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The User Experience:
Resource Sharing
Access Services Training
December 3rd, 2012
“Dude, where’s my stuff?”
Overview
• Resource Sharing= Three different services,
each with a different request form,
policies/procedures, and service guarantees
• Today’s goal: Know the difference between
Borrow Direct, Interlibrary Loan, and Scan and
Deliver
• When to use what service, and why
Different tools for different jobs
• Fast
• Convenient
• Easy-to-Use
Aspirational goal
• Align service realities
with patron
expectations
(not vice-versa!)
• If we can’t, how do we
get there?
BOOKS
• Available at Yale? Get it from the stacks or
callslip it!
• Not at Yale or checked out/on hold? Borrow
Direct
• Not available via Borrow Direct? Interlibrary
Loan
Borrow Direct
Ivy League Rules
• Borrow books from
Brown, Cornell,
Columbia, Dartmouth,
Harvard, MIT, Penn,
Princeton
• 6 weeks loan period,
plus one renewal
• Over 35,000 books
borrowed last year!
Pros and Cons
PROS
• Items come fast (3-4 days)
• Long loan period
• If not available in BD, can
be exported to ILL
CONS
• Can only order books
• Hard to track until item
arrives
Interlibrary Loan
License to ILL
• Borrow books and other
items (microfilm, DVDs,
etc.) from other
libraries around the
world
• Over 9,000 requests last
year
• Average turnaround
time 1-2 weeks
Pros and Cons
PROS
• Can get anything from
anywhere
• Easy tracking in ILLiad
CONS
• Turnaround time based
on # of libraries
• Loan periods vary by
lending library
ARTICLES
• Available at Yale? Try e-Resources first
• Available at Yale, but only in print? Scan and
Deliver
• Not available at Yale? Interlibrary Loan
You can’t get there from here
• Yale spends a lot of
money on e-Resources
• E-Resources =
immediate access for
the patron
• New discovery platform
may make this easier
(fingers crossed), but in
meantime it’s easy to
miss some stuff
Scan and Deliver
• Request chapters or
articles from YUL print
materials
• Two business day
turnaround
• SML Microfilm coming
soon (i.e., TOMORROW)
• Almost 6000 requests
since September!
More about Scan and Deliver
• Request via ORBIS or
MORRIS
• Processed in ILLiad
• Patron receives email
w/link to PDF
• Unfilled requests
routed to ILL
Pros and Cons
PROS
• Fast turnaround time
• Enables remote access to
print collection
CONS
• Confusing that request
starts in ORBIS/MORRIS but
ends in ILLiad
• Copyright limitations
• Automatic referral to ILL
leads to problems with
service expectations
ILL & Other Unsolved Mysteries
• Over 11,000 article
requests last year
• We expect more this
year because of Scan
and Deliver
• If a patron requests a
chapter, should we
order them the book via
Borrow Direct, ILL
instead?
Questions?

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The user experience

  • 1. The User Experience: Resource Sharing Access Services Training December 3rd, 2012
  • 3. Overview • Resource Sharing= Three different services, each with a different request form, policies/procedures, and service guarantees • Today’s goal: Know the difference between Borrow Direct, Interlibrary Loan, and Scan and Deliver • When to use what service, and why
  • 4. Different tools for different jobs • Fast • Convenient • Easy-to-Use
  • 5. Aspirational goal • Align service realities with patron expectations (not vice-versa!) • If we can’t, how do we get there?
  • 6. BOOKS • Available at Yale? Get it from the stacks or callslip it! • Not at Yale or checked out/on hold? Borrow Direct • Not available via Borrow Direct? Interlibrary Loan
  • 8. Ivy League Rules • Borrow books from Brown, Cornell, Columbia, Dartmouth, Harvard, MIT, Penn, Princeton • 6 weeks loan period, plus one renewal • Over 35,000 books borrowed last year!
  • 9. Pros and Cons PROS • Items come fast (3-4 days) • Long loan period • If not available in BD, can be exported to ILL CONS • Can only order books • Hard to track until item arrives
  • 11. License to ILL • Borrow books and other items (microfilm, DVDs, etc.) from other libraries around the world • Over 9,000 requests last year • Average turnaround time 1-2 weeks
  • 12. Pros and Cons PROS • Can get anything from anywhere • Easy tracking in ILLiad CONS • Turnaround time based on # of libraries • Loan periods vary by lending library
  • 13. ARTICLES • Available at Yale? Try e-Resources first • Available at Yale, but only in print? Scan and Deliver • Not available at Yale? Interlibrary Loan
  • 14. You can’t get there from here • Yale spends a lot of money on e-Resources • E-Resources = immediate access for the patron • New discovery platform may make this easier (fingers crossed), but in meantime it’s easy to miss some stuff
  • 15. Scan and Deliver • Request chapters or articles from YUL print materials • Two business day turnaround • SML Microfilm coming soon (i.e., TOMORROW) • Almost 6000 requests since September!
  • 16. More about Scan and Deliver • Request via ORBIS or MORRIS • Processed in ILLiad • Patron receives email w/link to PDF • Unfilled requests routed to ILL
  • 17. Pros and Cons PROS • Fast turnaround time • Enables remote access to print collection CONS • Confusing that request starts in ORBIS/MORRIS but ends in ILLiad • Copyright limitations • Automatic referral to ILL leads to problems with service expectations
  • 18. ILL & Other Unsolved Mysteries • Over 11,000 article requests last year • We expect more this year because of Scan and Deliver • If a patron requests a chapter, should we order them the book via Borrow Direct, ILL instead?