Auto-Graphics Update

1. Auto-Graphics Update Mary E. Jackson Product Manager, Resource Sharing October 20, 2010

2. 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 Title of This PPT in Footer

3. 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 Title of This PPT in Footer

4. 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 Title of This PPT in Footer

5. AGent Iluminar Your Perceptions? • Faster? • About the same? • Slower? • What is slower – initial load, searching? • What would make it better? Title of This PPT in Footer

6. 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 Title of This PPT in Footer

7. 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 Title of This PPT in Footer

8. 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 Title of This PPT in Footer

9. Iluminar – V3.8 • Convert 10-digit & 13-digit ISBNs • Improve print & email formatting for lists • Remove New Items in advanced search • Support for OpenURL Title of This PPT in Footer

10. 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 Title of This PPT in Footer

11. 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 Title of This PPT in Footer

12. 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 Title of This PPT in Footer

13. 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 Title of This PPT in Footer

14. 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 Title of This PPT in Footer

15. AGent RS – V3.8 • Default Lender of “Will Not Supply” considered a final answer • Label change for “Days Open” to “Days Requests Processed” Title of This PPT in Footer

16. 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, movies, and large print books Title of This PPT in Footer

17. 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 Title of This PPT in Footer

18. 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 Title of This PPT in Footer

19. 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 Title of This PPT in Footer

20. Patron-Initiated ILL • Patrons search catalogs, place requests • Mediated or unmediated • Mediated requests go to Awaiting Approval • Unmediated requests go directly to first lender Title of This PPT in Footer

21. 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 Category Title of This PPT in Footer

22. 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 Title of This PPT in Footer

23. Any Questions?