1. A longer version of this Powerpoint presentation, with more slides showing the ILLiad client and workflow, can be viewed at: http://balder.lis.wwu.edu/services/ill/files/ OLA-WLA_files/frame.htm

2. ILLiad @ Western Washington University Presented by Frank Haulgren Northwest Interlibrary Loan & Resource Sharing Conference September 19 & 20, 2002 “Celebrating the future”

3. ILL @ Western  Requests processed in 2001:  ILL Borrowing14,000  ILL Lending12,000  Campus Doc Del 1,500  Cascade / INNReach 13,500  Total Requests41,000  ILLiad in use since November 1999  Decentralized Operation ILL office is not a public service desk Materials picked up at Circ Primary contact for ILL clients is Reference & Information Copying done by staff and student’s at the Media Desk

4. Staffing & Organization Before ILLiad Homegrown db.Saveit. Aviso. Clio.  Borrowing - 2.75 FTE staff  Lending -1.0 FTE staff  Support -0.5 FTE staff +/- 1.0 FTE students Total ILL Staffing 5.25 FTE

5. ILL @ Western What we wanted from software.  A tool to create efficiencies and allow us to better manage requests.  To get rid of the paper!  To be able to limit undergraduate ILL requests.  Enable the supervisor to remotely manage the operation, at least some of the time.  We looked at ILLiad, III ILL module and re-evaluated CLIO.

6. Staffing & Organization. Staffing & Organization. After ILLiad  We got everything we wanted, PLUS a huge savings in staff devoted to ILL. Current ILL staffing:  2+ FTE  5 hours of student help per week to assist with stacks searching.

7. Change in Staffing to Request Ratio 1999: Last Year Before ILLiad  5.25 FTE staff processed 28, 756 requests or 5,777 requests per FTE or 5,777 requests per FTE2001: Second Year of ILLiad  2.25 FTE staff processed 41,000 requests or 18,222 requests per FTE  Figures include Cascade requests.

8. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Nearly All Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress and Status of Their Own Requests.  Desktop Delivery Options.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

9. Search & Order. Search & Order.

10. Editing the Workform

11. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress of Their Own Requests.  Desktop Delivery Options.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

12. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress of Their Own Requests.  Desktop Delivery Options.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

13. Labels & Bands

14. Labels or Bands

15. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress of Their Own Requests.  Desktop Delivery Options.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

16. Canceling A Borrowing Request

17. Communicating With Others About A Request By Email.

18. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress of Their Own Requests.  Desktop Delivery Options.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

19. Patron’s Main Menu

20. ILLiad Request Form

21. Request Status Screen

22. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress of Their Own Requests.  Desktop Delivery Options for Users.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

23. Electronic Delivery of Articles

24. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress of Their Own Requests.  Desktop Delivery Options.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

25. Reports to help assess workflow. How many requests received?

26. Reports to help assess what’s happening. Why requests are cancelled

27. Collection Development. Detailed Journal Analysis

28. Fine Report – Created Using MS-Access & Excel

29. How Has ILLiad Helped?  Data Transfer Directly Into OCLC & From Our Catalog.  Eliminated Paper Record Keeping & Files.  Increased Speed and Efficiency When Receiving, Processing and Returning.  Saves Time Troubleshooting Requests and Communicating with Clients.  Allows Clients to Monitor the Progress of Their Own Requests.  Desktop Delivery Options.  Reports: Out of the Box & Customized.  Scheduled OCLC Borrowing and Lending Updates.

30. Recent Enhancements!  The Connector: Scheduled interaction with OCLC to perform unattended updating and downloading.  Downloads insert due dates and lender symbols into ILLiad for requests at “shipped” status.  ILLiad and OpenURL links to databases.  In the works! Real-time automated interaction with the CCC to retrieve copyright information and “order”.

31. Recent Enhancements!

32. Thanks! Please visit our pages.  Browse WWU’s ILL pages at: www.library.wwu.edu/services/ill/ill- home.shtml  View and run WWU’s canned reports by going to: www.illiad.library.wwu.edu/ILLiad/ webreports/default.html www.illiad.library.wwu.edu/ILLiad/ webreports/default.html www.illiad.library.wwu.edu/ILLiad/ webreports/default.html  Also feel free to login as a guest and see the Patron Side of ILLiad: User Name: OurGuest Password: illiad