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Giovanna Colombo, Italy A NILDE survey on international ILL exchanges: results and consideration

  1. Elena Bernardini University of Milan Giovanna Colombo University of Insubria Carmen Lomba University of Cantabria, Spain Silvana Mangiaracina CNR Bologna Fulvia Merlini IRCCS Burlo Garofolo Trieste Emanuela Secinaro INRIM Torino A NILDE survey on international ILL exchanges: results and considerations
  2. NILDE Italian network and software for resource sharing o  ILL and DD supply web based system o  1000 library community, 200.000 requests/year o  Same vision and rules o  Free of charge cooperation 2 Intro 94% 5% 1% NILDE libraries by country Italy Spain All others (GRE, CHE, SWE, BRA, LUX, HRV)
  3. 3 NILDE International ILL request trend o  Opening to world libraries (since 2011) o  Software with multilingual user interface o  Increase in ILL exchanged documents 2011-2016 especially between libraries in Italy and Spain Intro
  4. 4 From 1858 to 2002 After 2002 Now INTER LIBRARY LOAN RESOURCE SHARING RETHINKING RESOURCE SHARING Intro “NILDE without borders” survey NILDE grows, world of libraries changes, different vision about ILL exchanges Need to understand more in addition to quantitative statistics ILL Survey? Why not?
  5. “NILDE without borders” survey PURPOSE: investigate current resource sharing practices and interlibrary loan procedures/policies not only in NILDE libraries network but also in external NILDE libraries in European-Mediterranean context. AIMS: collect feedback/results for promoting international cooperation and expanding NILDE services. BACKGROUND: look at previous anglo-american international ALA-RUSA-STARS 2007, 2011, 2015 ILL surveys and case studies 5 Intro
  6. Survey METHOD 1 TARGET ✔ NILDE libraries (including Spanish REBIUN and other foreign libraries) mailing list ✔ Other libraries outside NILDE network Italian (AIB, Gidif, SiDocumenta), spanish (GTBIB, BIB-MED) mailing lists and European libraries and library national associations contacts 6 Method NILDE RECIPIENTS Non-NILDE RECIPIENTS NILDE, REBIUN and other associated, foreign libraries AIB, Gidif, SiDocumenta, Spanish GTBIB and BIB-MED, other libraries contacts and library national associations mailing lists
  7. Survey METHOD 2 SOFTWARE open source web-survey application made available and hosted by University of Cantabria, Spain SURVEY LAYOUT Anonymous multilingual questionnaire (Italian, Spanish, English), total 23 questions (only a few required) and a final enquiry for additional comments SURVEY DISTRIBUTION Invitations with websurvey link distributed via email message to all mailing lists on 19 June 2017 to fill in until 18th July 2017. 7 Method
  8. Survey participation Survey opened 801 times with 401 completed surveys. Uncompleted: survey breakoff, different browsers layout, respondents’ levels of computer and web use, technical failures (undelivered) 8 Results 69% 11% 12% 5% 3% Library categories University Public Research Institution Public Institution Private no profit Institution Other 69% University represented the most common type of library responding 77% NILDE associated libraries
  9. Survey country representation 9 Results 312 53 2 1 2 and 1 Cyprus 1 Argentina
  10. 10 Results Volume of international lending requests appears higher than borrowing Survey international ILL requests Yes 70% No 30% Lending Yes 63% No 37% Borrowing Does your library send/receive international ILL-DD requests?
  11. 11 250 150 79 71 25 16 13 6 5 4 2 2 0 50 100 150 200 250 300 EU Center & South America North America Extra EU Oceania Russia Asia Africa China Middle East India Other Which geographic areas does your library receive international ILL-DD requests from? 232 84 64 47 29 12 10 6 4 3 2 1 0 50 100 150 200 250 EU North America Extra EU Center & South America Oceania Russia Asia Middle East China Africa India Other Which geographic areas does your library send international ILL-DD requests to? Lending & borrowing top countries Results Europe and America (North, Central and South)
  12. Returnables requests 12 Results 0% 10% 20% 30% 40% 50% 0 1-20 20-50 50-150 150-300 >300 % of responses Number of requests in 2016 International ILL requests (books) received in 2016 Lending 0% 10% 20% 30% 40% 50% 0 1-20 20-50 50-150 150-300 >300 % of responses Number of requests in 2016 International ILL requests (books) sent in 2016 Borrowing
  13. 13 Non-returnables requests The most respondents have fewer than 20 international ILL borrowing and lending requests Results 0% 10% 20% 30% 40% 50% 60% 70% 80% 0 <20 20-50 50-100 150-300 >300 % of responses Number of requests in 2016 International lending requests received (copies) in 2016 0% 10% 20% 30% 40% 50% 60% 0 <20 20-50 50-100 150-300 >300 % of responses Number of requests in 2016 International borrowing requests sent (copies) in 2016 Lending Borrowing
  14. 14 Type of payment IFLA vouchers are the most popular kind of payment requested by lending and borrowing libraries Other •  Credit card •  OCLC IFM •  Deposit Account Results 47% 53% Does your library require a fee for international ILL-DD service? yes No 0% 10% 20% 30% 40% 50% 60% 70% 80% IFLA Voucher Bank transfer International postal order Other Payment accepted by your library (L) 0% 10% 20% 30% 40% 50% 60% 70% IFLA Voucher Bank transfer Other Payment required to your library (B)
  15. 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Document unavailable, lost Copyright/embargo Wrong bibliographical references borrowed book Other Main causes of not successful processing of international ILL 15 •  fee and payment obstacles •  ILL service not provided •  No failed request Survey RESULT S Unfulfilled international interlibrary exchanges causes
  16. 16 Would your library agree to free ILL exchange with foreign libraries, asking for a compensation at the end of the year after a specified maximum number of documents supplied? Survey RESULTS Availability to free cooperation Resource sharing and free of charge cooperation attitude 88% 12% Yes No
  17. Comments and suggestions the most tell us about ILL difficulties, ILL delivery and procedures, catalogue holdings visibility, copyright and DD clauses, systems interoperability: My library cannot implement an international ILL service because of insufficient staff and organization” Delivery and ILL receptions time is conditioned by post and custom office” Respondents ask: Electronic IFLA vouchers - Simplify the transit from customs (US, but also Switzerland) - Allowing different payment options - Publishers agreements clauses allowing document delivery 17 Results
  18. Comments negative perceptions o  Non significant progress in resource sharing of returnable items ✔ visible but undeliverable ✔ fear of loss ✔ limited e-lending (i.e. e-books licensing restrictions) Comments positive perceptions o  increasing exchanges of non returnable items (articles) o  successful experiences o  innovative solutions proposed ✔ e-lending solutions software or publisher agreements ✔ Local consortia or cooperation networks of libraries 18 Conclusions
  19. Conclusions 1 o  NILDE widely disseminated in ITALY o  Availability of free cooperation (88% yes, 12% no) o  Needs to extend interlibrary cooperation Higher number of international ILL transactions between neighboring geographic countries (mainly ITALY, SPAIN, then other EU countries) o  International lending and borrowing common obstacles ✔ returnables payment, shipping costs ✔ copyright concern for non-returnables 19 Conclusions
  20. Conclusions 2 Suggestions about interlibrary cooperation and resource sharing: ✔ free service for non-returnables document (scanned and digitized documents have no shipping costs ) ✔ collaborative collection development to fight lack of funds and financial crisis ✔ simplify payment method (adoption of electronic IFLA vouchers …) 20 Conclusions
  21. Similarities with other international surveys (ALA-RUSA-STARS surveys) and case studies •  Countries of ILL exchanges: The majority of international borrowing and lending countries are in North America and in Europe. •  Materials difficult to obtain: older and rare, thesis and local dissertations, e-books. •  Barriers/obstacles: shipping costs, uncertainty about licensing and e-lending •  Payment method: IFLA vouchers 21 Conclusions
  22. Differences with other international surveys (ALA-RUSA-STARS surveys) and case studies •  Lower volume of international ILL requests: The most respondents have fewer than 20 international ILL requests per year borrowing and lending returnables and non-returnables (other surveys fewer than 100) •  ILL Request processing system: NILDE (other surveys OCLC) 22 Conclusions
  23. Resource Sharing is not only about "papers" but also about "people" Elena Bernardini Giovanna Colombo Carmen Lomba Silvana Mangiaracina Fulvia Merlini Emanuela Secinaro 23 Conclusions
  24. NILDE Internationalization Working Group 24 Colombo Giovanna (CBN NILDE - University of Insubria) De Filippis Patrizia (CBN NILDE – University of Campania) Maimone Ansaldo Patti Loriana (CBN NILDE – University of Messina) Mangiaracina Silvana (CBN NILDE – CNR Library Bologna) Secinaro Emanuela (CBN NILDE - I.N.RI.M Torino) Tugnoli Alessandro (CBN NILDE - CNR Library Bologna) Bae Peter (Princeton University, USA) Bernardini Elena (University of Milan) Çelikbaş Sema (Istanbul Technical University) Chiandoni Marco (University of Trieste) Lomba Carmen (University of Cantabria, Spain) Mainardi Andrea (University of Pavia) Mulondo Allan (Max Planck Institute Luxembourg for Procedural Law) Reuspi Franco (University of Genoa)
  25. Thank you for your attention! Any question? Contact info: (on behalf of NILDE Internationalization Working Group) 25 Conclusions