Let It Go:
How to Revise Your
Resource Sharing Policies
& Open Up Your Library
Collections for ILL Lending
Tom Bruno
Yale University
About that title…
Worst Theme Ever?
Should have kept his day job…
Better?
Besides, there’ll always be the sequel!
Overview
• Why Lend? i.e., The Circle of Resource Sharing
Karma
• The Importance of Best Practices in ILL
Lending
• Advocating for Broader Lending Policies
• Resource Sharing and the Future of Libraries
My Goal
I promise no karaoke,
but hope many of you
decide to change your
tune about your ILL
Lending policies!
Also, apologies for the earworm…
(…and for this one, in advance!)
FINAL DISCLAIMER
• I, too, am a sinner
• I’ve been trying to repent
• It’s never too late, and every little bit helps!
A song of fire and… fire
…or a librarian!
The Oldest Profession
• As long as libraries have existed, there has
been ILL
• Earliest recorded instance of ILL goes back
to the reign of Ptolemy III “Euergetes”
(246-222 BC) of Alexandria
• Ptolemy borrowed the collected works of
Euripides, Sophocles, and Aeschylus from
the Athenians
• Athens demanded a deposit of 15 silver
talents = $300,000
• The Great Library kept the originals and
sent back copies, forfeiting their deposit
Lessons learned?
• ILL Lending is not for the faint of heart!
• Sometimes things are going to go wrong-
instead of letting it deter you, learn from your
mistakes to assess/enhance/improve your
services
• Lending may confer many practical benefits,
but sharing is always its own good
Why Lend?
• One library can not own
everything- ILL has evolved
from supplement to
cornerstone of collection
development strategy
• Cancelled or Expired
Requests Mean People
Dropping You From Their
Lending Strings
• Fewer Lending Requests =
Less Work for Staff, Less
Lending Revenue, Less
Willingness to Assist You
With Special Requests
Billy S. = Worst ILL Librarian EVER
Don’t forget the Karma!
• By sharing your resources with other libraries,
you are helping to foster a sense of
community
• More libraries willing to trust each other and
share AROUND THE WORLD!
It’s almost like… some kind of circle…
Enter My Simba Twice?
(Curse you, OCLC, for ruining a good joke!)
Best Practices in ILL Lending
• It’s easier to make a case for expanding your
Lending if your ILL operations are already
efficient and transparent
• Check your OCLC statistics- how many of your
requests “age out” or expire to the next
lender?
• When you cancel requests, what are your
major Reasons for No?
Strategies for Opening Your Collections
• Opening up collections
may seem like a practical
decision for you, but it is
often perceived as a
political decision by
others
• Try to understand your
nay-sayers’ motivations in
order to allay their fears
• Your toolkit= your peers,
your own customers, your
data
Advocating for Broader Lending Policies
• Look to your peers!
• Your resource sharing
colleagues may have
already presented or
published about their
own experiences in
opening up local
collections or formats
Example: A/V At U of D
• Megan Gaffney's excellent analysis of making
A/V materials eligible for ILL Lending at the
University of Delaware Libraries:
• https://www.atlas-
sys.com/conference2012/presentations/Lendi
ng%20Audiovisual%20Materials%20on%20ILL.
pdf
Gather anecdotes/encouragement
from your lending partners
• Co-opt your critics into
your allies
• Record each time you do
or don’t make a special
exception to your lending
rules
• Demonstrate the cost to
your organization (staff
and $$$) to saying “no” or
making special
arrangements every time
Don’t forget Murphy’s Law!
• The chances of a “special” request going
wrong are much higher than during the
processing of a normal ILL Lending request
• If something does go wrong, don't be afraid to
leverage this failure as ammunition for
opening up these requests to your normal
Lending workflows!
Make Your Case With Data
• Are your Collection
Development librarians
concerned about loss
rates?
• Most ILL Lending has a
much lower lost item rate
than regular circulation to
your own patrons
• Highlight the role of
resource sharing in the
overall circulation
statistics for items in your
library collection.
Bro, do you even pivot table?
• IMPORTANT: Be sure you are familiar with
your own ILL data before trying to convince
others to open up your library’s collections
• Even willing participants will require some
form of assessment
• Know your data so that it tells the story you
want it to tell, when you need to tell it!
Other Considerations- Books
In other words, “Let it go…”
• If you’re going to let it go in the first place,
make sure the patron can actually use it!
• Remember that a lot of a shorter loan period
is eaten up by processing and shipping
• Longer loan periods= fewer renewal requests
• Even in the case of renewals, why not renew
unless the item has been held/recalled?
Considerations for Loaning Microfilm
• More is more- patrons are
usually working their way
through entire runs of a
serial
• If you loan, consider loaning
everything at once instead
of following your normal
item limit for ILL
• Saves you and the
borrowing library from
managing multiple orders!
• If shipping is a factor,
consider charging full cost
for one-time shipping
“It’s on micro-WHAT?”
Considerations for Loaning A/V
• Is the movie scheduled?
Frequently used in the
last few months?
• Can it be replaced? What
would the replacement
cost be? Should it be dark
archived before lending
(yes, you can do this)?
• Are there licensing
restrictions? – mainly
artists’ films and
motivational titles
Considerations for Loaning E-Resources
• Check your licenses to see
if you’re allowed to lend
• Work with your Collection
Development or e-
Resource librarian to
negotiate better licenses
• Remember, license
trumps copyright law, but
if your license is silent you
may be able to lend!
Going International
You Are An Ambassador!
1. To your own
patrons
2. To other libraries
3. To other nations
(Yes, my students
photoshopped this.
Aren’t they
awesome?)
The A, B, C’s of International ILL
Lending
Accept multiple forms of payment:
OCLC IFM, IFLA Vouchers, Credit Cards, etc. Make it
as easy as possible for international libraries to pay
Be willing to lend!
Consider your international borrowing partners
when designing your library portal and ILL
webpages
Other International Lending
Considerations
• Use a method of shipping which you can
INSURE AND TRACK (HINT: Most International
ILL borrowers are willing to pay extra to defray
your shipping costs)
• Customs: If you are shipping to a country with
“tricky” customs practices (cough cough
Canada), be sure you mark your packages
appropriately
Just Do It!
• By sharing your
resources with
international libraries,
you are fostering a
sense of international
community
• More libraries willing to
trust each other and
share AROUND THE
WORLD!
Resource Sharing and Future of Libraries
• Some have branded ILL
“a necessary evil”, a
failure of local
collections to meet
library patrons’ needs
• The reality of course is
that no one library can
ever meet the
information needs of all
of its patrons
One collection, one community
This is your Lorax moment
• Consider Alexandria and
the Ancient Athenians
• What would have
happened to those
tragedies if Athens
hadn’t loaned them to
Egypt?
• The modern resource
sharing ecology is
robust yet fragile at the
same time
Postapocalyptic ILL Lending?
Questions? Comments? Karaoke?
THANK YOU CONNECTICUT!
Tom Bruno
Associate Director for
Resource Sharing and Reserves
Yale University Library
tom.bruno@yale.edu
Twitter: @oodja

Let It Go- CLA 2015

  • 1.
    Let It Go: Howto Revise Your Resource Sharing Policies & Open Up Your Library Collections for ILL Lending Tom Bruno Yale University
  • 2.
  • 3.
  • 4.
    Should have kepthis day job…
  • 5.
  • 6.
  • 7.
    Overview • Why Lend?i.e., The Circle of Resource Sharing Karma • The Importance of Best Practices in ILL Lending • Advocating for Broader Lending Policies • Resource Sharing and the Future of Libraries
  • 8.
    My Goal I promiseno karaoke, but hope many of you decide to change your tune about your ILL Lending policies!
  • 9.
    Also, apologies forthe earworm…
  • 10.
    (…and for thisone, in advance!)
  • 11.
    FINAL DISCLAIMER • I,too, am a sinner • I’ve been trying to repent • It’s never too late, and every little bit helps!
  • 12.
    A song offire and… fire
  • 13.
  • 14.
    The Oldest Profession •As long as libraries have existed, there has been ILL • Earliest recorded instance of ILL goes back to the reign of Ptolemy III “Euergetes” (246-222 BC) of Alexandria • Ptolemy borrowed the collected works of Euripides, Sophocles, and Aeschylus from the Athenians • Athens demanded a deposit of 15 silver talents = $300,000 • The Great Library kept the originals and sent back copies, forfeiting their deposit
  • 15.
    Lessons learned? • ILLLending is not for the faint of heart! • Sometimes things are going to go wrong- instead of letting it deter you, learn from your mistakes to assess/enhance/improve your services • Lending may confer many practical benefits, but sharing is always its own good
  • 16.
    Why Lend? • Onelibrary can not own everything- ILL has evolved from supplement to cornerstone of collection development strategy • Cancelled or Expired Requests Mean People Dropping You From Their Lending Strings • Fewer Lending Requests = Less Work for Staff, Less Lending Revenue, Less Willingness to Assist You With Special Requests Billy S. = Worst ILL Librarian EVER
  • 17.
    Don’t forget theKarma! • By sharing your resources with other libraries, you are helping to foster a sense of community • More libraries willing to trust each other and share AROUND THE WORLD!
  • 18.
    It’s almost like…some kind of circle…
  • 19.
    Enter My SimbaTwice? (Curse you, OCLC, for ruining a good joke!)
  • 20.
    Best Practices inILL Lending • It’s easier to make a case for expanding your Lending if your ILL operations are already efficient and transparent • Check your OCLC statistics- how many of your requests “age out” or expire to the next lender? • When you cancel requests, what are your major Reasons for No?
  • 21.
    Strategies for OpeningYour Collections • Opening up collections may seem like a practical decision for you, but it is often perceived as a political decision by others • Try to understand your nay-sayers’ motivations in order to allay their fears • Your toolkit= your peers, your own customers, your data
  • 22.
    Advocating for BroaderLending Policies • Look to your peers! • Your resource sharing colleagues may have already presented or published about their own experiences in opening up local collections or formats
  • 23.
    Example: A/V AtU of D • Megan Gaffney's excellent analysis of making A/V materials eligible for ILL Lending at the University of Delaware Libraries: • https://www.atlas- sys.com/conference2012/presentations/Lendi ng%20Audiovisual%20Materials%20on%20ILL. pdf
  • 24.
    Gather anecdotes/encouragement from yourlending partners • Co-opt your critics into your allies • Record each time you do or don’t make a special exception to your lending rules • Demonstrate the cost to your organization (staff and $$$) to saying “no” or making special arrangements every time
  • 25.
    Don’t forget Murphy’sLaw! • The chances of a “special” request going wrong are much higher than during the processing of a normal ILL Lending request • If something does go wrong, don't be afraid to leverage this failure as ammunition for opening up these requests to your normal Lending workflows!
  • 26.
    Make Your CaseWith Data • Are your Collection Development librarians concerned about loss rates? • Most ILL Lending has a much lower lost item rate than regular circulation to your own patrons • Highlight the role of resource sharing in the overall circulation statistics for items in your library collection.
  • 27.
    Bro, do youeven pivot table? • IMPORTANT: Be sure you are familiar with your own ILL data before trying to convince others to open up your library’s collections • Even willing participants will require some form of assessment • Know your data so that it tells the story you want it to tell, when you need to tell it!
  • 28.
  • 29.
    In other words,“Let it go…” • If you’re going to let it go in the first place, make sure the patron can actually use it! • Remember that a lot of a shorter loan period is eaten up by processing and shipping • Longer loan periods= fewer renewal requests • Even in the case of renewals, why not renew unless the item has been held/recalled?
  • 30.
    Considerations for LoaningMicrofilm • More is more- patrons are usually working their way through entire runs of a serial • If you loan, consider loaning everything at once instead of following your normal item limit for ILL • Saves you and the borrowing library from managing multiple orders! • If shipping is a factor, consider charging full cost for one-time shipping “It’s on micro-WHAT?”
  • 31.
    Considerations for LoaningA/V • Is the movie scheduled? Frequently used in the last few months? • Can it be replaced? What would the replacement cost be? Should it be dark archived before lending (yes, you can do this)? • Are there licensing restrictions? – mainly artists’ films and motivational titles
  • 32.
    Considerations for LoaningE-Resources • Check your licenses to see if you’re allowed to lend • Work with your Collection Development or e- Resource librarian to negotiate better licenses • Remember, license trumps copyright law, but if your license is silent you may be able to lend!
  • 33.
  • 34.
    You Are AnAmbassador! 1. To your own patrons 2. To other libraries 3. To other nations (Yes, my students photoshopped this. Aren’t they awesome?)
  • 35.
    The A, B,C’s of International ILL Lending Accept multiple forms of payment: OCLC IFM, IFLA Vouchers, Credit Cards, etc. Make it as easy as possible for international libraries to pay Be willing to lend! Consider your international borrowing partners when designing your library portal and ILL webpages
  • 36.
    Other International Lending Considerations •Use a method of shipping which you can INSURE AND TRACK (HINT: Most International ILL borrowers are willing to pay extra to defray your shipping costs) • Customs: If you are shipping to a country with “tricky” customs practices (cough cough Canada), be sure you mark your packages appropriately
  • 37.
    Just Do It! •By sharing your resources with international libraries, you are fostering a sense of international community • More libraries willing to trust each other and share AROUND THE WORLD!
  • 38.
    Resource Sharing andFuture of Libraries • Some have branded ILL “a necessary evil”, a failure of local collections to meet library patrons’ needs • The reality of course is that no one library can ever meet the information needs of all of its patrons
  • 39.
  • 40.
    This is yourLorax moment • Consider Alexandria and the Ancient Athenians • What would have happened to those tragedies if Athens hadn’t loaned them to Egypt? • The modern resource sharing ecology is robust yet fragile at the same time
  • 41.
  • 42.
  • 43.
    THANK YOU CONNECTICUT! TomBruno Associate Director for Resource Sharing and Reserves Yale University Library [email protected] Twitter: @oodja