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.
Library Interlibrary Loan and Resource Sharing Audit Checklist
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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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Indicate if a document delivery policy exists.
Select the compliance level for resource access.
Provide any relevant feedback or comments.
Enter the average monthly transaction volume.
Select the user satisfaction level.
Enter the average cost per transaction.
Select the date of the last policy review.
Describe any challenges faced in ILL services.
Select the usability rating.
Enter the percentage of successful requests.
List any identified training needs.
Select the next scheduled update date.
Select the compliance status.
State whether procedures are documented.
Enter the average fulfillment time.
Indicate if staff are aware of the 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