Elena,

At the University of Chicago, the items we borrow from other libraries are given a brief bib and item record via the NCIP AcceptItem process, which also places the newly created item on hold for the requesting patron. We can easily identify these items for statistical purposes because they have unique locations, special barcode prefixes, and loan types. The items that we lend from our collections to other libraries are also easily identified for statistical purposes because they are lent to pseudo-borrowers that represent the borrowing libraries and which have borrower types that identify them as lending accounts. I would expect that regardless of whether we are lending within the consortium on a single instance of FOLIO or between ILS systems, we’d still need to do something similar. I also don’t think it will matter whether we are using ReShare, ILLiad, Relais D2D, or another system, we’ll still want to create short bibs & items for the things we borrow and want to lend our materials to other libraries using lending pseudo-borrower accounts.

I hope this helps.

Best,

David Larsen

Director of Access Services and Assessment

University of Chicago Library

773-702-8626 | larsen@uchicago.edu

From: folio-ra@ole-lists.openlibraryfoundation.org <folio-ra@ole-lists.openlibraryfoundation.org> On Behalf Of Erin Nettifee
Sent: Monday, April 13, 2020 9:19 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

------------------------------------------------------
You received this message because you are subscribed to OLE Mailing List
"reporting-sig".
To unsubscribe from this list and stop receiving emails from it, follow
this link: http://archives.simplelists.com.
To post to this group, send email to
reporting-sig@ole-lists.openlibraryfoundation.org
<mailto:reporting-sig@ole-lists.openlibraryfoundation.org%3E.
Visit this group at
https://ole-lists.openlibraryfoundation.org<https://ole-lists.openlibraryfoundation.org>
.
lists.openlibraryfoundation.org>
.

To unsubscribe from this list please go to http://www.simplelists.com/confirm.php?u=yg3vJKyBAIT0W1Xa6uO6ai3oiPXdcspw