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Putting the Pieces Together:
Great ILL Service and Your Library
Christine Barth, ILL Coordinator, RL&LL
Maureen Welch, Reference & ILL Coordinator, IFLS
4/21/2015 1
ILL Puzzle
4/21/2015 2
Delivery
What is your ILL policy?
• National http://www.ala.org/rusa/resources/guidelines/interlibrary
with explanatory statement
http://www.ala.org/rusa/resources/guidelines/interlibraryloancode
• State http://rl3.dpi.wi.gov/wiscill2012
• System http://www.iflsweb.org/ill/policies
• Library - Does your library have an interlibrary loan
policy and where is it?
4/21/2015 3
http://rl3.dpi.wi.gov/wiscill2012
WISCAT Lending Policies in Participant Record
Encouraging Reciprocity
• Libraries are encouraged to lend as freely as
possible.
• A library will only borrow what it is willing to
lend.
The Wisconsin Puzzle
• Wisconsin Libraries
– Public, Academic, School &
Special
• Library Systems
• RL & LL (Resources for
Libraries & Lifelong
Learning)
• Minitex (MN, ND & SD)
• Out-of-state (OS)
4/21/2015 8
http://rl3.dpi.wi.gov/svc_resource_sharing
Requesting Library Responsibilities
• Train patrons to use
their local or shared
online catalog.
• Review requests
before submitting
them to determine
if the item will likely
circulate.
• Too new/popular?
Limitations to Borrowing
• Reference materials
• Loose-leaf materials
• Rare books
• Periodicals
• Genealogical materials
• Electronic resources
• Textbooks
Lending Library Responsibilities
• Lending library acts on
requests promptly
• Due dates allow time for
reasonable use and
delivery
• Renewals are granted
whenever possible
• Label in a way to help
borrowing library identify
& to get returned safely to
lender.
Reference:
The
Patron
Interview
Patron Service
• Are all staff aware of ILL
service & policies?
• Do staff actively
promote use of the
service if patrons need
materials/info not
located in the library?
• Is it convenient and
easy for patrons to
request titles?
How easy is it for patrons to request?
Creating User Accounts
& Giving ILL Permissions
Circulation of ILL Materials
• Do you check out ILL
materials on your
circulation system?
• Can patrons easily
find what ILL materials
they have checked out
and when they are
due?
Collection Development
• Does your library
consider ILL requests
as suggestions for
purchase?
• Do your selectors
know what comes in
via ILL?
• Are regularly
requested items used
to consider collection
development needs?
Essential Puzzle Piece for WI ILL
How are you doing?
Each year over 9.4 million
items are shared between
libraries to fill requests
for materials not available locally.
Wisconsin continues to rank 1st
nationally in per capital
interlibrary loans.
Rethinking Resource Sharing
Wisconsin Style
Questions?

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Putting the Pieces Together: Great ILL Service and Your Library

  • 1. Putting the Pieces Together: Great ILL Service and Your Library Christine Barth, ILL Coordinator, RL&LL Maureen Welch, Reference & ILL Coordinator, IFLS 4/21/2015 1
  • 3. What is your ILL policy? • National http://www.ala.org/rusa/resources/guidelines/interlibrary with explanatory statement http://www.ala.org/rusa/resources/guidelines/interlibraryloancode • State http://rl3.dpi.wi.gov/wiscill2012 • System http://www.iflsweb.org/ill/policies • Library - Does your library have an interlibrary loan policy and where is it? 4/21/2015 3
  • 5. WISCAT Lending Policies in Participant Record
  • 6. Encouraging Reciprocity • Libraries are encouraged to lend as freely as possible. • A library will only borrow what it is willing to lend.
  • 7. The Wisconsin Puzzle • Wisconsin Libraries – Public, Academic, School & Special • Library Systems • RL & LL (Resources for Libraries & Lifelong Learning) • Minitex (MN, ND & SD) • Out-of-state (OS)
  • 9. Requesting Library Responsibilities • Train patrons to use their local or shared online catalog. • Review requests before submitting them to determine if the item will likely circulate. • Too new/popular?
  • 10. Limitations to Borrowing • Reference materials • Loose-leaf materials • Rare books • Periodicals • Genealogical materials • Electronic resources • Textbooks
  • 11. Lending Library Responsibilities • Lending library acts on requests promptly • Due dates allow time for reasonable use and delivery • Renewals are granted whenever possible • Label in a way to help borrowing library identify & to get returned safely to lender.
  • 13. Patron Service • Are all staff aware of ILL service & policies? • Do staff actively promote use of the service if patrons need materials/info not located in the library? • Is it convenient and easy for patrons to request titles?
  • 14. How easy is it for patrons to request? Creating User Accounts & Giving ILL Permissions
  • 15. Circulation of ILL Materials • Do you check out ILL materials on your circulation system? • Can patrons easily find what ILL materials they have checked out and when they are due?
  • 16. Collection Development • Does your library consider ILL requests as suggestions for purchase? • Do your selectors know what comes in via ILL? • Are regularly requested items used to consider collection development needs?
  • 18. How are you doing?
  • 19. Each year over 9.4 million items are shared between libraries to fill requests for materials not available locally. Wisconsin continues to rank 1st nationally in per capital interlibrary loans. Rethinking Resource Sharing Wisconsin Style

Editor's Notes

  1. And we have policies that govern the service we provide. Despite differences among Systems there are ILL policies which we all follow with regards to the rights and responsibilities of libraries participating in the ILL network.
  2. Wisconsin Interlibrary Loan Guidelines revised in 2012 on the RL3 website.
  3. In lending policy, make changes according to your policy. For MORE, default ILL rules 28/35. Maintain up-to –date contact information in your participant record.
  4. We can be the leaders in our libraries to encourage liberal lending policies and a more global view of who are patrons are.
  5. Wisconsin Style - In order to borrow, you need libraries willing to lend. Wisconsin is #1 in interlibrary loan resource sharing. WISCAT handled almost 10% more requests in 2014 than the previous year and 3% more than in 2011 before the huge spike in e-books.
  6. Materials on order or not published In constant demand list for WISCAT In constant demand - Minitex Book Kit list
  7. Games?
  8. Whether in person or through an electronic process - ask some questions. Clarify things like need-by date, accept another title as a substitute, accept title in a different format Help patrons understand that just because they found it on Amazon, doesn’t mean it’s available in a library. We’ve been seeing more and more requests for self-published items and items that have not been released yet. Alternatives to requesting and lending: Purchasing Electronic and virtual resources Photocopies (GENEALOGY) Substitute editions
  9. Use WISCAT functionality to remove barriers to requesting: patron-initiated requesting Guest requesting (no user account) ILL Request Tracking Network handling NCIP AG User-group meeting – new patron request form and smart phone scaling of the interface.
  10. Has your library put the pieces together to create outstanding ILL? The Rethinking Resource Sharing group started in the U.S. in 2005 by a group of librarians, product vendors and library technology specialists.  They wrote a manifesto and created a checklist to help libraries move toward exceptional ILL service. The Rethinking Resource Sharing manifesto starts in part: “If libraries want to expand and promote information accessibility, and to continue to be valued resources, we believe that libraries must improve their information delivery system. Aligning resource sharing workflow, collection policies, and discovery-delivery systems by significantly reducing service barriers and cost, and offering user service options are critical pieces that promote information access.” In 2011, David Atkins from the University of Tennessee in Knoxville was our ILL meeting keynote speaker. He presented on “Rethinking Resource Sharing Principles” and introduced the checklist.
  11. When the STAR checklist appeared, the Wisconsin ILL community felt that it was very academic-ILLiad-OCLC library oriented. There was a need for a more inclusive checklist that would be more appropriate for all types of libraries. The RSRT started work on this, but it was never completed. We took a look at the STAR checklist and the Wisconsin ILL Guidelines. We created a new checklist with the thought that libraries may not be able to check off every item, but would work toward these goals.