A Blueprint for Maximizing Interlibrary Loan Data for Collection Development Decisions in Smaller Academic Libraries Mark Eriksen Winona State University Midwest Interlibrary Loan Conference April 10, 2014
Dec 15, 2015
A Blueprint for Maximizing Interlibrary Loan Data for Collection Development
Decisions in Smaller Academic Libraries
Mark EriksenWinona State University
Midwest Interlibrary Loan ConferenceApril 10, 2014
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Maximize the impact of library dollars spent on behalf of patrons
Blueprint goal
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The Blueprint is designed to be adaptable as patron demand changes over time
Flexible
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Discovery Tools (Databases) Serials One-Time Purchases (Books and Videos)
Three Blueprint Parts
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Interlibrary Loan must be on a level playing field with collection development and library usage
The library must have available an equivalent amount of resources for lending as it has for borrowing
Bedrock Principles for Blueprint Success
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Minimize patron barriers to accessing interlibrary loan
How to level the playing Field
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Limiting numbers of requests per patron Charging patrons for interlibrary loans Not allocating adequate staff for interlibrary
loan
Examples of Barriers
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The interlibrary loan unit operates as an independent agent within the library
Easiest way to Balance Access to Lending and Borrowing
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1) No library usage without an underlining classroom assignment
2) Faculty drive collection development through the classroom assignments
3) Library has no obligation to build parts of the collection when there is little or no use
4) Library does its best to meet all patron needs through the collection or through interlibrary loan
Blueprint Assumptions
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New Courses New Faculty New/different course assignments
Classroom Faculty Drive the Collection Over Time
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Interlibrary Loan Versus Collection Development Per Item
Interlibrary Loan
Guaranteed One Use Guaranteed One Use
Only
Collection Development
Potential of Many Uses
Potential of Zero Uses
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Ideal World versus Real World
Ideal World No interlibrary Loan Library Collection
meets all patron needs
Real World Both Interlibrary Loan
and Collection Development are needed to meet patron needs
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Maximize amount of materials obtained via collection development
Minimize interlibrary loan usage
Optimal Situation
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Primarily Databases Necessary for patrons to find articles and
books No use of the collection or interlibrary loan
without Discovery Tools
Discovery Tools
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Quick to add----increases access to scholarly materials
Slow to drop-----reduces access to scholarly materials
Blueprint for Discovery Tools
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Require judgment Need to balance general database usage
with subject database usage Example----Low usage databases but usage
is increasing Classroom faculty input can be highly
valuable
Discovery Tools Also
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Slow to add Quick to drop Journal articles are relatively easy to obtain
via interlibrary loan Titles only need to be carried for
accreditation purposes
Serial Purchases
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Create a list of all serials in usage order Combine interlibrary loan usage and your
collection usage Give interlibrary loan serial titles a multiplier Use judgment along with accreditation
requirements to determine which serials to cut and add
Review annually----could use rolling 3 years
Blueprint for Serial Purchases
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Journal 1 100 uses keepJournal2 50 uses keepJournal3 25 uses (ILL) addJournal 4 1 use dropJournal 5 1 use (ILL) don’t addJournal 6 1 use drop
Serial Blueprint Example
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Books and Videos As usage increases for each item cost per
use declines Add items to the collection with a probability
of high volume usage Interlibrary loan items with a low probability
of repeat usage
One Time Purchases
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Group call numbers into logical usage levels annually (could use a rolling three years)
List your call number groups in usage order Create two lists one for interlibrary loan and
one for collection usage
One Time Purchase Blueprint
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H 1000 uses F 100 uses Z 2 uses
Example---Your LC call number usage may look like this
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HD 40 uses HQ 10 uses HV 0 uses
Or it may look like this
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HD 9502 30 uses HD 9607 5 uses HD 9804 0 uses
Or it may look like this
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If the interlibrary loan list is similar to the collection list, combine the two lists
If the interlibrary loan list is different then use both lists separately
Using the Two lists
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Purchase items that have call numbers that are high on either the interlibrary loan list or the collection list
Borrow items that are low on both lists In the middle on both lists----judgment Interlibrary Loan foreshadows the need to
development your own library collection
Using the Two Lists Separately
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Low collection use----High interlibrary loan use Your collection is weak in that group for your patrons High collection use----high interlibrary loan use Your collection is good in that group but can be
improved High collection use----low interlibrary loan use Your collection is strong for your patrons Low collection use----low interlibrary loan use No need to develop your collection in that area
What the separate lists tell you for any call number group
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Two list example
Interlibrary Loan Use
High to Low HD PZ ZB QA DC
Collection use
High to Low QA PZ ZB HD DC
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The three parts of the blueprint are designed to work in conjunction with each other
Interlibrary Loan’s usage data is vital in determining how to maximize the use of library dollars to benefit patrons
Conclusion
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Contact Mark Eriksen Interlibrary Loan Librarian Winona State University Krueger Library [email protected]
Thank You
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