poul erlandsen, royal danish library, denmark and sue kaler, massachusetts library system, usa...

Rethinking Resource Sharing Again: the Rethinking Resource Sharing Ini4a4ve at Ten

Years OldMargaret Ellingson

Interlibrary Loan and Course Reserves, Woodruff Library, Emory University, Atlanta, GA, USA

Poul Erlandsen Department for Information Resources, The Royal Danish Library/Copenhagen University Library,

Copenhagen, Denmark

Sue Kaler

Resource Sharing Team, Massachusetts Library System, Marlborough, MA, USA

Beth Posner Interlibrary Loan, The Graduate Center, CUNY, New York, NY, USA

Rethinking Resource Sharing. Inspiring libraries.

Empowering people.

Fostering an updated framework of cooperation

and collaboration

Manifesto

Forums/Presentations

Innovation Awards

ALA RUSA STARS Policies Committee

STAR Checklist

Contribute to information standards (NISO and ISO)

VIVA awarded 2017 RRSI Innovation Award For whole e-book lending contracts negotiated with Brill, Oxford University Press, Taylor & Francis, and Wiley

Manifesto Principles

•  Restrictions shall only be imposed as necessary by individual institutions with the goal that the lowest possible barriers to fulfillment are presented to the user

•  Library users shall be given appropriate options for delivery format, method of delivery, and fulfillment type, including loan, copy, digital copy, and purchase

•  Global access to sharable resources shall be encouraged through formal and informal networking agreements with the goal towards lowest barrier to fulfillment

•  Sharable resources shall include those held in cultural institutions of all sorts: libraries, archives, museums, and the expertise of those employed in such places

•  Reference services are a vital component to resource sharing and delivery and

shall be made readily accessible from any initial “can’t supply this” response. No material that is findable should be totally unattainable

•  Libraries should offer service at a fair price rather than refuse but should strive

to achieve services that are not more expensive than commercial services, e.g., bookshops

•  Library registration should be as easy as signing up for commercial web based services. Everyone can be a library user

To learn more and join us, please visit our website at

www.rethinkingresourcesharing.org

Q47 Library loans non-returnable items to libraries outside of home country. m We do this now (2) m We plan to implement in the next 12 months (1) m We do not do this (0)

Q79 Library makes every effort to serve local borrowers who are short-term guests of the institution or community. m We do this now (2) m We plan to implement in the next 12 months (1) m We do not do this (0)

Q52 Lending library loans A/V materials. Examples: CDs, DVDs, VHS tapes. m We do this now (2) m We plan to implement in the next 12 months (1) m We do not do this (0)

Q66 Lending library allows free sharing of materials whenever possible m We do this now (2) m We plan to implement in the next 12 months (1) m We do not do this (0)

SueKalerChair,SteeringCommi/ee

RethinkingResourceSharingIni6a6ve

BethPosnerChair,PoliciesCommi/ee

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STAR Cer4ficate

Interlibrary Loan Code for the United States Prepared by the Interlibrary Loan Committee, Reference and User Services Association (RUSA), 1994, revised 2001. Revised by the Codes, Guidelines, and Technical Standards Committee, Sharing and Transforming Access to Resources Section (STARS) 2008 and 2015. Approved by RUSA Board January 11, 2016.

Download ALA Interlibrary Loan Request Form (Fillable PDF). The Interlibrary Loan Code below is accompanied by clarifying text from the Explanatory Supplement in the box insets. The supplementary material is intended to amplify specific sections of the official Code, providing fuller explanation and specific examples for text that is intentionally general and prescriptive. Libraries are expected to comply with the Code, using the Supplement as a source for general direction. Introduction The Reference and User Services Association, acting for the American Library Association in its adoption of this code, recognizes that the sharing of material between libraries is a core library service and believes it to be in the public interest to encourage such an exchange. In the interest of providing quality service, libraries have an obligation to obtain material to meet the informational needs of users when local resources do not meet those needs. Interlibrary loan (ILL), a mechanism for obtaining material, is essential to the vitality of all libraries. The effectiveness of the national interlibrary loan system depends upon participation of libraries of all types and sizes. This code establishes principles that facilitate the requesting of material by a library and the provision of loans or copies in response to those requests.

1.0 Definitions

1.1 Interlibrary loan is the process by which a library requests material from, or supplies material to, another library. 1.2 In this code, "material" includes books, audiovisual materials, and other returnable items as well as copies of journal articles, book chapters, excerpts, and other non-returnable items.

2.0 Purpose

2.1 The purpose of interlibrary loan as defined by this code is to obtain, upon request of a library user, material not available in the user's local library. Interlibrary loan is primarily intended to provide a requesting individual with a physical loan of a defined duration or a non-returnable copy or scan from another library.

3.0 Scope 3.1 This code regulates the exchange of material between libraries in the United States.

3.2 United States libraries are encouraged to engage in interlibrary loan with libraries in other countries. International transactions are governed by the International Federation of Library Associations and Institutions.

From the Explanatory Supplement: The U.S. Interlibrary Loan Code, first published in 1916 and adopted by The American Library Association in 1917, is designed to provide a code of behavior for requesting and supplying material within the United States. The code is intended to be adopted voluntarily by U.S. libraries and is not enforced by an oversight body. However, as indicated below, supplying libraries may suspend service to requesting libraries that fail to comply with the provisions of this code.

This interlibrary loan code describes the responsibilities of libraries to each other when requesting material for users. Technology has expanded access options beyond traditional library-to-library transactions, including unmediated requests and direct-to-user delivery. This code makes provision for such options while at the same time affirming the responsibility of the patron's library for the safety and return of the borrowed material, or for paying the cost of a non-returnable item sent directly to the patron.

The Interlibrary Loan Code reflects established practices. However, libraries and other information centers are encouraged to explore and use non-traditional means when available to ensure maximum accessibility and convenience for users.

From the Explanatory Supplement: In this code, “Interlibrary Loan” refers to transactions between two libraries. Transactions between libraries and commercial document suppliers or library fee-based services are contractual arrangements beyond the scope of these guidelines.

The terms "requesting library" and "supplying library" are used in preference to "borrowing" and "lending" to cover the exchange of copies as well as loans.

From the Explanatory Supplement: Interlibrary loan (ILL) is intended to complement rather than to substitute for good library collections built and managed to meet the routine needs of local library users. ILL is based on a tradition of sharing resources between various types and sizes of libraries and the belief that no library, regardless of its size or budget, is completely self-sufficient. When policy and circumstances warrant, interlibrary loan may also be used to obtain materials that are owned by the local library but which are not available because they are damaged, missing, or checked out. Though some libraries are net borrowers (borrow more than they lend) and others are net lenders (lend more than they borrow), the system of interlibrary loan rests on the belief that all libraries have something to contribute and should be willing to lend if they are willing to borrow.

From the Explanatory Supplement: Domestic Transactions This code is intended to provide guidelines for exchanges between libraries in the United States when no other agreement applies. The code does not override individual or consortial agreements or regional or state codes which may be more liberal or more prescriptive.

The interlibrary loan of special collections materials is regulated by the Guidelines For Interlibrary And Exhibition Loan Of Special Collections Materials (2012) by the American Library Association and Association of College and Research Libraries, Rare Books and Manuscripts Section.

From the Explanatory Supplement: International Transactions The conduct of international interlibrary loan is regulated by the rules set forth in the International Federation of Library Associations and Institutions’ (IFLA) document “International Resource Sharing and Document Delivery: Principles and Guidelines for Procedure (2009).”

Although the U.S. shares a common border with Canada and Mexico, it is important to remember that these countries have their own library infrastructures and practices. The IFLA Principles and Guidelines regulate the exchange of material between institutions across these borders. Further, U.S. librarians would be wise to inform themselves of customs requirements that take precedence over library agreements when material is shipped across these national borders.

North American STAR Libraries

The Checklist in Europe and Australasia

Poul Erlandsen

STAR Libraries in Europe and the Middle East

Kronborg Castle, Elsinore – DenmarkPhoto:ThomasRahbek

”Through participation in the general interlibrary loan service,

public libraries must endeavour to provide users with such material as the library itself does not possess.”

Principper og retningslinjer for interurbant lånesamarbejde i Danmark

”No library can be expected to hold every item needed by a user in its own collection. Also the number of copies of a title held by a library may prove to be insufficient to meet

the demand of the users.”

STAR Libraries in Australasia

Special thanks to…

•  Lars Leon (for our maps)

•  The writers of our original Manifesto •  All the ALA RUSA STARS Policy Committee members •  All our STAR libraries

Margaret Ellingson margaret.ellingson@emory.edu

Poul Erlandsen

poer@kb.dk

Sue Kaler sue@masslibsystem.org

Beth Posner

bposner@gc.cuny.edu