Mark Eriksen Winona State University Midwest Interlibrary Loan Conference April 10, 2014

1. A Blueprint for Maximizing Interlibrary Loan Data for Collection Development Decisions in Smaller Academic Libraries Mark Eriksen Winona State University Midwest Interlibrary Loan Conference April 10, 2014

2. Blueprint goal Eriksen Midwest Interlibrary Loan Conference Maximize the impact of library dollars spent on behalf of patrons

3. Flexible Eriksen Midwest Interlibrary Loan Conference The Blueprint is designed to be adaptable as patron demand changes over time

4. Three Blueprint Parts Eriksen Midwest Interlibrary Loan Conference Discovery Tools (Databases) Serials One-Time Purchases (Books and Videos)

5. Bedrock Principles for Blueprint Success Eriksen Midwest Interlibrary Loan Conference Interlibrary Loan must be on a level playing field with collection development and library usage The library must have available an equivalent amount of resources for lending as it has for borrowing

6. How to level the playing Field Eriksen Midwest Interlibrary Loan Conference Minimize patron barriers to accessing interlibrary loan

7. Examples of Barriers Eriksen Midwest Interlibrary Loan Conference Limiting numbers of requests per patron Charging patrons for interlibrary loans Not allocating adequate staff for interlibrary loan

8. Easiest way to Balance Access to Lending and Borrowing Eriksen Midwest Interlibrary Loan Conference The interlibrary loan unit operates as an independent agent within the library

9. Blueprint Assumptions Eriksen Midwest Interlibrary Loan Conference No library usage without an underlining classroom assignment Faculty drive collection development through the classroom assignments Library has no obligation to build parts of the collection when there is little or no use Library does its best to meet all patron needs through the collection or through interlibrary loan

10. Classroom Faculty Drive the Collection Over Time Eriksen Midwest Interlibrary Loan Conference New Courses New Faculty New/different course assignments

11. Interlibrary Loan Versus Collection Development Per Item Collection Development Potential of Many Uses Potential of Zero Uses Interlibrary Loan • Guaranteed One Use • Guaranteed One Use Only Eriksen Midwest Interlibrary Loan Conference

12. Ideal World versus Real World Real World Both Interlibrary Loan and Collection Development are needed to meet patron needs Ideal World • No interlibrary Loan • Library Collection meets all patron needs Eriksen Midwest Interlibrary Loan Conference

13. Optimal Situation Eriksen Midwest Interlibrary Loan Conference Maximize amount of materials obtained via collection development Minimize interlibrary loan usage

14. Discovery Tools Eriksen Midwest Interlibrary Loan Conference Primarily Databases Necessary for patrons to find articles and books No use of the collection or interlibrary loan without Discovery Tools

15. Blueprint for Discovery Tools Eriksen Midwest Interlibrary Loan Conference Quick to add----increases access to scholarly materials Slow to drop-----reduces access to scholarly materials

16. Discovery Tools Also Eriksen Midwest Interlibrary Loan Conference Require judgment Need to balance general database usage with subject database usage Example----Low usage databases but usage is increasing Classroom faculty input can be highly valuable

17. Serial Purchases Eriksen Midwest Interlibrary Loan Conference Slow to add Quick to drop Journal articles are relatively easy to obtain via interlibrary loan Titles only need to be carried for accreditation purposes

18. Blueprint for Serial Purchases Eriksen Midwest Interlibrary Loan Conference Create a list of all serials in usage order Combine interlibrary loan usage and your collection usage Give interlibrary loan serial titles a multiplier Use judgment along with accreditation requirements to determine which serials to cut and add Review annually----could use rolling 3 years

19. Serial Blueprint Example Eriksen Midwest Interlibrary Loan Conference Journal 1 100 uses keep Journal2 50 uses keep Journal3 25 uses (ILL) add Journal 4 1 use drop Journal 5 1 use (ILL) don’t add Journal 6 1 use drop

20. One Time Purchases Eriksen Midwest Interlibrary Loan Conference Books and Videos As usage increases for each item cost per use declines Add items to the collection with a probability of high volume usage Interlibrary loan items with a low probability of repeat usage

21. One Time Purchase Blueprint Eriksen Midwest Interlibrary Loan Conference Group call numbers into logical usage levels annually (could use a rolling three years) List your call number groups in usage order Create two lists one for interlibrary loan and one for collection usage

22. Example---Your LC call number usage may look like this Eriksen Midwest Interlibrary Loan Conference H 1000 uses F 100 uses Z 2 uses

23. Or it may look like this Eriksen Midwest Interlibrary Loan Conference HD 40 uses HQ 10 uses HV 0 uses

24. Or it may look like this Eriksen Midwest Interlibrary Loan Conference HD 9502 30 uses HD 9607 5 uses HD 9804 0 uses

25. Using the Two lists Eriksen Midwest Interlibrary Loan Conference If the interlibrary loan list is similar to the collection list, combine the two lists If the interlibrary loan list is different then use both lists separately

26. Using the Two Lists Separately Eriksen Midwest Interlibrary Loan Conference Purchase items that have call numbers that are high on either the interlibrary loan list or the collection list Borrow items that are low on both lists In the middle on both lists----judgment Interlibrary Loan foreshadows the need to development your own library collection

27. What the separate lists tell you for any call number group Eriksen Midwest Interlibrary Loan Conference Low collection use----High interlibrary loan use Your collection is weak in that group for your patrons High collection use----high interlibrary loan use Your collection is good in that group but can be improved High collection use----low interlibrary loan use Your collection is strong for your patrons Low collection use----low interlibrary loan use No need to develop your collection in that area

28. Two list example Collection use High to Low QA PZ ZB HD DC Interlibrary Loan Use • High to Low • HD • PZ • ZB • QA • DC Eriksen Midwest Interlibrary Loan Conference

29. Conclusion Eriksen Midwest Interlibrary Loan Conference The three parts of the blueprint are designed to work in conjunction with each other Interlibrary Loan’s usage data is vital in determining how to maximize the use of library dollars to benefit patrons

30. Thank You Eriksen Midwest Interlibrary Loan Conference Contact Mark Eriksen Interlibrary Loan Librarian Winona State University Krueger Library meriksen@winona.edu