{"id":393,"date":"2016-04-22T11:23:04","date_gmt":"2016-04-22T15:23:04","guid":{"rendered":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/?p=393"},"modified":"2016-04-22T11:30:19","modified_gmt":"2016-04-22T15:30:19","slug":"international-illiad-conference-2016","status":"publish","type":"post","link":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/2016\/04\/22\/international-illiad-conference-2016\/","title":{"rendered":"International ILLiad Conference 2016"},"content":{"rendered":"<p>On March 15, Stan and I joined about 400 ILLiad users from the four corners of the globe as well as Atlas and OCLC staff to attend the International ILLiad conference in Virginia Beach.<\/p>\n<p>The keynote speaker was Mary Sauer-Games, Vice President of Product Management at OCLC.\u00a0 Her talk was focused on Millennials, who have high expectations for quality and speed.\u00a0 They expect a response in 10 minutes; to meet this expectation you need to be filling with your own collection if available.\u00a0 To meet Millennials where they are, libraries should be using social media: ILL could share trending titles and subjects, instructional videos, etc.\u00a0 Use responsive design.\u00a0 Check out OCLC\u2019s Geek the Library program. Yet, despite the expectations for rapid turnaround times, Millennials still prefer print to e-books.<\/p>\n<p>In \u201cWriting a Comprehensive ILL Operations Report: Methods, Data, and Results\u201d we heard about looking at and charting your operations across the board: ILL print PDA, ILLiad, consortia comparison, different systems, shipping, staffing (which we do!).\u00a0 Year to year comparison examples were shown.\u00a0 It\u2019s important to share your <em>story<\/em>, to show how and why metrics change (e.g. due to staffing, systems, and policies) and how those factors affect your metrics.\u00a0 Part of the story is not the story.<\/p>\n<p>\u201cAn ILL Practitioner\u2019s Role: Advocating Open Educational Resources\u201d talked about textbooks and ILL.\u00a0 Textbooks are problematic: hard to get back from patrons; fill rates are low, arrivals delayed; many become non-returns or overdue.\u00a0 Partner with your campus bookstore, collection development team, acquisitions department, circulation and reserve.\u00a0 Lots of statistics were shown to back up need for open access.\u00a0 You can retain, reuse, revise, remix, redistribute.\u00a0 Free or low cost to print.\u00a0 Many are peer-reviewed and high quality.\u00a0 Different groups doing this were profiled.\u00a0 ILL staff can get involved by providing metrics, lists of cancelled textbooks with faculty; share metrics with student government groups.\u00a0 Add OER sources to your catalog.\u00a0 Reach out to faculty.\u00a0 Award faculty for reviewing books.\u00a0 We\u2019re already doing a lot of this.<\/p>\n<p>In her session \u201cCaught by the Copyright!\u201d Gail Perkins Barton of the University of Memphis presented her library\u2019s strategy for reducing copyright costs.\u00a0 She opened with a discussion of common guidelines and best practices, e.g., including copyright notices on request forms, the \u201cRule of Two\u201d and \u201cRule of Five,\u201d etc., and then reviewed the options libraries have to be compliant with copyright guidelines, from denying requests to partnering with document suppliers.\u00a0 The suppliers covered were \u201cScienceDirect: Article Choice,\u201d \u201cCopyright Clearance Center \u2013 Get it Now,\u201d and \u201cReprints Desk: Article Galaxy.\u201d \u00a0A price comparison revealed that Article Galaxy was the most economical, and that their turnaround time was excellent.\u00a0 She also showed how these services could be integrated with ILLiad. Another component of this presentation was \u201cTiered Service\u201d which limits the fees a library is willing to pay according to the patron\u2019s status, e.g., undergraduate vs. graduate vs. faculty. Librarians are also encouraged to take advantage of free resources, previews on publishers\u2019 websites, etc. \u00a0We already do a lot of this already.<\/p>\n<p>\u201cManaging Courier and Reciprocal Borrowing Relationships\u201d addressed and provided solutions to the problems that may arise when a library is engaged in multiple consortia. Different fee structures, loan periods, and delivery methods can all conspire to complicate relationships with partner libraries.\u00a0 (We encounter this with libraries in CT who use both OCLC and the state library system to place requests.)\u00a0 The presenter, Jen Salvo-Eaton, University of Missouri \u2013 Kansas City, demonstrated how ILLiad and the Customization Manager can help manage these relationships, through the use of routing rules and group assignments, customization of templates, etc. She also recommended using statistics to evaluate the quality of service provided by partner libraries \u2013 and not anecdotal evidence.\u00a0 Stats can be especially helpful when considering\/justifying leaving or joining a group.<\/p>\n<p>The Atlas Systems update session was informative.\u00a0 In May ILLiad 8.7 becomes available.\u00a0 This is a maintenance release and will have many behind the scenes improvements.\u00a0 8.5 will no longer be supported. Genie Powell also discussed Atlas Systems\u2019 role with ArchiveSpace as a registered service provider, additions to the video training library, and the concierge service.<\/p>\n<p>In \u201cHalf the Work: Circulating Lending and Borrowing Requests from ILLiad in Alma Using NCIP,\u201d Northwestern shared their story.\u00a0 They implemented NCIP in Alma for ILLiad and turned on both borrowing and lending options.\u00a0 Using Z39.50, you can circulate ILL borrowed loans in Alma; in lending it precludes you from having to check lending items out separately in Alma.\u00a0 It moves the lending request from a permanent location to the resource sharing library (lending check out item).\u00a0 Upon return it moves it from the resource sharing library (lending check in item).\u00a0 The ILLiad addon sends messages to Alma when records are updated via event handlers in ILLiad.\u00a0 In borrowing, it creates a brief record for the loan and ties it to the patron (borrowing accept item).\u00a0 Upon return, the system deletes the brief record and disassociates it from the patron (borrowing check in item).\u00a0 All ILLiad machines must have the addon.\u00a0 You must disable all Alma notifications.\u00a0 Lending is easier to deal with than borrowing, which is complex. Despite some frustrating experiences, the presenter said he was glad they went forward with the integration, and proposed the formation of support group for librarians interested in integrating Alma and ILLiad.<\/p>\n<p>We all met to hear about OCLC updates with Katie Birch.\u00a0 Many libraries have updated their days to fill to 1-2 days, an excellent example in resource sharing commitment.\u00a0 Multiple address issues have been fixed and mis-shipped errors have greatly decreased.\u00a0 Outstanding glitches should be fixed shortly.\u00a0 Lenders can now refund any request that has been set to shipped and charged with IFM; only the full charge can be refunded.\u00a0 Once the charge or refund has occurred, no further charges or refunds can be actioned on a given request.\u00a0 Available reports were reviewed.\u00a0 Questions about symbol consolidation and satellite instances are encouraged and can be submitted to Tony Melvyn.\u00a0 Remember that your symbol should follow your time to fill commitment: if you share a symbol with an off campus repository, your time to fill should reflect the true time to fill implications.\u00a0 ILLiad has lots of reports on borrowing and lending, take advantage of them (which we do).\u00a0 Use www.oclc.org\/community (the OCLC Community Center) to make enhancement requests, ask questions, get news and documentation, and order IFLA vouchers.\u00a0 Also member forums.<\/p>\n<p>Poster presentations were shared at the social.\u00a0 I presented \u201cSmart CATs: Cancelling Textbook Requests the Smart Way,\u201d which outlined our process for cancelling students\u2019 requests for textbooks ordered for UConn classes.\u00a0 Staff from Emory and Maryland called it brilliant.\u00a0 Atlas rather amusingly placed my poster next to one by William Gee of East Carolina University; William was presenting on why obtaining textbooks is a good idea.\u00a0 We had a lot of laughs about that, I can tell you. It was also an impromptu meeting of the Patrick Carr Fan Club. \u00a0Also visiting my poster was my old student worker (and Dave Moroch&#8217;s granddaughter) Alyssa Grimshaw, who now works at the Yale Medical Library. In the photo I&#8217;m talking with Marie Hansen from Emory.<\/p>\n<p><a href=\"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Poster.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-402\" src=\"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Poster-300x246.jpg\" alt=\"Erika's Poster\" width=\"300\" height=\"246\" srcset=\"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Poster-300x246.jpg 300w, https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Poster.jpg 329w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>In \u201cILL by the Numbers: Using Custom Searches and Statistics to Increase the Noticeability of Your ILL Department,\u201d we learned more about searches and reporting.\u00a0 You should keep metrics and provide reports to keep conversations going, keep you relevant.\u00a0 Make your data available (which we do).\u00a0 Examples were shown.\u00a0 You can customize and share these with library staff who don\u2019t come to you.<\/p>\n<p>Stan gave his presentation, \u201cStop saying No: Improving Fill Rates and Reducing Lending Denials in Interlibrary Loan,\u201d which, along with the other sessions, is viewable on the Atlas Systems\u2019 training site.\u00a0 Attendees responded with numerous questions and comments. The photo is below: he had a full house.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-394\" src=\"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Stan-300x300.jpg\" alt=\"Stan's Presentation\" width=\"300\" height=\"300\" srcset=\"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Stan-300x300.jpg 300w, https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Stan-150x150.jpg 150w, https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Stan-1024x1024.jpg 1024w, https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/files\/2016\/04\/Stan.jpg 1936w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p>In \u201cUnlocking the Interlibrary Loan Code for the United States,\u201d we learned about the latest undertaking of the Code revision, headed by Ohio State University.\u00a0 It will now be updated every 7 years to keep it current.<\/p>\n<p>Its purpose: to establish principles to facilitate requesting and regulate the exchange of materials.\u00a0 It only applies to US libraries; international code is dictated by IFLA.\u00a0 The Code pertains to all library types and sizes and is system-neutral.\u00a0 The original code is 100 years old this year and began as the Code of Practice in 1916.\u00a0 Interesting quotes were shared from the original code.<\/p>\n<p>What to do now: make sure your local practice and policies are not in violation of the Code.<\/p>\n<p>Reminders:<\/p>\n<ul>\n<li>ILL is for single patron use and not for groups or classes<\/li>\n<li>Use secure packaging, no staples, and no labels on books<\/li>\n<li>Ship to correct location<\/li>\n<li>Pay attention to the redefined due date which eliminates shipping<\/li>\n<li>The main intention for interlibrary loan is for when you do not have a local copy, or if your local copy is unavailable: missing, damaged, checked out, etc.<\/li>\n<li>ILL with other countries is encouraged<\/li>\n<li>Requesting library must specify special requirements, comply with copyright law, be aware of related guidelines (CONTU)<\/li>\n<li>Pay promptly for lost materials, request renewals before due dates when possible<\/li>\n<li>Generous loan periods are encouraged as well as lending without fees<\/li>\n<li>If you do bill, do so promptly<\/li>\n<li>Fill all formats<\/li>\n<li>Work with those responsible for negotiating licenses to include favorable ILL terms<\/li>\n<\/ul>\n<p>In \u201cThe Request Must Flow: Practical Workflows for Resource Sharing across Multiple Locations,\u201d Binghamton University\u2019s Melissa Perez recounted the library\u2019s challenges with processing ILL requests at different locations on campus.\u00a0 She emphasized the importance of regular communication between staff, which she facilitates through \u201cResource Sharing Roundtables\u201d (similar to our RCL DD-ILL summer meetings), and consistency between the locations with regards to policies and workflows.<\/p>\n<p>The conference concluded with its regular \u201cUnconference\u201d session.\u00a0 Attendees suggested topics which they could then discuss as designated tables.\u00a0 Stan spent quite a bit of time at the RapidILL table, and shared our experience with the RapidR program.<\/p>\n<!-- AddThis Advanced Settings generic via filter on the_content --><!-- AddThis Share Buttons generic via filter on the_content -->","protected":false},"excerpt":{"rendered":"<p>On March 15, Stan and I joined about 400 ILLiad users from the four corners of the globe as well as Atlas and OCLC staff to attend the International ILLiad conference in Virginia Beach. The keynote speaker was Mary Sauer-Games, &hellip; <a href=\"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/2016\/04\/22\/international-illiad-conference-2016\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><!-- AddThis Advanced Settings generic via filter on get_the_excerpt --><!-- AddThis Share Buttons generic via filter on get_the_excerpt --><\/p>\n","protected":false},"author":34,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"jetpack_post_was_ever_published":false,"footnotes":""},"categories":[5],"tags":[48,45,31,44,34,51,47],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/p4QWZD-6l","_links":{"self":[{"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/posts\/393"}],"collection":[{"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/comments?post=393"}],"version-history":[{"count":5,"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/posts\/393\/revisions"}],"predecessor-version":[{"id":403,"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/posts\/393\/revisions\/403"}],"wp:attachment":[{"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/media?parent=393"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/categories?post=393"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.lib.uconn.edu\/professionaldevelopment\/wp-json\/wp\/v2\/tags?post=393"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}