1. Mary E. Jackson maryejackson@verizon.net

2.  Background on previous ILL cost studies  Explain why this study is a first  Review the data collection instrument  Respond to your questions  Report findings after you have completed the instruments

3.  ARL RLG Interlibrary Loan Cost Study ◦ 1992; Marilyn Roche ◦ 76 research libraries  mainly members of the Association of Research Libraries ◦ Borrowing unit cost: $18.62 ◦ Lending unit cost: $10.93 ◦ Total unit cost: $29.55 ◦ Staff costs represent  76% of total borrowing cost  77% of total lending cost

4.  Measuring the Performance of Interlibrary Loan Operations in North American Research and College Libraries ◦ 1998; Mary E. Jackson ◦ 119 research and college libraries ◦ Borrowing unit cost: $18.35 (research) $12.08 (college) ◦ Lending unit cost: $9.48/ $7.25 ◦ Staffing costs represent  66%/62% of total borrowing cost  76%/71% of total lending cost

5.  Assessing ILL/DD Services: New Cost- Effective Alternatives ◦ 2004, Mary E. Jackson ◦ 72 research, academic, and govt. libraries ◦ Borrowing unit cost: $17.50 (research) ◦ Lending unit cost: $9.27 (research) ◦ Staffing costs represent  58% of total borrowing cost  75% of total lending cost

6.  First ILL cost study for public libraries  Simplified the data collection instruments ◦ from 7 sheets to 1 sheet  Collect staff costs only  Revised instrument tested by several CT libraries  Staff to provide data for 8 elements  Online form automatically calculates borrowing and lending unit cost  Calculates total unit costs based on percentages from the 2004 study

7.  Annual salary  Fringe amount  Hours worked per week  Hours worked in ILL  Hours worked in borrowing  Hours worked in lending ◦ Each of these for each staff member working in ILL  Number of borrowing filled requests  Number of lending filled requests ◦ For your last complete fiscal year

8. Library Name: Line Reference Enter data for the following 6 items using one column for each staff member working in ILL. ILL Staff Member A ILL Staff Member B ILL Staff Member C ILL Staff Member D ILL Staff Member E A Annual Salary: (Round to the nearest whole dollar) B Fringe Amount: (Round to the nearest whole dollar) C Hours worked per week: D Hours worked in ILL: E Of the hours worked in ILL, how many hours in Borrowing? F Of the hours worked in ILL, how many hours in Lending? Please input data for the Last Fiscal Year G Borrowing Filled Requests: H Lending Filled Requests:

9.  ILL units have different staffing levels ◦ From full-time professionals to only part-time staff  ILL units have different procedures and workflow  Some ILL units count reciprocal circulation in their ILL transactions; others do not  Unit Cost is directly related to the volume of transactions, not the staffing level

10.  Any questions about the instruments, the process, or what you need to supply?  Any worries or concerns?  Anything else?

11.  Please send questions and the completed worksheets to: ◦ Mary Jackson ◦ Phone: 301-879-1858 (home) ◦ maryejackson@verizon.net maryejackson@verizon.net ◦ Fax: 301/879-0109 ◦ Mary will review and follow-up with any questions