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Trends in Resource Sharing:
  More than Just Numbers
                Mary E. Jackson
       Product Manager, Resource Sharing
               Auto-Graphics, Inc.

  NELINET 27th Annual Resource Sharing Meeting
                  June 1, 2007
Overview of Presentation
• Summarize a baker’s dozen emerging
  resource sharing trends
• Some are being implemented; some are
  more long term initiatives
• Comment on the implications for current
  workflow, policies, and staffing
• Respond to your questions and
  comments

                                            2
The Key Trend:
Resource Sharing is no longer
 about library staff efficiency:
    it’s about our users.

        It needs to be..
                                   3
…As Easy as Google
(even with a Swedish interface)




                                  4
…As Fast as Netflix




                      5
…As Free as Music Downloads




                              6
…As Self-Sufficient as the
     Grocery Store




                             7
…As Comfortable as Borders




                             8
1. Emerging Service Model
• Item not held locally, in use, or perhaps
  just inconvenient to access – same
  user-centered and barrier-free access
  and ordering policies apply
• Circ. holds placed in one or more
  shared or virtual catalogs
• If unfilled, requests move seamlessly to
  mediated RS environment

                                              9
What do we call this Service?
      User-initiated borrowing
           Unmediated ILL
    Unmediated resource sharing
           Direct borrowing
     Direct consortial borrowing
     Circulation-based sharing
         Extended circulation
          Remote circulation
    Enlightened resource sharing
       Not your mother’s ILL?

                                   10
2. Seamless to the User:
          Search, Find, Get
•   Services available where they are
•   Single search interface
•   Single “I need this” button
•   Invisible, reliable suppliers
•   Fast, predictable delivery
•   Consistent loan periods, no/low fees,
    no/few rules

                                            11
3: Convenient
• To the user and the library
• RSS feeds, email notifications, cell
  phone alerts, and other push
  technologies to users
• Users select most convenient options
  for delivery, notification, payment, etc.
• Libraries no longer use multiple
  messaging systems

                                              12
4. Trust our Users
• 80% of Finns have library cards
• 63% of Americans have library cards
  –   ALA Campaign for America’s Libraries, 2006

• 50% of Australians, Swedes, and Norwegians
  are members of a public library
• Loss rate is higher for
  local circulation than
  for ILL


                                                   13
5. Ease of Use vs. Privacy
• Cookies to remember basic information
• More detailed information about user to
  provide more customized service
  –   Preferences for delivery, payment, language, etc.
  –   Volume of ordering
  –   Tardiness level (average days late)
  –   Number currently on loan (RS and circ.)
  –   What user ordered within last 24 months
• User information deleted when requests
  are completed

                                                          14
6. Buy, Borrow, Recommend




                            15
Buy, Borrow, Recommend



       Purchase
        Options




                         16
7. New Suppliers/Partners




                            17
8. Suppliers Bid on Requests

• Libraries, Document Suppliers, and
  Online Booksellers
• Ranking/evaluation of service based on
  bidding volume, fill rate, and speed of
  response
• Less differential between fees
• Better match between staffing and
  processing capacity

                                            18
9. Material Delivered to the
         Home or Office
• OCLC WorldCat Resource Sharing Pilot
  Project
• National Library of Australia’s project
• Email notification of delivery
• Patron can track delivery
• Material returned in
  reply-paid box or
  envelope
                                            19
10. Standards are Essential,
        but Must be Invisible
•   Z39.50
•   OpenURL
•   OpenURL Request Transfer Message
•   SIP2
•   NCIP
•   ISO ILL



                                       20
11. Real-Time Updating of
        Union Catalogs
• Lender responds “do not own” – record
  in OPAC and in union catalog updated
  or deleted
• Higher fill
  rates
• Higher user
  satisfaction


                                          21
12. Numbers Still a Driver
• Handles the increasing demands from
  local patrons, and from other libraries
    From 1986-2005
    ARL statistics:
     • Borrowing up 265%
     • Lending up126%




                                            22
Numbers Still a Driver
“User-initiated
  ILL/DD provides
  better services to
  users than
  mediated
  ILL/DD.” 2004




                              23
Numbers Still a Driver:
       Borrowing
   Mediated           User-Initiated
– $17.50 unit cost   – $2.39 - $14.70
                       unit cost
– 86% fill rate
                     – 84 – 90% fill
– 7.6 calendar
                       rate
  days
                     – 2.5 – 6.6
                       calendar days


                                        24
Numbers Still a Driver:
        Lending
   Mediated          User-Initiated
– $9.27 unit cost   – $3.27 - $12.06
                      unit cost
– 58% fill rate
                    – 82 – 87% fill
– 1.5 calendar
                      rate
  days
                    – 0.1 – 1.5
                      calendar days


                                       25
Numbers Still a Driver

• ILL transactions are small percentage of
  circulation
  – Lorcan Dempsey: 1.7%
  – Jackson, 2004: 3.9%
  – Australia: 2003: 0.4%




                                             26
13. Rethinking Resource
          Sharing Initiative
• Global, user-centric service framework
• Users obtain what they need based on:
  –   Cost
  –   Time
  –   Format
  –   Delivery
• Practices and procedures no longer
  based on library-centric policies and
  barriers

                                           27
RRS’s Get It Browser Plug-In




                               28
“Ultimate motivation for using a discovery
     service is ‘getting.’ Without efficient
  ‘getting,’ there is little point in providing
      even the best discovery service.”




               National Library of Australia

                                                  29
Thank You!
      Any Questions?

         Mary E. Jackson
Product Manager, Resource Sharing
        Auto-Graphics, Inc.

       mej@auto-graphics.com
           909/569-1507

                                    30

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Trends in Resource Sharing: More than Just Numbers

  • 1. Trends in Resource Sharing: More than Just Numbers Mary E. Jackson Product Manager, Resource Sharing Auto-Graphics, Inc. NELINET 27th Annual Resource Sharing Meeting June 1, 2007
  • 2. Overview of Presentation • Summarize a baker’s dozen emerging resource sharing trends • Some are being implemented; some are more long term initiatives • Comment on the implications for current workflow, policies, and staffing • Respond to your questions and comments 2
  • 3. The Key Trend: Resource Sharing is no longer about library staff efficiency: it’s about our users. It needs to be.. 3
  • 4. …As Easy as Google (even with a Swedish interface) 4
  • 5. …As Fast as Netflix 5
  • 6. …As Free as Music Downloads 6
  • 7. …As Self-Sufficient as the Grocery Store 7
  • 9. 1. Emerging Service Model • Item not held locally, in use, or perhaps just inconvenient to access – same user-centered and barrier-free access and ordering policies apply • Circ. holds placed in one or more shared or virtual catalogs • If unfilled, requests move seamlessly to mediated RS environment 9
  • 10. What do we call this Service? User-initiated borrowing Unmediated ILL Unmediated resource sharing Direct borrowing Direct consortial borrowing Circulation-based sharing Extended circulation Remote circulation Enlightened resource sharing Not your mother’s ILL? 10
  • 11. 2. Seamless to the User: Search, Find, Get • Services available where they are • Single search interface • Single “I need this” button • Invisible, reliable suppliers • Fast, predictable delivery • Consistent loan periods, no/low fees, no/few rules 11
  • 12. 3: Convenient • To the user and the library • RSS feeds, email notifications, cell phone alerts, and other push technologies to users • Users select most convenient options for delivery, notification, payment, etc. • Libraries no longer use multiple messaging systems 12
  • 13. 4. Trust our Users • 80% of Finns have library cards • 63% of Americans have library cards – ALA Campaign for America’s Libraries, 2006 • 50% of Australians, Swedes, and Norwegians are members of a public library • Loss rate is higher for local circulation than for ILL 13
  • 14. 5. Ease of Use vs. Privacy • Cookies to remember basic information • More detailed information about user to provide more customized service – Preferences for delivery, payment, language, etc. – Volume of ordering – Tardiness level (average days late) – Number currently on loan (RS and circ.) – What user ordered within last 24 months • User information deleted when requests are completed 14
  • 15. 6. Buy, Borrow, Recommend 15
  • 16. Buy, Borrow, Recommend Purchase Options 16
  • 18. 8. Suppliers Bid on Requests • Libraries, Document Suppliers, and Online Booksellers • Ranking/evaluation of service based on bidding volume, fill rate, and speed of response • Less differential between fees • Better match between staffing and processing capacity 18
  • 19. 9. Material Delivered to the Home or Office • OCLC WorldCat Resource Sharing Pilot Project • National Library of Australia’s project • Email notification of delivery • Patron can track delivery • Material returned in reply-paid box or envelope 19
  • 20. 10. Standards are Essential, but Must be Invisible • Z39.50 • OpenURL • OpenURL Request Transfer Message • SIP2 • NCIP • ISO ILL 20
  • 21. 11. Real-Time Updating of Union Catalogs • Lender responds “do not own” – record in OPAC and in union catalog updated or deleted • Higher fill rates • Higher user satisfaction 21
  • 22. 12. Numbers Still a Driver • Handles the increasing demands from local patrons, and from other libraries From 1986-2005 ARL statistics: • Borrowing up 265% • Lending up126% 22
  • 23. Numbers Still a Driver “User-initiated ILL/DD provides better services to users than mediated ILL/DD.” 2004 23
  • 24. Numbers Still a Driver: Borrowing Mediated User-Initiated – $17.50 unit cost – $2.39 - $14.70 unit cost – 86% fill rate – 84 – 90% fill – 7.6 calendar rate days – 2.5 – 6.6 calendar days 24
  • 25. Numbers Still a Driver: Lending Mediated User-Initiated – $9.27 unit cost – $3.27 - $12.06 unit cost – 58% fill rate – 82 – 87% fill – 1.5 calendar rate days – 0.1 – 1.5 calendar days 25
  • 26. Numbers Still a Driver • ILL transactions are small percentage of circulation – Lorcan Dempsey: 1.7% – Jackson, 2004: 3.9% – Australia: 2003: 0.4% 26
  • 27. 13. Rethinking Resource Sharing Initiative • Global, user-centric service framework • Users obtain what they need based on: – Cost – Time – Format – Delivery • Practices and procedures no longer based on library-centric policies and barriers 27
  • 28. RRS’s Get It Browser Plug-In 28
  • 29. “Ultimate motivation for using a discovery service is ‘getting.’ Without efficient ‘getting,’ there is little point in providing even the best discovery service.” National Library of Australia 29
  • 30. Thank You! Any Questions? Mary E. Jackson Product Manager, Resource Sharing Auto-Graphics, Inc. mej@auto-graphics.com 909/569-1507 30