Supply” considered a final answer

• Label change for “Days Open” to “Days Requests Processed”


Building a Lender List• Staff/patron creates request

• AGent re-searches (in background) all catalogs selected for display on the Search page to find libraries that own the item• Searches by ISBN, Author/Title, and Title

• Potential records are validated using Author, Title, Publisher, Pub. Date, Bib. Level, and Record Type • Includes matching for sound recordings,

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Building a Lender List

• AGent identifies libraries that own the item and orders the Lender List based on the order in the Preferred Lender List/System Wide List

• AGent can check Lending Policy if activated by consortium

• AGent checks circulation status for the first lender, and if available, sends the request to the lender


Checking Availability• Prior to sending a request to the next

lender, AGent determines if the lender has a Z39.50 catalog

• If the lender does, AGent sends a single search for the circulation status• ISBN• If no ISBN, then Author/Title• If no ISBN or A/T, then Title Exact• Authors and Titles are validated using

slightly different criteria than the lender list build


Selecting Good Lenders• Look for the bib record that matches what

the patron wants• Not necessary to look for record with

most lenders, or one of your preferred lenders

• Do not edit the title field in the ILL request

• Use Multi-copy Form for book club requests• Use Blank Request Form only if you are

sure no bib record exists.• Lenders must be added manually


Patron-Initiated ILL

• Patrons search catalogs, place requests

• Mediated or unmediated• Mediated requests go to Awaiting

Approval

• Unmediated requests go directly to first lender


Reasons for Not Offering?

• Patron uses wrong title to create ILL request• Patron selects an “acceptable” bib

record• Patron orders title owned locally• “Owned by This Library” setting in

Participant Record• Patron includes note in ILL request• “Request with Patron Note” setting in

Participant Record• Patron places “too many” requests• ILL request limits by Patron

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Floating Collections

• State Library’s Playaway collection

• Titles to be added to Kansas Main Catalog

• Borrower requests, item arrives at borrower

• When borrower updates request to Received, location in union catalog changed from State Library to “Borrower’s Library Name”

• Next borrower requests, process repeated


Any Questions?

auto-graphics update mary e. jackson product manager, resource sharing october 20, 2010

Documents

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iluminar v3

agent rs v3

cancellation title

performance title

release v3

db definition title

openurl title