Transcript Web Page Evaluation

UNCW Randall Library:
Collection Reductions and
Interlibrary Loan: Supporting
the Academic Core through a
Library Fee
Academic Affairs Coordinating Council
October 10, 2011
Sarah Barbara Watstein, University Librarian
Madeleine Bombeld. Assistant University Librarian
Sherry Matson, Budget Manager
Presentation: Objective
• Begin a conversation with the academic leadership
• Educate the academic leadership as to the need for
fee support
• Present options for filling the void
• Obtain approval to advance the fee or find funding
through a source such as the Education and
Technology fee
Presentation: Outline
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Interlibrary Loan: current policy and activity for the past 3 years
Fiscal overview of the cost of providing the service
Distance Education
Interlibrary Loan: service volume projections
Environmental scans
– ILL fees in our sister UNC libraries
– ILL fees in our peers
•
Access in these times
– ACRL Standards for Academic Libraries
– SACS
•
Fee scenarios
– Interlibrary Loan fee for service options
– “Library fee”
– Education and Technology fee options
•
Fee application: win/win for students, faculty and staff
– Enhanced Interlibrary Loan
– Supporting the most powerful learning experience
Randall Library: Interlibrary Loan
Policy
• All requests made through UNCW ILLiad, our ILL
system
• UNCW faculty, staff, and students may place requests
• ILL locates and obtains research not available in the
Randall Library collection
• ILL costs are absorbed by Randall Library
• http://library.uncw.edu/policies/interlibrary_borrowi
ng
Interlibrary Loan Activity:
3 Years of Data
29,151
29,086
30,000
25,000
21,415
20,000
16,396
15,292
2008-09
2009-10
15,000
2010-11
10,346
10,000
5,399
6,186
5,022
5,000
0
Total ILL Requests
Total ILL Borrowing Requests
Total UNC Borrower Requests
Interlibrary Loan: Fiscal Overview
FY 2010/11
Supplies, $1,188
Postage & UPS Expense,
$25,138
FY 2010/11 ILL Expenses
Monthly OCLC Access Fee
Borrowing & Lending Activity
Postage & UPS Expense
Supplies
TOTAL 2010/11 Cost
$21,359
$12,344
$25,138
$1,188
$60,029
Monthly OCLC Access Fee,
$21,359
Borrowing & Lending
Activity, $12,344
Interlibrary Loan:
Into the Mix . . . Distance Education
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Randall Library currently defines distance education students as those enrolled
in the Onslow County Extension Program, RN Access Program, and all other
programs defined as Distance Education by UNCW
ILLiad distance education requests
– An average increase of requests from students identifying themselves as
distance education students
• During the 2008/09 academic year ILL processed 96 requests from
distance education students while 153 requests were processed during
the 2009/10 academic year
• There was a slight decrease during this last academic year, 2010/11
with 145 requests processed
• These figures are not 100% accurate and reflective of distance
education requests however since some requests coming from distance
education students were cancelled in ILLiad but the article was sent to
the student. There is no way to identify those requests and they are not
reflected in the number of requests from distance education students
Projected increase of requests from distance education students
– As more and more on-line courses are added to the curriculum and students
spend less time on campus, demand for “delivery” of materials will increase
Interlibrary Loan:
Service Volume Projections
• Randall Library materials budget reduced by 15.8%
• Collection reduction cuts made in databases and
journal packages
• Cuts will impact teaching, research, and access to
materials
• The Library’s informed projection is for a dramatic
increase in ILL requests for articles from resources
that have been cut
Interlibrary Loan:
Environmental Scan - - UNC Libraries
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There are 17 UNC Libraries participating in ILL
UNC Libraries do not charge each other for ILL
12 UNC Libraries absorb the total costs of ILL borrowing
5 UNC Libraries charge their patrons for charges
incurred with ILL borrowing
Interlibrary Loan:
Environmental Scan - - Peers
• There are 17 new peers
• 13 do not charge for Interlibrary Loan
• Of those 13, 7 have some fees for overdues, items not
picked up, or items over a certain cost
• The remaining 4 libraries charge patrons what the cost
is to borrow
Interlibrary Loan:
Environmental Scan - - Peers
• California Polytechnic State University-San Luis Obispo - free to users
• California State University-Chico - - if there is a charge
it’s $5 per article and $10/book
• University of Northern Iowa - - charge for photocopy fees,
books charges passed on to faculty/staff
• Murray State University - - fees passed along to patron,
must be paid by the due date of material, overdue charge
of $75 if material is 21 days overdue
Interlibrary Loan:
Environmental Scan - - Peers con’t.
• Towson University - - usually free, if there is a high
number of requests or a very high charge from lending
library either the individual or department may be
charged
• Truman State University - - no charge
• Rowan University - - no charge
• The College of New Jersey - - free of charge but $5.00 fee
if item is not picked up
• College of Charleston - - free unless copyright charge
exceeds $50, or if there are fines/fees or replacement
costs charged by the lending library
Interlibrary Loan:
Environmental Scan - - New Peers con’t.
• University of Maryland-Baltimore County- - no fees
• University of Maine Orono - - not usually
• The University of Texas at Dallas - - usually free but any charge goes
back to patron
• James Madison University - - free up to $45.00
• Western Washington University - - fine of $5 for any item not picked
up; fines are charged as are replacement costs
• University of Wisconsin-Eau Claire - - no charge except overdue fees
• SUNY at Binghamton - - will charge back any costs over $20, overdue
and lost fees assessed
• College of William and Mary - - no charge
Interlibrary Loan: Access - -
ACRL Standards
• ACRL Standards for Libraries in Higher Education
– Principles
• Discovery: Libraries enable users to discover
information in all formats through effective use
of technology and organization of knowledge.
• Collections: Libraries provide access to
collections sufficient in quality, depth, diversity,
format and currency to support the research and
teaching missions of their institution.
Interlibrary Loan: Access - -
ACRL Standards
• Performance Indicators
• Collections
– Libraries provide access to collections aligned with
areas of research, curricular foci or institutional
strengths.
– Libraries provide collections that incorporate resources
in a variety of formats, accessible virtually and
physically.
– Libraries build and enhance access to unique materials
with rich, accessible, digital collections.
– Libraries have the IT infrastructure to collect, organize,
provide access to, disseminate, and preseve collections
needed by users.
Interlibrary Loan: Access - - SACS
• Principles of Accreditation
– CR 2.9
• The institution, through ownership or formal
arrangements or agreements, provides and supports
student and faculty access and user privileges to
adequate library collections and services and to
other learning/information resources consistent
with the degrees offered. Collections, resources,
and services are sufficient to support all its
educational, research, and public service programs.
(Learning Resources and Services)
Interlibrary Loan: Access - - SACS con’t.
• 3.8.1 The institution provides facilities and
learning/information resources that are
appropriate to support its teaching, research, and
service mission. (Learning/information
resources)
Interlibrary Loan Scenarios:
Fee for Service Options
1. Fee for service passed along to customers of ILL once a
certain level of requests is reached
2. Fee for service passed along to customers of ILL once a
certain dollar amount is reached
3. Fee for service passed along to all customers placing
requests
4. Fee for service passed along for all ordered but unpicked
up requests
Interlibrary Loan Scenarios:
Library Fee
• Across-the-board dedicated new fee supports:
– ILL services enhanced for all with services such as “Get It Now”
and Ingram’s Digital e-book lending services
– “Get it Now” service offers rapid turn around of article delivery,
with 24 hour turn around time but 2-4 hour delivery most common
– Ingram’s Digital e-book lending offers short time access e-books
through its MyILibrary program
Interlibrary Loan Scenarios:
Education and Technology Fee Options
1. Increase Ed & Tech fee by $5 per student to $402.50
– $5 X 11,450 (enrollment) = $57,250, our current
yearly cost for Interlibrary Loan
2. Increase Ed & Tech fee by $7.50 per student to $405.00
– Projected generated income = $85,875
– Income would cover current Interlibrary Loan costs
and allow for increases in usage
3. Redistribute a portion of the existing Ed & Tech fee to
cover costs of doing business+
Enhanced Interlibrary Loan:
Win/Win for Students, Faculty and Staff
• Implement of “Purchase on demand” system that gets
materials users want quickly and increases the likelihood
that the materials circulates again
• Implement of the “Get It Systems Toolkit” that optimizes
acquisition and ILL services to bring materials requested by
the users to them more quickly
• Participate in the WorldCat Knowledge base program to
increase visibility of local holdings to our own library users
and other libraries so that we can lend more efficiently and
therefore borrow more efficiently
• Implementing these systems gives ILL tools with which to
be more accurate and responsive to requests
Supporting the most powerful learning
experience:
Enhanced Interlibrary Loan
• Achieve ambitious service goals
• Fast turnaround time
• Accurate fulfillment of requests
• Remain free
For Further Reading:
1996
• Why 1996? Increasing availability of discovery
tools+
• Kilpatrick, T. L. & Preece, B.G. (1996) Serial cuts and
Interlibrary loan: filling the gaps. Interlending &
Document Supply, 24(1), pp. 12-20.
doi: 10.1108/02641619610155102.
• Welch, J. M. (1996) Is there life after serials
cancellation? The Bottom Line: Managing Library
Finances, 9, pp. 18-20.
doi: 10.1108/08880459610116247
For Further Reading:
Select Current References
• Mason, M. K. (2011) Document Delivery: Panacea for the Crisis in
Science Serials. http://www.moyak.com/papers/documentdelivery-science.html
doi: 10.1108/08880459610116247
• Scudellari, M. (2010) Library cuts threaten research, TheScientist:,
Magazine of the Life Sciences, September 28. http://classic.thescientist.com/news/display/57728/
• Walsh, W. and Walsh, F, (2009) An Examination of Lending Fees at
Thirty Academic Libraries in the Southeast, University Library
Faculty Publications. Paper
52,.http://digitalarchive.gsu.edu/univ_lib_facpub/52
Next Steps:
Fee Option Exploration
• Develop charge and establish Work Group (October)
• Data collection: Fall 2011 – Spring 2012
• Option exploration and assessment (November –
January)
• Business plan development for priority options
(February – March)
• Review with the Vice Provost (April)
• Vice Provost presents to the Provost (April)
• Follow up with the ACC (May)
Q/A
Madeleine Bombeld,
Assistant University Librarian
[email protected]
Sherry Matson,
Budget Manager
[email protected]
Sarah Barbara Watstein,
University Librarian
[email protected]