Thanks Elena,

 

Your email includes lots of questions so I’ll do my best to respond to a couple of them. The Missouri State University Libraries currently use OCLC’s Tipasa for ILL functionality and it will remain that way for the near future. The only connection between Tipasa and our current ILS (Sierra) is an ILL “patron.” When ILL lends a book to another institution, we check that book out to the ILL patron in Sierra. When the book comes back, we check it back in using Sierra. We don’t currently use that ILL patron record for any of our statistical gathering but instead use Tipasa. At migration time, we don’t expect any more integration with FOLIO than we have with Sierra. FOLIO already has enough functionality and the Reporting SIG would not need to do anything.

 

The Missouri State University Libraries are currently in a consortium and use consortial borrowing functionality through Innovative Interfaces’ INN-REACH system. That consortial borrowing will cease when we migrate to FOLIO. I listened in on the Consortia SIG meetings and concur with what you say below regarding that SIG reevaluating options later this month.

 

Thanks,

 

Joshua Lambert

Duane G. Meyer Library

Missouri State University

jlambert@missouristate.edu

 

 

From: reporting-sig@ole-lists.openlibraryfoundation.org <reporting-sig@ole-lists.openlibraryfoundation.org> On Behalf Of Elena OMalley
Sent: Monday, April 13, 2020 9:06 AM
To: reporting-sig@ole-lists.openlibraryfoundation.org
Subject: discussion: what does ILL mean to you(r institution)?

 

CAUTION: External Sender

 

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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