2005 ILL Guidelines - Preface

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Wisconsin Interlibrary Loan Guidelines

2005

Wisconsin Department of Public Instruction
Elizabeth Burmaster, State Superintendent




Prepared by
Sally Drew
Director
Interlibrary Loan and Resource Sharing Team (Reference and Loan Library)
Division for Libraries, Technology, & Community Learning

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Preface

Interlibrary Library Loan Planning 2004-2005

In early 2004, The Department of Public Instruction, Division for Libraries, Technology, & Community Learning began a needs assessment to determine the adequacy of the current structure and technology used for interlibrary loan and resource sharing activities. The Division sought to assess interlibrary loan patterns, protocols, and the use of automated systems at the regional and state level.

The Division contracted with Russell Consulting, Inc. to plan and conduct a survey and focus groups with Wisconsin libraries related to resource sharing programs and activities. The survey and focus group results provided insight into the changing role of interlibrary loan and the structures that support it in Wisconsin.

In 2005, the Division contracted with Debra Wilcox Johnson to plan and facilitate the activities of an Interlibrary Loan Work Group. The work group met five times between May and September, 2005 and was charged with the following activities:

• Develop the purpose, goals, and principles for a statewide interlibrary loan system that involves all types of libraries.
  
  
• Review the Wisconsin Interlibrary Loan Guidelines, 1996 and recommend changes.
  
  
• Review the structure of the Wisconsin interlibrary loan system and patterns for participation in interlibrary loan by different types of libraries.
  
  
• Consider the general characteristics of an interlibrary loan system and the automated functions needed to support an interlibrary loan management system.
  
  

Changes in 2005 Guidelines

The guidelines recognize many of the changes that have taken place in the resource sharing environment over the years and make a number of changes in interlibrary loan protocols.

• The guidelines continue to recognize interlibrary loan as a basic service that should be provided by and for all types of libraries.
  
  
• The guidelines recognize that patterns among libraries have continued to change. While still encouraged, less emphasis is placed on regional geographic resource sharing and the filing of area interlibrary loan plans with the Division is no longer required.
  
  
• The guidelines recognize the resource sharing role played by public library system integrated systems and automated systems provided by other types of library consortia.
  
  
• The guidelines recognize the ongoing increase in library to library interlibrary loan with less emphasis on clearinghouse activities.
  
  
• The guidelines suggest limitations that library staff and patrons should consider prior to making requests.

In addition to the revision of the interlibrary loan guidelines, the Interlibrary Loan Work Group also reaffirmed the role of the Reference and Loan Library related to statewide planning, consultation, training, support of statewide resource sharing technology, and provision of statewide interlibrary loan and reference services. The Work Group also discussed and made recommendations on the role of statewide contracts for service, needed functions for future statewide automated resource sharing systems, and other issues.

Purpose of this Publication

It is recognized that interlibrary loan service is one of many services provided by libraries and that organizational, political, and geographical factors affect the quality and breadth of library service that each library can provide. Interlibrary loan is a major means of balancing and equalizing service to Wisconsin residents.

These guidelines have been reviewed and endorsed by the Council on Library and Network Development. As revised, they represent the most concrete effort available to provide a common understanding and give libraries guidance in how to participate in the state's interlibrary loan system. The Council urges staff in libraries of all types to review the guidelines and use them when conducting interlibrary loan activities in order that all libraries can share resources as equally as possible.

Interlibrary Loan Work Group Members - 2005

The Interlibrary Loan Work Group activities were planned and facilitated by Debra Wilcox Johnson.

Jan Adams, Cooperative Educational Service Agency (CESA) 10
Cassandra Chaney, Redgranite Correctional Institution
Charles Clemence, Winding Rivers Library System
Amy Crowder, Wisconsin State Law Library (Madison)
Laurie Freund, Waukesha County Federated Library System
Leanne Hansen, UW-Green Bay David A. Cofrin Library
Jane Johns, Milton Schools
Pat Kennedy, Milwaukee Public Library
Mindy King, St. Michaels Hospital (Stevens Point)
Richard Krumwiede, Outagamie Waupaca Library System
Judy Lyons, Wisconsin Indianhead Technical College
Connie Meyer, Dwight Foster Public Library (Fort Atkinson)
Janean Miller, Boscobel Public Library
John Stoneberg, L.E. Phillips Memorial Public Library (Eau Claire)
Mary Williamson, WiLS
Pam Wittig, Madison Public Library

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For questions about this information, contact Martha Berninger (608) 224-6168

Last updated on 11/26/2008 12:54:02 PM