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RESOURCES ANYTIME, ANYWHERE How Interlibrary Loan Becomes Resource Sharing RYAN LITSEY Texas Tech University Chandos Publishing is an imprint of Elsevier 50 Hampshire Street, 5th Floor, Cambridge, MA 02139, United States The Boulevard, Langford Lane, Kidlington, OX5 1GB, United Kingdom Copyright © 2017 Ryan Litsey. Published by Elsevier Ltd. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or any information storage and retrieval system, without permission in writing from the publisher. Details on how to seek permission, further information about the Publisher’s permissions policies and our arrangements with organizations such as the Copyright Clearance Center and the Copyright Licensing Agency, can be found at our website: www.elsevier.com/permissions. 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To the fullest extent of the law, neither the Publisher nor the authors, contributors, or editors, assume any liability for any injury and/or damage to persons or property as a matter of products liability, negligence or otherwise, or from any use or operation of any methods, products, instructions, or ideas contained in the material herein. Library of Congress Cataloging-in-Publication Data A catalog record for this book is available from the Library of Congress British Library Cataloguing-in-Publication Data A catalogue record for this book is available from the British Library ISBN: 978-0-08-101989-4 (print) ISBN: 978-0-08-101990-0 (online) For information on all Chandos Publishing publications visit our website at https://www.elsevier.com/books-and-journals Publisher: Joe Hayton Acquisition Editor: George Knott Editorial Project Manager: Lindsay Lawrence Production Project Manager: Debasish Ghosh Designer: Mark Rogers Typeset by TNQ Books and Journals To my beautiful wife, without whose support this book would not be possible. To Mom, Dad, Michael, and Steven—thank you. Ryan Litsey LIST OF FIGURES Figure 1.1 Rotation duty roster. 31 Figure 1.2 Sample rotation schedule. 32 Figure 1.3 Sample line backup schedule. 32 Figure 2.1 IDS logic. 49 Figure 2.2 Article gateway system. 50 ix BIOGRAPHY Ryan Litsey is the Associate Librarian and Head of Document Delivery at Texas Tech University. A graduate of Florida State University with a degree in Library and Information Sciences, he has spent a majority of his aca- demic career developing groundbreaking technologies that have endeav- ored to transform resource sharing. Both Occams Reader and the stats tracking system OBILLSK have changed the way ILL librarians are able to share the resources of their respective institutions. Ryan was recognized by the Library Journal as a 2016 Mover and Shaker in library technology. He is also active in several ALA–RUSA/STARS committees. He is a consulting editor for the Journal of Access Services and the associate editor for the Journal of Interlibrary Loan Document Delivery & Electronic Reserve. His academic research is in resource sharing, machine learning, predictive analytics, and anticipatory commerce. xi CONTRIBUTORS Nancy Abashian, Binghamton University Libraries Nancy Abashian is the Head of Reader Services and Resource Sharing at Binghamton University Libraries. Beginning her professional career at Binghamton in 2006, she completed her MLS in 2013 from the University at Buffalo. Resource sharing has played a central role in Nancy’s career, and has led her to working with the IDS Project. As a member, a mentor, and now the Mentor Coordinator for IDS, Nancy enjoys contributing to, learn- ing from, and helping to build the resource-sharing community nearby and nationwide. Jennifer Acker, Hudson Valley Community College Jennifer Acker is a Senior Clerk at Hudson Valley Community College. She has been working at Hudson Valley Community College for 21 years and 16 of those years have been in Interlibrary Loan. Jennifer is currently the IDS Project’s Regional User Group Coordinator and a mentor. She is a member of the Committee on Resource Sharing, which advises the Capital District Library Council on activities that relate to its resource-sharing pro- grams and services. In the spring of 2016, Jennifer was awarded the State University of New York Chancellor’s Award for Excellence in Classified Service. Tom Delaney, RAPID Tom Delaney received his MLIS from Syracuse University. He was the Head of Interlibrary Loan at Colorado State University and at Columbia University. In 2006 he returned to Rapid as Director of Outreach and Customer Support. Among his duties he travels to ILL conferences fre- quently and makes presentations about Rapid and also about Colorado State University’s massive flood recovery project from 1997 to 2002. He also provides outreach and support for Rapid libraries, with the goal of helping libraries to maximize their usage of Rapid. Tom’s projects include analytics and data analysis, evaluation of usage trends, and training libraries to ensure that staff and management are fully engaged in sending their traffic to Rapid as the most cost-effective resource-sharing mechanism. From 1998 to 2003 he also copresented a series of ILL workshops designed to help library and ILL practitioners integrate automation in ILL and to decrease the manual labor required to process ILL and consequently reduce costs and patron turnaround time. Tom has authored several articles and coauthored the 2004 book Assessing ILL/DD Services: New Cost-Effective Alternatives, with Mary Jackson and Bruce Kingma. He has also authored and coauthored several articles, including articles with Mike Richins and Jane Smith. xiii xiv Contributors Nora Dethloff, University of Houston Libraries Nora Dethloff, MFA, MLIS, is the Assistant Head of Information and Access Services at the University of Houston’s M.D. Anderson Library, where she oversees ILL, Course Reserves, and Shelving Services. Her research interests include user experience design, process improvement, and copyright in libraries. She has presented at state, regional, and national conferences, including Northwest ILL, the ILLiad Conference, and ALA Annual. Her work has been published in the Journal of Access Services, New Library World, and the Journal of Interlibrary Loan, Document Delivery & Electronic Reserve. She has been active and held leadership roles in ALA’s RUSA STARS, the Greater Western Library Alliance, and the Texas Library Association. She is passionate about resource sharing, Fair Use, and making things work well. In her spare time she feeds and cares for two daughters, a dog, and an English professor. Katherine E. DeVet, Texas Tech University Libraries Katherine E. (Katie) DeVet is the Library Associate for Document Delivery at Texas Tech University. As a PhD candidate in the Fine Arts Doctoral Program at Texas Tech with a field of specialization in Music and concen- tration in Music Composition, her academic journey has given her unex- pected opportunities and she is currently looking to take the interdisciplinary experiences gained into academic librarianship. Katie uses her diverse experiences to help colleagues and future scholars in all disciplines find the resources they need for their research and use the tech- nology available to assist with interdisciplinary collaboration across the world. Within the department she works to guide Document Delivery staff and student assistants to give excellent service to all patrons, both at Texas Tech and abroad, and is constantly looking for ways to strengthen the team. Bill Jones, IDS Project Bill Jones is the IDS Project Creative Technologist at SUNY Geneseo Milne Library and serves as the SUNYLA President, the SUNYLA IDS Project Liaison, the ALA RUSA STARS Webmaster, and is a member of the RUSA STARS Promotion and Outreach Committee. Since 2010, Bill has contributed to the IDS Project through web development, software development, research, publishing, training, hands-on support, marketing, and administration. Kenny Ketner, Library Systems Programmer/Analyst, Montana State Library Kenny Ketner is the Information Products Lead at Montana State Library, where he manages a team of developers creating web-based services to access the geospatial datasets of the Montana Spatial Data Infrastructure (MSDI). Prior to that, he worked as the Software Development Manager Contributors xv for Texas Tech University Libraries, guiding a team of five developers in the creation of cutting-edge library technology. Kenny is the lead developer for Occam’s Reader, the first library-developed method for the interlibrary loan of eBooks. Kenny earned his Bachelor of Science in Computer Science from the University of Chicago in 2003. Micquel Little, Claremont Colleges Library Micquel Little is the Director of User Services and Resource Sharing at the Claremont Colleges Library in Southern California. After earning her BA and MLIS degrees from the University of Pittsburgh, Micquel became involved in resource sharing and the IDS Project in 2010 as the first Regional User Group Coordinator. Micquel’s interests have grown into organization-wide discussions regarding resource sharing’s leading role in the future of academic libraries after earning her MBA from St. John Fisher College in 2014. She collaboratively founded and continues to coordinate the IDS Project’s Online Learning Institute, which strives to combine part- nerships from across the country to provide community-based resource- sharing training in an online environment and has just received the Rethinking Resource Sharing Innovation Award on behalf of the IDS Project at ALA Annual 2016. Micquel loves collaborating with her col- leagues and talking about how awesome resource sharing truly is to anyone who will listen. Scott Luker, Texas Tech University Libraries Scott Luker is a software architect/programmer at Texas Tech University Libraries. He has developed software and web applications for document delivery, circulation, and digital collections. In addition to programming he has professional experience in server and database administration, learning management systems, and graphic design. His supplemental talents include music composition and audio/video production. Scott is proficient in PHP, ASP.NET, C#, SQL, and Python. His current interests include augmented reality, “big data” projects, and media-based solutions. Scott earned a Bachelor of Arts from Texas Tech University. Claire MacKeigan, Relais International Clare MacKeigan is Chief Operating Officer and one of the owners of Relais International, a company dedicated to the development of solutions to support ILL, resource sharing, and document delivery. Clare has been involved with Relais since its inception in 1996. Prior to this Clare worked at CISTI for 17 years in various roles, including 10 years as Assistant Manager/Head Systems for Document Delivery. Clare is a member of the IFLA Document Delivery and Resource Sharing standing committee as well as being an editor for the new ISO 18626 standard for ILL transactions. xvi Contributors Weston Mauldin, Texas Tech University Libraries Weston Mauldin is a software developer for the Texas Tech University Library. He received his Bachelor’s and Master’s in Computer Science from Texas Tech. His main research interest is machine learning. He became a Super Backer on Kickstarter just from backing tabletop games. He believes that corgis are the key to a long and happy life. Conni Marcum, Texas Tech University Libraries Conni Kitten Marcum is the Circulation library associate. She served as the Document Delivery library associate from Dec. 2005 until Apr. 2014. She earned a Master’s degree in Library and Information Science from the University of North Texas in 2009. Beth Posner, The Graduate Center, CUNY Beth Posner is the Head of Library Resource Sharing at The Graduate Center, CUNY. She is also an active IDS member, an IDS mentor, and runs the IDS Online Mentor Institute. She serves on the Steering Committee of the Rethinking Resource Sharing Initiative and as Chair of the Policies Committee of ALA RUSA STARS. She also writes about the development of library information and resource sharing, and has recently edited Library Information and Resource Sharing: Transforming Services and Collections, a book about how interlibrary loan services work with all other library functions. Shannon Pritting, SUNY Polytechnic Institute Shannon Pritting is currently the Library Director at SUNY Polytechnic Institute. Before joining SUNY Poly in 2015, he was Access and Resource Sharing Librarian at Syracuse University. He has also held instruction and public services positions at SUNY Oswego and Cayuga Community College. Shannon has been heavily involved in the creation and develop- ment of IDS Logic, Lending Availability Service, and Article Gateway, and has worked to encourage different models of resource access across a variety of libraries in New York State. Mike Richins, RAPID Mike Richins has over 15 years of experience in library resource sharing. Prior to joining the RapidILL team in 2010 he was the Interlibrary Loan Lending Supervisor at Colorado State University Libraries. Mike is cur- rently the Coordinator of Customer Support and System Development for RapidILL, and works with libraries on Rapid setup, training, work- flow, and support. He also conducts RapidILL workshops and promotes the service through conference presentations and webinars. Mike’s love of resource sharing largely revolves around customizing and automating
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