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Transitioning ILL

Platforms: ILLiad to

WorldShare

GUGM 2015

Sarah Kirkley, Serials Librarian

Fang Tong, Serials & ILL Library Assistant

Background

• Asa H. Gordon Library at Savannah State University

• Approximately 5,000 students / 500 faculty and staff members

• Average 50-100 lending requests per month

• Average 10-40 borrowing requests per month

Image Credit: Nikki Rech

Starting Point – early 2014

• Library users were unable to log in to ILLiad to submit requests

• Users could create a new account but would be locked out during subsequent tries to log in

• Led to an overall decrease in borrowing requests

• ILLiad was simply not functioning correctly

• Both Connection and System Managers had been down for months

• We were not receiving any incoming lending requests from other libraries

Attempts to Solve Issues

• Updated to newer version of ILLiad

• Restarted Connection and System

Managers (many, many times)

• Begged campus IT to help us

• They were ultimately without resources to help us resolve our server issues

• Systems Librarian and I both worked with OCLC

Image Credit

Considerations / Wish List

• Needed something timely – the library had not been adequately providing ILL services since 2013.

• Needed a simpler way for patrons to request items.

• We knew that for every patron that had contacted us about the issues, there were others that had simply given up.

• Preferred something web-based – not tied to hardware that we did not have the resources to support.

Temporary Workaround

• Created a free Google account for the ILL department and used Google Drive to create a submission form

• Other options could include homegrown forms on webpages, LibGuides forms, etc.

• Emails are generated when requests are submitted in form

• Forwarded to institution ILL email account

• Form still functions as our current back-up

Choosing a Permanent Solution

• Learned that FirstSearch was in process of transitioning to WorldShare ILL

• Not time effective and confusing to users to move to

FirstSearch then WS ILL

• Could not get patron-initiated form in FirstSearch

• Decided to go for it and implement WS ILL

• Used Google request form until WS ILL implementation in Summer 2014

• Manually input information and processed borrowing requests through ILLiad, lending requests through

FirstSearch

WorldCat Discovery

• Transitioned to WorldCat

Discovery during this time

• Migrated primarily for the

“Request this Item” button in records and the patroninitiated request form

• Authentication prompt for offcampus access

• GALILEO password

Image Credit

WorldShare ILL

• Worked with OCLC to transition over summer

• OCLC very supportive

• Many trainings, webinars, etc.

• Updated our Policies Directory information

• Used summer to test; develop our own workflows

Image Credit

WorldShare ILL - Key Features

• Simple, clean interface for processing

• Email button

• Article exchange

• Book straps

• Shipping labels

Simple Interface

Email Button

Article Exchange

Book Straps

Shipping Labels

Analysis

Pros

• Less involved for user submissions

• No login

• Simple, minimal form

• Streamlined processing for library staff

• Cost included in existing

OCLC Resource Sharing subscription & WorldCat

• Web-based

• Options for batch processing and direct requests

Cons

• No CONTU copyright tracking

• Manually track using

Google Drive form

• No individual accounts for library patrons

• Small number of faculty still want this feature, want to be able to check status of requests

• Have to re-enter information for each request

Other Considerations & Steps

• Expected to see a large increase in volume of requests but that was not the case

• Working to reintroduce Interlibrary Loan as a service to faculty, staff, and students

• Working to make sure all library staff is comfortable with walking a user through the appropriate steps to submit a request

• Finding and updating all links in webpages/LibGuides/GIL

Find/GALILEO to direct to the LibGuide instead of ILLiad login webpage

• Use LibGuide as stand-in for ILL website

• More control; update/make changes more quickly

LibGuide

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