Spotlight on Interlibrary Loan / Document Delivery Carol Stephenson Connie Shuttleworth May 7, 2002

ILL/DD now provides the following services Borrowing - approx. 10,000 filled/year Lending -approx. 9,000 filled/year CISTI Source– approx. 3,000 filled/year IBIS–approx. 150/year

ILL/DD Staff Responsibilities Connie Shuttleworth – borrowing Marlene Laurence – borrowing Denise Paquette – borrowing / lending backup Mone Quintana – mornings – borrowing John Sitler – borrowing and lending backup Betty Miller – lending , borrowing backup Shirley Fraser – borrowing, IBIS assistant

ILL/DD “Jargon” Aviso Ariel Unmediated / mediated requesting ISO protocols Parsing OCLC, Amicus, TraceIT, GBV, BLLD,

ILL/DD Borrowing Services Workflow overview Receive email requests Verify Identify locations Request loans Request photocopies Purchase special materials

Following the path of a journal article request – order process Web form 6pm Monday Parsed - Aviso Tuesday 8am Paper request printed / numbered Patron info checked TRELLIS search 9am AMICUS – locations 11am Order updated– email out noon Paper filed

Messages patron receives

Paper request

Following the path of journal article request – receipt process Email -Wed am - subscription cancelled Next location chosen –Wed pm – email 4pm Article received – Monday noon Processed - afternoon Aviso updated – email to undergrads Grads/faculty – on-campus mail Undergrads –mail with TUGbars

Article received – undergrad. Email message

Possible problems with journal article requests Patron issues ILL Staff issues User services issues

Following the path of a foreign language book request – order process Web form 6 pm Monday Parsed - Aviso Tuesday 8am Paper requests numbered 9am Trellis searched 9:30am Search Unable to verify – re-search GBV - 11am Wednesday Fax request Aviso updated Paper filed

Book request

Following the path of a foreign language book request – receipt process Book received Bookband Aviso updated –email to patron Material not picked up – reminder / overdue Book returned to lending library Aviso updated/ paper form filed.

Book received – email notification

Bookband patron name request number due date NO RENEWALS cost to Library lending restrictions return policy pick up location overdue notification inquiries

Overdue book notice

ILL/DD Lending Services Workflow Overview Receive requests from other academic libraries and non-profit institutions worldwide – Web info and form Verify requests using TRELLIS Send photocopies of articles / books Invoice with item / Special arrangements

ILL/DD Lending and User Services TRELLIS record electronic versus print Pick up from the Church Colleges / Annex 24 hour turnaround time for borrowers Signed out approximately 6 weeks. –no renewals, no recalls

TRELLIS record – book in use by ILL lender

CISTI Source Overview Accounts - liaison librarians Unmediated requesting Search - identify article -order online – check status online Not at CISTI, auto forwarding to BLLD New options– individual accounts / alerting Online tutorial

CISTI Source timelines 2-3 days - CISTI Add 2-4 - BLLD Received by Ariel Undergrad articles –10 days Optometry, faculty and grads – on-campus mail Notifications Reorders

CISTI Source cancellation notice for faculty / grads

CISTI Source cancellation notice for undergraduates

IBIS Overview Industrial and Business Information Service Companies and individuals UW theses Fees IBIS contact info

ILL/DD contact information The public service desk in ILL/DD is staffed–8:30-4:00 Monday to Friday Phone – ext. 2598 Email – illportr@library.uwaterloo.ca CISTI Source problems – Rose Koebel