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Leveraging Collection Development and Acquisitions in the Interlibrary Loan  Workflow to Meet our Patrons’ Needs
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Leveraging Collection Development and Acquisitions in the Interlibrary Loan Workflow to Meet our Patrons’ Needs

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Presentation at I-SPIE Conference on implementation of how ILL fits with Collection Development/Management and on the implementation of an on-demand service through Interlibrary Loan / Document …

Presentation at I-SPIE Conference on implementation of how ILL fits with Collection Development/Management and on the implementation of an on-demand service through Interlibrary Loan / Document Delivery.

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  • In this model, ILL or access services librarians, in collaboration with their libraries’ bibliographers and collection development, agree on guidelines that will drive the decision to purchase rather than to borrow a book requested through ILL. The Head of Collection Development designates funds specifically for this purpose. The ILL or acquisitions staff usually establish systems to track the titles purchased for later analysis. Since the late 1990’s there have been many local variations on the actual implementation of these purchasing programs. Differences include the amount of funding; the selection criteria; the degree of involvement by technical services in the pre- and post-order process; the evaluation criteria; etc...
    Generally the guidelines for ILL would look something like this:
    Interlibrary Loan attempts to borrow a book. Five potential lenders fail to loan the book; or other criteria based on subject (LGBTQ or Gender Studies subject area for example at SDSU)
    If the title meets purchase criteria:
    The public services group agreed to the following purchasing criteria:
    1.Scholarly works in English;
    2. published within the past five years;
    3. available for shipment within one week;
    4. maximum cost of $150.
    The ILL Department forwards ILL request to the Acquisitions department.
    As you might guess, this process tends to work really well for books in the Humanities and the Social Sciences. At the 150 dollar threshold, there are very few Science and Applied Science titles purchased.
  • Transcript

    • 1. Leveraging Collection Development and Acquisitions in the Interlibrary Loan Workflow to Meet our Patrons’ Needs. Wil Weston
    • 2. Last year, I-SPIE 2013  Interlibrary Loan and Collection Development.  Kimberley Robles Smith, CSU Fresno  Wil Weston, SDSU  Holistic in nature of library services.  Departments and Units are interdependent. A change in practice, policy, or procedure in one will impact the activities and work in another.  ILL’s increased role in data driven model of collection development/management.  How ILL can inform Collection Development/Management? Monitoring journal articles and monographs requested. Examine at the title level, but also looking for trends at the subject level as well. What constitutes a trend? Generally, at SDSU, over 3-5 years of use data depicting a consistent change in use; any analysis must be done in concert with the library subject specialist – things that can impact these trends new grant funding, new tenure track faculty, graduate student masters and dissertation topics, etc.  Using ILL data to track usage/movement of subject areas within the collection? Is there the need to further develop the collection in a subject area and when is relying on ILL appropriate? New programs created where the collection is not adequate. For example: LGBTQ Studies Program here at SDSU is a brand new program here. Establishing these benchmarks for your library is critical.  PDA and DDA; Patron Driven or Demand Driven Acquisition of material through ILL.  Collection Development/ILL to purchase on demand. (1998, Purdue and Univ. of Wisconsin-Madison)  A rough outline of a Patron Driven Acquisitions model for ILL.
    • 3. What is Patron Driven or On Demand? Isn’t all collection development patron-driven? Shouldn’t patrons be selecting everything? Broader view of the collections (research/reference works, curriculum analysis particularly for undergraduate education, use of filters on PDA/DDA – resulting in an entire library of comic books and vampire novels.) What will the collection look like, will be damaging the integrity of the research collection? We know that there is no way we can collect everything (Maybe Harvard still can?). It is our responsibility to provide what is needed. Selective collection building. Will it save money? No. Sorry… it may even cost more money at first. But, a study at Purdue back in 1998 indicated that On Demand ILL purchases circulated at least 3-4 times more after the purchase. Example of existing PDA/DDA: Recently trialed (2yrs ago) Coutts, ebrary, and EBL through the SDLC (CSU consortia). Perhaps, your CSU has a similar existing program.
    • 4. Acquisition of material through ILL.: MONOGRAPHS  On-demand collection development. ILL and Collection Development establish guidelines that will drive the decision to purchase rather than to borrow a book requested through ILL.  Generally the guidelines for ILL would look something like this:  Interlibrary Loan attempts to borrow a book. For instance, 15 potential lenders fail to loan the book; or other criteria based on subject (LGBTQ or Gender Studies subject area for example at SDSU)  If the title meets purchase criteria: 1. Scholarly works in English; 2. published within the past five years; 3. available for shipment within one week; 4. maximum cost of $150.  The ILL Department forwards ILL request to the Acquisitions department or places order like a subject bibliographer would.  This process tends to work really well for books in the Humanities and the Social Sciences.
    • 5. Acquisition of material through ILL.: MONOGRAPHS  Other criteria worth considering:  More than three requests of a particular item, triggers an Acquisitions.  No older than a publication date of 10 years, older than 10 years disqualifies for acquisition. In a 1984 study (Roberts & Cameron) found that a “considerable proportion of book ILLs consisted of recent, inexpensive in-print items, rarely outside the immediate subject interest of the requesting faculty”. That over 50 percent of the ILLs were published during the previous six years. A more recent study (Ruppel, 2004) found that 68 percent were published within the last 3 years at her institution.  What if the book is an ebook? Can we rely on cost to determine acquisition and still remain format neutral? Only purchase paper as part of ILL on- demand? In a 2012 study (Link, Tosaka, Weng) found that “e-book content that might meet users' needs was not uniformly distributed across disciplines and that more recent publications were more likely to have e-book equivalents.” Additionally, many book titles requested via ILL had ebook equivalents, suggesting that this might be the best place to begin e-book collecting. Never-the-less, the results of this 2012 study (Link, Tosaka, Weng) suggested that e-books may meet only a fraction of the demand for monographic scholarly output and noted that libraries cannot yet rely on e-book content to entirely supplant print, although e-book coverage is growing dramatically.
    • 6. Acquisition of material through ILL.: MONOGRAPHS  Implementation. (After you have a policy and criteria)  Manual, entirely human mediated.  Set policy and triggers for purchase with Collection development and bibliographers and work into ILL procedures.  Simply establish an Acquisitions profile (like a bibliographer) for monographic acquisitions. (GOBI)  GIST: ILLiad Addon Acquisitions Manager and GIST: Purchase (with human mediation)  Gobi Addon: ILLiad
    • 7. Acquisition of material through ILL.: MONOGRAPHS  GIST addon  GIST manages a single ILL purchase on demand fund to large sets of collection development funds.  Enable purchasing where ILL requests for materials not held in your consortia but fit your collection building profile. (Where ILL very much fits in with Collection Development)  Works with Amazon. But, also works with GOBI which is YBP’s acquisitions interface.  GOBI addon  Manage the fund through existing acquisitions processes and software. Just utilize the Gobi addon for on-demand.
    • 8. Acquisition of material through ILL.: MONOGRAPHS URLs  https://prometheus.atlas-sys.com/display/ILLiadAddons/GIST+Acquisitions+Manager  https://prometheus.atlas-sys.com/display/ILLiadAddons/GIST+Purchase  https://prometheus.atlas-sys.com/display/ILLiadAddons/GOBI  http://www.gobi3.com (EXAMPLE?)
    • 9. Thanks! Questions?
    • 10. Thanks! Questions?

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