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LENDING Karen Janke IUPUI: Indiana University-Purdue University Indianapolis University Library (IUP) Indianapolis, Indiana
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10 Commandments of ILL? Thou shalt not let a request fall off OCLC Thou shalt return multi- volume sets to the lender all at once Thou shalt not staple jiffy bags Thou shalt honor the Interlibrary Loan Code for the United States
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Benjamin Franklin’s Poor Richard’s Almanack Fish and ILL Requests smell after four days. Beware of the young Doctor, the old Barber, and the desperate PhD student. A learned ILL practitioner is a greater ILL practitioner than an ignorant one.
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But they didn’t teach me this in Library School…. Best Practices in Medical Interlibrary Loan and Electronic Document Delivery. Special issue of Journal of Interlibrary Loan, Document Delivery & Electronic Reserve, Vol. 17(3) 2007 Interlibrary Loan and Document Delivery: Best Practices for Operating and Managing Interlibrary Loan Services in all Libraries. Special issue of Journal of Interlibrary Loan, Document Delivery & Electronic Reserve Vol. 16, (1/2) 2006 Leon, Lars E., et al. Enhanced Resource Sharing Through Group Interlibrary Loan Best Practices: A Conceptual, Structural, and Procedural Approach. portal: Libraries and the Academy 3(3) 2003, pp. 419-40
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Lending Nuts and Bolts What are you going to lend? For how long? Is 30 days enough? For how much? How are you going to deliver it? Do you need a computerized system to manage it? How do you check out materials in your ILS? How many people do you need/can you afford in order to accomplish this?
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Library-to-Library Communications Policies Directory / Website Policies Directory (try searching “YOM”) Policies Directory Lender Website Examples LenderWebsiteExamples E-mail address & Phone (and in your constant data)? Account checked at least once a day?
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Patron Communications Borrowers: How overdue is it? Borrowers: Don’t ask the lending library to play the heavy – issuing invoices costs them money! Borrowers: Complaints about fees for borrowing? Please don’t give out lending library’s name/phone number. Borrowers: Communicate to your patrons how to renew. Lenders: Making deals/special arrangements directly with patrons of other libraries?
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Borrowers: To Rush or Not to Rush… Document Supplier / British Library Document Supplier British Library Check lending library website or policies directory Try calling or emailing lender first! Don’t bombard lenders with a fax of an existing request.
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You scratch my back…. Borrower: send a thank you, and cc: their boss! Borrower: offer to pay overnight FedEx or UPS with your account number Lender: remember and seek them out when you need a favor
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Moving Right Along... Just Say “No” to Conditionals such as… “Sorry, non circulating!” “Sorry, we lack this year” “Not as Cited” now goes directly to Unfilled “We only have vol 1 of this 2 vol set, do you still want it?” (and are 1 st in the string) If you can’t find the book on the shelf and you are the first lender in the string, SAY NO.
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Lost in the Mail? Borrowers: If you borrow it, and it never arrives, you’re still obligated to pay for it. Borrowers: Offer to replace a lost or damaged item on behalf of the lender.
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ILL Departments are not Collection Managers! But it pays to make nice with them! Can exceptions be made? How many items have been lost/damaged? How many times has it circulated in the past? Could it be replaced easily?
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If what you’re being asked to lend/borrow is non-circ, why? Rare? Expensive? In Demand? Can you buy it?
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Special Edition! Lenders: Check the requested item versus what’s pulled from the stacks…. Especially for classic literature or when there are numerous editions. THIS EDITION ONLY statements in request
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Citation Verification: Whose job is it? Answer: Borrowing Library! Google is the BFF of ILL! Series statements? Proceedings as monograph or serials? Reprints? Freely accessible websites or e- journals? Serials with title changes (fields 780 & 785) Ask for help on the ILL Listserv, but give ALL the info
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$$$ “Our IFM report from 2 years ago shows a discrepancy and we’re now charging you $10 via an invoice.” Mistakes happen, but check your IFM reports promptly. If the financial error is > 6-12 months or from a different fiscal year, or can’t be solved through a dummy request, forget it! Lenders: Don’t fill the request when the maxcost is lower than your fee! Borrowers aren’t obliged to pay.
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Dissertation Abstracts International Lenders: Do they really want the abstract? Borrowers: Do your patrons know what they are requesting? Borrowers: Google Scholar for digital repositories
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Busy is Relative Large volume lenders: 700+ transactions PER DAY Small Libraries: part-time staff, may not have the expertise
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Electronic Delivery on the Cheap Fax Machines: Just Say No! Odyssey Standalone Send and/or Receive https://osu.illiad.oclc.org/illiad/osu/lending/odysseyfaq.html https://osu.illiad.oclc.org/illiad/osu/lending/odysseyfaq.html http://www.atlas-sys.com/products/odyssey/ http://www.atlas-sys.com/products/odyssey/ Can receive as a borrower without scanning as a lender. Email PDFs Ariel transmissions that don’t go through?
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Dear OCLC, Records for International Libraries who don’t lend or have any information about how to borrow from them are seriously annoying Deflect requests based on max cost, filtered by custom holding group
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Hiring Hire people who have worked in food service and were good at it! Can you type?
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Lighten Up! Is anyone going to die? Borrowers: don’t be upset if your request is turned down. Most people try to do the right thing most of the time. ILL Karma & The Golden Rule
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