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www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email : [email protected]

Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Page 1: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

www.lib.monash.edu.au

Monash University Library’sDocument Delivery SystemEndeavor ILLS, developed by Clio Software

Presented by Claudia DeSalvoEmail : [email protected]

Page 2: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Outline of Presentation

• History and Choices• Borrowing, workflow• Lending, workflow• Statistics and Reports• Information Storage - Tables• Advantages of Endeavor ILLS• Questions and Comments

Page 3: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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History and Choices

• 2002/2003 Monash University Library begins the selection of a new interlibrary loans system.

• 2003 CLIO software is selected because of its ability to integrate with Endeavor Voyager ILMS [integrated library management system].

• 2004 implementation begins.

• 2005 configuration is completed, but the old system collapses in February and CLIO goes live as is, without testing.

• 2006, 18 months later, it is fully functional and communicating with LADD.

Page 4: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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CLIO software

The

module

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Borrowing, workflow

• Requests are received through the WebVoyage catalogue.

• Requests are processed in the ILLRequest screens.

• Receipt, follow-up, enquiries, statistics, reports, etc. are all actioned in the ILLManagement screens.

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Requests are received through the WebVoyage catalogue

Page 7: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Requests are received through the WebVoyage catalogue

Page 8: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Requests are imported for officers to process in the ILL Request screens

The main screen of ILLRequest looks like this.

Page 9: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Processing is done in the View Borrowing Requests

The summary screen

Page 10: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Processing Requests

Page 11: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Processing Requests

Page 12: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Receiving Requested Items in ILLManagement

Page 13: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Receiving and Updating Requested Items

Page 14: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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LADD ISO Message Options

Page 15: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Voyager Updates to Send

Page 16: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Borrowing Requests Search screen

Page 17: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Borrowing Request details

Page 18: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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History screen

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Lending, workflow

• Receipt, process,, follow-up, enquiries, statistics, reports, etc. are all actioned in the ILLManagement screen/Lending.

• New requests are imported from the ‘Review New Lending Requests’ and the ‘Get Text Email’ screens.

Page 20: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Receiving Requested Items in ILLManagement/Lending

Page 21: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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New Lending Requests

Requests from LADDare received as Book and Journal

Page 22: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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New Book and Journal Requests

Page 23: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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New Request Screen

Page 24: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Statistics and Reports

Page 25: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Library Record and Group

Page 26: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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More Reports

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Borrowing Library Web Registrationhttp://www.lib.monash.edu.au/forms/docdel-registration/

Page 28: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Borrowing Library Web Registration http://www.lib.monash.edu.au/forms/docdel-registration/

Page 29: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Web Request Formhttp://www.lib.monash.edu.au/forms/docdel-supply

Page 30: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Web Request Formhttp://www.lib.monash.edu.au/forms/docdel-supply

Page 31: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Information Storage - Tables

Page 32: Www.lib.monash.edu.au Monash University Library’s Document Delivery System Endeavor ILLS, developed by Clio Software Presented by Claudia DeSalvo Email

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Information Storage - Tables

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Advantages of Endeavor ILLS• It integrates with Voyager.• Importing requests is easier, just click a button.• Checks patron details and eligibility.• Can email patron directly from the ILL New Request

screen.• Creates a temporary record and hold, and subsequently

deletes the record when the item is returned.• Prints a barcode on a sticky label for charging out

loanable items. The barcode number is the request number.

• Can ‘make new request’ without having to retype information.

• Sends out overdue notices automatically from Circ.

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Questions and Comments

Contact Details for Follow-Up

http://www.lib.monash.edu.au/services/loans/docdel.html