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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Standard
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Resource Sharing Policy Evaluation
(0 / 4)
Enter the average monthly transaction volume.
Provide any relevant feedback or comments.
Select the compliance level for resource access.
Indicate if a document delivery policy exists.
Interlibrary Loan Efficiency Review
(0 / 4)
Describe any challenges faced in ILL services.
Select the date of the last policy review.
Enter the average cost per transaction.
Select the user satisfaction level.
Interlibrary Loan Process Evaluation
(0 / 4)
Select the next scheduled update date.
List any identified training needs.
Enter the percentage of successful requests.
Select the usability rating.
Interlibrary Loan Compliance Audit
(0 / 4)
Indicate if staff are aware of the policies.
Enter the average fulfillment time.
State whether procedures are documented.
Select the compliance status.
FAQs
How often should a library conduct an interlibrary loan and resource sharing audit?
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.
What are some key performance indicators for interlibrary loan services?
Key indicators include turnaround time for requests, fill rate, cost per transaction, user satisfaction ratings, reciprocity ratios with lending partners, and copyright compliance metrics.
How can libraries ensure copyright compliance in their ILL operations?
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.
What role does technology play in modern interlibrary loan services?
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.
How can libraries balance the costs and benefits of interlibrary loan services?
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
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