New Zealand’s Interloans Best Practice Workshop

Background 7 th IFLA Interlending and Document Supply Conference, Ljubljana 2001 –Tom Ruthven’s paper on Australian benchmarking study Australian Best Practices Course 8 th IFLA ILDS Conference, Canberra 2003 –Mary Hollerich’s paper on education and training ILL practitioners

A Workshop for New Zealand JSCI and NLNZ Cross sectoral working group July 2004 Interloans best practice –based on research –practitioner to manager –personal to national upskilling

The aim To assist library staff to improve work practices and services

Objectives Communicate findings of recent research into interloan best practice Identify best practice to improve interloan services in New Zealand Provide method to describe and analyse the interloan lifecycle Present relevant bibliographic sources Raise awareness of sources of supply Introduce developments in automation

Learning outcomes Knowledge and understanding of key research findings Skills to describe and analyse workflows to identify ways to improve Enhanced professional and operational knowledge relevant to interloans

Out of scope Copyright Licensing Charging Te Puna Interloan

Face-to-face meetings

Teleconferencing

Project Timeline Project scopingJuly Communications planAugust Content writtenAugust-November Registrations and invoicingOctober-February Content edited & quality assuredNovember-February Workshop developmentNovember-March Sponsorship - nationalDecember Sponsorship - regionalDecember Venues bookedJanuary-February MarketingJanuary-March Training the trainers3 February Workshop dry runs1 March; 8 March Workshops15 March–27 April Project debrief5 May Report to JSCI31 May

Preparing The product Inviting comment Marketing/Sponsorships Registration Training the trainers Dry runs

The length and format Full day to include professional skills Morning only option for managers Handbook workshop/workplace Exercises Presentation

The brand

Content Research findings Interloan life cycle Automation Statistics and performance measures Bibliographic tools and sources Suppliers Bibliographic search skills Hypothetical library Where to from here?

Workshop in progress

Was the workshop a success? Yes! 16 workshops held March-April 2005 –212 participants from 113 libraries –57 managers; 65 library assistants; 60 team leaders; 16 reference staff; +others

Workshops held in 9 centres

Was the workshop financially viable? Costs not covered; nor required to be Support from –JSCI, LIANZA, NLNZ –Home institutions of working group Budget a consideration for future projects

Evaluation Who, what, why, when and how Scoping Communications/Marketing plan Trainers Workshop material Fine-tuning –Workshop –Presenters’ notes –Stakeholder reports

Workshop evaluation form Quantitative evaluation Average of key areas Workshop content4.42 Presentation4.28 Handbook4.77 Exercises4.02 Overall workshop4.32

Qualitative evaluation Value to current job Best workshop aspect What to improve Future workshop topics

Working Group evaluation Critical success factors Adding value to the ILL process Time commitment Project lifespan Communication Strengths and weaknesses

Key resource Interloans Best Practice Handbook –ISBN –Availability – –Currency

Future initiatives Personal/sector upskilling Project development for other areas of librarianship –Regional –Sector –National

The End or Is it just the beginning? Thank you

The authors