mark eriksen winona state university midwest interlibrary loan conference april 10, 2014

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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

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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. Blueprint goal. Maximize the impact of library dollars spent on behalf of patrons. - PowerPoint PPT Presentation

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Page 1: Mark Eriksen Winona State University Midwest Interlibrary Loan Conference April 10, 2014

A Blueprint for Maximizing Interlibrary Loan Data for Collection Development

Decisions in Smaller Academic LibrariesMark Eriksen

Winona State UniversityMidwest Interlibrary Loan Conference

April 10, 2014

Page 2: Mark Eriksen Winona State University Midwest Interlibrary Loan Conference April 10, 2014

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Maximize the impact of library dollars spent on behalf of patrons

Blueprint goal

April 10, 2014

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The Blueprint is designed to be adaptable as patron demand changes over time

Flexible

April 10, 2014

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Discovery Tools (Databases) Serials One-Time Purchases (Books and Videos)

Three Blueprint Parts

April 10, 2014

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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

April 10, 2014

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Minimize patron barriers to accessing interlibrary loan

How to level the playing Field

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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New Courses New Faculty New/different course assignments

Classroom Faculty Drive the Collection Over Time

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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Maximize amount of materials obtained via collection development

Minimize interlibrary loan usage

Optimal Situation

April 10, 2014

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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

April 10, 2014

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Quick to add----increases access to scholarly materials

Slow to drop-----reduces access to scholarly materials

Blueprint for Discovery Tools

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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H 1000 uses F 100 uses Z 2 uses

Example---Your LC call number usage may look like this

April 10, 2014

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HD 40 uses HQ 10 uses HV 0 uses

Or it may look like this

April 10, 2014

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HD 9502 30 uses HD 9607 5 uses HD 9804 0 uses

Or it may look like this

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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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

April 10, 2014

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Contact Mark Eriksen Interlibrary Loan Librarian Winona State University Krueger Library [email protected]

Thank You

April 10, 2014