Professional Development

Ellen M. at 2012 ILLiad International Conference

Wednesday, March 28, 2012 3:30 pm

Braving a hail storm on our way, Anna Dulin and I attended the 2012 ILLiad International Conference in Virginia Beach, VA on Thursday, March 22 and Friday, March 23. The conference is held by Atlas Systems, the company responsible for ILLiad (Interlibrary Loan and Document Delivery) and Ares (Course Reserves). This was their 15th anniversary so Wednesday evening there was a Birthday Bash complete with a conga line of librarians. (No worries about stray pictures on Facebook or Flickr, we abstained.)

On Thursday morning, the keynote speaker was Jay Jordon, President and CEO of OCLC. He has been president since 1998 and gave an overview of the history of the growth of OCLC. I myself started working in ILL in 1999 so I could relate to the stages of development and how the OCLC interface has changed. On the subject of change, he gave examples of corporations that were not able to quickly adapt such as Kodak and Polaroid. He spoke about taking risks and quoted Wayne Gretzky saying, “You miss 100% of the shots you don’t take.” Citing the book, “The Age of the Platform” by Phil Simon, Mr. Jordon introduced OCLC’s next big venture, the WorldShare Platfom. The book tells how Google, Amazon, Facebook, and Apple have entered into partnerships with companies that could be perceived as competitors. Mr. Jordan described the concept as coopetition. The WorldShare Platform will incorporate an “App Gallery” of applications built by OCLC, libraries and OCLC partners (EBSCO, Ex Libris, Google Books, etc.) with the web services, databases and infrastructure of OCLC. Overall, it was an interesting perspective of where Mr. Jordan plans to take OCLC.

Next, I attended a session about the development of Harvard’s electronic document delivery program, “Scan & Deliver”. Because Harvard has so many libraries, they decided to create a program that would provide scanned articles and chapters to their patrons rather than sending books between libraries. Requests are placed through a “Scan & Deliver” link that appears in their combined OPAC next to eligible items. (Eligible items would include those items not checked out and not on hold for course reserves.) Clicking on the link opens a pre-populated form that is then sent to the appropriate library through ILLiad. They use the borrowing feature in ILLiad as opposed to document delivery because each Harvard library has its own OCLC symbol. The article/chapter is then delivered directly to their patron via e-mail. While many of the features of this program are similar to what we do here at ZSR the main differences are that the link is located right next to the item so the correlation and option is obvious, the service is available to students as well as faculty and staff, and they do not charge for the service.

After lunch we attended, “Taking Cloud-based Delivery to New Heights: The future of delivery from OCLC,” which was presented by Katie Birch who oversees WorldCat Resource Sharing at OCLC. Following up on the keynote presentation and with Jay Jordan in the audience, Ms. Birch solicited ideas for the WorldShare Platform App Gallery. There were many “wish-list” suggestions. One of the apps that has already been submitted maps the location of a book in your stacks guiding you there with a line to show the path to take. Another one compares your library holdings to the NY Times Best Seller List and then creates an Amazon order for missing books. It was an interesting glimpse of the possibilities of the App Gallery.

The last session I attended was, “Juggling the 3-Ring Circus of Student Employees”. Dianne Davenport of Brigham Young University spoke about her experience supervising student employees in an ILL department. While much of the advice was common sense it was good to be reminded that taking extra time to train the students well, ultimately saves time. She recommended 3 “main ingredients” to having effective student employees. 1) Quality training. 2) Feeling empowered. 3) Supervisor follow up.

On Friday we had the privilege of presenting a program outlining the communication efforts between Interlibrary Loan and Special Collections & Archives here at ZSR. Our program was entitled, Preserving and Sharing: Bridging the Gap Between ILL and Special Collections. We were pleased with the audience engagement and hope our presentation was an encouragement to other ILL departments.

Anna at 2012 ILLiad International Conference

Wednesday, March 28, 2012 1:06 pm

From Thursday, March 22nd through Friday, March 23rd, Ellen Makaravage and I attended the ILLiad International Conference in Virginia Beach, VA. Jay Jordan, President and CEO of OCLC, was the keynote speaker for Thursday’s kickoff session (since Ellen will discuss his presentation in detail, I’ll say only that his goals for expanding WorldCat will revolutionize the way we search for and discover materials). Following his presentation, I ventured to “Fear and Trepidation: Entering the World of Campus Delivery for Graduate Students.” Collette Mak, of Notre Dame University libraries, facilitated the session, which focused on Notre Dame’s expansion of DocDel services to grad students. Although Notre Dame Libraries do not provide book chapter delivery services to grad students, they do deliver physical books and scan and deliver articles; physical items are delivered to the departmental library closest to the student (as opposed to their own departmental library). Since implementing the service, DocDel requests have increased by approximately 13,000 (including book and article delivery).

Pay-Per-View for article requests was a trending topic of this ILLiad conference; ILL departments are using PPV to provide on-demand access to articles (and eBook chapters), and although some libraries are relying on this service instead of traditional ILL for articles, others are using PPV when they exceed the Rule of 5. Cost per article, journal and publisher content, and mediated/unmediated options vary by vendor; some vendors offer package plans, where article tokens can cost as low as $12; some vendors offer what I call the “Costco plan”: you get articles for as low as $12, but you have to buy article tokens in bulk (at least 1,500 tokens to get the reduced price). Nathan Hosburgh (Florida Institute of Technology) assessed four of the big PPV vendors: Wiley, SciDirect, IngentaConnect, and Copyright Clearance Center’s “Get It Now.” After mostly working with Wiley in both mediated and unmediated PPV, Hosburgh indicated that Florida Tech will likely migrate to CCC’s “Get It Now,” with mediated PPV.

In a separate panel session, Heather Weltin (University of Wisconsin-Madison), Kristine Mogle (Drake University), and Kelly Smith (Eastern Kentucky University) discussed the pros and cons of CCC’s “Get It Now.” Pros include: “instant” access to articles (depending on mediated/unmediated), access to nearly 10,000 journals, fixed fee per article, and an alternative to paying royalties plus IFM when the Rule of 5 is exceeded. Cons include: cost per article, the need for exact citations/ISSNs in a request (otherwise, a tab in ILLiad won’t appear for ILL staff), and the possibility for duplicate orders and abuse through both mediated and unmediated PPV. Libraries using any of the vendors seemed to prefer mediated access, where all article requests are routed through ILL, matched against the library’s holdings by ILL staff, and then depending on local holdings, either purchased through a vendor or cancelled. The PPV model is beneficial to our patrons in a number of ways; first, access to articles occurs within minutes, as opposed to the days or weeks it could take a request to make its way through a lending string. Second, when we exceed the Rule of 5, ILL won’t pay copyright royalties as well as IFM costs assessed by lending libraries to acquire an article (both can exceed $30). Third, ILL staff aren’t sending requests for electronic journals and materials that, due to licensing agreements, lending libraries can’t send. The downside to all of this is that publishers will probably be less likely to work with libraries in allowing ILL of electronic materials, and libraries may lose all bargaining rights. As a result, ILL could become a purchase-only service, as opposed to a resource sharing service.

On Friday morning, following OCLC’s update and breakfast, Ellen and I presented “Preserving and Sharing: Bridging the Gap between ILL and Special Collections.” We discussed the history of filling ILL requests for Special Collections materials and unveiled our Scan-On-Demand ILLiad Addon, which Kevin Gilbertson created to help us streamline our request process. Our presentation generated a lot of conversation about the challenges both Special Colletions and ILL face in filling these requests. As always, we’re extremely grateful to our Special Collections staff for their willingness to fill so many of the requests we send their way, and for their time in helping to create a more efficient solution for both departments!

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