Welcome

The Victrola in the Closet: Copyright, Libraries, and “New” Technologies
Dwayne K. Buttler, J.D. University of Louisville

Copyright law plays a central role in the creation of “expressive” works and defines how and often under what circumstances libraries might make copyrighted works available to patrons. The law also has enjoyed a long and increasingly complex relationship with “new” technologies – some of which allow not only the creation of whole new kinds of expressive works but also the copying and distribution of them. This discussion will look a little at yesterday in order to learn something about tomorrow and how libraries, copyright, and digital technologies might either conflict with or better yet serve in support of the crucial mission of libraries.

Concurrent Sessions I
10:10 a.m. –11:00 a.m.

Alternatives to Traditional Interlibrary Loan Borrowing
Amy Paulus, Interlibrary Loan Librarian, University of Iowa, Iowa City, IA

PowerPoint Presentation     Handout

Brief Description: Apart from traditional Interlibrary Loan borrowing, there are several alternatives to obtaining material not owned by your library for patrons. Purchasing, renting, and obtaining e-versions are some examples that may result in a faster turnaround time with comparable costs and are viable substitutes for ILL.

Abstract: The average cost of a borrowing interlibrary loan transaction is $17.50, according to the ARL study done in 2002. It can be argued that this money could be spent to result in something more tangible at the end of the transaction. This presentation will discuss some of the alternatives to obtaining material not owned by your library for your patrons by using methods other than traditional interlibrary loan. Purchasing the book for addition to your collection is becoming more widespread and there are several ways this can be done: taking advantage of vendors such as Alibris to purchase via OCLC; purchasing through your acquisitions department and allowing the patron to have the book before cataloging; or purchasing through your acquisitions department and cataloging the book before circulating it. All result in the library owning a book with a guaranteed circulation transaction.

UMI/ProQuest allows you to purchase an unbound/shrink-wrapped copy of a dissertation for your patron at a discounted rate of $29 with a turnaround time of 3-5 days. This is particular helpful in obtaining dissertations that your library does not want to purchase to add to the collection and the lending library will not send (or it is checked out for a long-term loan or lost).

Videos and other audio-visual materials have always been difficult to obtain via Interlibrary Loan because of strict lending policies. Netflix can fill this need in a timely manner. By setting up an account, they can be treated as another potential lender at a cost comparable to what an interlibrary loan transaction costs.

CISTI e-books is a new concept proposed recently in which CISTI will provide access to electronic books, for a fee of course, which significantly cuts done the turnaround time and costs associated with shipping a physical item.

The session will wrap up with questions and answers as well as a sharing section in which others can contribute what they are doing at their libraries.

 
Arizona Room - ACC

Successful ILL Practices for Distance Education Students
John Leonard Berg, Coordinator of Public Services, University of Wisconsin-Platteville, Platteville, WI

Brief Description: John Leonard Berg, Coordinator of Public Services, will discuss the various ILL services available to distance education students attending UW-Platteville. Presentation will highlight ILLiad and Odyssey, Universal Borrowing and SFX. Relevant operating policies and web pages will be reviewed. Attendees will be encouraged to share their own experiences in providing ILL service to DE students.

Docline & ILLiad Working Together –It’s All in the Macros
Jonathan Helmke, Assistant Director for Library Systems and Technical Services, University of Dubuque, Dubuque, IA
Susan Reiter, Cataloging/Interlibrary Loan Assistant, University of Dubuque, Dubuque, IA

Brief Description: Docline Freeshare can offer help to ILLiad users having difficulty filling specialized article requests using OCLC alone. This presentation will describe how our small academic library is using Docline to fill this need. We'll show how to register, add holdings information in Docline, use simple macros that autofill Docline requests directly from ILLiad, electronically deliver Docline articles, and describe our own Docline experience.

Abstract: In the Fall of 2004, the University of Dubuque re-established a Nursing Professional Program. The subsequent addition of databases (CINAHL, etc.) to support the program soon made it difficult to fill article requests through our regular OCLC suppliers. Either no or few lenders were available or fees were being charged to supply the materials. In response to this need, we decided to explore using the Docline Freeshare program. The Docline Freeshare program has been an excellent alternative source of suppliers for those hard to fill requests. In addition, using Docline with ILLiad provides a simple transition for staff and is transparent to patrons.

During this session, we will give a brief overview of Docline Freeshare and the requirements to become a Docline library, including how to set up a profile and add holdings information to get started. In addition, we will show how to integrate Docline with ILLiad using macros and how to cycle through both initial requests and requests that go unfilled through OCLC. We’ll talk about electronic delivery of articles received via Ariel and, finally, include some results of our own Docline experience.

Seen any good movies lately? : Video lending and borrowing in Academic Libraries
Barb Bergman, Media Services Librarian, Minnesota State University, Mankato, MN

Brief Description: Does your library borrow and lend videos? Why or why not? This presentation will talk about one library’s experience in updating its video lending policy in the spirit of full resource sharing and how its users also benefited. Relevant guidelines and national trends will also be discussed.

Abstract: The traditional model for audiovisual collections at academic libraries has generally been one of limited access to anyone other than faculty for classroom use. These restrictive policies have usually limited the availability of videos through interlibrary loan.

In this presentation, a media librarian (and sometimes interlibrary loan librarian) will talk about the video lending experience at Minnesota State University, Mankato. Within the past five years, our library has gone from the initial discussions about changing the lending policy to successful implementation of video lending. Common concerns about lending and borrowing of videos versus the reality of the process will be discussed. One aspect of making the change included first educating library staff about ILL processes and policies, and later informing the campus community about the changed policy in a positive way.

Presentation will also include discussion of how the participants can apply the suggestions in the Guidelines for Media Resources in Academic Libraries and those in the Guidelines for the Interlibrary Loan of Audiovisual Formats to the benefit of your own library patrons. Information about policies and trends at libraries around the country will also be discussed.

Buena Vista University’s The ILLiad and the Odyssey
Margaret Stangohr, Technical Services/Systems Librarian, Buena Vista University, Storm Lake, IA
Florene Cork Coordinator, Access Services, Buena Vista University, Storm Lake, IA

PowerPoint Presentation     Handout

Brief Description: This session will focus on the changes ILLiad has made in workflow and interlibrary loan usage as well as its effects on our students, faculty and staff at Buena Vista University. To illustrate these points, various features of ILLiad and Odyssey will be demonstrated.

Abstract: Buena Vista University acquired ILLiad in June of 2003. We are currently on version 7.2. The presentation will begin with a brief history of interlibrary loan life at Buena Vista before ILLiad. The session will focus on the changes ILLiad has made in workflow and interlibrary loan usage as well as its effects on our students, faculty and staff. The primary changes in workflow are the simplification of copyright tracking and an increase in the use of student workers for tasks other than photocopying/scanning and the mail. The biggest changes for our patrons are the ease of making a request, electronic delivery; and, hopefully next month, LDAP authentication. To illustrate these points, I will track an article request from patron initiation to electronic delivery. I will also demonstrate some of the other features of the system such as lending, document delivery and statistics. Integration of Ariel with ILLiad will be discussed. Upgrades, quality of the software and support will also be addressed.

How are we doing? And what can we do about it.
Paul Drake, Interlibrary Loan Librarian, McNeese State University, Lake Charles, LA

PowerPoint Presentation     Handout

Brief Description: An interactive presentation on one approach to benchmarking interlibrary loan service. A look at how this library is investigating ways to evaluate its performance, including using consortia statistics to compare with its colleagues in a statewide system. Ways to improve performance through revising custom holdings and lending libraries performance will be discussed.

Abstract: There are no national standards to evaluate interlibrary loan service. At one time, having an annual increase in the number of requests could be considered as a successful year. But quantity is only one measure of performance. The challenge is to set evaluative criteria that represent the institution and library’s mission and values.

Interlibrary loan management systems , such as ILLiad and Clio, provide myriad of statistics and custom reports, but there is a difference between what is interesting and what is important. In-house counts and OCLC ILL reports contribute more data. But where to start and what to ignore can be difficult.

One Louisiana academic library is attempting to establish benchmarks for its interlibrary loan service. The existing performance standard was to have a 75% full rate. Is this borrowing? Lending? Both?

Efforts are being made to determine what statistics are available, which are important, and how to best present the findings. Have the recent revision of custom holdings resulted in faster turnaround? Has the project to include auxiliary campus library holdings and periodicals holdings into OCLC Worldcat improved fillrate?

An initial evaluation will be presented and some of the early responses and changes will be discussed.

SILO Locator and ILL
Marie Harms, Library Consultant, State Library of Iowa, Des Moines, IA

The SILO (State of Iowa Libraries) Locator and ILL System was launched in 1997. Since then there have been few changes as the system continues to process millions of searches and thousands of inter-library loan transactions. This session will present an overview of how the system works, including adding records to the locator and borrowing and lending through the ILL system. This session will also discuss the Locator clean-up underway.

Local Holdings Maintenance in OCLC: How Cataloging can Benefit Interlibrary Loan
Amy Paulus, Interlibrary Loan Librarian, University of Iowa, Iowa City, IA

PowerPoint Presentation     Handout

Brief Description: The University of Iowa Main Library has identified several collections that do not circulate and edit these cataloging records individually to filter requests. Local holdings records for serials are also created and maintained. Both practices result in a greater lending fill rate. Learn how to do this for your library!

Abstract: Filtering and auto-deflection are OCLC capabilities that have been available although perhaps not well used yet in the interlibrary loan community. The University of Iowa have identified several collections that do not circulate and edit these cataloging records individually to filter requests, since the policy directory can not be used to deflect these. These collections include the Iowa Woman’s Archives collection, the Roxburghe Collection in Special Collections, and the permanent reserve collection of videos. Interlibrary Loan staff members are responsible for the creation and maintenance of these records.

Local holdings records for serials are also created and maintained by ILL staff. The future ability for auto-selection of lenders for articles (i.e. direct request) provides the motivation for adding local holdings records to serials in that if our holdings are not available on OCLC, our library will be chosen after those whose holdings are available. The University of Iowa Main Library has a unique situation in that ILL staff members are performing these functions that normally take place in cataloging. Training on Connexion and learning cataloging practices were small prices to pay in order to obtain a greater lending fill rate for interlibrary loan!

How We Reorganized, Relocated, and Implemented ILLiad (Almost) Without Losing our Cool
Andi Beckendorf, Electronic Resources Librarian / ILL Supervisor, Luther College, Decorah, IA

PowerPoint Presentation     

Brief Description: With service excellence as the primary focus, find out how the ILL staff of Luther College planned for and managed changes in reporting lines, duties, location, workflow, and training while implementing ILLiad, writing new policies, and planning for the future through professional development activities and a national survey.

Abstract: Over the last three years, the Interlibrary Loan department at Luther College has undergone significant change while maintaining service excellence. Our departmental statement of philosophy reads: “As part of Preus Library, the Interlibrary Loan Department works to facilitate and support the teaching, learning, and scholarship of Luther College students, faculty and staff. The Interlibrary Loan staff strive to provide accurate, timely, and consistent service in a courteous and informed manner in order to provide the best service to our users.”Our commitment to these principles have helped us to maintain focus as we made changes in reporting lines, duties, location, workflow, and student training while implementing ILLiad, writing new policies, and planning for the future through professional development.

As Electronic Resources Librarian and Web Manager, I had no previous experience working with or supervising ILL before the department was blended into our Technical Services area after having been part of our Reference department for over 30 years. Luckily, our ILL Coordinator, a full-time staff person responsible for supervising daily workflow, was a veteran. She has been invaluable for her ability to understand the complexities of the workflow, find solutions to problems, hire excellent student workers, and, most of all, be patient as I learn what ILL is all about.

Even with excellent staff, students, and a highly collaborative work environment, I knew I had to do more to familiarize myself with ILL issues in order to be an effective supervisor. Activities I have undertaken in order to educate myself include attending ILL conferences and ILL-related conference sessions, participating in a workshop on service excellence, examining ILL policies and code, and taking ILLiad training sessions. Last year, I administered a survey of ILL departments in liberal arts colleges in order to find out how the Luther College operation compares nationally to peer institutions with regards to size of library collection, organizational structure, the ILL operation, and managing ILL workflow.

My presentation will focus on how we planned for change at our library, worked to implement our changes, and adapted to challenges throughout the process. I will give an overview of our administrative reorganization, the relocation of ILL and changes in duties and workflow, how we wrote our policies and put our practices on paper, and how we go about training our students. I will share specific information about how we implemented our own ILLiad server as part of a merged library-IT organization and how ILLiad has improved the response of our patrons to our ILL services. I will also share brief statistical information comparing our situation to the data tabulated from my survey and to the statistics gathered by the IPAL (Iowa Private Academic Libraries) group.

Though these changes have brought about improvements in service, more efficient workflow, and implementation of new technology, the process has not been without challenges. Despite occasional setbacks in progress and technological hurdles, our efforts are often put into perspective as we receive positive feedback from the students, faculty, and staff of Luther College.

Borrow or Buy? ILL Collaborates with Collection Development
Kristen N. Hindes, Interlibrary Loan and Instruction Librarian, Saint Michael’s College, Colchester, VT

PowerPoint Presentation

Brief Description: In order to maximize library resources, ILL works to identify requested materials that meet a set criteria and then purchases rather than borrows the books. Learn how to assess your ILL department’s borrowing activity and implement a similar collaboration.

Abstract: Several large academic libraries have a program in ILL where books are purchased rather than borrowed—come hear how a small, undergraduate institution can do the same. Find out how the ILL department at Saint Michael’s College decided how to select titles to buy rather than borrow. Requests that meet the selection criteria are purchased through Amazon.com and then processed like a normal ILL request. Once the patron finishes with the title, it is then sent to Acquisitions. Collection Development funds are allocated for the program. Results on turnaround time, patron satisfaction, cost per title, and subsequent circulation of these books will be presented.

Odyssey in a Nutshell: Using the Trusted Sender Feature to Decrease Turnaround Time
Cherié L. Weible, Head of Interlibrary Loan and Document Delivery, University of Illinois at Urbana - Champaign, Urbana, IL
Karen Janke, Assistant Librarian, Access Services Team Leader, IUPUI University Library, Indianapolis, IN

PowerPoint Presentation     Handout

Brief Description: Using the Odyssey Document Delivery software in conjunction with ILLiad can decrease your document delivery turnaround time by days, especially if the “Trusted Sender”feature is also implemented. The faster desktop delivery service is a real hit with ILL patrons! Non-ILLiad libraries can also use Odyssey as a stand-alone scanning tool.

Abstract: The Odyssey scanning component of ILLiad’s document delivery system is rapidly being implemented across the nation by ILL departments of all sizes. Odyssey can be used in conjunction with ILLiad software or as a no cost, independent, stand alone scanning tool.

If Odyssey is used in conjunction with the ILLiad ILL management software, a borrowing library has several options within the system to control the delivery to library users. One of these options is the “trusted sender”feature. When “trusted sender”is implemented, you can receive articles from lending libraries, convert them to PDFs, post to the web, complete the OCLC transaction, and notify patrons of their availability –all without staff intervention. For maximum benefit, statistics show that using Odyssey with Trusted Sender allows for a reduction in turnaround time that is consistently and significantly less than with other ILL scanning software options. You can measure this turnaround time reduction in days, and your staff will spend less time processing electronically-received articles.

More importantly, using the free, stand alone version of Odyssey can enable even low volume ILL departments to use quality scanning software at a price that fits their budget. Continual improvements and a commitment from the developers have made the Odyssey scanning software the latest improvement to ILL document delivery services. Come find out more about the ease and benefits of using Odyssey scanning in your ILL department!

Using Interlibrary Loan to Build Library Collections
James O’Gorman, Reference Librarian/Interlibrary Loan, St. Ambrose University, Davenport, IA

PowerPoint Presentation     Handout

Brief Description: Interlibrary loan is uniquely situated to record the interests of library patrons who cannot fulfill their information needs locally. Borrowing records hint at collection gaps while identifying new books deserving space on the shelves. Interlibrary Loan can play an important role in improving a library’s holdings.

Abstract: Patrons have no need to request from other libraries materials their home library has available. Therefore, an Interlibrary Loan department is ideally situated to reflect the unfilled interests of its patrons. Inherent in every loan request is an indication of a need the library is not currently serving.

Two years ago, St. Ambrose University’s O’Keefe Library began exploring how interlibrary loan requests might be used to strengthen its book collection. Two concepts emerged. One, filled book requests reflect gaps in the collection. Two, book requests are often made by patrons knowledgeable about current research and publication. These concepts formed the basis of two experimental approaches O’Keefe Library implemented to build a better collection.

A method to address the first concept was soon initiated. The Interlibrary Loan department periodically circulates printouts of its filled requests among the collection development specialists. The specialists, by perusing the requests, can spot patterns of patron interest and collection weakness. With this information, specialists can invest resources to build on interests and fill collection holes.

The second concept became the basis for a pilot demand purchasing project, where instead of borrowing the requested book, O’Keefe Library purchased the book. Many of those who use ILL are academics aware of current research and new publications. In other words, the patrons themselves are the subject specialists. Following a series of meetings involving Circulation, Tech Services, Interlibrary Loan, and Library Director, a process was formulated and selection criteria established.

Research consulted indicated that benefits of demand purchasing included speed of delivery and acquiring books that tend to circulate more often. To date, O’Keefe Library has been pleased with the project and intends to move from the pilot stage to wider implementation.