Resource Sharing in the UW System Libraries

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Resource Sharing in the UW System Libraries
Are We There Yet?

• Paul Moriarty, UW System
• Rachel Watters, Wendt Library, UW Madison
• Heather Weltin, Memorial Library, UW Madison

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CUWL Vision One System One Library

• Operate as a single library system across the UW
  System rather than as individual libraries
• Purchase library resources cooperatively,
  especially costly electronic databases, but also
  book and journal collections
• Improve library-resource sharing by creating
  faster delivery systems and more user-friendly
  services
• How do we accomplish this? Data helps.

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LibQUAL

• Developed through partnership between ARL and
  Texas AM University
• Survey conducted in Spring 2004
• 7,175 respondents
• 22 questions a box
• Each library could choose 5 additional questions
• Results can be compared to other institutions
  results

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LibQUAL Results Standard Questions
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LibQUAL Results Local Questions
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UW Madison Ebling Library Survey (2004)

• Has the new ILLiad interface made requesting
  materials easier or harder?

• Usefulness of possible future enhancements to
  Library Express

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How will One System One Library improve
service?

• Patrons feel that print and electronic
  collections are deficient
• ?Purchase resources cooperatively
• Patrons want to be self-sufficient
• ? Improve resource sharing bycreating faster
  delivery systems and more user-friendly services
• Where are system libraries, as a whole,
  deficient? What can be done cooperatively to
  improve service to all UW patrons?
• ?Operate as a single library system

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Where are we now?

• Efforts at resource sharing
• Shared electronic resources
• Delivery services
• 690,000 UW items delivered around system in 2004
• Library common systems
• Voyager
• ILLiad
• SFX, MetaLib
• Universal borrowing
• 35,000 items circulated in 2003-2004

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Where are we now?Example 1How ILLiad
improves serviceUW Madisons experience
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Purchase of ILLiad

• UW Libraries Strategic Directions for 2001-2003
• UW System and UW Libraries will allocate funding
  to enhance resource sharing and delivery services
  that will provide UW students, faculty, and staff
  timely and unrestricted access to ALL UW library
  collections and will explore commercial software
  options to enhance resource sharing services
  across UW libraries including implementation of
  rapid desktop journal article delivery
  capabilities at all UW libraries.
• October 2001 Enhanced Resource Sharing Task
  Force (ERSTF) was created
• January 2002 ERSTF began looking at a variety of
  products
• June 7, 2002 ERSTF recommended ILLiad
• September 2002 UW System Purchased ILLiad

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ILLiad
System-wide ILLiad Transactions

• Benefits
• Save time by automating routine interlibrary loan
  functions.
• Do more with the same staff by freeing them from
  rekeying patron information and manually tracking
  requests.
• Eliminate paperwork, thereby reducing clutter and
  hand-copying errors.
• Improve service to end users by giving them the
  ability to initiate and track their ILL requests
  every step of the way through a simple Web
  interface.

• Features
• A seamless, integrated interface to both Worldcat
  and OCLC ILL.
• Streamlined end user requesting via FirstSearch
  and other OpenURL Services.
• Deliver electronic documents to your users'
  desktops.
• Statistics let you track your workflow in real
  time and quantify lender performance.
• A single Windows-based interface to ILL functions
  for library staff.
• Library users can access and track their requests
  from any Web browser.

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Odyssey

• What is it?
• Odyssey is a protocol used by ILLiad systems to
  send Electronic Documents that have been
  requested by other institutions directly from
  ILLiad.
• Benefits
• Send and receive electronic documents to other
  Odyssey sites, OCLC ILLiad sites, and other
  vendors software that supports the Odyssey
  protocol.
• Odyssey was designed with low cost, ease of use,
  and network security in mind.

From Odyssey Electronic Delivery Software
Brochure (http//www.atlas-sys.com/Downloads/Od
ysseyBrochure.pdf)
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UW-Systems Use of Odyssey

• Sending and receiving of articles throughout the
  System.
• What is liked
• 65 Improved Turnaround Time
• 24 Desktop Delivery
• 11 Ease of Use
• Quotes
• Desktop delivery is great. We get articles
  delivered to patrons in the same day, sometimes.
• We have found it so easy to use and the turn
  around time is so fast. Our patrons love to have
  the documents delivered to their desktop so
  quickly.
• It makes ILLiad worth the trouble!

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Odyssey use at the UW-MadisonDocument Delivery
Lending Library Locate item on shelf Scan into
Odyssey
Borrowing Library Check Holdings
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On-Campus Document Delivery
Local Forwards
On-Campus Document Delivery
Total Requests
(All Shops Began Using Local Forward in Oct. 2004)
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Odyssey use at the UW-MadisonBorrowing

• 2003-04 Requests Received
• Articles 13,089
• Loans 20,342
• Everyone is Trusted!

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Where are we now?

• Example 2How SFX improves serviceUW
  Madisons experience

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SFX

• Purchased by UW System in Spring 2004
• Most UWs live by Fall 2004
• Decreases confusion
• Increases efficiency

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SFX Easy link to ILL/DD Services
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SFX Impact

• July 2004 4.6 of article requests in ILLiad
  submitted through SFX
• December 2004 36 of article requests in ILLiad
  submitted through SFX
• Fiscal Year 2003-2004 Received almost 95,000
  requests
• Fiscal Year 2004-2005 on track to receive
  107,000 requests

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Where is UW Madison going?

• On-demand collection development
• Rush services
• Multi-type library collaboration

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On-demand collection development

• Book Express at UW Madison
• Books lt5 years old within scope
• Ordered rush
• Began at Memorial expanded to Wendt (April
  2004) being considered at other campus libraries
• Wendts experience
• FY0405 so far Book Express comprises 23 of
  non-selected book purchases

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On-demand collection development (cont.)

• Cancelled Title Project (January 2005- )
• Cancelled Wiley Elsevier titles
• Requests automatically routed to special ILLiad
  queue based on title and/or ISSN
• Articles downloaded pay-per-view with either
  account or university credit card
• VERY positive responses from patrons
• January-March 2005
• 981 articles from 263 different titles for 544
  different patrons
• Cost 28,655 (avg. 29.21 per article)
• Average turnaround time 0.46 days

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Rush services

• Cancelled Title Project
• Morph into on-demand rush service?
• Rush ILL at Wendt and Steenbock Libraries
• All requests filled by Wendt
• Requests entered into form outside of ILLiad and
  sent to email account
• Requests manually entered into ILLiad Wendt
  staff has access to Steenbocks system through
  the shared server
• 5 fee to patrons
• Rush services at Ebling Library
• On-demand, no restrictions, no costs
• Patrons enter a note with the word rush in it,
  and ILLiad will automatically route to a custom
  queue

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Multi-type library collaboration

• Madison Public Library link to UW Madison
• Collaboration between Madison Public, UW Madison
  Memorial Library, and SCLS delivery
• February 1 - April 6 77 items have circulated
  from Madison Public to UW Madison Memorial
  Library
• Average turnaround is about 2 days (traditional
  ILL
• 2-3 weeks)
• Project will continue through semester may
  expand to other UW Madison campus libraries

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Where is your campus going?

• Individual libraries projects can expand
  system-wide for the benefit of all
• Share ideas!
• Think outside the box!

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Where is UW System going?

• Collection Management Task Force
• Collaborative models of collection development
• Overlap studies
• OhioLink
• Remote storage
• Commercial document providers
• Virtual Reference pilot (human resource sharing)

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Are We There Yet?

• Of course not.

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• Questions?
• Comments?
• Ideas to share?
• Paul Moriarty pmoriarty_at_uwsa.edu
• Rachel Watters rwatters_at_engr.wisc.edu
• Heather Weltin hweltin_at_library.wisc.edu