Library Interlibrary Loan and Resource Sharing Audit Checklist

A comprehensive checklist for auditing interlibrary loan and resource sharing services in educational libraries to ensure efficient, compliant, and user-focused access to resources beyond the local collection.

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About This Checklist

Interlibrary loan (ILL) and resource sharing services are vital components of modern educational libraries, expanding access to resources beyond a single institution's collection. This comprehensive Library Interlibrary Loan and Resource Sharing Audit Checklist is designed to help ILL librarians, resource sharing specialists, and library administrators evaluate and enhance their ILL operations and collaborative partnerships. By addressing key areas such as request management, copyright compliance, consortial agreements, technology integration, and service efficiency, this checklist ensures that libraries can provide seamless access to a wide range of resources while maintaining cost-effectiveness and regulatory compliance.

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Industry

Education

Standard

Interlibrary Loan Code

Workspaces

Libraries

Occupations

Interlibrary Loan Librarians
Resource Sharing Specialists
Access Services Librarians
Copyright Specialists
Library Administrators
1
Is the library compliant with copyright regulations for interlibrary loan services?
2
Provide an overview of the reciprocal borrowing agreements in place.
3
What is the average response time for interlibrary loan requests (in days)?
Min: 0
Target: 3
Max: 30
4
Is the current ILL management system functioning effectively?
5
Does the library have a documented policy for document delivery?
6
How would you rate the compliance level of resource access policies?
7
What feedback have you received regarding ILL services?
8
What is the average number of interlibrary loan transactions per month?
Min: 0
Target: 100
Max: 1000
9
How satisfied are users with the interlibrary loan service?
10
What is the average cost per interlibrary loan transaction (in USD)?
Min: 0
Target: 5
Max: 100
11
When was the last review of the interlibrary loan policies conducted?
12
What challenges have been encountered in providing interlibrary loan services?
13
How would you rate the usability of the interlibrary loan management system?
14
What percentage of interlibrary loan requests are successfully fulfilled?
Min: 0
Target: 85
Max: 100
15
What training needs have been identified for staff regarding ILL services?
16
When is the next scheduled date for updating the interlibrary loan policy?
17
Is the interlibrary loan service compliant with the Interlibrary Loan Code for the United States?
18
Are the procedures for interlibrary loan clearly documented?
19
What is the average time taken to fulfill interlibrary loan requests (in hours)?
Min: 0
Target: 48
Max: 168
20
Are staff members aware of interlibrary loan policies?

FAQs

It is recommended to conduct a comprehensive audit annually, with ongoing monitoring of key performance indicators and regular review of policies and partnerships throughout the year.

Key indicators include turnaround time for requests, fill rate, cost per transaction, user satisfaction ratings, reciprocity ratios with lending partners, and copyright compliance metrics.

Libraries can ensure compliance by implementing robust tracking systems, providing staff training on copyright laws, adhering to CONTU guidelines, maintaining clear documentation of practices, and regularly reviewing licensing agreements for electronic resources.

Technology is crucial in streamlining ILL processes, including the use of ILL management systems, integration with discovery layers, automated request routing, electronic document delivery, and participation in resource sharing networks like OCLC WorldShare.

Libraries can balance costs and benefits by negotiating reciprocal borrowing agreements, participating in consortial arrangements, implementing efficient workflows, utilizing cost-effective shipping methods, and regularly analyzing usage patterns to inform collection development decisions.

Benefits of Library Interlibrary Loan and Resource Sharing Audit Checklist

Improves the efficiency and speed of interlibrary loan services

Ensures compliance with copyright laws and licensing agreements

Enhances resource sharing partnerships and consortial relationships

Optimizes workflow processes and technology utilization

Increases user satisfaction by expanding access to diverse resources