A Blueprint for Maximizing Interlibrary Loan Data for Collection Development Decisions in Smaller Academic Libraries Mark Eriksen Winona State University Midwest Interlibrary Loan Conference April 10, 2014

 Maximize the impact of library dollars spent on behalf of patrons Blueprint goal April 10, 2014Eriksen Midwest Interlibrary Loan Conference2

 The Blueprint is designed to be adaptable as patron demand changes over time Flexible April 10, 2014Eriksen Midwest Interlibrary Loan Conference3

 Discovery Tools (Databases)  Serials  One-Time Purchases (Books and Videos) Three Blueprint Parts April 10, 2014Eriksen Midwest Interlibrary Loan Conference4

 Interlibrary Loan must be on a level playing field with collection development and library usage  The library must have available an equivalent amount of resources for lending as it has for borrowing Bedrock Principles for Blueprint Success April 10, 2014Eriksen Midwest Interlibrary Loan Conference5

 Minimize patron barriers to accessing interlibrary loan How to level the playing Field April 10, 2014Eriksen Midwest Interlibrary Loan Conference6

 Limiting numbers of requests per patron  Charging patrons for interlibrary loans  Not allocating adequate staff for interlibrary loan Examples of Barriers April 10, 2014Eriksen Midwest Interlibrary Loan Conference7

 The interlibrary loan unit operates as an independent agent within the library Easiest way to Balance Access to Lending and Borrowing April 10, 2014Eriksen Midwest Interlibrary Loan Conference8

1)No library usage without an underlining classroom assignment 2)Faculty drive collection development through the classroom assignments 3)Library has no obligation to build parts of the collection when there is little or no use 4)Library does its best to meet all patron needs through the collection or through interlibrary loan Blueprint Assumptions April 10, 2014Eriksen Midwest Interlibrary Loan Conference9

 New Courses  New Faculty  New/different course assignments Classroom Faculty Drive the Collection Over Time April 10, 2014Eriksen Midwest Interlibrary Loan Conference10

Interlibrary Loan Versus Collection Development Per Item Interlibrary Loan  Guaranteed One Use  Guaranteed One Use Only Collection Development  Potential of Many Uses  Potential of Zero Uses April 10, 2014Eriksen Midwest Interlibrary Loan Conference11

Ideal World versus Real World Ideal World  No interlibrary Loan  Library Collection meets all patron needs Real World  Both Interlibrary Loan and Collection Development are needed to meet patron needs April 10, 2014Eriksen Midwest Interlibrary Loan Conference12

 Maximize amount of materials obtained via collection development  Minimize interlibrary loan usage Optimal Situation April 10, 2014Eriksen Midwest Interlibrary Loan Conference13

 Primarily Databases  Necessary for patrons to find articles and books  No use of the collection or interlibrary loan without Discovery Tools Discovery Tools April 10, 2014Eriksen Midwest Interlibrary Loan Conference14

 Quick to add----increases access to scholarly materials  Slow to drop-----reduces access to scholarly materials Blueprint for Discovery Tools April 10, 2014Eriksen Midwest Interlibrary Loan Conference15

 Require judgment  Need to balance general database usage with subject database usage  Example----Low usage databases but usage is increasing  Classroom faculty input can be highly valuable Discovery Tools Also April 10, 2014Eriksen Midwest Interlibrary Loan Conference16

 Slow to add  Quick to drop  Journal articles are relatively easy to obtain via interlibrary loan  Titles only need to be carried for accreditation purposes Serial Purchases April 10, 2014Eriksen Midwest Interlibrary Loan Conference17

 Create a list of all serials in usage order  Combine interlibrary loan usage and your collection usage  Give interlibrary loan serial titles a multiplier  Use judgment along with accreditation requirements to determine which serials to cut and add  Review annually----could use rolling 3 years Blueprint for Serial Purchases April 10, 2014Eriksen Midwest Interlibrary Loan Conference18

Journal uses keep Journal2 50 uses keep Journal3 25 uses (ILL) add Journal 4 1 use drop Journal 5 1 use (ILL) don’t add Journal 6 1 use drop Serial Blueprint Example April 10, 2014Eriksen Midwest Interlibrary Loan Conference19

 Books and Videos  As usage increases for each item cost per use declines  Add items to the collection with a probability of high volume usage  Interlibrary loan items with a low probability of repeat usage One Time Purchases April 10, 2014Eriksen Midwest Interlibrary Loan Conference20

 Group call numbers into logical usage levels annually (could use a rolling three years)  List your call number groups in usage order  Create two lists one for interlibrary loan and one for collection usage One Time Purchase Blueprint April 10, 2014Eriksen Midwest Interlibrary Loan Conference21

 H 1000 uses  F 100 uses  Z 2 uses Example---Your LC call number usage may look like this April 10, 2014Eriksen Midwest Interlibrary Loan Conference22

 HD 40 uses  HQ 10 uses  HV 0 uses Or it may look like this April 10, 2014Eriksen Midwest Interlibrary Loan Conference23

 HD uses  HD uses  HD uses Or it may look like this April 10, 2014Eriksen Midwest Interlibrary Loan Conference24

 If the interlibrary loan list is similar to the collection list, combine the two lists  If the interlibrary loan list is different then use both lists separately Using the Two lists April 10, 2014Eriksen Midwest Interlibrary Loan Conference25

 Purchase items that have call numbers that are high on either the interlibrary loan list or the collection list  Borrow items that are low on both lists  In the middle on both lists----judgment  Interlibrary Loan foreshadows the need to development your own library collection Using the Two Lists Separately April 10, 2014Eriksen Midwest Interlibrary Loan Conference26

 Low collection use----High interlibrary loan use  Your collection is weak in that group for your patrons  High collection use----high interlibrary loan use  Your collection is good in that group but can be improved  High collection use----low interlibrary loan use  Your collection is strong for your patrons  Low collection use----low interlibrary loan use  No need to develop your collection in that area What the separate lists tell you for any call number group April 10, 2014Eriksen Midwest Interlibrary Loan Conference27

Two list example Interlibrary Loan Use  High to Low  HD  PZ  ZB  QA  DC Collection use  High to Low  QA  PZ  ZB  HD  DC April 10, 2014Eriksen Midwest Interlibrary Loan Conference28

 The three parts of the blueprint are designed to work in conjunction with each other  Interlibrary Loan’s usage data is vital in determining how to maximize the use of library dollars to benefit patrons Conclusion April 10, 2014Eriksen Midwest Interlibrary Loan Conference29

 Contact  Mark Eriksen  Interlibrary Loan Librarian  Winona State University  Krueger Library  Thank You April 10, 2014Eriksen Midwest Interlibrary Loan Conference30