IDS Project Conference 2016 Agenda

Wednesday, July 27th, 2016

Thursday, July 28th, 2016

Friday, July 29th, 2016

Thursday, July 28th, 2016

Thursday, 10:30am - 11:20am

• The Traveling Scholar: Adventures in Global Delivery Services (Amy Donnelly)
• In this presentation I will discuss one universities journey in developing a responsive local to global delivery service. New York University is a global institution with sites worldwide; our users have the opportunity to move fluidly from one site to the next with some never coming to New York. Our Global Delivery Services program delivers physical materials to 14 sites with delivery methods tailored to meet the needs of each site. Our method involves the collaboration of multiple sites and staff in order to best ensure that their faculty and students can access the materials they need seamlessly. Access is fully automated and all NYU faculty, administrators, doctoral students, global research fellows and NYU Shanghai and Abu Dhabi students, staff and faculty are eligible to receive scanning and paging services to the library of their choice. In this presentation I will talk about the adventures and excitement in developing a growing paging and scanning service.


• Selling Your Services to Your Library (Melissa Perez)
• Whether you call it Resource Sharing or Interlibrary, we all borrow and lend items. Everyone knows our end product-patrons or our mail carriers leaving with physical items, digital articles being sent out. ILL is so much more. ILL statistics provide us with a wealth of data that can be utilized to help increase awareness of how ILL services can aid the library, such as with collection decisions. They can also be a great starting off point for figuring out how to market outside of the library.


• Meet the new ILLiad Server Addons (Matt Calsada)
• Server addons in ILLiad 8.7 have changed to make them easier to install and modify for end users. You'll hear more about what prompted Atlas Systems to make the changes to server addons, learn what those changes are and how it impacts developers of server addons. The notable differences between the older and newer version of server addons will be explored. You'll find out more about what happens to server addons that are installed during an ILLiad 8.7 update and learn how to convert your own server addons to be compliant with ILLiad 8.7.

Thursday, 11:30am - 12:20pm

• Bringing Your Library Web Pages into the 21st Century: A Do-It-Yourself Guide (Simone Yearwood & Logan Rath)
• Do you want to update your Interlibrary Loan website but you don't know how? If you don't know how, then this could be a sign that your site needs a revamp. Anyone, including you, can update your website quickly and easily; after all an updated site keeps visitors coming back. This session will show attendees how to update their web pages with an easy to follow step-by-step do it yourself guide.


• Fixing Rube Goldberg’s Machine: The Supervisor’s Guide to Revitalizing a Stagnant Department (Brent Day & Kristin Walker)
• Does your department have to jump through hoops, go up two ramps, and do a loopty-loop just to fill requests? When you inherit a stagnant shop from the land that time forgot, how do you bring it up to modern standards? In this presentation, we discuss common problems caused by outdated workflows, distilling which types of data to collect, and how to apply this data to see real change in your ILL department. Large or small, we all provide real-world examples of where to start, whom to talk to, and and how to manage the process of streamlining your department


• ILLiad for Office Delivery (Ronald Figueroa)
• Office Delivery has become a very popular service for libraries and universities during the last years. This presentation will describe how the Syracuse University Libraries implemented ILLiad and IDS Logic, so faculty members can request items, owned by the library, from the online catalog to be delivered to their respective department offices. Attendees will learn: the evolution of this service at Syracuse University; configuration of ILLiad and use of IDS Logic rules; email and print templates customization; how to streamline processes among branch libraries and useful tips for the service in general.

Thursday, 1:50pm - 2:40pm

• OCLC Update (Tony Melvyn)
• Forthcoming...


• Reprints Desk (Tony Landolt & Chris Atwood)
• Looking for another tool in your resource sharing toolbox? Reprints Desk is a document delivery provider with over 10 years experience serving a variety of academic and other customers. Reprints Desk is a versatile tool that, once you have it, you’ll reach for again and again. Reprints is integrated with ILLiad, Odyssey, IDS Logic, and Rapid ILL, and can also help with other unmediated options. Reprints handles journal articles that you may want to purchase rather than borrow so that you can provide the most cost-effective, efficient, and user friendly service. But, Reprints Desk is unique in that we go beyond providing just journal articles, and can help you with difficult to fill conference proceedings, book chapters, and much more. All of these requests to us can be handled from within ILLiad, and we’ll respect your max cost, and check with you before filling anything over your set limit. You can always check with us before cancelling a request.
  
  Adding Reprints Desk to your resource sharing toolbox is easy: no service agreements or contracts are needed, and no set up fees. Reprints Desk’s A-Z Academic Collection consists of over 250k Journals and Book Chapters, and we are also a full service document supplier capable of delivering virtually any document that exists. We’re also committed to working with you to determine how we can help you serve users better with efficient and cost effective options.
  
  
  • Save Time and Save Money with Reprints Desk A-Z Document Delivery
  • Full-text journal content 24/7 - any publisher, any article, Full Service (no limitations)
  • Seamless integration with ILLiad, RapidILL and your Link Resolver
  • COMING SOON!!! - Article Rentals, Open Access and the addition of over a half million book chapter titles.


• STAR Checklist: Best Practices in ILL (Beth Posner)
• The STAR Checklist - http://rethinkingresourcesharing.org/star-checklist-2/ - promotes the rethinking of library resource sharing policies and offers recognition of all that we do in ILL to meet user needs for information. It provides library staff with an opportunity to review and reflect on their resource sharing/interlibrary loan policies, procedures and services. We will go through some of the more provocative suggestions on the checklist and consider why (or why not) librarians might want to offer certain services or policies. You can then continue the discussion at your own library. You can also fill out and submit an expanded STAR Checklist (Version 2). If you receive one-four stars, you will be emailed a certificate and letter of recognition affirming a library's commitment to rethinking resource sharing. These can be shared with your library administration to help demonstrate that you are keeping up with best practices in resource sharing.

Thursday, 2:50pm - 3:40pm

• Improving communication between ILLiad and the user; how long will it *really* take for my item to arrive? (Ben Hogben)
• An ILL borrowing request may be time-sensitive based on the deadline of the requester. Because of this, users may expect delivery notifications from ILLiad as they typically receive from marketplace vendors. Will an item ship in one day or one week? We may not always have access to that information, however, we can let users know if there might be delays with their request; they can then choose other options if needed. This presentation will discuss ways in which staff can send notifications, through either a server add-on or e-mail template, if a request for a book or article may be delayed.


• IDS Logic Update (Bill Jones & Mike Mulligan)
• Forthcoming...


• Massachusetts Library Delivery: Sorting to Lights, Sorting to Slips and Sorting to Rhode Island (Sue Kaler)
• Sue Kaler, the Interlibrary Loan Manager at the Massachusetts Library System (the MLS) will discuss the MLS Delivery service that delivers over 14 million items annually to approximately 500 locations state wide. The vast majority of the items travel inside multi-type networks without routing slips due to the use of a sort to light technology which allows the delivery company to query circulation systems to highlight the destination library. Sorting is quicker, more accurate and some tracking is possible. Other materials travel between libraries in different networks across the state using a series of interlinked routes. Recently the MLS and OLIS, the Rhode Island Office of Library and Information Services, have begun a pilot project extending free library delivery between libraries in part of Massachusetts and libraries in Rhode Island. Sue will discuss the pilot project and potential future interstate options.

Thursday, 4:30pm - 5:20pm

• Cross-germination: How resource sharing works with other library functions for the benefit of all. (Jay Kibby & Regina Vertone)
• Interlibrary Loan departments are one of a few library functions that clearly demonstrate the value of library services to both your immediate community of users and to the community outside of your library. They are also unique in that they depend on nearly every other function within the library, and have many opportunities to support those functions in return. While we all support our library’s missions, a more integrated approach can enhance our services. Circulation, serials, electronic support systems, technical services and collection development are some of the examples we will discuss, as well as providing an overview of some new systems and concepts for enhancing these relationships. Examples of challenges and successes from our own libraries will be demonstrated, while stories and suggestions from the audience are especially encouraged.


• Visualizing Your ILLiad Data Using Tableau (Kristy Lee & Sue Slivan)
• Every library department wants to be able to quantify the services that they provide, and ILL is no different. But once you've collected the data, what can you do with it? How can you break down your pages and pages of ILLiad reports to effectively communicate what your department has been up to? This presentation will use Tableau Public, a free online software, to introduce you to the wonderful world of data visualization. From maps to bar charts, scatterplots to area charts, learn how to easily and effectively mold your raw data into a form that can be easily explained, understood, and applauded!


• ILL Borrowing for Distance Students (Travis Olivera)
• Due to Utica College's increase in distance learning students, the library has had to adjust to this primarily online population in a number of ways. One of the way the ILL department responded was to initiate a distance borrowing policy. Having only been a year since the pilot program began, it is still in its infancy but we learned a number of valuable lessons, foreseen and unforeseen, along the way. This session will take you through our process, including multiple tweaks to the workflow like creating custom queues and e-mail notifications. It would be ideal for any department looking to open up lending to their distance student population or anyone that has considered this practice. Of course not all books are equal, sometimes an eBook is purchased rather than an ILL request being filled, received, sent, used, sent, and then sent back! Being that it is still new to us our pilot program is still under observation. Whether or not we continue this practice is still up in the air, but it is something that I would be happy to discuss at length with anyone who has tried something like this or someone completely new to the process.

Friday, July 29th, 2016

Friday, 10:00am - 10:50am

• Resource sharing, the view from Cuba (Maureen Garvey & Christine McEvilly)
• Our session will explore the realities of resource sharing in an environment of technological scarcity, modern day Cuba. Librarians in Havana are attempting to improve formalized policies and procedures for resource sharing. We will detail initiatives in several institutions. In the 20th Century, American libraries developed pre-digital ILL methods that were dependent on the discoverability of unique resources through union catalogs and LoC leadership. Cuba did not develop this type of robust system due to its unique historical context. We will detail Cuban attempts to overcome not just the current technological issues that hinder systematic ILL, but also the historic issues of resource discovery infrastructure. We explore the challenging environment in which Cuban librarians are trying to address these issues. One co-author was privileged to visit Cuban libraries. Observation of the realities of current informal resource sharing practices, reliant on the expertise of individual librarians and an informal network of interpersonal interactions, inspired an interest in this topic. She began a conversation with a colleague with an interest in the history of metadata organization and technology. Cuban libraries hold a wealth of unique and patrimonial material. We should not expect Cuba (or any other developing country) to simply replicate our methods and processes. However examining the different growth of the systems can shed light on the often ignored historical context of modern US resource sharing.?


• Planted Firmly and Growing 6 Floors Taller: A reporting structure change (Karen Medin)
• In the spring of 2015 Resource Sharing at Florida International University Libraries changed reporting lines from Reference to the Department of Resource Strategies and Assessment. It had been evident the year before this that we no longer fit well with Access Services, though we remained in that physical space. Reporting to Reference had been a failed experiment. With our new arrangement, there was an immediate sense of relief as we, staff and librarians, spoke the same language: that of acquiring materials for our patrons. The staff and library faculty were thrilled to find that we were very much akin to each other, dealing with vendor's requirements, financial obligations, and bibliographic details. Why had this marriage taken so long? The idea that to report to a certain department required physical proximity had strapped us to departments that we no longer had much in common with. Many times, the technical nature of our request systems meant that the more public facing Reference and Access Services staff had been afraid to ask what went on behind the scenes, or worse yet thought that telling them was too much information. Once the proximity myth was dispelled, we were free to grapple with the bigger issues of streamlining books on demand processes, testing Occam's Reader, and adopting Reprints Desk.


• Lending Availability Service at UO Libraries: A Logical Approach to Streamlining Workflow, Improving Services, and Increasing Satisfaction (David Ketchum & Bill Jones)
• The University of Oregon Libraries has over 260 item locations in their catalog (Alma), and seven libraries sharing a single OCLC symbol and instance of ILLiad. Their workflow for Awaiting Lending Request Processing is initially centralized and unique, taking advantage of numerous custom queues and manual routing of transaction records, and has traditionally required significant staff mediation. The implementation of Lending Availability Service at UO Libraries eliminated most staff mediation for processing lending loan requests which has improved staff satisfaction, saved resources and enhanced services by significantly automating workflow. In this session Bill will provide an introduction to the IDS Lending Availability Service and routing logic, and David will share case study data related to the use of LAS at the University of Oregon Libraries.

Friday, 11:00am - 11:50am

• Round-table Discussion - Processing ILL Borrowing Overdues (Ben Hogben, Lucy Yang, & Melissa Perez)
• This proposal is for a round-table discussion by three supervisors responsible for interlibrary loan borrowing. The topic is how borrowed overdue items are handled at a community college, four-year school and University. We will discuss overdue fines, replacement costs, blocking student accounts and then ask for input from attendees on how overdue items are handled at their institutions.


• Managing Purging and Delinking Projects: ILLiad Request Histories and User Privacy (Part I) (Chris Sisak, Logan Rath, Silvia Cho & Beth Posner)
• In order to uphold patron privacy, increase performance and speed to save their ILLiad systems, four brave ILL librarians venture into the world of privacy policy implementation with its unexpected ripple effects, and explore the possibilities of archival storage of data (utilizing Access). One hero and three heroines throw caution to the wind, risking everything to defend their patrons' privacy, and ultimately enter the forbidden realm of the Database Manager. They survived! Will you?


• Strengthening Regional Collections One Request at a Time: Using Resource Sharing Technology to Facilitate True Just-In-Time Predictive Coordinated Collection Development (Kate Ross, Kourtney Blackburn, & Mike Mulligan)
• Academic libraries in New York State have benefitted from Coordinated Collection Development Aid (CCDA), meant to support resource sharing, since 1981. In recent years, dwindling academic library budgets have increased the need to utilize funds effectively and reduce unnecessary duplication across physical library collections. Patrons already benefit from the connection between resource sharing and collection development, where ILL is important and shared collections are valued. A need existed to connect the dots between library collection development and resource sharing cooperatives, where the strength of resource sharing groups is the strength of the combined, diversified collections of its members. The presentation will describe phases of a pilot project to develop and use technology to assist in true coordinated collection development through the use of ILLiad. The presentation will describe the need for true coordinated collection development, illustrate the proposed solution of a tool using ILLiad, outline the implementation of the project, and discuss the hopes for the future. Lastly, we will invite further participants (beginning with IDS Project libraries) to come along. The first phase of the project was to create a tool within ILLiad to develop collections reactively, by matching patron loan requests with a corresponding library’s collection goals, as measured against the IDS Conspectus. This tool connects different systems together through a hosted web interface, which provides the data required for multiple library departments to use in order to begin to achieve coordinated collection development. This data includes titles matching the following criteria: the number of times an item has been requested by IDS libraries, if less than 3 IDS libraries have the request, and it matches the IDS Conspectus for the lending library. In addition to the web interface, library staff are notified weekly via email of titles that meet this criteria, therefore making it easier to strengthen their own library collection as well as the regional collection. The current and second phase of the pilot is testing the tool with SUNY Brockport and Nazareth College as partner libraries. Overall, the success of the project will be measured by the number of project participants as well as by the number of reports with purchase recommendations. We will describe what we have learned during the first phase of the project with the hope that it will encourage other participants to join as we embark on the next phase of this project! To date, this project has been partially supported by Regional Bibliographic Databases and Interlibrary Resources Sharing Program funds which are administered by the Rochester Regional Library Council.

Friday, 12:00pm - 12:50pm

• Adapting to Discovery: Initial Observations (Sarah Shank)
• Ithaca College Library recently adopted Primo as a discovery layer. This presentation aims to report back on some initial changes in requesting behavior, workflow, and general impacts that the Interlibrary Loan department has experienced thus far.


• The Purge...of the Database Manager! (Part II) (Chris Sisak, Logan Rath, Silvia Cho, & Beth Posner)
• In order to uphold patron privacy, increase performance and speed to save their ILLiad systems, four brave ILL librarians venture into the world of privacy policy implementation with its unexpected ripple effects, and explore the possibilities of archival storage of data (utilizing Access). One hero and three heroines throw caution to the wind, risking everything to defend their patrons' privacy, and ultimately enter the forbidden realm of… the Database Manager. They survived! Will you?


• The Hold Shelf: To Charge or Not to Charge? That is the Question... (Elise Thornley & Simone Yearwood)
• The rapid growth of interlibrary loan services has forced us to take a look at the practical and financial aspects of what we once thought of as a simple barter system. In today's world of rising costs and declining budgets, interlibrary loan units have to assess ways of keeping costs low while providing patrons with high quality service. But what happens when library patrons don’t live up to their end of the bargain when they fail to pick up materials that they've requested. This will not only have a financial impact with monies, but the cost that is associated with time…