Document delivery and interlibrary loan on a shoestring

This invaluable guide is written specifically for libraries facing budgetary constraints. It provides a jargon-free breakdown of the laws, codes, and regulations that govern ILL and document delivery policy decisions.There is a guidance to help you develop compliant and cost-effective policies, streamline borrowing and lending procedures, and optimize workflow. While there is a thorough overview of the field's newest tiemsaving technologies, Knox also explains the many ways in which smaller institutions can go paperless for less, with practical tips for using widely available office technology and free open source products to receive and tract ILL and document delivery transactions. The book also includes helpful illustrations and appendices with templates for easily reproducible forms as well as examples of best practices and real-life policies used in both public and academic libraries.

• List of Figures p. vii
• Preface p. ix
• Acknowledgments p. xiii
• 1 Essentials of Interlibrary Loan and Document Delivery p. 1
• Defining Interlibrary Loan Terms p. 2
• History of Interlibrary Loan p. 4
• Why Provide Interlibrary Loan and Document Delivery? p. 12
• Basis for Best Practices in the Small Library p. 13
• References p. 16
• 2 Special Topics for Small ILL and Document Delivery Departments p. 19
• Maximizing Limited Staff Resources p. 20
• Time Management with Minimal Staff p. 23
• Budget Challenges for Finite Funds p. 24
• Cooperating Library Networks p. 30
• Ensuring Customer Service through Tradeoffs p. 36
• References p. 36
• 3 Copyright Law and Interlibrary Loan for Small Libraries p. 39
• Copyright and Interlibrary Loan p. 39
• What Is Copyright? p. 41
• History and Overview of Copyright Law p. 42
• The Borrowing Library: Steps for Compliance p. 48
• The Lending Library: Steps for Compliance p. 54
• Understanding Copyright Law p. 55
• References p. 55
• 4 Interlibrary Loan Codes p. 57
• ILL Governing Codes p. 57
• Interlibrary Loan Code for the United States (2008) p. 58
• Other Interlibrary Loan Codes p. 67
• Conclusion p. 67
• References and Works Consulted p. 68
• 5 General Considerations for ILL and Document Delivery Policy p. 69
• Creating a Current, Honest, and Accessible Written Policy p. 69
• Making Written Policy Match Institutional Practice p. 71
• Developing the Policy: Policy Statements, Regulations, Guidelines, and Procedures p. 72
• Writing the Policy p. 74
• Publicizing the Policy: Internal and External Strategies p. 75
• Confronting Policy Creation Problems in Small Institutions p. 76
• References and Works Consulted p. 77
• 6 Lending Policies and Procedures Designed to Maximize Staff Resources p. 79
• General Lending Policy Considerations p. 80
• Determining Institutional Lending Policies: Develop a Hierarchy p. 80
• Deciding Which Materials Will Be Loaned p. 86
• Developing a Schedule and Setting Time Limits for Processing Requests p. 90
• Establishing a Procedure for Processing Interlibrary Loans p. 93
• Determining Fee Structures and Request Policies p. 97
• Management Strategies to Save Time and Resources p. 98
• Streamlining Lending Procedures p. 106
• References p. 107
• 7 Borrowing Policies and Procedures Designed to Maximize Staff Resources p. 109
• General Borrowing Policy Considerations p. 110
• Maximizing Borrowing Services p. 110
• Borrowing Directly from Reciprocal Libraries p. 114
• Developing and Maintaining a Borrowing Request Schedule p. 116
• Establishing Staff Procedures for ILL Borrowing p. 117
• Avoiding Borrowing Fees p. 126
• Management Strategies to Save Time and Resources p. 128
• Streamlining Borrowing Procedures p. 134
• References p. 135
• 8 ILL and Document Delivery Technology Systems p. 137
• Technology and the Small Interlibrary Loan Department p. 137
• Technology and Interlibrary Loan p. 138
• Interlibrary Loan Standards p. 140
• Criteria for Selecting Cost-effective Technology p. 142
• Interlibrary Loan and Document Delivery Technology Solutions p. 146
• Using Technology p. 157
• References and Works Consulted p. 157
• 9 Going Paperless for Cheap p. 159
• The Paperless Office p. 160
• ILL and Document Delivery Technologies for Tight Budgets p. 161
• Creating Online Forms for the Library Web Site p. 163
• Borrowing Procedures for the Paperless ILL Office p. 173
• Lending Procedures for the Paperless ILL Office p. 178
• Systematic Handling of Payments and Accounts p. 182
• Streamlining the Paperless ILL and Document Delivery Office p. 184
• Appendix A Interlibrary Loan Code for the United States p. 185
• Appendix B ILL Code for the United States Explanatory Supplement p. 189
• Index p. 207
• About the Author p. 225