Interlibrary loan advisory group (iag) minutes

RSC-INTERLIBRARY LOAN ADVISORY GROUP (IAG)
MINUTES

January 27, 2000 - Conference Call

ATTENDING: Judy Bube (UCI, Chair), Charlotte Rubens (UCB, RSC Liaison),
Gail Nichols (UCD), Pam LaZarr (UCI), Linda Weinberger (UCI), Donna Gulnac
(UCLA), Janet Moores (UCR-Recorder), Gary Johnson (UCSB), April Dalton for
Julia Graham (UCSC), Tammy Dearie (UCSD), Edith Amrine (UCSF), Naheed
Zaheer (Stanford), Jutta Weimhoff (NRLF), Bob Freel for Colleen Carlton
(SRLF)
Announcements
Judy reported that UCI's Interlibrary Loan is being restructured and the ILL Librarian's position is
being eliminated. Judy will be reassigned to the Science Library Reference Department, so IAG
will need to choose another chair. Judy asked for any volunteers to let her know by February 4th.
Approval of Minutes for October 21, 1999 meeting
The minutes for this meeting were approved.
IAG Charge
The Resource Sharing Committee accepted the final draft of the IAG charge, which Charlotte
submitted to the committee on January 10th.
RSC Liaison Report
RSC had two conference calls: December 9, 1999 and January 10, 2000. They reviewed the
Circulation Advisory Group and the Interlibrary Loan Advisory Group charges. Both charges
were accepted.
There was some discussion of Tricor. It was announced that Tricor bills would continue to be
paid by System-wide this year.
The idea of an UC-wide workshop was discussed.
A pilot study of desktop delivery of articles was proposed. Claire Bellanti is working on this.
Undergraduate use of ILL was discussed.
Claire raised the issue of RLF funding.
Tricor MOU
Tammy reported that the Tricor MOU will be signed, but payments will not be made until Tricor
has made reimbursements. The new MOU will include pick-up and delivery times, and will also
include general shipping guidelines. Tammy will distribute the MOU and ask for comments and
revisions.
Tricor Reporting Form
Gail and an assistant are creating the Tricor Reporting Form as a web form and as an Excel
spreadsheet. Staffs are to report damages on the form, but then also pursue damage claims with
Tricor directly. To facilitate this, Charlotte requested that Bruce Roberts' fax number be included
on the reporting form.
Non-UC Users
Naheed reported that Stanford wants to sign a contract with Tricor and renegotiate the MOU
every year.
There was some discussion of using Tricor with non-UC's. Currently, UCB, UCD, UCLA, UCR,
and UCSD are already using Tricor with some non-UC libraries, and Judy Bube said UCI is
interested in expanding and including some non-UC's.
Shipping Guidelines
SOPAG has not yet accepted the Guidelines and a cost analysis is not yet being conducted,
because SOPAG first wants to see the types of problems being reported on the Tricor Reporting
Form.
CDL for Articles
The use of Article REQUEST is slowly increasing at the various campuses. Bookmarks, flyers,
and web forms are some of the promotional materials libraries are using to advertise Article
REQUEST.
UCI and UCSF are waiting for one more enhancement (bridge) that will move their III requests
automatically over to Article REQUEST.

CDL Update
There will be a meeting on January 28, 2000.
Tammy Dearie reported that CDL is planning for enhancements to REQUEST such
as real-time patron checking, the ability to connect to the DOCLINE System, and
non-CDL electronic subscriptions being listed in the CDL Directory.
CDL is planning for Phase III of REQUEST. Non-UC's may be included in this phase, as well as
desktop delivery of articles. SOPAG is currently looking at software options for a fulfillment
service.
The Needs Assessment Report was discussed and will be finalized in February.
John Ober is looking at having a web survey for users to fill out while they are using REQUEST.
CDL would like to determine users' satisfaction with REQUEST.
All ILL Staff Joint North and South Meeting for March 29th
Janet queried the group on whether there should be an all-UC ILL meeting this year, as had been
proposed at the October IAG meeting, or whether the southern UC's should just continue with their
annual Southern UC ILL Meeting. It was agreed that the southern UC's should hold their annual
meeting this year at UCR on March 29th, and that any interested northern UC
ILL staff would be welcome to attend. Charlotte requested that an agenda be sent to the northern
UC's, as well as to the southern UC's.
ILL Workshop Proposal
Tammy reported on the proposed UC ILL workshop to be given by Mary Jackson. It has not
been decided whether there will be only one UC-wide workshop or a separate one in the north
and a separate one in the south. Mary will discuss ILL performance measures, best practices of
top performing, high volume ILL offices, and the changing environment of ILL. There will be a
follow-up workshop with administrators to share what was learned.
Copyright Checklist
Charlotte reported that RSC would like to know what we are doing to address copyright concerns.
RSC requested that IAG develop a checklist for copyright tracking in order to ensure copyright
compliance. Charlotte asked that we send her suggestions of what should be included in this
checklist by the middle of February. She will pass it on to RSC, and if RSC approves, it will then
be passed on to SOPAG.
Next Meeting
The next IAG conference call will be on April 20th. It is UCSB's turn to take minutes.

Source: http://libraries.universityofcalifornia.edu/groups/files/iag/docs/2000-01-27.pdf