NWILL 2011

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Northwest Interlibrary Loan Conference 2011
Going Global While Staying Local
Portland Community College
Sylvania Campus in Portland, Oregon
September 15th–16th, 2011

Thursday, September 15th
8:30-9:30 Registration & Continental Breakfast
9:30-10:45 Keynote Address
Copyright, Licenses, Treaties, and a Bit of Distortion: The Law of ILL in Transition
Kenneth Crews, Keynote Speaker

Copyright law in the U.S. permits libraries to engage in interlibrary loan arrangements, subject to various conditions and limitations. The most significant legal provisions are fair use in Section 107 of the Copyright Act and the library provisions of Section 108, and the details in the law tell the real story. The details often narrowly constrain allowed uses, but the negotiation of the details is a chance to craft a law that is more responsive to needs and interests. We can see that dynamic in today's law: Section 108 allows copies to be made and shipped through ILL, but Section 108 also puts caps and conditions on ILL activity as it seeks to address conflicting interests of copyright owners and users. The problem we face today is a shift in interests, interpretations, and legal strategies. Amidst this shift, ILL is placed at risk due to actions in Congress, inaction in Congress, license terms, threatening lawyer letters, and multinational treaty developments in Geneva. Librarians are at the front line of these challenges, and their engagement with the law will be essential for a successful continuation of ILL services.

10:45-11:00 Break

11:00-12:00 Concurrent Sessions

A. Harnessing the Power of Planned Serendipitous Discovery with WorldCat Knowledge Base| Lynda Irons, and Erica Findley, and Virginia Adams

How can a library harness all the electronic pathways to resources so that our users can navigate the digital landscape efficiently and effectively? While we want our patrons to have those "a-ha" discovery moments, we want to rely less on serendipity and more on deliberate discovery. Like many libraries, Pacific University uses ExLibris' SFX OpenURL link resolver and A-Z services and has recently adopted Innovative's Electronic Resource Management system to manage it electronic journals. But this comes with a big however. While adequate to meet the needs of the local ILS system, it is not scalable to WorldCat Local. Additionally, is it realistic to expect our library staff to spend countless hours managing multiple systems to obtain, maintain, and use holdings and licensing information to meet various stakeholders' needs? We decided "no." To that end, the Library started investigating and implementingWorldCat Knowledge Base and PubGet as viable tools to scale holdings and licensing information to WorldCat Local, thus leveraging the inter-operability of its systems. This presentation will address: communication approaches among the stakeholders regarding SFX, ILS, WorldCat Local, PubGet, and WorldCat Knowledge Base strategies for successful negotiations with the vendors for e-books and e-journals, particularly for ILL rights and MARC records Benefits of and strategies for implementing PubGet and WorldCat Knowledge Base methods of presenting relevant licensing information to meet ILL needs practical solutions to fulfill ILL requests.

B.Opening Up to Open Access: Using Open Access Materials to Fill Borrowing Requests for Free | Tina Baich
In 2009, IUPUI University Library began tracking open access borrowing requests and has seen a substantial increase in their number since then. Even though open access materials are free for all, library users continue to request them through interlibrary loan. Using open access materials to fill ILL requests is both a service to users and a cost savings for the library. In this presentation, I will demonstrate the open access resources most commonly used by University Library's ILL department to fill requests. I will also discuss possible workflows for handling requests for open access materials.

12:00-1:30 Catered Lunch and Exhibitor Demonstrations

12:45-1:30 Exhibitor Demonstrations
• Atlas Systems, Inc.
• EBSCOhost
• ExLibris
• OCLC
• RapidILL

1:30 2:30 Concurrent Sessions

A. Best Practices For a Non-Standard ILLiad Installation: The Hosted Server With Multiple Processing and Delivery Locations. Or, How To Beat the NVTGC Monster! | Gretchen Leslie and David Lippert

The Portland Community College Library started installing ILLiad early in 2010, and lending went live in April 2010. Borrowing went live mid-December 2010. With the goal of distributing workflow, we chose to decentralize our ILLiad install across three campus library locations, using the hosted server option offered by OCLC. The presentation is a review of our unusual ILLiad installation, and how the PCC Library is evolving to best utilize this decentralized model. The presentation will look at what we learned during our setup, what is working now, and what needs more work. We will talk about the technical aspects of integrating Illiad with existing systems such as Ariel and WorldCat Navigator. We will also touch on which best practices carry over from our old model of OCLC FirstSearch ILL, and which do not.

B. But I'm Not a Usability Expert: Testing Tips for the Resource-Sharing Professional | Jennifer Ward, Uta Husson-Christian, Jane Nichols
If you have ever been baffled by the ways in which your users interact with the resource sharing processes and tools that you have worked so hard to create, it may be time to think about usability testing. But don't panic! Just because you are not a usability expert or do not have a local usability group to call upon does not mean that "use-ability" testing is out of reach. In Don't Make Me Think, Steven Krug notes that "After all, usability really just means...making sure that something works well: that a person of average (or even below average) ability and experience can use the thing - whether it's a Web site, a fighter jet, [completing an ILL request,] or a revolving door - for its intended purpose without getting hopelessly frustrated." In this session, we will use case studies to focus on why resource sharing professionals should consider usability testing. We will offer tips and tools you can use to improve your users' experiences with ILL systems and services, and discuss why usability testing is even more important in our current budget situation.

2:30-2:45 Break

2:45-3:45 Concurrent Sessions

A. Mentoring/Transition Management | Cyril Oberlander

Imagine if change was constant, and system upgrades and enhancements was an annual process. Imagine that the processes you learn fundamentally change about every 5 years instead of 10, and that window shortens every year. How are the library positions of today changing? How do we learn, adapt processes and workflows, and keep up? This presentation focuses on the challenges and opportunities with mentoring, change management, and career planning. Libraries have been undergoing significant changes that disrupt jobs in positive and negative ways - what strategies can help individually and collectively? Attendee participation is essential. Cyril will describe the IDS Project mentoring program, and a bit of his transitions from Circulation to ILL to Administration, mixed with contract consultation.

B. E-Resources: To Lend, Or Not To Lend, That Is The Question? | Diane Grover
As library collections become increasingly electronic, traditional library activities such as ILL have undergone profound changes. Many electronic resources are governed not by copyright and standard practices such as CONTU, but instead by license agreements. In this session, we will address: - what you need to know about license terms and ILL - practical approaches to communicating license terms - issues and problems - trends and predictions.

3:45-4:00 Break

4:00-5:00

Best Practices - What Does a Well-Run ILL Unit Look Like? Texas A&M Case Study | Lan Yang

In July 2002, Texas A&M University Libraries implemented ILLiad as its new Interlibrary Loan Management Software, at the same time we launched a free interlibrary loan and document delivery service to our entire campus library users. This presentation will reveal the initial reactions of the staff members in face of the challenge, discuss the resources needed to provide such a high profile service, detail the workflow of the operation, illustrate the volume of requests we process on a daily basis, present the backup solution when staff members are on vacation or out sick, share the positive comments from the patrons, and illustrate the key factors to the success of this well appreciated service.

5:00 Reception/Appetizers

Friday, September 17th

8:30-9:00 Continental Breakfast

9:00-10:00 Concurrent Sessions

A. Choices, Changes, and Challenges: ILL in Public Libraries | Julie Caughell-Rush, Rebecca Courson, Jimmy Harduvel, Nick Lee
Presented by a panel of sharing/ILL practitioners from varied institutions, this session will present several perspectives on issues from the front lines of resource sharing in public libraries as well as include an open time for discussion of audience questions and suggestions Cyril Oberlander is the Associate Director of Milne Library at the SUNY College at Geneseo since January 2008. Prior to that, he was the Director of Interlibrary Services at the University of Virginia Library 2005-2008; and Head of Interlibrary Loan at Portland State University from 1996-2005; and before that served as the Assistant Supervisor and the Staff Trainer for Access Services. His consultation experience includes independent consulting services through OCLC, and workflow design with various vendors. Research interests include: organizational development, workflow design, mobile technology, information visualization, and knowledge systems.

B. Beyond Navigator: Or, Everything You DIDN'T Know about the Orbis Cascade Alliance | John Helmer, Orbis Cascade Alliance
Everything you wanted to know about the Alliance but were afraid to ask. You know about Summit and Courier but what else does the Orbis Cascade Alliance do? Ebook pilots, shared ILS, collaborative technical services, institutional repositories, and more! How did Alliance members make this such a successful consortium? What does the future hold? Come join in a discussion of the Alliance and find out.

10:00-10:15 Break

10:15-11:15 Concurrent Sessions

A. DOCLINE for Non-Medical Libraries – A Valuable Contribution? | Patricia Devine, Judith Norton
Did you know that your library does not need a substantial health sciences collection to participate in DOCLINE? Institutions such as small schools and community colleges are under-represented in DOCLINE and the National Network of Libraries of Medicine, yet they have a valuable contribution to make. DOCLINE is a free interlibrary loan request routing and referral system from the National Library of Medicine, open to libraries with 25 or more health sciences related serial holdings. With participation in the Freeshare Group (whose members don't charge each other) the only cost to a library is staff time. DOCLINE is easy to learn; and instruction and support is provided by the Regional Office of the National Network. Medical libraries that make up the backbone of DOCLINE can benefit from the participation of additional types of libraries in the system, and all gain from the added resources. Do non-medical libraries have a valuable contribution to make to the nation's health professionals? Yes, they do!

B. How To Live Happily Ever After With Fewer Service Desks | Shirien Chappell and Laura Willey, CJ deJong
University of Alberta is combining service desks a good way to deal with shrinking budgets and fewer in-person transactions at our libraries? As we work to become more efficient are we serving our patrons as well as we did when we had separate specialized service desks? How can we best retain in-depth knowledge previously supplied by specialized service desks when we combine these desks with more generalized service desks? Are patrons receiving the same level of access and service when we adopt more of a one-stop shopping model? If so, can these losses be mitigated? Come learn what others know about reducing the number of service desks in a library. In the last few years both the University of Oregon and the University of Alberta have merged and/or closed service desks. The University of Oregon has closed the following service desks in the Knight Library: Interlibrary Loan, Library Copy Service, Current Newspapers/Periodicals, and Documents. Further, the UO no longer has a separate reference desk in the AAA Library. The University of Alberta Libraries implemented a Public Service Desk model that merged the Reference Desks and Circulation Desks in each of the libraries. This model created a centralized Access group responsible for non-public circulation functions. Interlibrary Loan continued to operate with both public service and circulation responsibilities, until retirements necessitated a new direction. In this case, ILL joined forces with Access, while maintaining the ILL service desk. Can you do both and eat your cake too? We'd like to share our experiences and learn from yours.

11:15-11:30 Break

11:30-12:30 Concurrent Sessions

A. "Takin' it to the Web": Updating Operations Manuals for Today's Techno-Realities| Kathleen Spring

Inspired by the "Training Technologies A-Zed" presentation from the 2010 NWILL conference, Kathleen Spring was determined to update the out-of-date operations manual for Linfield College's ILL department while simultaneously morphing it into a more user-friendly training tool and moving it to a web-based system. For those who haven't yet made the leap to web-based training tools for ILL, this presentation will offer one example of what you can do to improve the training experience for your employees. Using Blackboard Learn as the content management system to house materials, you'll see demonstrations of the following: how to leverage existing content from other departments to maximize efficiency how to use web-authoring tools like Softchalk™ to create interactive learning materials that reinforce concepts and also serve as reference materials for those less-frequent processes how to incorporate wikis, short videos/screencasts, and evaluation mechanisms.

B. Utilizing GIST at Texas Tech University | Ryan Litsey

Libraries using the GIST ILL WebPages are able to provide an agile and adaptive format for patrons to make user guided requests for purchase. Collection development can be described as both immediate need acquisition and prescriptive need. Prescriptive needs are the needs met by the subject librarian who makes a determination of the current collection. However, the immediate need can sometimes be a challenge for libraries to identify and supply in an expedited manner. There is a solution to this problem that has been tested at Texas Tech, which is the use of the GIST application for the ILL software that allows the patron to make user guided collection decisions. Using GIST to empower the patron, the academic library is better able to confront the ever changing landscape of research needs and access to materials.

12:30-1:30 Catered Lunch

1:30-2:30 Closing and Door Prizes| Kenneth Crews

Denise will deliver a conference wrap-up, and then the conference chair Margaret Bean will announce the door prize winners.

Special Thanks to…
• Presenters
• Exhibitors
• Portland Community College
• Conference fiscal agent & support: OCLC
• Committee Members