Interlibrary Loan Processes at DBL: Borrowing

• log on to WMS, navigate to Interlibrary Loan, Borrowing Requests, Not Reviewed
• review each new request
  • check that patron information is complete and they are eligible (link)
  • check for open access availability of article/copy requests
  • check that copy requests from the last 5 years have not reached the copyright limit (Copyright Max spreadsheet)
• enter email article requests from the last 5 years into copyright limit list (link)
• process & submit request in WS-ILL

process & submit request in WS-ILL

• navigate to the request & a screen with an option to add the custom holdings path by format (books, eserials, films, music etc.)
• choose the appropriate format (and volume and/or year for serials) and "go"
• edit the lender string if appropriate (move slow responders lower in the list, for loans, consider courier access)
• apply the correct constant data & patron information
  • verify that the correct copy/loan option is chosen
  • verify $0 maxcost and the note about conditional replies if they charge
  • verify that the patron ID is complete B+9 digits and email address is correct
• print requests if a physical item will be sent
• submit

• log on to WMS, navigate to Interlibrary Loan, Borrowing Requests, Not Reviewed
• review each new request
  • check that patron information is complete and they are eligible (link)
  • check for open access availability of article/copy requests
  • check  and enter copy requests from the last 5 years for copyright compliance
• process & submit request in WS-ILL
  • navigate to the request & a screen with an option to add the custom holdings path by format (books, eserials, films, music etc.)
  • choose the appropriate format (and volume and/or year for serials) and "go"
  • edit the lender string if appropriate (move slow responders lower in the list, for loans, consider courier access)
• apply the correct constant data & patron information
  • verify that the correct copy/loan option is chosen
  • verify $0 maxcost and the note about conditional replies if they charge
  • verify that the patron ID is complete B+9 digits and email address is correct
• print requests if a physical item will be sent
• submit

• Log in to WMS, navigate to Interlibrary Loan
• open Borrowing Requests
• open In Transit
• look for any items that are articles
• click on the request number to open
• download the article
• email it to the patron's OCU email address with the copyright notice
• mark the item as received

COPYRIGHT NOTICE

The copyright law of the United States (title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Under certain conditions specified in the law, libraries and archives are authorized to furnish a photocopy or other reproduction. One of these specific conditions is that the photocopy or reproduction is not to be "used for any purpose other than private study, scholarship, or research." If a user makes a request for, or later uses, a photocopy or reproduction for purposes in excess of "fair use," that user may be liable for copyright infringement.

• items come in the mail and through the courier
• for items we are borrowing:
  • match them to the request form printed when the item was requested (verify the ILL numbers match)
    • mark the forms T (TransAmigos Courier) or M (mail)
  • search ILL for the ILL number
    • add the ILL number as the temporary barcode if not already entered
    • mark check box to print book strap
    • mark as received
    • circle (or write in) the lending library symbol
    • add the due date (subtract at least 3 days for shipping)
    • attach the lending library paperwork to the form
    • complete pick up slip
  • batch print and attach bookstraps
    • highlight ILL number, patron name, due date, and overdue reminder
    • stamp with "do not remove strap"
    • attach to book
    • write in due date
    • update spreadsheet with due date (DulaneyBrowne Library > Documents > Interlibrary Loan > ILL Borrowing Physical Items)
    • file for ILL slips in ILL office/area
    • check all items in at Dulaney-Browne LIbrary
    • route to the correct circulation desk and remind staff to check in again

When an OCU patron returns an ILL item that was borrowed from another library, it should be checked in at the DBL location at the front circ desk. When that happens, there will be a popup saying to route the item to WS ILL. The item is then placed on the ILL return shelf.

• match the ILL paperwork from the file to the item
• return any lending library paperwork to the item
• remove our book strap and attach it to our ILL paperwork
• add MB and the date to our paperwork
• look up the item (by ILL number/barcode) in WS-ILL and choose "return item"
• add date returned to the borrowing physical items spreadsheet
• if mail:
  • cut out return address from our bookstrap and place in item (mailroom staff enters addresses and prints mailing labels for packages)
• if TransAmigos
  • log in to https://tlm.amigos.org
  • look up the library by symbol
  • choose Generate QR code and then Print (allow popups)
  • print in batches, cut apart and insert in items
• add paperwork to the complete/returned pile
• see shipping items for next steps

Double check that items have been checked in at the WS-ILL location in WMS circulation. We are testing a new function that should do this automatically, but need to verify that it works as expected.