ILL Integration with Alma and
Primo @ UW Libraries
Heidi Nance, UW Libraries
May 29, 2014
Overview
• How we are configured
• Two physical locations
• Two work order departments
• One Resource Sharing Library
• Workflow
• Borrowing
• Lending
• Technical set up
UW
Bothell
Library
Suzzallo
Library
Business
Library
• One ILLiad system
Odegaard
ILL North @
Suzzallo
(borrowing
& scanning)
Law
Library
Art
Library
• Library| Resource Sharing Library
• Work Order Department | ILL North
Music
Library
ILL South
@ HSL
Library
(lending &
scanning)
• Work Order Department | ILL South
ILL Borrowing
Primo  ILLiad  Alma using Resource Sharing
• Patrons discover and request items
•
•
•
Articles | Databases  Primo U Resolver  ILLiad request form
Books| WorldCat Local  Primo Search Results  ILLiad request form
Nothing appears in patron’s Primo account at this point
• ILL staff request items
•
ILL staff search OCLC, DOCLINE and other catalogs via ILLiad, send the ILL request.
• ILL staff receive & circulate items
•
•
Articles | Received and delivered electronically (Odyssey, Article Exchange, email PDF attachment, print that is scanned, etc.)
Books | Staff receive item in ILLiad, then create a Resource Sharing request and temp item in Alma to circulate the item (6 weeks, no renewal).
Item is scanned in at Resource Sharing Library and put into transit to the patron’s requested hold shelf. Item is received at the patron’s
requested hold shelf, item scanned in, patron receives pickup notice, comes to desk and checks out book.
• Patron and staff return items
•
Books | Patron returns item to any desk. Item is scanned in which checks it in from the patron’s record. Item is put into transit to the Resource
Sharing Library. Item is received at Resource Sharing Library and scanned in which deletes the temporary item record. Staff return the item in
ILLiad.
ILL Lending
ILLiad  Alma using Work Orders
• ILL staff receive requests
• ILL staff receive lending requests in ILLiad (OCLC, DOCLINE, web form)
• ILL staff retrieve or work order materials
• For items in Suzzallo or HSL – staff print ILLiad slips and go to shelves to retrieve items
• Items items in other branches – staff create work orders in Alma to request that branch staff pull the items from their and
shelves and send them to ILL North or ILL South for lending/scanning (screen shot of table)
• ILL staff process item for loan
• ILL staff receive the work ordered item, scan into Alma to either “being scanned” or “out to non-UW library” (for lending).
• Scanning | ILL staff scan the item and deliver it via Odyssey, Article Exchange, etc.
• Physical Lending | ILL staff up the item to shipped in ILLiad, ship the item .
• ILL staff receive item returning home
•
•
•
•
Item is received in the Resource Sharing Library from the borrowing library.
ILL staff complete the request in ILLiad.
ILL staff complete the work order in Alma, which puts the item into transit to its shelving location.
Library staff receive the item, scan it into Alma, and re-shelve the item.
Technical Set Up
• Borrowing
• Library – Resource Sharing Library
• Location – ILL Long Loan
• Lending and Document Delivery
• Work Order Departments
• ILL North Department
• Status: Being scanned
• ILL South Department
• Status: Being scanned
• Status: Out to non-UW library