Library Foundations Workshop

July 9-11, 2000

Cynthia Mae Helms, Head

Dept. of Information Services

James White Library

helmsc@andrews.edu

BASIC INFORMATION

Interlibrary Loan - obtaining or borrowing copies of library materials not found in a local collection on behalf of that library's clientele, and lending or providing copies of library materials requested by other libraries. "It is an expansion of traditional reference service to include resources in the next library and beyond . . . lifeline to the outside world of knowledge." (Boucher, 1984, p. 2)

Document Delivery Service - Hosts enable users to order copies of materials retrieved by online searches, either by direct despatch of items by the Host, or via an agent. Such document delivery services may also be offered online to users' terminals, rather than in hard copy, or via electronic mail. (Prytherch, p. 204-205)

Reasons for Doing Interlibrary Loan

To supplement the collection. Collection Development Policy should make provisions for supporting the curriculum and meeting the patrons' research needs.

• To borrow books that are no longer in print. Out of print books are easier to find now because of the Internet. If there are books that the library needs, share these web sites with the collection development person in your library. You may recommend them to patrons who want to purchase books.

http://www.addall.com

http://www.bestbookbuys.com

http://www.bn.com

http://www.amazon.com

http://www.bibliofind.com

• To preview a newly published book. If a book is new and is still in print, it is better to buy the book since libraries will not normally lend newly published books.

Methods of Delivering Documents to your Patrons

• Mediated - Interlibrary Loan

Library borrows materials from other libraries on behalf of patrons.

Library purchases materials from document suppliers on behalf of patrons.

Example: Traditional Interlibrary Loan

• Semi-mediated

Personal referrals to libraries in the area.

Example: Send patron to the national library or a special library.

Library sets up arrangements whereby patrons can check out of other libraries.

Example: Michicard, Infopass, OCLC Faculty Reciprocal Borrowing Program

• Unmediated - Document Delivery

Library makes full text databases available.

Example: Academic Search Elite, WilsonSelect

Library sets up the database and allows patrons to order on their own.

Example: UncoverWeb

INTERLIBRARY LOAN

National Laws

Copyright Laws (United States Code - Title 17 Copyright Law)

Regulations for bringing in published materials into the country

National and International Guidelines

Interlibrary Loan Code for the United States. See draft at

http://lamar.colostate.edu/~tgd/code.html

American Library Association. Library and Research Center Fact Sheet 8: Interlibrary Loans. See http://www.ala.org/library/fact8.html (or go to the ALA web site http://www.ala.org, click on ALA's Library and click on Library and Research Center's Fact Sheets). Note the following:

• Boucher, Virginia. Interlibrary Loan Practices Handbook. 2^nd ed. Chicago: American Library Association, 1997.

• Cornish, Graham P. Model Handbook for Interlending and Copying. IFLA/Unesco, 1988.

• IFLA (International Federation of Library Associations) Guidelines- THESE DO NOT SUPERSEDE NATIONAL GUIDELINES

International Lending: Principles and Guidelines for Procedure (1987)." IFLA Journal 14 (1988): 258-264, or in Interlending and Document Supply 16 (Jan. 1988): 28-32.

International Federation of Library Associations. "The IFLA Fax Guidelines." Journal of Interlibrary Loan, Document Delivery and Supply. v. 6 no. 4 (1996) 5-10. (also at http://www.IFLA.org/VI/2/p3/g-fax.htm).

International Federation of Library Associations. "IFLA Guidelines for Sending ILL Requests by Email." At http://www.IFLA.org/VI/2/p3/g-ill.htm.

Policies

• Morris, Leslie R. Interlibrary Loan Policies Directory. 6^th ed. New York: Neal-Schuman Publishers, Inc., 1999.

• Usovic, Eileen F., Editor. The Library Fax/Ariel Directory. 9^th ed. Kansas City, Missouri: C B R Consulting Services, Inc., 1995.

Resources

Library Directories

• American Library Directory. 51^st ed. New Providence, NJ: R. R. Bowker, 1998.

• Directory of Union Catalogs: http://www.ifla.org/VI/2/duc/index.htm

OCLC - WorldCat

• Barwick, Margaret M., ed. A Guide to Centres of International Lending and Copying. 4^th ed. Boston Spa, England: IFLA Office for International Lending, The British Library Document Supply Centre, 1990.

• International Handbook of Universities. 15^th ed. Paris: International Association of Universities, 1998.

• National Libraries of the World: http://www.ifla.org/VI/2/p2/natlibs.htm

• The World of Learning. 49^th ed. London: Europa Publications, Ltd., 1999.

Library Associations

Encyclopedia of Associations. International Organizations. 34^th ed. Detroit: Gale Research Incorporated, 1999.

Library Consortia - OCLC, ALICE, LVIS, BLC, MLC

OCLC has interlibrary loan module that allows us to borrow from libraries and to order from commercial document delivery companies.

Professional organizations - ATLA

Note: If there are no organizations or consortia in your region, start one!

Listservs - ILL listserv, DocDel listserv

General Guidelines

Start with the libraries in your region before crossing borders

Library to library (not person to library)

Item is not in your library

Legitimate request by valid patron

Citation verification

Location verification

One request per form

Follow rules of lending library

Time allowance

REQUEST - not demand, do not abuse privileges

REMEMBER: ILL costs MONEY and is LABOR INTENSIVE

Poor cooperation can bar you from borrowing in the future

DOCUMENT DELIVERY

VERY IMPORTANT because libraries cannot supply all your needs

- http://www.oclc.org/oclc/man/supplier.htm

Directory of Document Delivery Suppliers - http://www.DocDel.net/

FullText Access - for patrons

EBSCO - Academic Search FullText

ProQuest - ABI-Inform

OCLC FirstSearch - WilsonSelect

Direct Purchasing - for patrons and libraries

• Articles:

UncoverWeb - http://uncweb.carl.org/

Instant Information Systems - http://docdel.com/

British Library Inside - http://www.bl.uk/inside/

Virtual Health Library - http://www.bireme.br/

Subito - http://www.subito-doc.de

• Dissertations: http://www.umi.com/hp/Support/DServices

Note 3 options:

Dissertation Express (to receive shrink-wrapped, unbound copies)

Dissertations ASAP (profiled standing order)

DATRIX (customer computerized search service at US$25)

Do a Search on Dissertation Express

< Connect to Dissertation Express >

Answer questions

< Continue >

Do a search (Example: Author - Stefanovic)

Check item/s chosen

< Add to shopping cart >

< Submit entire order to UMI >

Answer questions and follow instructions

Order Methods: fax or mail forms, electronic

Formats: microfilm, microfiche, soft cover, hard cover, unbound

Modes of Payment: credit card

• ERIC Documents -

Educational Resources Information Center has two divisions/types of materials:

• •Resources in Education - documents (ED numbers)
• •Current Index to Journals in Education - periodical articles (EJ numbers)

Step 1: Find ERIC documents

Option 1 - Search ASKERIC http://ericir.syr.edu

: Option 2 - Do a full search in the EDRS web site

at http://www.edrs.com

Step 2: Order ERIC documents

Option 1 - Express Search - for known ED numbers only

Type the ED number (Example: ED433035)

Click on card to order

Select media

Order

Option 2 - Full Search - if you know the title, author, etc.

Select range

Select fields (Example: libraries and document delivery)

Fill in search boxes

Click on shopping cart

Select media

Order

Formats:

Paper, Microfiche, Electronic (PDF) = use adobe acrobat

Modes of Payment:

Credit card, Deposit account

Delivery Methods:

Mail, UPS, Fax

MANAGEMENT

Staffing

Budget

Office, equipment, and supplies

Policies

- between libraries (Name-Address Directory in OCLC)

- for patrons

- fines for overdues, losses, non-pick up of item

- cost

- lending time

- renewals

- packing and wrapping

- insurance

Procedures

- requests, returns, renewals

- lending, returns, renewals

- filled, unfilled, complete, conditionals

- mailing and notifying

- payments

Forms

- requests

- renewals

- notifying patrons

Records

- borrowing vs. lending files

- tracking system (ILL transaction number)

- notebooks

- Rolodex of libraries

- payments

Communication with Patrons

- handouts

- training sessions

- web

Communication with Libraries

- OCLC

- fax

- email

- Ariel

Statistics

- borrowing

- lending

- filled vs. unfilled

- periodical titles

- amount collected

Send to collection development officer and director.

Sample Forms

For office use:

ALA form

Book sleeve

Notification card

For patron's use:

Policy & procedures sheet

Request card

Renewal form

For more information, refer to Chapter 7: Management of Interlibrary Loan of the Interlibrary Loan Practices Handbook.

Boucher, Virginia. Interlibrary Loan Practices Handbook. Chicago: American Library Association, 1984.

Prytherch, Ray., Comp. Harrod's Librarian's Glossary of Terms Used in Librarianship, Documentation and the Book Crafts, and Reference Book. Aldershot, England: Gower, 1990.