Hi Elena,

Here are details from Cornell about our Borrow Direct and Interlibrary Loan systems, which was given to me by members of our RA group:

Borrow Direct : a consortial borrowing/lending system managed via a shared catalog of the 13 Ivies Plus libraries, and a shared request management database (Relais)

· Lending: Cornell materials are requested via Relais and checked out in Relais, which automatically generates a local checkout in Voyager. We create “accounts” (patron records) in Voyager for each of the 13 members of the consortia, and loaned items are checked out to the appropriate account. We get stats from both Relais and Voyager.

· Borrowing: items requested from member institutions are updated in Relais, which generates an item record in Voyager and places a hold for the patron. We get stats from both Relais and Voyager.

Interlibrary Loan: traditional ILL with requests generated via OCLC or a local web request form. All requests managed within the ILL management database ILLiad. Cornell has three ILL processing units (one each for endowed colleges, contract colleges, and school of Law).

· Lending: Loaned material is updated to “checked out” within ILLiad to the specific borrowing institution. ILL has a library account in Voyager for all ILL checkouts (no institution-specific accounts as is done in Borrow Direct). Staff manually check-out any ILL loans to the ILL loan account. We primarily get stats from ILLiad as this allows us to differentiate between request types, but also count check-outs to the ILL patron record in Voyager.

· Borrowing: all borrowing is managed in ILLiad; there is no Voyager component for ILL check-outs to Cornell patrons.

Thanks,

Vandana

From: reporting-sig@ole-lists.openlibraryfoundation.org <reporting-sig@ole-lists.openlibraryfoundation.org> On Behalf Of Erin Nettifee
Sent: Monday, April 13, 2020 10:19 AM
To: folio-ra@ole-lists.openlibraryfoundation.org
Cc: reporting-sig@ole-lists.openlibraryfoundation.org
Subject: RE: discussion: what does ILL mean to you(r institution)?

Hi all,

See the message below from the Reporting SIG with questions about ILL functionality.

Erin

From: reporting-sig@ole-lists.openlibraryfoundation.org <reporting-sig@ole-lists.openlibraryfoundation.org> On Behalf Of Elena OMalley
Sent: Monday, April 13, 2020 10:06 AM
To: reporting-sig@ole-lists.openlibraryfoundation.org
Subject: discussion: what does ILL mean to you(r institution)?

Hi--

In our Reporting meeting today (April 13, 2020), we were discussing requests for counts on ILL activity. We're trying to understand what ILL means, in the broader sense, to different institutions.

Are we talking about intraconsortial borrowing - one set of institutions that are all using a single FOLIO implementation and lending within it (which seems like it would be covered by internal circulation activity reports), or one FOLIO instance to another using a FOLIO tool that hasn't been developed yet? If the latter, that may need to wait a bit. My understanding is that Consortia SIG is on hold til the end of April, waiting for development of ReShare, to see if it would be preferred to use that tool rather than develop an internal FOLIO tool. If that sounds like a mischaracterization of that situation, please speak up.

Or is ILL exclusively external lending and borrowing via a third-party system (OCLC, etc)? If we're talking about reporting on external interlibrary loan activity, how is that tracked within the ILS now?

We know some libraries have one or more "ILL borrower" user accounts that they use for checking out items before they send them out to other libraries. They can see how many items were checked out, and when, and what the status of those items are (overdue, lost, etc). In that case, is there

a special patron group or other mechanism to identify these "ILL borrower" accounts
a note or other field in that borrower record(s)

a handful of specific accounts that otherwise look like regular patron accounts (that only the institution would know how to identify)

Or, is it handled only on the level of the item's record

a change in item status
a change in item location
some other method?

And I'm assuming that some institutions may create brief item records to check a received requested item out to their own patron, to track if that item becomes overdue, lost, etc. If so, how can we identify those brief records as "ILL" items

created by a specific staff member
a field in the bib record
an item type
assigned a special location in the holdings record
some other method?

Please weigh in via email or Slack, and encourage others to do so as well. This is so we can figure out which fields to include in the requested reports, so it gets the data that people need.

Thanks!

Elena

Elena O'Malley (she)

Assistant Library Director for Systems and Technology

Emerson College Iwasaki Library
617-824-8339

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