Northwest Interlibrary Loan and Resource Sharing Conference 2004
Thursday, Sept. 16, 2004
11:00 a.m. - 12:00 p.m.
12:00 p.m.-1:30 p.m.
Lunch: Interest Group Meetings
Portland Community College (Sylvania)
University of Washington
OGI School of Science and Engineering
Grove City Library
Oregon State Library
1:45 p.m.-2:30 p.m.
Shared Collections: New Models for Accessing Materials
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
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.
US, UPS, FedEx)
best practices methods and tips for a variety of physical
delivery methods-FedEx, UPS, Courier, and USPS.
Carcasses, USPS, Portland District.
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.
to the Rescue: Searching, Custom Holdings, Direct Profile
Sam Sayre, OCLC
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.
Sayre, OCLC Library Services Consultant, OCLC, Inc.
800-854-5753 or 503-223-2884.
Dru Zuretti, Client Relationship Manager of Copyright Clearance
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
of the topics to be covered:
of digital material reuse and copyright compliance
Loan, CONTU and the Rule of Five
variety of applications of TEACH in distance learning environments
information and updates; Guidelines for libraries using
ILL books on reserves, electronic reserves, etc.
of Copyright Integration Services launched with OCLC
4:15 p.m.-5:30 p.m.
Meet the keynote speaker,
and talk with colleagues over hors d'oeuvres.
Friday, Sept. 17th, 2004
8:00 a.m.-9:00 a.m.
9:00 a.m.-10:15 a.m.
Delivery Products: Web Delivery Overview and Product Demonstration
the Web for Fast, Convenient Electronic Document Delivery,
presented by Eric Schnell, Head, Information Technology,
John A. Prior Health Sciences Library, The Ohio State University
will define and present an overview of using the Web
to deliver copies of documents.
presented by Richard Perkins, ClioWeb/Advanced Technical
ILLiad Web Delivery
demonstration, presented by Tony Melvyn, OCLC Senior
Consulting Product Support Specialist
Web Delivery demonstration, presented by Elena Guadagno,
sales Representative, Relais International Inc.
Web Delivery demonstration, presented by Keith Palmateer,
Library and Media Services, Portland Community College
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.
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.
Direct Delivery: Presentation and Workshop on Distance Education
and Remote User Library Services
Cyril Oberlander, Portland State University
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.
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.
Oberlander is the head of Interlibrary Loan at Portland
University. His research and publication interests include:
and workflow design, library statistics, information visualization
applying mobile technology to library environments.
10:15 a.m.-11:00 a.m.
11:00 a.m.-12:15 p.m.
Delivery Part II: Practice, A Potpourri of Approaches
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.
Document Mediated Delivery, presented by Eric Schnell,
Head, Information Technology, John A. Prior Health Sciences
Library, The Ohio State University
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.
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,
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,
ILL Work Flow in Public and Small Libraries
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.
Flandreau is an Adult Services Librarian at Forest Grove City
is an Interlibrary Loan Technician at the University of Alaska
is the Manager of Training and Support at the OCLC Western Service
Mark Dahl, Lewis & Clark College; Kyle Banerjee, Oregon
State Library; Terry Reese, Oregon State University
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
Loan budgets and staff resources. This session discusses
what you need
to know about setting up OpenURL as well as financial and
12:15 p.m.-1:30 p.m.
Two Optional Sessions:
1. Solving Problem Requests
to network with colleagues? Have questions about workflow or
processes? Want to know what other libraries are doing? Come share
experiences and bring your questions to this open forum discussion
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.
Conatser has been the Interlibrary Loan/DD Supervisor at Oregon
University since 2001. She is currently responsible for supervising
interlibrary loan and document delivery and consortia, branch,
services related to sharing resources. She has over 5 years experience
supervising ILL operations and over 15 years experience in libraries.
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.
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
presentation focuses on resource sharing efforts at the Orbis
Cascade Alliance. Topics include new developments with Summit
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.
Nathanson is Systems Manager for the Orbis Cascade Alliance and
has played a key role in creating Orbis and now Summit, an INN-Reach
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
Twitchell, Brigham Young University-Idaho; Laurie S. Francis,
Brigham Young University-Idaho
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.
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].
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].
Demand Purchasing via ILL
3. Que stions
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
charge of ILL and Resource Sharing ideas, options, and methodologies
efficient electronic “on demand” purchasing and delivery.
we hope to generate ideas on how vendors and libraries can
technology solutions that improve our delivery of materials
of the specific issues that will be covered include:
• When is it less expensive and faster to purchase books through
or used bookstores online.
• Subscriptions to document suppliers like Infotrieve, Alibris
• Who pays the bills and how - Acquisition or Interlibrary
• Who has authorization to access the accounts?
• Just in time versus just in case.
• Is this collection development?
• Skill requirements to provide service.
Carroll, Oregon Health & Science University, Head of Collection
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].
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].
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].
Housman, Fort Vancouver Regional Library, Reference Librarian
& Interlibrary Loan Coordinator
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].
Margi Mann, OCLC Western Service Center
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.
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.
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
3:00 p.m.-4:30 p.m.
and Send-off: Working
together to plan for ways we can be even better resource sharing
partners in excellence
Planning Committee Chair, University of Oregon
Arrangements, George Fox University Portland Center
Chair, Portland State University
Committee, Eastern Washington University
Committee, Oregon State University
Grove City Library
Arrangements Chair, Washington State University Vancouver
and Advance Registration, OCLC Western Service Center
Committee, OHSU's OGI School of Science and Engineering
Arrangments Committee, Portland
Community College (Sylvania)
Arrangments Committee, Portland
Community College (Sylvania)
Site Coordinator, Willamette University
Portland State University
Arrangments Committee, Portland Community College (Sylvania)
updated: October 28, 2004