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ILL Advice: Tips of the Month from the ILL Working Group

 
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January 16, 2002
ILL Advice

Here it is! Just what you've been waiting for! The TexShare ILL Working Group's first piece of ILL Advice.

Symptoms: Lack of knowlege about the Protocol
Diagnosis: No time to read the Protocol
Cure: Read this message

How often do you go to the ILL section of the TexShare Web site and look over the ILL Protocol? If you're like me, probably not often. And you may not have looked at it since the Working Group last made some changes. Since I helped update the protocol in December, I'd like to simplify the task. Here are the highlights of the changes:

1. Please, please enter your Lending policy in OCLC's NAD and keep it current. Amigos' ILL liaison Tim Prather can help if you don't know how to do it.

2. Are you using First Search Direct Request? OCLC recently allowed requests for journal articles to be sent directly to supplying libraries just like book requests. Unfortunately this eliminates the possibility of selecting suppliers using Union List information. The Protocol recommends you edit your profile to have article requests sent to the ILL Review file so ILL staff can check union lists before ordering. This may take more staff time initially, but it will greatly increase the odds of filling requests promptly, decrease unfilleds, and diminish the work load for potential suppliers who might otherwise get many requests for materials not owned.

3. Lending libraries may not charge borrowing libraries more than the Books in Print price for lost books that are still in print; they may not charge more than they would charge their own patrons for lost books out of print. And as the Protocol has always stated, TexShare libraries may not charge other TexShare libraries a processing fee for lost books. The Protocol strongly recommends allowing libraries to replace lost or damaged books in kind--same title, same format, same publication date. Borrowing libraries wanting to replace in kind must first negotiate with Lending libraries.

4. Lost book invoices should be responded to promptly, either with payment or negotiation about when invoices will be paid.

5. Ariel transmissions should include the borrowing patron's name on the header sheet.

6. If your library as borrower consistently receives unsatisfactory service from specific lenders, you can bring the situation to the attention of any member of the Working Group. It may be possible that some training is needed. Or the library may need additional staff or equipment which can be obtained with support from TexShare.

We hope this message has been useful to you. We love feedback. Let us know if you have any ideas for ILL Advice messages--or better yet, just send one LoanStar.

Nancy Paine
Chair, TexShare ILL Working Group
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ILL Advice
From the TexShare ILL Working Group
March 8, 2002

Symptoms: To use TExpress for returns or not
Diagnosis: No time to find the lending library's TExpress address
Cure: Lenders add TExpress location to Return Field in constant data record

Hello Everyone!

The next installment of ILL Advice has arrived--this one courtesy of Mary McQueen, ILL Librarian at Wichita Falls Public Library. Mary recommends that everyone place their TExpress address in the "Return to" field of the OCLC work form.

You can do this by adjusting your Constant Data record.

Some lenders are using Clio and ILLiad, and so do not send a copy of the OCLC print out with the book to the borrowing library. At UT Austin, we use Clio and print bookbands with all the relevant information for returning the book. We've just adjusted our Clio form to show the TExpress address next to the return address.

The whole point of Mary's idea is to be sure the TExpress address gets to the Borrowing library in an easy-to-find, prominent position. This not only makes returning materials easy for the Borrower but it encourages the use of TExpress--a fast and easy way to ship.

I'll also remind everyone that the ILL Protocol Section 4.3 is about TExpress. Section 4.3.4 requires participating to display their TExpress information in the following areas:

--The library's OCLC Name-Address Directory (NAD) record
--The library's OCLC constant data records as the first line of the :SHIP TO: field.

:SHIP TO:
140-HOU VIA TEXPRESS/
ILL/
Rice University Library/
6100 Main St./
Houston, TX 77005

The Courier Working Group has prepared a guide for using TExpress that is very useful. The text can be found at <http://www.texshare.edu/programs/courier/shippingguide.html>.

Happy shipping!

Nancy Paine
Chair, ILL Working Group

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ILL Advice
May 13, 2002

The TexShare ILL Working Group's next installment of ILL Advice comes courtesy of Amy Chang, Head of Access Services at ILU (Texas Tech).

Symptoms: Have questions about interlibrary loan
Diagnosis: Need an answer
Cure: Go to the Web,
<http://www.law.northwestern.edu/lawlibrary/illweb/index.htm>

This comprehensive web site, ILLWeb, is maintained by Mary Hollerich, Associate Director for Access Services, Pritzker Legal Research Center, Northwestern University School of Law. Mary also manages ILL-L, the very busy and very popular internet message list.

On ILLWeb you can find a long list of verification sites for difficult requests--from a German Union Catalog to the British Library Document Supply Centre (BRI). You can find ILL policies and codes, guidelines for package wrapping, a long list of ILL-related Listservs, links to copyright web sites, and much more.

Another informational web site for ILL can be found at <http://www.ddill.org/>. The site lists annual awards, meetings and conferences, consortia, useful verification tools.

Nancy
Chair, TexShare ILL Working Group

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ILL Advice
September 11, 2002

The TexShare ILL Working Group's next installment of ILL Advice comes courtesy of Pat Valdez, Interlibrary Loan Assistant at Austin Community College.

Symptoms: Receive ILL Request for E-Book Title
Diagnosis: Requesting library didn't really look at the record selected for use
Cure: Respond with "Reasons for No"
#4 - non circulating or
#27 - other

Jeanette Mosey, Member
TexShare ILL Working Group
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ILL Advice
January 16, 2003

The TexShare ILL Working Group's next installment of ILL Advice comes courtesy of Dayna Jones, Resource Sharing Consultant at the Texas State Library.

Symptoms: Borrowers re-request materials we refused to lend once
Diagnosis: Borrower doesn't have enough information
Cure: Explain when you first say no why you can't lend something

Use "Reasons for No"

When responding "no" to a request, it helps to give the borrowing library a specific reason why you are unable to fill the request. For those of you who do not use Clio, ILLiad, or some other type of ILL management software that can do this for you, you can keep your potential borrowers informed of your Reasons for "No" by using the MicroEnhancer.

Be sure to select the option to update records with Reasons for "No" by going to the Tools menu and clicking on Options. Next, select the General tab and chose the Update records with Reasons for "No" check box. For more information regarding Reasons for "No", use the Help menu and select Contents. Use the Index to quickly point you in the right direction.

From the menu bar in MicroEnhancer, simply click on "Number Entry" and then select "Lender Updates". Look for the tab labled "No" and you will see a drop down box where you can indicate exactly why you are unable to fill the request.

It's easy, it's useful, and most of all it saves a lot of time for both you as the Lender and the Borrowing library.

Nancy Paine
Chair, TexShare ILL Working Group


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