VDX Self-Directed Training Roadmap

VDX Training

VDX Self-directed Training Roadmap

Introduction

What is INFO Network?

Learning Objective

Learn about the INFO interlibrary loan network, focusing on how items can be borrowed and loaned.

Introduction

Get the "big picture" overview of how libraries can provide for the informational, cultural and recreational needs of their citizens, using the resources of public libraries across the province and beyond.

	Introduction to the INFO network (short overview video)
	What is borrowing? (short overview video)
	What is lending? (short overview video)

VDX Self-Directed Training Tools

Learning Objective

Discover the 3 tools that work in tandem for working your way through the self-directed VDX learning modules.

Introduction

Whether you are brand new to VDX and need to learn all the steps, or just need a quick answer to a question, the Roadmap, VDX 9.1 User Manual and VDX Test System make up your Tool kit.

	1.VDX 9.1 User Manual – Options for use View the full manual on OLS website. It is divided into chapters, each with hyperlinked table of contents to quickly get to the pages for a topic. You can also search the whole manual for key words.
	2. VDX Self-Directed Training Roadmap - Options for use If you are reading this, congratulations - you are on the first page of the training roadmap! It contains hyperlink page # to the VDX 9.1 User Manual if you want to do a quick look up on a topic while you are learning. The web version Roadmap also contains links to short videos on topics. If you want, you can print the roadmap to use as a checklist of your progress and make your own notes on it. Printable Roadmap (.pdf)
	3.VDX Test System – Options for use Log in to the VDX Test System with the same username and password that you use for your live VDX account. Test/training systems are a copy of the live INFO system and are for practice ONLY. Visually verify that you are in the VDX Test system by seeing ‘tst’ in version statement at the bottom of the screen i.e. Version: VDX 9.1 (Build 256) [vdxtst03dwdu] Use the “Exercises” in the VDX Self-Directed Training Roadmap, or do your own experimenting.

OLS Interlibrary Loan Resources

Learning Objective

Learn where to find VDX user documentation and interlibrary loan support. Test yourself with “Exercise” below.

Introduction

Take a self-guided tour of the Interlibrary Loan webpages on OLS website

	Select "Interlibrary Loan." Everything that supports your Interlibrary Loan experience is accessed through this single webpage. Select each category so you will know where to look if you need information.
	Select “News and Discussion Lists” to make sure you are in the communications loop. The VDX announcement list is used by OLS to make announcements regarding the VDX Interlibrary Loan system. Membership should be mandatory for at least one member of each library's ILL staff. Is your ILL Department getting our announcements? If not contact OLS Helpdesk to verify your email address on the list. IMPORTANT: Ongoing, notify HelpDesk if you have ILL staff contact information changes (email and phone) so we can be sure your library record is updated in VDX and the lists for VDX announcements.
	Be aware of Policies Guiding Interlibrary Loan INFO Resource Sharing Network Participation Policies and Standards VDX transactions and patron privacy issues Charging patrons for interlibrary loan - The following services provided by a library must be provided to residents free of charge (Public Libraries Act, subsections 23(1) and (2)
	INFO HelpDesk – contact for anything interlibrary loan related

Exercise

	Use INFO News link in VDX sidebar menu to get to the Interlibrary Loan section on SOLS website.
	Find your library’s contact information on the “Ontario public libraries participating in INFO with VDX codes, delivery and contact information” list. Is it accurate? Contact SOLS HelpDesk if it requires updating.
	Find the VDX 9.1 User Manual on the website.
	Find the “Media Loan” list.
	Find “Step-by-Step work flow for VDX Lenders using Canada Post's Library Shipping Tool”.
	Find HelpDesk phone number and email address.

Screen Navigation and Workflow

Learning Objective

Learn how to log-in to VDX and navigate sidebar menu and context-sensitive top row links.

Introduction

You can search catalogues as a guest. You must log-in with your STAFF account barcode and password to create and manage requests.

	A user can search catalogues as a guest ^{(Pg 8)}
	Log-in with your STAFF account barcode and password to create and manage requests ^{(Pg 8)}
	Warning - VDX not compliant with browser Back button navigation or multiple VDX sessions open in the same browser ^{(Pg 8)}
	Screen navigation (sidebar selection changes context sensitive row top links) ^{(Pg 9)}

Exercise

None

Work Queue and workflow

Learning Objective

Learn about a typical day for VDX staff and how the Work Queue supports your activities.

Introduction

An overview of typical VDX workflow activities along with an explanation of each category on the Work Queue.

	Typical workflow - daily to monthly ^{(Pg 11)}
	First screen after login - Work Queue is the VDX staff's "To Do" list ^{(Pg 12)}
	Borrower Work Queue categories explained ^{(Pg 13)}
	Lender Work Queue categories explained ^{(Pg 14)}

Exercise

None

Create Requests

Searching Catalogues

Learning Objective

Learn how to search INFO catalogues for items you need to obtain for your patron through interlibrary loan. ^{View Related Video}

Introduction

Learn about search profiles, types of searches you can perform, and how to fine tune your search results.

	Standard search (keyword anywhere in bibliographic record) ^{(Pg 16)}
	Advanced search (multiple search fields, with Boolean) ^{(Pg 17-18)}
	Search profiles - [shared] system defaults available to all users ^{(Pg 19-20)}
	Search results display and navigation ^{(Pg 21)}
	Understand that your goal is finding bibliographic results at this stage and not locations ^{(Pg 22)}
	Manipulation of Search results - Merge, Filter, Sort, Status, History, Saved List, Save Search ^{(Pg 23-27)}

Exercise

	Log-in to the VDX Test System. Practice the examples used on manual pages 16-18, 20 or use your own practice topics.
	Pick a profile that you identify with as a "home" profile for first search.

Create requests from search results

Learning Objective

Learn how to create requests based on a search result. ^{View Related Video}

Introduction

Import bibliographic details from a search into ILL Request Form, add patron details, pick-up location and submit request.

	Use Request on a search result to populate VDX request form (with an ISBN where possible) ^{(Pg 29)}
	Completing the ILL Request form - 9 collapsable sections (good news-98% of the time you only need two of them) ^{(Pg 29)}
	Request and Service Details ^{(Pg 29)}
	Item Details (check for ISBN) ^{(Pg 30)}
	Rota Details section ^{(Pg 31)}
	Notes added to a request (Item, Public and Private request notes) ^{(Pg 32)}
	Add Patron Details to request - Two methods: 1. Create user records 2. Free text entry on request screen ^{(Pg 32-33)}
	Additional Service Details ^{(Pg 34)}
	Delivery Details (delivery method, pickup location) ^{(Pg 34)}
	Authorization Status (submitting To be Authorized vs. Authorized) ^{(Pg 35)}
	Submit request - Successful screen with request number assigned ^{(Pg 36)}

Exercise

	Login to VDX Test System. Search for any title you wish. Create a request for a loan of a book from search results containing an ISBN. Add an item note that you require a 7 week loan period to accommodate patron's travel. If you are not yet familiar with VDX user records, skip adding patron details on this practice request. Check pick-up location. Submit the request "To be Authorized". Record VDX request number, as you will use this request in a later exercise.

Rota creation

Learning Objective

Learn how and when staff would manually create a request rota instead of letting VDX build the rota automatically. ^{View Related Video}

Introduction

There are two ways that a request's lender string (rota) can be created. Normally the rota is created by VDX automatically AFTER the request has been submitted. Occasionally staff manually create the rota to control what locations are used.

	Background processing of a submitted request (understand how DocFind processor uses ISBN to build a rota) ^{(Pg 38)}
	No ISBN in the record so how do you get a rota? ^{(Pg 39)}
	Manually create the rota, bypassing VDX auto-mediation (even when there is an ISBN but you want control of the rota) ^{(Pg 40)}

Exercise

	Login to VDX Test System. Look up request number from the previous exercise. It should be in a "Pending" state engaged with the first location on the rota. Use Details to view full request details. How many locations did VDX background processor collect for the rota? Examine "History" and note that request was "Authorized By" [system-Auto Mediator]
	Now search for The Chronicles of Uncle Mose / selected and edited by Elizabeth (Russell) Miller using the "SOLS Simcoe/York" search profile. Published in 1975, there is no ISBN in the bib record. How will you get this request to launch successfully without an ISBN? Follow steps on page 39 to authorize the request to rota location(s) that you manually select.

Borrowing

Receiving

Learning Objective

Learn how to receive and circulate borrowed items. ^{View Related Video}

Introduction

Process received items and prepare them for circulation to your patron.

	Pending (Work queue category while waiting for lenders to respond) ^{(Pg 51)}
	Shipped (Work queue category while awaiting arrival from a lender ^{(Pg 52)}
	Receiving items - update request to Received status in VDX ^{(Pg 53)}
	Patron notification for received items - Print Received List slips to facilitate patron pick-up notification and circulation ^{(Pg 54)}
	Local circulation procedure for borrowed items. ^{(Pg 55)}

Exercise

	Login to VDX Test System. Select a request in Borrower work queue "Shipped" category and update it to "Received" status. Print the Received List report that assists with patron notification procedures. What has been the practice for circulating borrowed ILL items in your library? Do you use the generic "Interlibrary Loan Item" barcode method or does your library do a "Brief Add Title" to link to the patron's circulation record?

Returning

Learning Objective

Learn how to return borrowed items to the lending library. ^{View Related Video}

Introduction

Process borrowed items for return after your patron has finished with them.

	Updating request status to "Returned" ^{(Pg 57)}
	Print Returned List report for address label and "Thank you note" packing slip ^{(Pg 58)}

Exercise

	Login to VDX Test System. Select a request in borrower work queue "Received" category and update it to "Returned" status. Print the Returned List report packing slip and address label for preparing the item for delivery.

Request transaction history

Learning Objective

Learn how to read the history log of transactions on a request. ^{View Related Video}

Introduction

Understand how to interpret request transactions.

	History and Log Messages – how to interpret request history and log messages ^{(Pg 59)}

Exercise

	Login to VDX Test System. Open a Borrower work queue “Returned” category request with the Details link and look at request transaction History log. Reading it from the bottom up, can you make sense of the transactions?

Respond to Conditional Loan

Learning Objective

Learn how to respond to a lender's loan offer with conditions. ^{View Related Video}

Introduction

Occasionally a lender will offer to loan if you agree to conditions in advance.

	Send a Conditional Reply-Yes or Conditional Reply-No response to the lender ^{(Pg 51)}
	3-day expiry on conditional loan offers ^{(Pg 51)}

Exercise

None

Terminate or Cancel

Learning Objective

Learn how to terminate a request completely or cancel with current responder and pursue with other locations. ^{View Related Video}

Introduction

Know the difference between the Terminate action and the Cancel action.

	Terminate a request completely (when you do not want it supplied by any lender) ^{(Pg 52)}
	Cancel (ISO requests) and Cancel Now (internal INFO requests) with current responder but pursue other locations ^{(Pg 52)}

Exercise

	Login to VDX Test System. Select a Borrower work queue request in "Pending" category. Imagine the patron informed you that they bought the book and no longer need an interlibrary loan. What would you use on the request - cancel or terminate?

Renewals

Learning Objective

Learn how to request a renewal of the due date on a borrowed item. ^{View Related Video}

Introduction

Occasionally your patron needs more times and asks for an extension of the due back date.

	Renewals - requesting a renewal of due date and determining if lender granted or denied the renewal ^{(Pg 56)}

Exercise

	Login to VDX Test System. Find something in Borrower work queue "Received" category and request a renewal.

Overdue or Lost

Learning Objective

Learn how to follow up on Overdue borrowed items, respond to Recall notices and put closure on lost or damaged items. ^{View Related Video}

Introduction

Patron may keep loans from other libraries beyond the due date. Make it a routine practice to follow up with patrons regarding overdue interloan items and request invoicing for lost items.

	Overdue in borrower work queue (contact your patron by phone or send email with VDX "Send user alert" action ^{(Pg 71)}
	Recalled (lender has recalled, return as soon as possible) ^{(Pg 71)}
	Lost or Damaged status - use "Public Note" to request invoice or forgiveness so you can get closure on request ^{(Pg 72)}

Exercise

None

ILL Requests Communications

Learning Objective

Learn how to communicate informational messages to the library that the request is engaged with and to the patron that placed the request

Introduction

Public Note action and Send User Alert action are used for these communications. *N.B. These communication functions are demonstrated in the video in "Overdue or Lost" module.

	Send Public Note action - messages sent back and forth between borrowing and lending library ^{(Pg 74)}
	Monitor "New Notes" work queue category (for messages between libraries regarding a request) ^{(Pg 74)}
	Send user alert action - ad hoc email communication sent to the patron from the request - very useful ^{(Pg 75-76) (Pg 131)}

Exercise

	Select Printable Copy Paste Send user Alert statements (Word file) to download a sample file of generic informational statements commonly used in "Send User Alert" email communications to patrons about their ILL requests. Customize the generic file with your library contact details. Add more statements that you might find useful and save the file to your desktop. As needed, have the file open in your task bar so you can copy-paste into the VDX screen "Patron Note" box when using the VDX "Send User Alert" action.

Idle requests

Learning Objective

Learn how to analyze an idle request to determine why it has not successfully launched as a request. Idle requests are inactive borrower requests that need staff intervention.

Introduction

Occasionally some condition prevents a request from being automatically forwarded to the first lender. The request is held for staff review in idle/Check Manual or Idle/Auth Manual categories in the Borrower Work Queue.

	Idle/Check Manual requests - the potential reasons ^{(Pg 61-62) View Related Video} Log Message: Item not located, Rota is empty (no ISBN in record for VDX to automatically create a rota) Log Message: This request might be a duplicate of a request no. xxx (if a library has duplicate request alert configured) Log Message: Location is not a responder (location selected for rota is not a supplier) Log Message: Local location on Rota (if library has trap locally held configured because they offer patron initiated ILL)
	Idle/Auth Manual requests - the potential reasons ^{(Pg 63-64) View Related Video} Request for non print format. VDX built the rota but pauses request for staff review and manual authorization into the system Request was issued by a user with a manual authorization permission category

Exercise

	Log in to VDX Test System. If you have a request available in Test system (you might not) that is queued in Borrower work queue "Idle" category, use Details to review request History and Log messages to ascertain why it failed to launch as a request.

End of Rota

Learning Objective

Learn how to reissue an End of Rota (not supplied) request with new locations, or complete it for closure if not pursuing. ^{View Related Video}

Introduction

A request that has reached the end of the lender string is not necessarily unfillable. Use the "4 R's Decision Tree" on end of rota requests to determine further processing options.

	End of rota (not supplied) requests - the 4 R's Decision Tree to determine further processing ^{(Pg 66-68)} 1. RETRY - retry previously used locations in the History log 2. RESERVE - reserve from a single previously used location 3. RE-SEARCH - search for a different edition with different ISBN (different locations collected) 4. REGRETS - notify patron that you can't fill the request and then "Complete" it in VDX
	Using 'Complete' on a request - when it is appropriate to use? ^{(Pg 69)}

Exercise

	Login to VDX Test System. If you have a request available in the Test system (you might not) that is queued in Borrower "End of Rota" category, use Details to review request History using "the 4 R's Decision tree". Can the request be reviewed or are you in the stage of advising the patron the request can't be filled?

VDX User Records

Learning Objective

Learn how to create and edit user records. ^{View Related Video}

Introduction

Learn how to create and edit VDX user records if it is your library's practice is to use them. A library can elect to use free text entry of patron details instead of creating user records.

	Create VDX user records to store patron data and pull it into an ILL request form with Validate link ^{(Pg 96-97)}
	Glossary of VDX User record categories and their implied usage/permissions ^{(Pg 98)}
	Search; modify; expire; un-expire; toggle banned; delete ^{(Pg 99-102)}
	Enter patron user records "on the fly" as you issue requests ^{(Pg 103)}
	OPTIONAL: Free-text entry of patron details on ILL request creation screen - *User records not required ^{(Pg 104-106)}

Exercise

	Login to VDX Test System. Create a user record for 'Jane Doe'.

Beyond Basic Borrowing

Journals, OLS mediation, custom search profiles, non print, book clubs

Learning Objective

Learn how to create a custom search profile of DVD lenders and authorize requests specifically to those locations.

Introduction

It is more efficient to direct your DVD requests to libraries willing to lend them on interlibrary loan and avoid locations that will not lend that format.

	Journal articles (Copy non-returnable requests) ^{(Pg 78-79)}
	Using blank "Create Request" form when a suitable bibliographic record is not located within VDX ^{(Pg 80-81)}
	Creating custom search profiles ^{(Pg 82-83) View Related Video}
	Requesting non-print items (DVD, CD, etc.) ^{(Pg 84) View Related Video}
	Requesting multiple copies for Book Clubs ^{(Pg 85-87)}

Exercise

	Login to VDX Test System. Create a short custom search profile for that practice.

Borrowing externally - going outside of our INFO network

Learning Objective

Learn about the options for sending a request to a supplier outside of our INFO network.

Introduction

Not every request can be filled within our INFO network of Ontario public libraries. There will be requests that you may wish to pursue from academic or out of province libraries. A library with significant volume of this nature invests the time in learning how to manage them. A library with modest volume can send them to their OLS office ILL Unit for mediation on their behalf.

	Sending request to OLS office ILL unit of mediation ^{(Pg 80-81)}
	Borrowing from academics and out of province ^{(Pg 89)}
	"Informed Will Supply" manual updating on generic script VDX request (ISO vs. Generic script requests) ^{(Pg 89)}
	Other VDX systems in Canada - seamless interoperability ^{(Pg 90)}
	Microfilm from archives and special collections ^{(Pg 91)}

Exercise

Visit "Interlibrary Loan" section on OLS website to find this information:

	Find “Interlibrary Loan Resources – “Beyond INFO”
	Find “Other VDX Systems in Canada - Borrowing from Saskatchewan public libraries”
	Find “Special Collections - Microfilm – requesting MF from Archives of Ontario”

Lending

Lender - New incoming requests

Learning Objective

Learn to monitor for new incoming requests that need your attention. ^{View Related Video}

Introduction

Print a Pick List of new incoming requests that need processing.

	Monitor Lender work queue "New Requests" category for new incoming requests from borrowing libraries ^{(Pg 108)}
	Response time before expiry (4 working days - Mon-Fri, not including Sat & Sun, and stat holidays) ^{(Pg 108)}
	Print a Pick List report to check availability and shelves (Batch Reruns if need to reprint) ^{(Pg 109)}

Exercise

None

Lender - Shipping

Learning Objective

Learn to apply the "Shipped" response on new incoming requests. ^{View Related Video}

Introduction

Apply the "Shipped" response and prepare items to be delivered to the borrowing library.

	Update request to "Shipped" status ^{(Pg 112)}
	Library's circulation procedure for loaned items (check an item out to "Interlibrary Loan" in your circulation system) ^{(Pg 112)}
	Print Shipping List report for packing slip and address label (determine delivery method: Canada Post Mail) ^{(Pg 113)}
	Check-in returned loans - critical step, providing closure for lender and borrower. Routinely, lenders should look for requests that may have missed getting the VDX Checked-in action ^{(Pg 114)}

Exercise

	Login to the Test system. If there are any requests in Lender work queue "New Requests" category (there may not be) you could practice applying Shipped response.

Lender - Interim and Non-Supply responses

Learning Objective

Learn how to apply the typical range of interim and non-supply responses on new incoming requests. ^{View Related Video}

Introduction

Apply interim and non-supply answers on new incoming requests.

	Answer Conditional (offer of a loan if conditions are agreed to prior to shipping) ^{(Pg 110)}
	Interim responses (Answer Will Supply, Answer Hold) ^{(Pg 110-111)}
	Non supply responses (Retry vs. Non Supply) ^{(Pg 111)}

Exercise

	Log in to the Test system. If there are any requests in Lender work queue "New Requests" category (there may not be) you could practice applying interim and non-supply answers.

Lender - Cancel/Renewal pending and automated overdues

Learning Objective

Learn how to respond to Cancel Pending, Renewal Pending and understand how VDX automates Overdue status. View Related Video

Introduction

A few of your lender requests might require some additional steps such as cancellation or renewal, or become overdue.

	Cancel Requested response ^{(Pg 115)}
	Renewal Requested response ^{(Pg 115)}
	Overdue loaned items (VDX automates status update to Overdue) ^{(Pg 116)}
	Recall loaned items ^{(Pg 116)}
	Lost (invoice for replacement cost or forgive) ^{(Pg 116)}

Exercise

	Log in to the Test system. If there are any requests in Lender work queue "Cancel Pending" or" Renewal Pending" category (there may not be) you could practice responding to them.

Lender - Temporary lending suspension

Learning Objective

Learn how to arrange a temporary suspension of lending services at your library.

Introduction

You may need to temporarily suspend lending activities at your library if you have a staffing shortage or the library is closed (renovations, moving, new ILS installation).

	Arrange configuration of lending services suspension by contacting SOLS Helpdesk (supply start and end date) ^{(Pg 117)}
	Understanding how VDX handles suspended locations ^{(Pg 117-118)}
	Lending library's ILL policy (Media Loan List for non-print formats; regular review and update of general ILL policies) ^{(Pg 119)}

Exercise

None

Lender - Temporary lending suspension

Learning Objective

Learn how to arrange a temporary suspension of lending services at your library.

Introduction

You may need to temporarily suspend lending activities at your library if you have a staffing shortage or the library is closed (renovations, moving, new ILS installation).

	Arrange configuration of lending services suspension by contacting SOLS Helpdesk (supply start and end date) ^{(Pg 117)}
	Understanding how VDX handles suspended locations ^{(Pg 117-118)}
	Lending library's ILL policy (Media Loan List for non-print formats; regular review and update of general ILL policies) ^{(Pg 119)}

Exercise

None

VDX Borrower & Lender Functions

Request Search Methods

Learning Objective

Learn how to find your requests in VDX to view or process them. ^{View Related Video}

Introduction

There are two ILL Request Search interfaces for finding requests - Simple Search quick index for current requests and Advanced Search for more complex search options.

	Simple Request Search - quick index search to find currently active requests in process ^{(Pg 42)}
	Advanced Request Search - perform more complex search strategies and find inactive or completed transactions ^{(Pg 43-44)}
	WorkQueue category browse to find request (use sort options to facilitate browsing) ^{(Pg 45)}
	Sorting and printing search results (Sort by the menu at top of the results screen, Print top row link ^{(Pg 45)}

Exercise

Log in to VDX test system. Make note of any request in borrower work queue "Pending" category. Practice finding the request by request #, Author/Title keyword, and patron name in both Simple and Advanced Request search interfaces. Open Borrower work queue “Returned” category and sort results by Return Date ascending. Open Borrower work queue “Received” category and sort results alphabetically by Title.

Bulk action

Learning Objective

Learn how to process multiple requests requiring the same action and save some time.

Introduction

Make use of Bulk Action to quickly process batches of requests needing the same action.

	When to use Bulk Action on multiple requests at a time. ^{(Pg 47)}
	Selecting requests for bulk action (select from results screen or type request numbers) ^{(Pg 47-48)}
	Bulk action screen for manual entry of request numbers ^{(Pg 49)}

Exercise

	Login to VDX Test System and practice bulk action processing with any of the request statuses listed under "When to use Bulk action processing on multiple requests" on page 47 that might exist in your Test System work queue.

Library Location Records

Learning Objective

Learn how to search for information about any library you might want to send a request to.

Introduction

Any location you choose to have interlibrary loan transactions with must have a VDX location record. You can request from libraries with an interlibrary Loan Status designation of "Responder and Requester" or "Responder Only".

	Searching, verifying location information ^{(Pg 93)}
	Finding VDX symbol to use in a rota ^{(Pg 94)}

Exercise

	Log in to your live production VDX account (not the Test system). Check your own library location record - are address, phone, email details correct? Find the location symbol for "Yukon Bureau of Statistics, Resource Centre".

Optional VDX configurations for Borrowers and Lenders

Learning Objective

Learn about the optional configuration electives you can implement for your library and how it might impact workflow to save staff time.

Introduction

Optional VDX electives have to be arranged through INFO Helpdesk and configured by the VDX vendor.

	Optional Borrower electives (configuration must be requested via INFO Helpdesk) ^{(Pg 132-133)} Alert staff to possible duplicate request Patron email notification of received status and pick-up notification
	Optional Lender electives (configuration must be requested via INFO Helpdesk) ^{(Pg 133)} Lender DocFind Auto Responder based on current availability Lender Format Deflection if the policy is not to loan i.e. DVD

Exercise

None

Standard Reports & ILL Statistics

Standard workflow reports

Learning Objective

Learn how to print standard workflow reports and get reprints.

Introduction

VDX generates standard workflow reports to facilitate request management.

	Picklist, Shipping List, Received List, Returned List are selected from Work Queue ^{(Pg 121)}
	Batch Reruns to view or reprint previously generated reports ^{(Pg 121)}
	Printing "one-off" standard reports for single items ^{(Pg 121)}

Exercise

None

ILL statistics

Learning Objective

Learn how to interpret VDX monthly statistics for reporting on the provincial annual survey. ^{View Related Video}

Introduction

VDX collates monthly ILL statistics providing an overall picture of borrowing and lending activity.

	VDX Statistics - how to view a monthly statistical report and understand the content ^{(Pg 122)}
	Interpretation of statistical categories and what to report on a provincial annual survey ^{(Pg 122)}

Exercise

None

Delivery via Canada Post

Delivery between libraries

Learning Objective

Learn about delivery options for interlibrary loan materials.

	Using Canada Post's Library Shipping Tool to create mailing labels ^{OLS Website}
	How to package and label materials ^{OLS Website}
	Filling requests for VOCL - Lenders shipping to Virtual Online Community Library patrons ^{OLS Website}

Exercise

	Find the step-by-step workflow instructional document for creating Library Material Rate mailing labels on the website.

By Topic

Most Popular

VDX Training