Improving Customer Service and Inter- Communication with One ILLiad Click! Micquel Little Kate Ross...
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Transcript of Improving Customer Service and Inter- Communication with One ILLiad Click! Micquel Little Kate Ross...
Improving Customer Service and Inter-Communication with One
ILLiad Click!
Micquel LittleKate Ross
St. John Fisher College
Why we are here: ILLiad brought us
together.
Before:
• Write down each department you communicate with on a daily basis, due to ILL processes.
• Write down notes related to emails you type out over and over.
• Write down any wishes you've had related to communication (i.e. I wish we could try Purchase on Demand).
During:
• Keep track of all the ideas you'd like to add to your wish list.
We aim to provide ideas and inspiration for you to take away and immediately apply to your own library services.
Today's Goal: Before and After
Hands on Exercise
Take a moment to write down some thoughts about your current situation in each listed area.
Re-packaging of Functions
Workflow that works
ILLiad Request
Queue/Status of Request
List of Emails
available to send
Add-ons!
Routing Rules - What does that mean?
• WorldCat Local Search
• RCL
• Textbooks
• Google Books
Collection Management Add-Ons
• Amazon• GOBI• GIST
Acquisitions Add-Ons
Student purchase criteria
Faculty purchase criteria
For materials
your library
already owns,
notify patron
and Circulation
to put the book
on Hold at the
same time.
Circulation - Hold
Let patrons
know you
already have
access to
the title they're
interested
in...digitially!
Patron - ebooks!
While making
Collection Development
decisions, ask for
feedback, or alert
patrons to
resources
already
owned.
Collection Development - Feedback
Notify your
patron and
ordering
staff of a
pending
purchase
in one
step!
Collection Development - Buy It!
Return on Investment
ILL Approach to the Process
ILL Approach to the Process
Best Practices
Best Practices: Addons
In evaluating if we own access to an article or book, we use these Addons:
• Worldcat Local
• Serials Solutions
• Wiley
In evaluating if we can access an article or book freely on the web, we use these Addons:
• Google Scholar/
• (Google Combined)
• (Internet Archive Search)
Best Practices: Addons
Best Practices: Addons
In evaluating if we can borrow an article or book, we use these Addons:
• Get it Now Search
• NLM Web Form
How?
• Emails and Routing Rules
• Notes
• Custom Queues
Communicating within ILLiad: How does it work?
With who?
• Inter-department Communication
• Multi-department Communication
• Beyond library
• Beyond campus
Quickly let the
Serials
department
know you've
found a
holdings
error.
Serials - One Quick Click
Add-on + Email = Token success!
Manage mediated
database
subscriptions
through
ILLiad.
Interlibrary Loan - Serials
Send an
invoice to
a Borrowing
library or
Circulation
within ILLiad.
Interlibrary Loan - Billing
Communicate
with patrons
and libraries
when
requests are
taking longer
than normal
or have an issue.
Interlibrary Loan - Follow up
Make each
ILL processing
issue a
teachable
moment!
Interlibrary Loan - Training
Others
• Recall notices
• Renewal notificationso Acceptedo Denied
Patrons can
see a history
of all emails
sent out,
regardless of
if they were
the recipient.
You can hide
these"Notifications"
on the web
interface.
More info from Atlas and IDS
Before you begin:
More info from Atlas and IDS: https://prometheus.atlas-sys.com and http://idsproject.org
Emails Templates
• Open your Email folder where your ILLiad files are stored.
• Open an email similar to the one you'd like to create (For example, an email that pulls in loan information, if your new email will need to pull in loan information).
• Open a new Notepad
• Copy and paste the existing email into the New Notepad.
• Save as "New Email title."
• Edit!
More info from Atlas and IDS: https://prometheus.atlas-sys.com and http://idsproject.org
Custom Queues
• Login to the Customization Manager
• Open:System + Custom Queues + CustomQueuestable • Choose a record
similar to the one you'd like to create.
• Click Copy Record
• Edit and Save!
More info from Atlas and IDS: https://prometheus.atlas-sys.com and http://idsproject.org
Email + Custom Queue = Routing Rule!
• Login to the Customization Manager
• Systemo Email
EmailRouting
• Choose a record similar to the one you'd like to create
• Click Copy Record
• Edit your new Custom Queue
• Edit your new email template
• Save!
More info from Atlas and IDS: https://prometheus.atlas-sys.com and http://idsproject.org
Addons
Go to Atlas Systems Directory: https://prometheus.atlas-sys.com/display/ILLiadAddons/Addons+Directory
• Select the Addon you'd like to use
• Download the .zip file into your ILLiad/Addons folder (unzip files)
• Within ILLiad go to System tab, then Manage Addons
• Find your new Addon and configure with appropriate settings.
• Close and Reopen ILLiad!
Feedback
Feedback
Feedback
After:
• Take a few minutes to write down any last minute ideas.
• Share! What are some ideas you have to take back to your library?
We're interested in ideas and inspiration from you!
Today's Goal: Before and After
Thank you!
Questions?