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LENDING Karen Janke IUPUI: Indiana University-Purdue University Indianapolis University Library (IUP) Indianapolis, Indiana.

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Presentation on theme: "LENDING Karen Janke IUPUI: Indiana University-Purdue University Indianapolis University Library (IUP) Indianapolis, Indiana."— Presentation transcript:

1 LENDING Karen Janke IUPUI: Indiana University-Purdue University Indianapolis University Library (IUP) Indianapolis, Indiana

2 10 Commandments of ILL?  Thou shalt not let a request fall off OCLC  Thou shalt return multi- volume sets to the lender all at once  Thou shalt not staple jiffy bags  Thou shalt honor the Interlibrary Loan Code for the United States

3 Benjamin Franklin’s Poor Richard’s Almanack  Fish and ILL Requests smell after four days.  Beware of the young Doctor, the old Barber, and the desperate PhD student.  A learned ILL practitioner is a greater ILL practitioner than an ignorant one.

4 But they didn’t teach me this in Library School….  Best Practices in Medical Interlibrary Loan and Electronic Document Delivery. Special issue of Journal of Interlibrary Loan, Document Delivery & Electronic Reserve, Vol. 17(3) 2007  Interlibrary Loan and Document Delivery: Best Practices for Operating and Managing Interlibrary Loan Services in all Libraries. Special issue of Journal of Interlibrary Loan, Document Delivery & Electronic Reserve Vol. 16, (1/2) 2006  Leon, Lars E., et al. Enhanced Resource Sharing Through Group Interlibrary Loan Best Practices: A Conceptual, Structural, and Procedural Approach. portal: Libraries and the Academy 3(3) 2003, pp

5 Lending Nuts and Bolts  What are you going to lend?  For how long? Is 30 days enough?  For how much?  How are you going to deliver it?  Do you need a computerized system to manage it?  How do you check out materials in your ILS?  How many people do you need/can you afford in order to accomplish this?

6 Library-to-Library Communications  Policies Directory / Website  Policies Directory (try searching “YOM”) Policies Directory  Lender Website Examples LenderWebsiteExamples  address & Phone (and in your constant data)?  Account checked at least once a day?

7 Patron Communications  Borrowers: How overdue is it?  Borrowers: Don’t ask the lending library to play the heavy – issuing invoices costs them money!  Borrowers: Complaints about fees for borrowing? Please don’t give out lending library’s name/phone number.  Borrowers: Communicate to your patrons how to renew.  Lenders: Making deals/special arrangements directly with patrons of other libraries?

8 Borrowers: To Rush or Not to Rush…  Document Supplier / British Library Document Supplier British Library  Check lending library website or policies directory  Try calling or ing lender first!  Don’t bombard lenders with a fax of an existing request.

9 You scratch my back….  Borrower: send a thank you, and cc: their boss!  Borrower: offer to pay overnight FedEx or UPS with your account number  Lender: remember and seek them out when you need a favor

10 Moving Right Along...  Just Say “No” to Conditionals such as…  “Sorry, non circulating!”  “Sorry, we lack this year”  “Not as Cited” now goes directly to Unfilled  “We only have vol 1 of this 2 vol set, do you still want it?” (and are 1 st in the string)  If you can’t find the book on the shelf and you are the first lender in the string, SAY NO.

11 Lost in the Mail?  Borrowers: If you borrow it, and it never arrives, you’re still obligated to pay for it.  Borrowers: Offer to replace a lost or damaged item on behalf of the lender.

12 ILL Departments are not Collection Managers!  But it pays to make nice with them!  Can exceptions be made?  How many items have been lost/damaged?  How many times has it circulated in the past?  Could it be replaced easily?

13 If what you’re being asked to lend/borrow is non-circ, why?  Rare?  Expensive?  In Demand?  Can you buy it?

14 Special Edition!  Lenders: Check the requested item versus what’s pulled from the stacks….  Especially for classic literature or when there are numerous editions.  THIS EDITION ONLY statements in request

15 Citation Verification: Whose job is it?  Answer: Borrowing Library!  Google is the BFF of ILL!  Series statements? Proceedings as monograph or serials? Reprints? Freely accessible websites or e- journals?  Serials with title changes (fields 780 & 785)  Ask for help on the ILL Listserv, but give ALL the info

16 $$$  “Our IFM report from 2 years ago shows a discrepancy and we’re now charging you $10 via an invoice.”  Mistakes happen, but check your IFM reports promptly.  If the financial error is > 6-12 months or from a different fiscal year, or can’t be solved through a dummy request, forget it!  Lenders: Don’t fill the request when the maxcost is lower than your fee! Borrowers aren’t obliged to pay.

17 Dissertation Abstracts International  Lenders: Do they really want the abstract?  Borrowers: Do your patrons know what they are requesting?  Borrowers: Google Scholar for digital repositories

18 Busy is Relative  Large volume lenders: 700+ transactions PER DAY  Small Libraries: part-time staff, may not have the expertise

19 Electronic Delivery on the Cheap  Fax Machines: Just Say No!  Odyssey Standalone  Send and/or Receive  https://osu.illiad.oclc.org/illiad/osu/lending/odysseyfaq.html https://osu.illiad.oclc.org/illiad/osu/lending/odysseyfaq.html   Can receive as a borrower without scanning as a lender.  PDFs  Ariel transmissions that don’t go through?

20 Dear OCLC,  Records for International Libraries who don’t lend or have any information about how to borrow from them are seriously annoying  Deflect requests based on max cost, filtered by custom holding group

21 Hiring  Hire people who have worked in food service and were good at it!  Can you type?

22 Lighten Up!  Is anyone going to die?  Borrowers: don’t be upset if your request is turned down.  Most people try to do the right thing most of the time.  ILL Karma & The Golden Rule


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