In the face of organizational restructuring at the Furman University Libraries, resource sharing staff took the opportunity to reassess essential services, workflows, and equipment in the interlibrary loan department. This presentation explores how steps were taken to identify user needs and satisfaction, align with best practices, and create value-added services.
Separation of Lanthanides/ Lanthanides and Actinides
Delivering the goods how the furman libraries come across with relevant resource sharing services
1. How the Furman Libraries Come Across
With Relevant Resource Sharing Services
Elaina Griffith, MLIS
Interlibrary Loan / Scan & Deliver / PASCAL Delivers
Furman University Libraries
NW-ILL Conference, September 12, 2014
2. Furman University
Greenville,
South Carolina
Furman University
Libraries
Serve 2,800 students,
240 faculty, 600 staff
Consist of the main
library, music
and science libraries
Employ 25
faculty / staff and
75 students
Provide access to over
1 million resources
3.
4. Opportunities
Check in with current trends
and best practices
Assess patron levels of
satisfaction
Ascertain patron needs and
desires
Add value to services
Repurpose resources
Evaluate staffing, workflows
and tools
whenlovegrows.com
5. Literature
Survey
History of
resource sharing
Best practices
Developing trends
Staffing and
management
Workflows
Software and
equipment
6. What Makes
Resource Sharing
Tick?
Annual reports
Policies manuals
SWOT analysis
Consultant report
Staff interviews
MISO and ILL pilot
survey results
www.public-domain-image.com
spoonflower.com
7. Unspoken ILL Request
Rule #1
The onus is on the patron
to understand all of our
policies, procedures, and
library jargon.
8. Unspoken ILL Request
Rule #2
Always submit requests
with complete and
correctly formatted
citations.
BecaShoots@Etsy.com
9. Unspoken ILL Request
Rule #3
Do not request articles
available at our own
library, even if they are
only available in
microforms.
Quickmeme.com
10. Unspoken ILL Request
Rule #4
If items are in our
databases or freely
available online, we
expect you to find them
yourself.
Bbc.com
11. Unspoken ILL Request
Rule #5
Don’t expect to receive
any items newer than
3 months.
2014
12. Culture of the
Immediate / Principle of
Least Effort
My paper is due
tomorrow!
I want it delivered
to my iPhone today!
blurbrain.com
13. We don’t want to
coddle students by
handing them
resources. They need to
discover information for
themselves.
About 40% of our
students go on to
graduate school. They
need to learn to use
microforms for higher
level research.
“Give a man a fish, and he will
eat today. Teach a man to fish,
and he will eat for a lifetime.”
15. Finding Ways to
Say “Yes!”
Removing barriers for
improved customer
service
Fixing incorrect or
incomplete citations
Searching for freely
available online resources
Purchasing electronic
dissertations and articles
ahead of print
Not re-routing requests to
PASCAL Delivers, but
utilizing courier service for
ILL materials
Moving Furman-owned
items to Scan & Deliver
Services
vector.me www.enterprisecoding.com
www.iqocik.com
16. PASCAL Delivers
5 Days per Week!
Over 50 SC academic
libraries
Union catalog
working through
local ILS
Books only
Courier every week
day
2-3 day delivery
Visiting patron
Pick-up Anywhere
17. Unmediated
Pay-per-View
Get It Now
unmediated
2-8 hours
Mostly replaces
large, inflexible,
time-consuming,
mediated PPV
program
Evaluating PPV
potentially leading
to cancellation of
databases
www.copyright.com
18. Expansion of
Scan & Deliver
Services
Retrieval of
Furman owned
materials in both
circulating and
non-circulating
formats
Utilization of
unloved formats
Placing books and
media on hold
Scan and deliver
electronically to
patron accounts
19. Quality visuals
for classroom
use
Recently
released books
and articles in
their field
Santa Claus on
any given day!
(Special miracles)
Quirkyprofessors
.wordpress.com
Value-added
Services
21. Value-Added
Services
Patron-Driven
Acquisitions
New books are
difficult to borrow
Approval plans take
months to deliver
ILL – Acquisitions
coordination plans
to buy books fast
booksforkeeps.blogspot.com
22. Patron gets new items in a
timely fashion
A high percentage of approval
plan books never circulate.
Items added via PDA will be
guaranteed to circulate at least
once, with high probability of
multiple circulations, creating a
more useful, relevant collection
ucblibraries.colorado.edu
23. ILL / ACQ POLICIES
Created criteria list for
formats, dates, cost,
shipping time
Created workflows for ILL
statuses, communication,
procedures for ordering
and Rush processing
COMMUNICATION
27. Tuning-up our
Workflows
Physical
workflows and
furniture changes
Upgrades to all
computers,
scanners, printers,
and software
Process review,
custom set-ups,
add-ons
Training and
cross-training
properties.mitula.com.au
28.
29. Comparing 2 ½ Years Before Changes
to Most Recent 2 ½ Years
• Increase in Borrowing Fulfillments 17%
• Decrease in In-House Cancellations 95%
• Increase in Document Deliveries 197%
30. Haslam, M., & Stowers, E. (2001). Library-subsidized unmediated document delivery.
Library Resources & Technical Services, 45(2), 80-89.
Hernon, P., & Whitman, J. (2001). Delivering satisfaction and service quality: A customer-based
approach for libraries. Chicago: ALA Editions.
Hosburgh, N., & Okamoto, K. (2010). Electronic document delivery: A survey of the
landscape and horizon. Journal of Interlibrary Loan, Document Delivery & Electronic
Reserve, 20(4), 233-252.
Jackson, M. (2004). Assessing ILL/DD services: New cost-effective alternatives. Washington,
DC: Association of Research Libraries.
Sapp, G., & Brunswick, J. (2008). Review of the literature of interlibrary loan, document
delivery, and resource sharing, 1995-2000. Journal of Access Services, 1(1), 49-104.
Weare, W. (2010). New support for the research process: Desktop delivery of microform
content. Journal of Access Services, 8(1), 1-16.
Weible, C., & Janke, K. (Eds.). (2011). Interlibrary loan practices handbook (3rd ed.).
Chicago: American Library Association.
Hinweis der Redaktion
Welcome! My name is Elaina Griffith, and I am the manager of resource sharing services at the Furman University Libraries in Greenville, SC. I hope to obtain my MLIS degree from San Jose State University in August of 2014. Today, I’d like to share a bit about a research and reorganization process which led to significant changes in the way we provide services to you and to our own patrons.
In rural Vermont, 20 years ago, this is how I made interlibrary loan requests…. Does anyone remember these? Does anyone still use these??
What are other libraries doing?
Are patrons satisfied with service?
What else do patrons want or need? How can we give them more than they ask for?
How do we continue to utilize older formats in the library?
Who needs to work in ILL, how many, what does our space and our equipment look like?
I investigated the philosophical and practical base for resource sharing: what, who, why, how?
Minutiae: Should we use boxes or fiberfill mailers, staples or tape. Respect other library’s requests for IN LIB USE ONLY, insurance.
Trends toward scan & deliver, less recalls, buy not borrow.
Fewer professionals in ILL, more staff management.
Physical set-up, processes. What kind of equipment and software might be best for our needs–what is affordable?
First 4 items were available from pre-reorganization evaluations.
I spoke with colleagues in Circulation, Reference and Technical Services.
Results of MISO: survey available across higher ed circles
Pilot survey: library students workers
Our former mindset is to demand that patrons learn all the rules. Just too much minutiae.
The average college student is overwhelmed with classes, work and social events.
Scan & Deliver: laziness or time management? How essential is having a microform reader skill set?
Argument for research in some fields. Struggle to balance our teaching mission with good customer service.
Teaching to fish vs. giving the fish. But.. Even today’s fishermen use high tech equipment!
Turning point: microfilm dissertation ordered from CA, dead rat story…
But we have all these microforms!?
I needed it yesterday! I need it electronically! What’s the difference between a PASCAL and an ILL? A book chapter and a journal article? Does it matter?
Edit canned communications, less jargon.
Stop the demands that they do it all our way for our convenience.
Why should we expect that they understand the minutiae of the technological complexities we are experts in? Students don’t want to know why or how. They want what they want when they want it.
Despite IFI classes and web resources like LibGuides, they don’t always know what they are looking at in a citation: Book chapter, conference paper, foreign publications and languages. They don’t understand that everything may be abstracted, but not everything is available.
Books first. Patron-initiated. Local resource sharing consortium.
Let me unpack some terms here: When we don’t have FT database access to articles, patrons use PPV for the purchase of individual articles through a link resolver in our catalog. Library subsidized. We do not pass any costs along to the students or faculty, although some schools do. We have shifted from a mediated model (where a staff person does the ordering) to unmediated (self-ordered). Both of these models are generally faster and less complex than traditional ILL– and frees our time. Example of cancellation: tens of thousands of dollars for full database to mediated PPV, and now to PPV through Get It Now $25 ea. Even with heavy use, we are not close to what we were paying for full service. Other cancellations have occurred as well.
Book chapters, bound journals, microforms.
These are things faculty want. What would we need to do to provide these things?
Scanner equipment with more options.
Purchase direct from publisher.
Adobe Acrobat Pro (desktop) converts pdfs to searchable.
Define: PDA or DDA.
Many libraries don’t lend new books.
We set up profiled book plans with university presses and other vendors of academic books for automatic deliveries. They are targeted to support the curriculum. These arrivals take time.
Although some profs request books directly from Acquisitions, how can ILL create a fast coordinated acquisitions workflow? Would this be effective and helpful?
Formats: Books, not U Press, Audio CDs, leisure books (areas we wanted to beef up).
2 years old or less. $100 max cost.
Critical that it be ship-expedited by Amazon.
Pre-set emails and custom queues for requests to ACQ.
Outlined procedures, met and discussed with Tech Services to get buy-in. Pilot project 5 weeks.
Goal is for patrons to get items in the same amount of time the average ILL would take.
Value to collection
Resources for faculty: Classics prof wanted turn of the century set of oversized photographed codexes to share with his class. Most were in Special Collections. Was able to obtain several thanks to Indiana U, Duke and Sewanee.
Music prof with deadline needed article in Russian Musical Gazette with no citation, just a possible journal. Some direction from ILL-ListServ. Request turned down by universities with holdings due to lack of Russian readers to read index. Finally found U Illinois with Slavic librarian who located and copied just in time!
Keeping it fun: naming contest
Wrote proposals for new book scanner with color scanning and ILL delivery software to Odyssey, DocDel and Email.
New microform scanner with image treatment features. Voices and musical noises give personality: Wall-E.
Opened up physical area, added dedicated workstations and more work surfaces to enable more simultaneous use.
Tightened up ILLiad procedures, adding auto-populating Innovative tab to our catalog, Google Scholar for citations both right in the ILLiad record you are working on.
Trained Circulation supervisors to enhance coverage on weekends and vacations. Trained students on scanning equipment.
Eva and Kyle are not just being “cool”. They are shielding their eyes from the bright scanner flashes.
Strategy for developing expertise: Hire freshman/sophomores with the expectation of keeping them through senior year, stagger ages.
Thanks for coming! I would be happy to answer questions now, or later by phone or by email. I will put the slide show up on the conference website as well.