NWILL 2004

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Northwest Interlibrary Loan and Resource Sharing Conference 2004

2004
Conference

Conference
Proceedings:
Thursday, Sept. 16, 2004
11:00 a.m. - 12:00 p.m.

Registration

12:00 p.m.-1:30 p.m.

Preconference
Lunch: Interest Group Meetings

Topic

Group
Leader

Ariel
Keith
Palmateer

Portland Community College (Sylvania)

CLIO

Bill
Kelm

Willamette University

Docline

Susan
Barnes

University of Washington

ILLiad
Tony
Melvyn

OCLC

Special
Libraries

Todd
Hannon

OHSU's
OGI School of Science and Engineering

Public
Libraries
Lee-Anne
Flandreau

Forest
Grove City Library

Systems
Kyle
Banerjee

Oregon State Library

 

1:45 p.m.-2:30 p.m.

Keynote:
Shared Collections: New Models for Accessing Materials
(includes Summit
Pick-up anywhere)

Deb Carver
Historically,
interlibrary loan services and collection management have existed
largely as independent enterprises. While their relationship
is recognized, libraries are just beginning to see these functions
as fully integral and seamless. Library consortia, union catalogs,
and efforts to build shared collections suggest that the profession
is finally moving in a direction that has major implications
for both ILL and collection development activities. After decades
of planning with little implementation, cooperative collection
development and deliberate resource sharing may be the new reality
for most libraries as we face the fiscal realities of the present
and future.

Ms.
Carver received her MLS from the University of North Carolina
in 1976 and her MPA from the University of Virginia in 1984.
She has 28 years of experience in academic libraries, including
the University of Oregon where she has been a faculty member
since 1990 and the University Librarian since 2000. Her areas
of expertise include collection management, public service,
administration, and development. Within the state, she has compiled
a distinguished record of service, including OLA President,
OLA representative to ALA Council, Chair of the Vision 2010
Committee, and a member of the Senate Interim Legislation Committee
on Libraries. In 1999, she received OLAs Librarian of the Year
Award. She currently serves on the Orbis Cascade Alliance Executive
Committee and is a regional representative to the OCLC Members
Council. Nationally, she has served on many ALA committees,
and is currently a member of the SPARC Advisory Committee. She
has written and presented in the areas of human resources, staff
development, and consortial activities.

3:00 p.m.-4:15 p.m.

A.
D
elivery (Courier,
US, UPS, FedEx)

Panel
Learn
best practices methods and tips for a variety of physical
delivery methods-FedEx, UPS, Courier, and USPS.
Patricia
Carcasses, USPS, Portland District.
Nancy
Nathanson is Systems Manager for the Orbis Cascade Alliance
and has played a key role in creating Orbis and now Summit,
an INN-Reach union
catalog for 27 libraries in Oregon and Washington. Nathanson
also oversees the Alliance courier service and is currently
in the midst of adding another four libraries to Summit.

B.
OCLC
to the Rescue: Searching, Custom Holdings, Direct Profile

Sam Sayre, OCLC

When I
was a real ILL librarian my boss said to me, "You're
more expensive than anything in the library except the card
catalog." She told me to make ILL faster, cheaper and
take less staff time. I tried, but there weren't a lot of
tools available. Times have changed. Patrons and reference
librarians can search, custom holdings can pick the best lenders,
and direct profiles can send the request.

Sam
Sayre
, OCLC Library Services Consultant, OCLC, Inc.
800-854-5753 or 503-223-2884.

C.
Copyright

Dru Zuretti, Client Relationship Manager of Copyright Clearance
Center, Inc.

Dru Zuretti
will present a program tailored specifically for academic
librarians and the contemporary copyright issues they face
today. Her session will be pertinent, interactive and will
explore those topics of most interest to you and the communities
you serve.
Summary
of the topics to be covered:

  • Complexities
    of digital material reuse and copyright compliance
  • Interlibrary
    Loan, CONTU and the Rule of Five
  • Diverse
    variety of applications of TEACH in distance learning environments
  • Other
    information and updates; Guidelines for libraries using
    ILL books on reserves, electronic reserves, etc.
  • Demo
    of Copyright Integration Services launched with OCLC

4:15 p.m.-5:30 p.m.

Reception:
Meet the keynote speaker,
and talk with colleagues over hors d'oeuvres.

Friday, Sept. 17th, 2004
8:00 a.m.-9:00 a.m.

Continental Breakfast

9:00 a.m.-10:15 a.m.

A.
Electronic Document
Delivery Products: Web Delivery Overview and Product Demonstration

This
session is co-sponsored by the National Network of Libraries
of Medicine, Pacific Northwest Region and will be moderated
by Susan J. Barnes, Resource Sharing Coordinator, NN/LM PNR.

B.
New
Ways of Working: Collaboration among Resource Sharing, Reference
and Collection Development

Anne Christie, Oregon State University;
Laurel Kristick, Oregon State University; Lisa
Conatser, Oregon State University

Requests are up, budgets and staffing are down, and technology
is changing! At Oregon State University, this has led staff in
the Reference Services and Resource Sharing units to work together
in innovative ways. This session will describe the successes and
challenges of establishing this collaboration. Panelists will
discuss issues related to reference services, collection development
and resource sharing. This will be followed by an opportunity
for the audience to ask questions of the panelists and brainstorm
ideas for opening these lines of communication in their libraries.

Anne Christie is a science librarian at Oregon State University
where she is responsible for providing reference service, library
instruction and collection development for several areas of biology,
as well as general reference at the central reference desk. Anne
has enjoyed her involvement in several collaborative projects
while working at OSU, including a serials collection reorganization,
setting up a commercial document delivery service, and a paging
and delivery trial.

Lisa Conatser has been the Interlibrary Loan/DD Supervisor at
Oregon State University since 2001. She is currently responsible
for supervising interlibrary loan and document delivery and consortia,
branch, and distance services related to sharing resources. She
has over 5 years experience supervising ILL operations and over
15 years experience in libraries.

Laurel Kristick is a science librarian and the Electronic Resources
Librarian at Oregon State University where she is responsible
for reference, instruction and collection development in several
areas in the physical sciences and engineering and also for coordinating
the library's electronic resources. She has been an active member
of the Orbis Committee on Electronic Resources (now the Orbis
Cascades Electronic Resources Committee) for over 5 years and
served 3 years on the Oregon Statewide Database Licensing Committee.

C.
Direct Delivery: Presentation and Workshop on Distance Education
and Remote User Library Services

Cyril Oberlander, Portland State University
Interested
in learning about workflow alternatives to resource sharing
for remote users? This program presents examples of resource
sharing workflows for distance education and remote user
with an aim to discuss effective regional practices. Topics
covered include: commercial document delivery services,
direct lending, commercial shipping systems, purchasing
on demand, cost/benefit and budgetary supports for distance
education library services, and more.

Because
part of this program is a workshop, attendees are encouraged
to share workflows and brainstorm regional solutions to
support the needs of D.E. and remote users with a process
that is cost, workflow and ILL management system friendly.

Cyril
Oberlander is the head of Interlibrary Loan at Portland
State
University. His research and publication interests include:
library service
and workflow design, library statistics, information visualization
and
applying mobile technology to library environments.

10:15 a.m.-11:00 a.m.

Morning Break

11:00 a.m.-12:15 p.m.

A.
Electronic Document
Delivery Part II: Practice, A Potpourri of Approaches

  • Electronic
    Document Delivery and the Interlibrary Loan Workflow

    presented by Janet Brennan Croft, Head of Access Service,
    University of Oklahoma L

    What are some methods for ensuring that you don't violate
    your database contracts when sending articles to other libraries
    via interlibrary loan? How do licenses and copyright law
    interact? What are some of the ways licenses approach interlibrary
    loan? What's the best way to get the most out of your contracts
    and keep your ILL workflow efficient?

    Janet Brennan Croft is Head of Access Services at the University
    of Oklahoma, Norman, Oklahoma and author of Legal Solutions
    in Electronic Reserves and the Electronic Delivery of Interlibrary
    Loan, to be published in October, 2004 by Haworth Press.

  • docMD:
    Document Mediated Delivery
    , presented by Eric Schnell,
    Head, Information Technology, John A. Prior Health Sciences
    Library, The Ohio State University

    While
    academic libraries have embraced Electronic Document Delivery,
    hospital libraries have faced significant barriers. The
    docMD project has been an investigation of the use of a
    centralized document mediation center-where documents are
    received, converted to pdf, and delivered using the Web-as
    a method for overcoming these barriers. Eric will provide
    an overview of the project and discuss preliminary outcomes.

  • Electronic
    Document Delivery Horizons
    : New Technology for Scanning
    and Mobile Workstations, presented by Cyril Oberlander,
    Head of Interlibrary Loan, Portland State University

    Wireless technology promises to streamline Electronic Document
    Delivery workflow. Cyril discusses the design and implementation
    of a mobile workstation that makes scanning in the stacks
    and other processing possible. In addition, Cyril discusses
    other mobile technologies and systems to enhance electronic
    delivery services, including use of OCR, Consumer Scanners,
    and more.

    This session is co-sponsored by the National Network of
    Libraries of Medicine, Pacific Northwest Region and will
    be moderated by Susan J. Barnes, Resource Sharing Coordinator,
    NN/LM PNR.

B.
Streamlining
ILL Work Flow in Public and Small Libraries

Panel

Are you spending too much time doing ILL? Does ILL cost too
much? Is it too slow? Maybe your workflow is not as smooth as
it ought to be, but what to change? Where to start? Get inspired
by stories of success and have a chance to explore ideas for
saving time and money with the panelists and participants in
this interactive session.
Lee-Anne
Flandreau is an Adult Services Librarian at Forest Grove City
Library.
Kathy Maple
is an Interlibrary Loan Technician at the University of Alaska
in Fairbanks.
Sam Sayre
is the Manager of Training and Support at the OCLC Western Service
Center.

C.
OpenURL
Mark Dahl, Lewis & Clark College; Kyle Banerjee, Oregon
State Library; Terry Reese, Oregon State University
OpenURL
is a powerful tool that allows patrons and staff to quickly

create requests that are easy to process, check holdings,
and link to
desired resources. Because of its convenience, OpenURL significantly

increases demand for Interlibrary Loan which can strain
InterLibrary
Loan budgets and staff resources. This session discusses
what you need
to know about setting up OpenURL as well as financial and
policy
implications.
Dahl
Presentation

Reese
Presentation

12:15 p.m.-1:30 p.m.

Lunch:

Two Optional Sessions:
1. Solving Problem Requests

Want
to network with colleagues? Have questions about workflow or
processes? Want to know what other libraries are doing? Come share
your
experiences and bring your questions to this open forum discussion
of
Resource Sharing.
Troy
Christenson is Manager of the Interlibrary Loan Department at
the Eastern Washington University Library. He has worked in libraries
for over twenty years. Currently he is the chair of SAILIG (the
Spokane Area Interlibrary Loan Interest Group), on the planning
committee for the Northwest Interlibrary Loan and Resource Sharing
Conference, Coordinator of Communications for the Washington Library
Association (an elected Executive Board member), and a member
of ALA and RUSA. He is past chair of the Interlibrary Loan Interest
Group of WLA.
Lisa
Conatser has been the Interlibrary Loan/DD Supervisor at Oregon
State
University since 2001. She is currently responsible for supervising
interlibrary loan and document delivery and consortia, branch,
and distance
services related to sharing resources. She has over 5 years experience
supervising ILL operations and over 15 years experience in libraries.
Kay
Vyhnanek is Head, Interlibrary Loans and Extended Campus Library
Services at Washington State University, Pullman, Washington.
She is active at the state, regional and national level in interlibrary
loan and resource sharing activities. She served on the task force
that developed a new section of the ALA Reference and User Services
Association that is devoted to all facets of resource sharing.
She helped to develop the Pacific Northwest library Association's
Leadership Institute to be held in late October 2004, that is
unlike most leadership institutes in that it is open to degreed
and non-degreed library professionals.
She began
her library career as a student assistant in the Everett Community
College Library in 1968. She has a Bachelors degree in Business
Administration and received her Masters in Librarianship in 1977,
both from the University of Washington. Her position responsibilities
have included Interlibrary Loan or document delivery activities
for most of the past 30 years, including the most recent 23 years
at WSU.
2. Summit
Pick-up Anywhere

This
presentation focuses on resource sharing efforts at the Orbis
Cascade Alliance. Topics include new developments with Summit
(summit.orbiscascade.org),
courier service (www.orbiscascade.org/courier),
Center for Research Libraries, and efforts to develop a shared
center for high-density storage.

John F. Helmer is Executive Director of the Orbis Cascade Alliance.
Helmer's background is in systems and cataloging and he brings
experience developed through long association with the International
Coalition of Library Consortia.
Nancy
Nathanson is Systems Manager for the Orbis Cascade Alliance and
has played a key role in creating Orbis and now Summit, an INN-Reach
union
catalog for 27 libraries in Oregon and Washington. Nathanson also
oversees the Alliance courier service and is currently in the
midst of adding another four libraries to Summit.

1:30 p.m.-2:45 p.m.


A. Full Time Supervision of Part-Time Employee

Leslie
Twitchell, Brigham Young University-Idaho; Laurie S. Francis,
Brigham Young University-Idaho
Part-time
student employees can bring energy and enthusiasm to your
library. This presentation will help you harness that
energy by providing tips and resources for hiring and
training, and understanding the who, when, why and how
of training basics. This session includes an interactive
sharing time with class participants.
Leslie
Twitchell is a reference librarian and student supervisor
at the David O. McKay Library at Brigham Young University-Idaho
in Rexburg. She has a BA in art from BYU-Provo, and a
second BA in education from Idaho State University. She
is certified as a media specialist and art teacher for
the state of Idaho. She worked in both high school and
elementary school media centers, a public library, and
now an academic library. She and her husband, Kevin, are
the parents of four and grandparents of two. Leslie enjoys
reading, old movies, watercolor painting, and creating
handcrafted books and stained glass. Her email is [email protected].

Laurie
S. Francis is a reference librarian and student supervisor
at the David O. McKay Library at Brigham Young University-Idaho.
She received her BS in History from Idaho State University
and her MLS from Emporia State University in Kansas. She
has an extensive background in customer service, with
experience in hiring, training and supervising adults
and teens. She and her husband Robert Francis have four
children and four grandchildren. Laurie enjoys traveling,
reading and the challenge of genealogical research. She
can be reached at [email protected].

B.
On
Demand Purchasing via ILL

1.
Presentation,
2. Support,
3. Que stions
Panel

How libraries
acquire materials continues to evolve. These decisions are
impacted by such things as subscription prices, changes in
technologies, and patron expectations. The trend is for more
transactions to be completed electronically, both in accessing
materials, making payments, and in patron delivery. Panelists
from Academic and Public libraries, as well as a vendor (Alibris)
will discuss ways in which different types of libraries handle
electronic transfers of materials and funds, with a specific
focus on interlibrary
loan and resource sharing departments. The goal is to provide
those in
charge of ILL and Resource Sharing ideas, options, and methodologies
for
efficient electronic “on demand” purchasing and delivery.
In addition,
we hope to generate ideas on how vendors and libraries can
create
technology solutions that improve our delivery of materials
to patrons.
Some
of the specific issues that will be covered include:

• When is it less expensive and faster to purchase books through
Amazon
or used bookstores online.
• Subscriptions to document suppliers like Infotrieve, Alibris
or Jstor
• Who pays the bills and how - Acquisition or Interlibrary
Loan?
• Who has authorization to access the accounts?
• Just in time versus just in case.
• Is this collection development?
• Skill requirements to provide service.
Diane
Carroll, Oregon Health & Science University, Head of Collection
Development

Diane Carroll is currently Associate Professor and Head of
Collection Development for the Oregon Health & Science
University Library. She is serving on the Steering Team of
the ORBIS Cascade Alliance Electronic Resources Committee.
Diane coordinates Collection Development activities, maintains
a comprehensive serials decision database, licenses electronic
journals and supervises the Electronic Serials Librarian.
Prior to joining OHSU, Diane was the first women to obtain
tenure in the Department of Animal Science at Oregon State
University. To contact Dianne, send her an e-mail at [email protected].
Troy
Christenson, Eastern Washington University, ILL manager

Troy Christenson is Manager of the Interlibrary Loan Department
at the Eastern Washington University Library. He has worked
in libraries for over twenty years. Currently he is the chair
of SAILIG (the Spokane Area Interlibrary Loan Interest Group),
on the planning committee for the Northwest Interlibrary Loan
and Resource Sharing Conference, Coordinator of Communications
for the Washington Library Association (an elected Executive
Board member), and a member of ALA and RUSA. He is past chair
of the Interlibrary Loan Interest Group of WLA. To contact
Troy, send him an e-mail at [email protected].
Dudley
Emmert, Alibris, Director, Business Partnerships

Dudley works with Alibris' Library Services group to identify,
develop, and apply technology in ways that benefit library
customers. Before joining Alibris, Dudley was a Manager of
Product Development and Implementation at netLibrary. Previous
to that, Dudley was on the staff at the University of Colorado
at Boulder Libraries, where he worked in the ILL-Borrowing
and Central Reference departments. Before CU, Dudley staffed
the ILL-Lending and Document Delivery office at Colorado School
of Mines. Dudley has also worked as a consultant for the Colorado
Consortium for Database Networking and the libraries at the
National Center for Atmospheric Research. He holds a BA from
Colorado University Boulder and an MA from St. John's College.
To contact Dudley, send him an e-mail at [email protected].
Rosa
Housman, Fort Vancouver Regional Library, Reference Librarian
& Interlibrary Loan Coordinator
Rosa
Housman has been a Reference Librarian and Interlibrary Loan
Coordinator at Fort Vancouver Regional Library in Vancouver,
Washington for 14 years. For the past 5 years, her duties
have also included book selection or the Collection Development
department. Prior to joining FVRL, she worked in both academic
and medical libraries in a variety of areas, including archives,
acquisitions, serials, and circulation. Rosa received her
BA in English Literature at Pomona College and her MA in Librarianship
at the University of Denver. To contact Rosa, send her an
e-mail at [email protected].

C. Problem
Solving with MARC

Margi Mann, OCLC Western Service Center

Knowing
MARC improves one's ability to effectively choose appropriate
bibliographic records and can provide leads to other bibliographic
options. In this session, OCLC's Margi Mann will build
upon her popular MARC presentation from last year's NWILL
conference. Mann will cover the basics of MARC and its
relevance to resource sharing but will focus on using
MARC records as a tool for problem solving. Attendees
of this interactive
session are encouraged bring examples of problem requests
to share with the group. Mann will explore MARC related
insights and potential solutions to these problems.
Margi
Mann has been with OCLC Western for three, five, or seven
years (depending on how you count it), both as a library
support representative and as a trainer. As such, she
has done extensive training in the resource sharing arena
on Interlibrary Loan, holdings, serials and library standards.

Before
she came to WLN, she worked for 7 years at the National
Library of Medicine (NLM), where she did customer and
user support for Interlibrary Loan, Serials and PC desktop
applications. Margi's work at the NLM also included writing
several system manuals and technical reports. She is a
member of the North American Serials Interest Group (NASIG)
and the American Library Association (ALA). She received
her MLS from the State University of New York at Buffalo
and an MA in Linguistics from the University of Victoria.
Her personal interests are wide-ranging and include history,
problems in human communication, Maine Coon cats, and
the vagaries of
home ownership.

3:00 p.m.-4:30 p.m.

Summary
and Send-off: Working
together to plan for ways we can be even better resource sharing
partners in excellence

Panel

 
Committee Members:

Joanne
Halgren

Conference
Planning Committee Chair, University of Oregon

Robin
Ashford

Local
Arrangements, George Fox University Portland Center

Sherry
Buchanan

Program
Chair, Portland State University

Troy Christenson
Program
Committee, Eastern Washington University

Lisa
Conatser

Program
Committee, Oregon State University

Lee-Anne
Flandreau

Program
Committee, Forest
Grove City Library

Linda
Frederiksen

Local
Arrangements Chair, Washington State University Vancouver

Karin
Ford

Budget
and Advance Registration, OCLC Western Service Center

Todd
Hannon

Program
Committee, OHSU's OGI School of Science and Engineering

Shally
Hartman

Local
Arrangments Committee, Portland
Community College (Sylvania)

Dan
Hays

Local
Arrangments Committee, Portland
Community College (Sylvania)

Bill
G. Kelm

Web
Site Coordinator, Willamette University

Cyril
Oberlander

Vendors,
Portland State University

Keith
Palmateer

Local
Arrangments Committee, Portland Community College (Sylvania)

 

Contact:
Web
Site Coordinator

 

Last
updated: October 28, 2004