Schedule

Presentation Slides


Acquisitions and Collections or Access and Public Services: Where does Resource Sharing Fit in an Academic Library?

Renna Redd, Interlibrary Loan Librarian - Clemson University


(NOTE: not presented at conference)

At the 2018 Southeastern Resource Sharing Conference I gave a lightning talk titled “Where Do We Belong? Where Does Resource Sharing Fit in an Academic Library?” to share the results of an informal survey to find where resource sharing departments are found in academic library organizational structures. Since then, Clemson University Libraries engaged in a reorganization and the resource sharing team will be moved (as of July 1, 2022) from the new Teaching, Learning, and Research Division (a division centered around public services) to the new Collections and Discovery Division (a more technical services-based division). This lighting talk will share the results of a 2022 redux of the 2018 survey and compare the two sets of data to see if resource sharing departments have moved within organizational structures. Also discussed will be the transition of the Clemson Libraries resource sharing team to a new division, how the team’s roll in that division has been defined, and how resource sharing stays connected to public services within the Libraries.



Can I Lend this One? Three Institutions’ Approaches to Managing Licenses

Rosemary Humphrey, Resource Sharing Librarian - Kennesaw State University

William Gee, Head Circulation and Interlibrary Loan - East Carolina University

Jennifer Young, Resource Sharing and Acquisitions Librarian - East Tennessee State University


Understanding electronic resource licenses is a vital role in interlibrary loan. Accessing, managing, interpreting, and referencing licenses in daily request processing can be daunting tasks and there is no one-size fits all approach. This presentation will cover the different approaches taken by three institutions on a mission to obtain access to and understand the ILL license terms of their electronic content. Each institution will discuss the successes and obstacles encountered in their multi-year long processes to improve their workflows. Topics will include how to get started with what you have, what to ask for, who to ask, and how to advocate to be the best resource sharing partner you can be.



Canceled, but Still Needed: Journal Cancellations and Their Impact on Interlibrary Loan

Stacey Amundson, University Library Technician - N.C. State University


There is very little current research on the connection between libraries leaving big-package (“bundled”) journal deals and the impact on workload and expenditures in interlibrary loan departments. As collections budgets continue to shrink, more academic libraries are having to make difficult decisions about the continuation of big-package deals. We conducted a survey of academic libraries who had moved away from package deals and asked if they had noticed an increase in ILL expenditures, transactions, and how they had adjusted their workflows. This presentation will explore how libraries are adapting to these changes.



Clean-up a Catalog Using Interlibrary Loan Requests

Michelle Colquitt, Continuing Resources and Government Documents Coordinator - Clemson University

Renna Redd, Interlibrary Loan Librarian - Clemson University


Clemson University Libraries are using Interlibrary Loan requests to help with catalog clean-up. We would like to submit a poster outlining the work-flow for such a project along with how we hope it will help our fill-rate and discovery for patrons. Since we are filling less than half of the article requests we receive, we are using negative responses via Interlibrary Loan Lending, verifying WorldCat holdings, and working across the Resource Sharing Department to the Cataloging Department to assist with catalog semblance. The need for this new workflow has led the cataloging team to investigate solutions to remove these holdings.



E-Book Lending and Borrowing: Now and Future Considerations

Krista Higham, Access Services Librarian - Millersville University


Can I lend e-books? How do I borrow e-books? As a result of consortial agreements, Millersville University has a license agreement to lend full e-books from a small number of publishers. I will explain my library’s process to fill these requests along with several issues that staff have overcome. In the future, how can we encourage publishers to allow for full e-book lending in contracts? Following the session, attendees will be encouraged to discuss ways to improve this process, identify e-books eligible for lending, and improve communication on the topic.


IFM Invoicing

Bailey Scogin - Vanterbilt University


Interlibrary Loan Shipping Since the Pandemic: Challenges and Solutions

Joe Milillo, Assistant Librarian - National Humanities Center

Brooke Andrade, Library Director - National Humanities Center


For the National Humanities Center (NHC), it was a tough year regarding interlibrary loan (ILL) shipments. Many in-transit requests were lost in the mail, damaged, or even returned to the lending library without ever making it to our institution. Nonetheless, many of the shipments took 10-12 days to arrive, twice as long as before the pandemic. This has diminished the NHC’s ability to live up to its mission of providing our research fellows with timely materials and, therefore, affecting the patron experience at our library.

We are designing a survey for our academic library colleagues in the U.S. to assess their ILL shipping policies and procedures, and any complications they may have experienced in the last two years along with their responses to them. We hope to uncover common shipping frustrations and problems, as well as useful solutions, either as policy changes or future partnerships among regional academic libraries.

We hope to present the findings of our research at the SERS 2022 Conference in October and share how we use WorldShare’s statistics to assess our ILL services to patrons and improve upon them. We believe this is something other smaller library members of SERS may benefit from hearing and discussing."



OCLC Update

Peter Collins, Director of Resource Sharing - OCLC


Join us to learn how you can provide a resource sharing experience that your library's users expect by taking advantage of smart fulfillment to optimize delivery.

We'll discuss our initiative for library groups, which will streamline and accelerate delivery of resource sharing both within your group and across the entire OCLC network. We'll also share more on plans for controlled digital lending (CDL). And, we'll offer a glimpse into the future, including our continuing commitment to innovate and to leverage the power of the world’s largest resource sharing network.



Low Cost/No Cost Resource Sharing Improvements for a Community College and the Shy Approach towards a CDL Solution

Brady Cross, Digital Initiatives Librarian - Tri-County Technical College


The pandemic caused a sudden shift toward digital services and brought to light a need for increased efficiency of our resource sharing and a viable solution for Controlled Digital Lending (CDL). As a regional technical and community college with limited financial resources, TCTC utilized a strategic consortial partnership and tactical decision-making to successfully buttress its resource sharing capabilities.

This presentation explores the implementation process as it has emerged and continues to evolve, endeavoring to improve the resource sharing program with low cost/no cost changes. Migration away from a clunky collection of resources lacking a centralized search tool to the Alma/Primo SLSP in 2020 caused a transformative constituent experience. This opened the door for opportunities to serve patrons by providing access to a broader collection of digital materials via ILL and consortial access. Our new goals became to create a patron request system (for ILL) and to gain & grant access to the consortial shared digital content all while seeking an affordable solution for CDL appropriate for a technical/community college budget. The presentation will include steps taken to implement these improvements and our emerging approach toward CDL.



A One Stop Shop for Resource Sharing: UTC Library’s Move to Alma Resource Sharing for RapidILL and OCLC Request Management

Albert "Al" Salatka, Jr. , Cataloging and Metadata Librarian - University of Tennessee, Chattanooga


Coinciding with the ability to fully integrate Alma and RapidILL, staff at the UTC Library investigated the feasibility of utilizing Alma’s Resource Sharing functionality for the management of all resource sharing requests. Long reliant on ILLiad, the UTC Library sought a solution that would simplify both the user experience and the administration of resource sharing requests.

This presentation outlines the steps taken by the UTC Library to implement Alma Resource Sharing for interlibrary loan and transition away from ILLiad completely. Attendees will learn about the customizations and configurations necessary to integrate RapidILL within Alma, how to design, test, and implement OCLC-related workflows within Alma, and Alma analytics reports designed to capture relevant resource sharing data.

Participants will leave with the practical knowledge of setting up RapidILL as a sharing partner within Alma as well as insights into how a library can leverage the system’s Resource Sharing functionality to manage OCLC requests and create a unified requesting experience for patrons.



Resource Sharing and the Impact of eBook Acquisition Practices

Christine Beardsley, Interlibrary Loan Service Coordinator - UNC Charlotte

Amanda Binder, Associate Professor Social Sciences and History Librarian - UNC Charlotte

Elizabeth Siler, Associate Dean for Collection Services - UNC Charlotte


A survey of academic libraries demonstrates how book purchasing preferences changed during the pandemic and how current practices might impact Interlibrary Loan going forward. Survey results will help resource sharing and collections staff evaluate whether eBook purchasing practices have gotten ahead of our ability to borrow electronic books (considering licensing norms and resource sharing technology). Will libraries with limited monograph budgets be able to continue supporting research in areas that have relied on Interlibrary Loan of physical objects? This research takes stock of a complex, changing ecosystem. We hope to encourage conversation and collaboration within the academic library community to develop best practices that protect user access. Hear what we found and how three librarians working in different areas at UNC Charlotte are wondering about the future of book collecting, ILL practices and supporting our users.



Stranger in a Strange Land: New Employees During and Post-Covid

Miriam Wnuk, Assistant Manager Resource Sharing Services - Vanderbilt University

Sofiya Petrova Dahman, Interlibrary Loan Librarian - University of Memphis

Amy Chew, Resource Sharing Manager Acquisitions & Continuing Resources, - University of Tennessee Knoxville


While most of the world was shut down and many libraries and their staff were remote, the one department that continued to operate was the resource sharing or ILL departments around the world. During this time, staff continued to retire or take other jobs… which meant departments were actively hiring. This panel will feature library staff who during the last two and half years have taken new roles in Resource Sharing departments throughout Tennessee. They will speak about their experiences interviewing, moving, and what support they feel they will need now that the pandemic is becoming endemic.



Tidy up your OCLC Configurations to Spark Joy in Lending

Jenny Rosenfeld, Senior Product Analyst - OCLC


Investing a little time in tidying up your library's lending configurations can have a big impact and restore "joy" in your lending operation. This session will offer remedies to common issues such as receiving too many requests for items you can't provide. You'll learn how to:

- Spend less time saying "no" to requests

- Speed your lending turnaround times

- Get requests more quickly to libraries that can fill them

This session will be useful for both experienced and new ILL staff using ILLiad, Tipasa, or WorldShare ILL



Training New Hires in a Remote and Hybrid World: What We’ve Done and How We’re Improving

Rebecca Meng, Supervisor Document Delivery Services - Memorial Sloan Kettering Cancer Center


It was difficult enough to adapt resource-sharing workflows when many workplaces made the switch to remote or hybrid environments. Now that these models seem here to stay, how can we welcome new employees into the fold when we’re still getting used to it ourselves? In this talk, I will go over what we have done as a small resource-sharing team at a medical library that has experienced staffing changes among the permanent employees as well as significant turnover among our part-time graduate student assistants. Topics discussed will include: establishing norms on chat platforms such as MS Teams and Slack, segmenting workflows, finding the right format for documentation, and reporting issues to be remedied.



Unravelling the mystery of IFM: Changes to benefit your library!

Gail Perkins Barton, Head Document Delivery and Interlibrary Loan - Auburn University


Within the OCLC Resource Sharing, Interlibrary Loan (ILL) community, there is something known as IFM which is OCLC’s Interlibrary Loan Fee Management system. Prior to its creation years ago, libraries would charge each other when an ILL item was supplied spending numerous hours billing one another for loans and articles, and often having to do follow-up on invoices not paid. OCLC devised an automated way to get library charges covered with debits and credits for those participating in IFM.

Today, libraries must evaluate their situation both as a borrowing and lending partner as it relates to IFM. Will a flat rate be used? Or a customized fee such as “We charge what you charge” based on the policies of the other library. What is the benefit to one’s library? Are charges as a borrowing library part of IFM also and if so, how?

Based on first-hand experience, this session will discuss details of IFM Lending and how in January 2020, Auburn University Libraries transitioned from a “No Charge” location to “We charge what you charge” resulting in a benefit for our library. Presented will be things to consider before, during, and after the change along with helpful tips in getting started.



Where Rubber Meets Road: Consortial Shipping of ILL Materials

Courtney Taulbee, Department Head Interlibrary Loand and Document Delivery - University of Kentucky

John Burger, Executive Director, Association of Southeastern Research Libraries (ASERL)

Sofiya Dahman, Resource Delivery & Interlibrary Loan Librarian, Assistant Professor Information Access Services - University of Memphis

Robyn Weisman, Director of Resource-Sharing Services - Vanderbilt University


In the summer of 2020, while libraries were shut down or providing limited services because of the pandemic, the KUDZU group of libraries within ASERL took the opportunity to review our consortial shipping practices. Participants assessed existing contracts and conducted an environmental scan of other potential options. The group decided to pursue FedEx services as our new shipment provider, for numerous reasons.

As we were making the vendor change, our needs in this group also changed – but our focus on providing excellent service to our consortial partners remained constant. This launched a review of our own agreements and processes to ensure continued excellence.

This panel will include ILL team members from Vanderbilt University Libraries, University of Memphis Libraries, University of Kentucky Libraries, and the Executive Director of ASERL who facilitated this for the consortia. The panel and moderator will provide information on this process and answer questions from the audience.





#SERSC2022

Header photo by Leo Reynolds is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 2.0 license.