ILL Toolbox: Ways to Increase Efficiency and Productivity in Interlibrary Loan

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Published on March 8, 2014

Author: alisonjohnson53

Source: slideshare.net

Ways to Increase Efficiency and Productivity in Interlibrary Loan Alison Johnson, Public Services Librarian ACL Conference - June 13-16, 2011 Copy of PowerPoint available at: http://alisonlibraryportfolio.wordpress.com/ access-services/interlibrary-loan-toolbox/

• The Essential Tools • The Specialized Tools • The Power Tools • Sharing/Questions

What is your involvement with ILL?  I work part-time to full-time with ILL and do the day-to-day procedures  I oversee ILL but don’t often do the day-to-day procedures  I do the day-to-day procedures but it only takes less than half of my time. Are you an OCLC Resource Sharing member?  Yes, we use OCLC WorldCat Resource Sharing/FirstSearch  Yes, we use ILLiad, CLIO, or another software  No, we are not a member of OCLC’s Resource Sharing program How many borrowing requests do you handle during a typical school year week?  Less than 50 per week  50-150 per week  More than 150 per week

Can’t live without ‘em.

 The main ILL interface from OCLC, also known as First Search  FirstSearch login: http://firstsearch.oclc.org/  Documentation from OCLC: http://www.oclc.org/us/en/support/documentation/resourcesharing/default.htm  Sign up for OCLC_SHARING_L listserv: https://www3.oclc.org/app/listserv/  Based on a library’s borrowing activity  New interface and capabilities coming in Summer 2012…  Displays lender costs, item availability, and Buy-It options  Includes patron notification feature

 Simplifies billing process by adding charges and receipts to monthly OCLC invoice  Replaces the need for invoicing and writing checks to other libraries for ILL charges  Documentation from OCLC: http://www.oclc.org/resourcesharing/features/feemanagement/default.htm  No additional charge ***Only 45 out of 94 OCLC supplying ACL libraries are using IFM***

 Displays critical information about other libraries’ policies and contact information. **Be sure your library’s information is complete and up-to-date!  Policies Directory login: https://illpolicies.oclc.org/dill-ui/SignIn.do  Information: http://www.oclc.org/resourcesharing/features/policiesdirectory/default.htm  Instructions: http://www.oclc.org/support/documentation/resourcesharing/using/userguide/ policiesdirectory/policiesdirectory.htm#Deflection%20Exceptions  Quick Start: http://www.oclc.org/support/documentation/resourcesharing/libpolicies/getsta rt/policies_ref_card.pdf  No additional charge

 Create pre-filled OCLC borrowing and lending forms for various types of requests to minimize typing.  Description from OCLC: http://www.oclc.org/resourcesharing/features/constantdata/default.htm  Tutorial: http://www5.oclc.org/downloads/tutorials/firstsearch/rs/constantdata.html  No additional charge  Consider other ways that you might be able to use special constant data records to save time (see first link above for examples)

 Allows you to set up groups of lending libraries according to your preferences (location, cost, delivery method) for easy selection during request processing.  Information from OCLC: http://www.oclc.org/US/EN/support/documentation/resourcesharing/customh oldings/default.htm  Tutorial: http://www5.oclc.org/downloads/tutorials/firstsearch/rs/customholdings.html  Provides good examples of custom holdings groups: http://toolkit.idsproject.org/doku.php?id=borrowing:customholdings (contains some ILLiad-specific info, but helpful for everyone) No additional charge

The right tools for the job.

 Allows you to quickly turn a TIF or image file into a PDF file  Acts like printer, but saves the file as a PDF instead of printing  Download Cute PDF Writer: http://www.cutepdf.com/Products/CutePDF/Writer.asp  Instructions: http://www.ehow.com/how_5089608_usecutepdf-writer.html FREE!

 Automatically deflects requests for items that your library does not lend – eliminates staff involvement with these requests!  Information from OCLC: http://www.oclc.org/resourcesharing/features/autodeflection /default.htm  Instructions from OCLC: http://www.oclc.org/support/documentation/resourcesharing /using/userguide/policiesdirectory/policiesdirectory.htm#Cre ating%20Deflection%20Policies  No additional charge

 Scan, edit, send, and receive electronic documents  Increases speed of delivery when dealing with other Odyssey libraries  Download and Instructions: http://www.atlassys.com/products/odyssey/  FAQ: https://osu.illiad.oclc.org/illiad/osu/lending/odysseyfaq.html Free! ***Only 32% of ACL libraries use Ariel or Odyssey to send docs*** …less than half even use email…

Extreme times call for extreme measures.

 Automatically selects a lending string and processes certain patron-generated requests without staff intervention.  Quick Reference from OCLC (for using with First Search): http://www.oclc.org/support/documentation/firstsearch/man aging/directill/directill.pdf  Admin Login: http://firstsearch.org/admin  Direct Request Planning Guide: http://www.oclc.org/support/documentation/resourcesharing /direct/planguide/default.htm  No additional charge (but patrons must submit request through an external database– FirstSearch, ILLiad, etc.)

 OCLC collects your electronic article holdings information and provides a link directly to the article when another library requests it.  Manages your database licensing permissions  Description and Information: http://www.oclc.org/us/en/knowledgebase/default.htm  Presentation: http://vidego.multicastmedia.com/player.php?p=yhl10f5s  No additional charge with your OCLC Cataloging Subscription

 Automates all ILL borrowing, lending, and document delivery functions.  Information from Atlas: http://www.atlas-sys.com/illiad/  Information from OCLC: http://www.oclc.org/illiad/ Subscription available through OCLC (hosted or self-hosted)  Have you visited the IDS Workflow Toolkit? http://workflowtoolkit.wordpress.com/

Alison Johnson, Public Services Librarian Jackson Library, Indiana Wesleyan University alison.johnson@indwes.edu http://alisonlibraryportfolio.wordpress.com/accessservices/interlibrary-loan-toolbox/

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