(Go-Live) Policies for Resource Sharing Forms

High

Recommendation:
Include identifiers as optional fields, including, for books: OCLC number, ISBN; for articles ISSN, DOI, PMID.

Rationale:

If the user can provide this information, or if it can be prepopulated in the form, locator matching will be improved both in Alma and in WorldShare ILL, and staff may be able to fill article requests using electronic material if they have the DOI or PMID. Requests may be originating in PubMed or WorldCat.

High

When the patron uses the Description dropdown menu to select a volume, only one volume may be selected per request.  This will be a  problem for patrons seeking a range of volumes or a run of microfilm reels. If a patron chooses a volume then changes their selection to another volume, it causes issues with the request.

Low

Recommendation:

Remove “Willing To Pay” box from Resource Sharing request form

If this must be included, add explanatory text.

Rationale:

Users will wonder if willingness to pay will impact whether or not their request will be filled.

Low

Recommendation:

Add additional help text to the success box, such as “Success! You will receive an email when your request arrives” (is this a universal thing that would occur after request submission?)

Can users receive an email to confirm successful request placement?

Rationale:

New or infrequent users might not know what to expect when placing an interlibrary loan. Giving additional guidance will increase user confidence.

Low

Recommendation:

Clarify pick up location options on Resource Sharing Request Form; have user select institution before selecting library location

Rationale: 

The differences between Preferred Local Pickup Location and Preferred Pickup Location is unclear.