The Changing Face of ILL: PatronInitiated Borrowing and Traditional Interlibrary Loan

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The Changing Face of ILLPatron-Initiated
BorrowingandTraditional Interlibrary Loan

• Lynn Chmelir, Washington State University
• lchmelir_at_wsu.edu
• Nancy Nathanson, Orbis Cascade Alliance
• nnathans_at_oregon.uoregon.edu
• Sarah Beasley, Portland State University
• beasleys_at_pdx.edu

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Patron-InitiatedBorrowing

• End user sends an electronic request directly to
  a lending library without staff mediation at the
  borrowing library.

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Overview

• Part One Books
• Orbis
• Cascade
• Summit
• Traditional Interlibrary Loan
• Part Two Articles
• Article Supplier Analysis Project
• Innovative Interfaces Development Effort
• Orbis Cascade Alliance Council Decision
• Part Three
• Efficiencies of patron-initiated borrowing

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Orbis 1993-20025-20 Public and Private
Institutionsin Oregon and Washington

• First replication of OhioLINK
• Patron-initiated borrowing via an Innovative
  Interfaces Union Catalog
• Institutional cooperation backed up by an
  excellent delivery service

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Experience at Linfield College

• Union catalog became the default catalog
• Large initial net borrower
• 97/98 1,438 loans 4 of consortium total
• 4,908 borrows 13 of consortium
  total
• 3,470 net borrows
• Load leveling changed that
• 98/99 8,028 loans 10.6 of consortium total
• 6,385 borrows 8.4 of consortium total
• 1,643 net loans
• Traditional Interlibrary Loan for books
  diminished
• sharply

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Change in Net Lending97/98 to 98/99
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Cascade 2000-20036 Washington Public
Institutions

• Central Washington University
• Eastern Washington University
• The Evergreen State College
• University of Washington
• Washington State University
• Western Washington University
• Another Replication of IIIs OhioLINK software,
  now named INN-Reach
• Cascade Borrowing and Traditional Interlibrary
  Loan
• Chmelir, L. (2005), Patron-Initiated Borrowing
  and Traditional ILL the Cascade Experience.
  Interlending and Document Supply. Vol. 33 No. 1,
  pp. 35-41.

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ILL and Cascade Book Loans 98/99-02/03Traditio
nal ILL down 21Book transactions up 272
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Transactions for booksUp an average of 272
from 98/99 to 02/03
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ILL and Cascade Book Loans71 via Cascade in
02/03
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ILL Copies 99-03Remained virtually unchanged
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Cascade Net Loans 2002/03
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Summit 2003-Orbis Cascade Alliance26-33
Public and Private Institutionsin Oregon and
Washington
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Transactions of Former Cascade Libraries via
Summit
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Cascade LibrariesGrowth in Patron-Initiated
Transactions 00/01 75,330 04/05 190,975 5
year increase 153
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Cascade Net Lending via Summit03/04 .92 Net
Borrower04/05 1.02 Net Lender
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Economies of Patron Initiated BorrowingARL
Study in 2004

• Higher fill rates
• Faster turnaround time
• Lower unit costs
• Borrowing 2.89 versus 17.50 (17)
• Lending 3.27 versus 9.27 (35)
• Jackson, M. (2004). Assessing ILL/DD Services
  New Cost-effective Alternatives, with Kingma, B.
  and Delaney, T. Association of Research
  Libraries, Washington DC.

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Patron-Initiated Article Requests?The CDMC
Article Supplier Analysis ProjectOrbis Cascade
Alliance

• October 2004 Council established the Collection
  Development and Manangement Committee
• January 2005 Council charged the CDMC to
  provide date to help it decide whether to enter
  into a development project with III to provide
  patron-initiated article delivery. They asked
  for information for a single month to answer the
  following questions
• 1. How many journal articles were requested by
  Alliance members from within and outside the
  consortium?
• 2. How many of them could have been filled
  from within the Alliance?
• 3. How many libraries would have been able to
  supply each article?
• 4. Is there potential for load balancing for
  article requests?
• Deadline mid-April, 2005

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Data Collection Effort

• Developed a data collection form on Excel
• CDMC members acted as liaisons at their libraries
• Very short deadline
• Summit holdings records were messy, inconsistent,
  and difficult to interpret
• Everyone came through!