   
Newsletter of the Section on Document Delivery and Interlending
January 2001
A Note from the Chair and Secretary
It never fails to surprise us, how much news appears at the end of the year, just in time to turn this from a brief report on the last conference into a major document on international lending.
To begin, we urge you to look carefully at the draft revision of the landmark IFLA document International Lending: Principles and Guidelines. This is the first true revision in over 20 years and represents a thorough and conscientious attempt to bring this code of behavior into conformity with modern practice. The draft deserves your careful review, both because it represents a significant effort by an international committee of your peers, but also because experience shows you will be stuck with the resulting document for many years to come.
If you haven't yet planned to attend 7th Interlending and Document Supply international conference in Ljujbljana this October, we hope you will consider being there and taking part by giving a paper. Details on the conference and submitting papers are included here.
Most members who attended the Jerusalem conference will already have seen the item titled IFLA's Core Activities Review, but we felt it was worth including here for the record because of this section's long and close relationship with the staff of the IFLA Office of International Lending at Boston Spa. It is likely that the role of these program offices will change and the members of the section should be aware of these developments.
Six years ago the section was asked to sponsor a Discussion Group on Reference Work, which (strangely) seemed to have no logical place in the existing IFLA structure. We are pleased to report that the discussion group, led by its indefatigable chair, Annsofie Oscarsson, has prospered to the point that our parent division (Collections and Services) has been invited to propose Reference Work as a new section. This is particularly encouraging because it would add another "service" section in a division otherwise oriented toward "collections," as in Rare Books, Serials, etc.
In conclusion, we ask you to join us in a few special year-end thanks. To Céline Menil for her translation of the section's brochure into French. To Carol Smale for her energetic management of our website and for inventing a new service, called "Ask an Expert." And to Mary Jackson, who thought she agreed to be the Financial Officer and ended up taking minutes for all the Jerusalem meetings because the Secretary ran off to the Professional Board.
Best wishes for the New Year.
Agneta Lindh, Chair
Chris Wright, Secretary
Recent News
Pentti Vattulainen, convener of the Discussion Group on Repository and Storage Libraries writes that there is a new website for the Discussion Group at http://www.ifla.org/VII/dg/dgrsl/. Welcome to visit it!!
Pennie Street writes that she has been invited by Graham Cornish to join the editorial board of Interlending and Document Supply. She will also report to the United Kingdom interlending group, Forum for Interlending (FIL) on the Section's activities when it meets in London in February.
"Ask An Expert" Added to Section's Website
At the Standing Committee meeting in Jerusalem last August, the members discussed the possibility of an "ask the expert" site as one way of handing frequently asked questions received by Section officers and the Information Coordinator. The current Information Coordinator discussed the idea with IFLANET administrators and by the middle of September, the site was up and running at http://www.ifla.org/VII/s15/sidd.htm#8a. An announcement for the new service was posted to both ILL-L and IFLA-L on September 21st, 2000.
Incredibly, the first question arrived less than two hours later that very day! Much to the relief of the Information Coordinator, it was relatively easy to answer as it dealt with membership in IFLA. In the three months since the announcement, we have received a total of eight questions. Most questions were answered within a few hours of receipt, usually with a direct response but sometimes with a referral to another source. All of the questions were about membership in IFLA or about international interlending and document supply services or publications. The questions came from a variety of countries - two from the U.S. and one each from Australia, Canada, Malta, Norway, Slovenia and Sweden.
While eight questions in three months is not exactly what one would call a raging success, it has meant that the Information Coordinator was easily able to keep up with the demand. Responses indicate that the service has been useful for those who have used it. By regularly re-posting the announcement of its availability, we hope to ensure that those in need of this kind of information are aware of the service and will increasingly use it.
Carol Smale, Information Coordinator
Preliminary Schedule of Standing Committee Meetings and Programs IFLA General Conference, Boston
(Up-to-the minute program information can be viewed at the IFLA Annual conference website on IFLANET: http://www.ifla.org/IV/index.htm.)
Saturday, August 18 - Friday, August 24, 2000
Saturday: Standing Committee I
Sunday or Monday morning: Discussion Groups (Reference Work, Repository Libraries)
Tuesday or Wednesday morning: Open Program on "End User Involvement in Interlibrary Loan and Document Delivery"
Thursday: Half-day workshop on "ISO ILL Protocol: An Overview of the Protocol with Demonstrations of Various Products"
Friday morning: Standing Committee II |
Draft Revision of Principles and Guidelines for International Lending
The document below presents the IFLA Principles for International Lendingand Document Delivery. Although not very widely known, these Principles have been in existence since 1954, and form the basis for ILL co-operation between libraries in different countries. This is the first major revision of the principles since 1978. The draft document was produced by a subcommittee of the Section's Standing Committee established during the Bangkok IFLA conference and working closely with the IFLA Office for UAP and International Lending.
We now invite all members of the Section and the interlending community to comment on the draft document. Please send all comments to Sara Gould at the address below by 28 February 2001, by email, fax or post.
Sara Gould, Programme Officer
IFLA Office for UAP and International Lending
c/o The British Library
Boston Spa, Wetherby LS23 7BQ, United Kingdom
Tel +44 1937 546254
Fax +44 1937 546478
E-mail: sara.gould@bl.uk
International Lending and Document Delivery: Principles and Guidelines for Procedure Major revision 2000
First agreed by IFLA 1954
Major revision 1978, modified 1987
Major revision 2000
The shared use of individual library collections is a necessary element of international co-operation by libraries. Just as no library can be self-sufficient in meeting all the information needs of its users, so no country can be self-sufficient. The supply of loans and copies between libraries in different countries is a valuable and necessary part of the ILL process.
The following principles and guidelines have no mandatory force, and every country must determine the ways in which it conducts interlending and document supply, however they are strongly urged on individual countries and libraries as a basis for the conduct of international lending. The principles protect the interests of all libraries, and set out the recommended practice by individual nations for document provision.
There are eight major principles, each of which is supported by a number of guidelines.
The terms lending, interlending and interlibrary loan, and the terms document supply and document delivery, have been used interchangeably throughout this document.
Principles and Guidelines for Procedure
1 National responsibility
Each country should accept responsibility for supplying copies of its own publications to any other country, by loan, photocopy or other appropriate method. This applies certainly to those published from the present date, and as far as possible retrospectively.
1.1 Each country has a special responsibility to supply its own national imprints to libraries in other countries. The concept of universal availability of published material (UAP) relies on this principle, and this responsibility should be accepted readily by all countries.
1.2 No country or library is under an obligation to supply a work that has been requested, but all reasonable efforts should be made to satisfy international requests.
1.3 Particular effort should be made to satisfy requests received from libraries in less developed countries, in support of the concept of UAP.
1.4 All communication should be in clear and simple language in order to avoid misunderstanding across linguistic barriers.
1 National lending system
Each country should aim to develop an efficient national lending system, since national lending systems are the essential infrastructure of international lending.
1.1 Recommendations on developing efficient national lending systems are outside the scope of these guidelines, but users are referred to the Model National Interlibrary Loan Code, also produced by IFLA, which sets out the basic requirements of a national system.
1 National policy for international lending
Where a country has a national centre for interlibrary loan and document delivery, this should be the main focus for a national policy. Where there is no national centre, responsibility should rest clearly with the national library, another lending institution, or a national interlending co-ordinating body.
1.1 All libraries in the country involved in international lending or document delivery should be aware of, and work within, the national policy.
1.2 The national policy for international lending should be made available to all libraries outside the country, via the national library or other major lending institution, or by other individual libraries which may receive international interlending requests. Similarly, all major libraries should make available to requesting libraries their own policy on handling international requests.
1.3 The national policy should indicate whether requests should be sent via the national centre where one exists, and whether individual libraries may send requests direct to supplying libraries outside the country.
1.4 Similarly, the national policy should make clear whether incoming requests should go via the national centre (where one exists), and to what extent individual libraries should accept and satisfy international requests. The IFLA publications Guide to Centres of International Lending and Guide to Centres of International Document Delivery list institutions to be contacted in the first instance if in doubt.
1.5 All libraries within the country should aim to handle requests from other countries in a consistent manner, in order to offer a clear and effective service for international requests.
1 Sending the request
Supplying libraries should accept requests submitted in any format wherever possible. Requesting libraries should be aware that not all formats will be accepted by all supplying libraries. Accuracy should be ensured at all points in the request process.
1.1 The requesting library should endeavour to use electronic ILL request facilities whenever these are provided.
1.2 Requests submitted by e-mail, fax, or other fast methods should conform to agreed standards, such as the IFLA Guidelines for Email Requests and the IFLA Fax Guidelines.
1.3 Requests using paper forms should be on IFLA Request Forms, or on other forms authorised by IFLA.
1.4 Where the loan of an original or a specific type of copy is essential, this should be stated on the request.
1.5 Where the loan of an original is required, reasonable effort should be made to ensure that no copy is available in the requesting library's own country before a request is sent abroad.
1.6 Incomplete or inaccurate requests cause delays and may have to be returned for further checking. It is the responsibility of the requesting library to verify, and where necessary complete the bibliographic details of the item requested to the best of its ability.
Supplying the item
The decision whether to supply a substitute copy or to loan the original rests with the supplying library. Each country should be sympathetic to the requesting library's ability to access the supplied format.
1.1 The supplying library should send the item or provide a response as quickly as possible and by the fastest available method.
1.2 Items should be sent direct to the requesting library, except where it is specifically stated that they must be sent to a national centre.
1.3 All items lent should be clearly marked with the name of the owning library.
1.4 The supplying library should be as generous as possible in setting the due date for the return of loaned items, taking into account the time required for postal delivery and return of the item.
1.5 Where an item cannot be supplied, the reason for non-supply should be given as clearly and as fully as possible. The IFLA multilingual list of ILL Response Codes should be used for this purpose.
1 Copyright
Due regard must be given to the copyright laws of the supplying country. While material requested on international ILL may often fall within 'fair use' or 'fair dealing' provision, responsibility rests with the supplying library to inform the requesting library of any copyright restrictions which might apply.
1.1 These guidelines relating to copyright and international lending support the IFLA Position Statement on Copyright in the Digital Environment. Libraries should be aware of this position statement.
1.2 Each supplying library should be aware of, and work within, the copyright laws of its own country. In addition, the supplying library should ensure that any relevant copyright information is made available and communicated to requesting libraries.
1.3 Lending, and limited copying for purposes such as research or private study, are usually exceptions within national copyright legislation.
1.4 The requesting library should abide by the copyright laws of the supplying library's country.
1.5 Each supplying library must abide by any licenses agreed to by their organisation, which may have some restrictions on the use of electronic resources for ILL transactions.
1.6 Libraries should be aware of the IFLA Licensing Principles when considering ILL from licensed sources.
1.7 The supplying library is not obliged to participate in services which enable copyright fee-paid copies to be supplied.
1 Responsibility for loaned material
The requesting library assumes responsibility for borrowed materials from the time the material leaves the lending library until it is safely received back. Fast secure methods should be used for supplying and returning items.
1.1 Original documents, when received by the borrowing library, must be used in accordance with its normal regulations unless the supplying library stipulates certain conditions.
1.2 It is the responsibility of the requesting library to ensure that the item is securely packaged, clearly labelled and adequately insured for its return.
1.3 Items should be returned by the fastest service reasonably available to the requester. Airmail should be used whenever possible.
1.4 Loans should be packaged and labelled by both the lending and requesting libraries to ensure that they conform to the customs requirements of that country. It is the responsibility of every country to ensure they are aware of current customs regulations with respect to the international loan of items.
1.5 From the moment a library despatches an item to a requesting library until it returns, the requesting library is responsible for any loss or damage incurred. The requesting library is responsible for paying the supplying library the full estimated cost of any such loss or damage, including where requested, any administrative costs involved.
1.6 The requesting library should request renewal of the loan period well before the due date. Where no response is received, the renewal may be assumed to have been granted. If renewal is known to be unavailable on an item loaned abroad, this should be communicated to the requesting library at the time of delivery of the item.
1 Charges
Transaction charges should be made or waived according to agreements between the two libraries involved.
1.1 Requesting libraries should indicate their willingness (or otherwise) to pay a fee at the time of making the request.
1.2 Both supplying and requesting libraries must be aware of possible requirements under national copyright law which relate to making a charge for copies supplied.
1.3 Suggested simplified methods of charging include:
- Prepaid systems such as the IFLA Voucher Scheme where libraries buy numbers of vouchers in advance and send an agreed number of vouchers with each request.
- Deposit accounts whereby the supplying library holds a sum deposited by a requesting library and deducts an amount from it according to each item supplied.
- Flat rate payments where an average or unit cost per item is determined. This method may be combined with prepayment or deposit accounts.
Bibliography
- Guide to Centres of International Document Delivery, compiled and edited by Margaret Barwick and Pauline Connolly. Boston Spa, IFLA Office for International Lending, 1996. 5th Ed. ISBN 01712321454.
- Guide to Centres of International Lending, compiled and edited by Margaret Barwick and Pauline Connolly. Boston Spa, IFLA Office for International Lending, 1995. 5th Ed. ISBN 0712321128.
- IFLA Fax Guidelines, IFLA Office for International Lending, 1995. Leaflet available from IFLA Office for International Lending, also available on IFLANET at http://www.ifla.org/VI/2/p3/g-fax.htm.
- IFLA Guidelines for Email Requests, IFLA Office for International Lending, 2000. Leaflet available from IFLA Office for International Lending, also available on IFLANET at http://www.ifla.org/VI/2/p3/g-ill.htm.
- IFLA International Loan/Photocopy Request Form, available for purchase from British Library Document Supply Centre in packs of 100. Order forms and further information available from IFLA Office for International Lending, or on IFLANET at http://www.ifla.org/VI/2/intro.htm. A web image of the request form is also available at this location.
- IFLA Licensing Principles. In progress.
- IFLA Multilingual List of ILL Response Codes, IFLA Office for International Lending, 2000. Leaflet available from IFLA Office for International Lending, also available on IFLANET at http://www.ifla.org/VI/2/p3/rcodes.htm.
- IFLA Position Statement on Copyright in the Digital Environment. A copy of the statement is available from IFLA Office for International Lending, or on IFLANET at http://www.ifla.org/V/press/copydig.htm.
- IFLA Voucher Scheme. Further details about this payment system are available from IFLA Office for International Lending or on IFLANET at http://www.ifla.org/VI/2/p1/vouchers.htm.
- Model National Interlibrary Loan Code, IFLA Office for International Lending and IFLA Section on Document Delivery & Interlending. Major revision, 2000. Also available on IFLANET at
IFLA Section on Document Delivery & Interlending
IFLA Core Programme for UAP and Office for International Lending
Boston Spa, Wetherby, West Yorks LS23 7BQ, United Kingdom
December 2000
7th Interlending and Document Supply International Conference
1-5 October 2001, Ljubljana, Slovenia
Organised jointly by the National and University Library, Ljubljana and the IFLA Office for International Lending
Website: http://www.ifla.org/VI/2/p6/oct01.htm
Call For Papers
The 7th Interlending and Document Supply International Conference continues the tradition started in 1988. Each of the previous conferences have attracted almost 200 delegates from 40 different countries.
Co-operation with other players has always been crucial to effective interlibrary loan and document supply. Traditional partners in resource sharing have always been other libraries, and more recently, commercial document suppliers. Increasingly, however, the boundaries between traditional interlibrary loan and commercial electronic access are becoming less defined, and the work of the ILL department brings it into contact with a range of other players: publishers, of course, but also rights organisations, library consortia, and developers of technical systems and services. In other areas, the services offered by the ILL department may overlap with those offered by archives, book distributors or repository libraries. As well as providing an update on emerging ILL trends and challenges and taking a look at current practice, this conference aims to look beyond traditional document suppliers to include services offered by other resource providers.
Theme: Providing Access Through Co-operation
The Programme Committee invites papers from all those engaged in the field of interlibrary loan, document supply or related activities. Possible topics may include:
Publisher licences & general co-operation with publishers
ILL provision via licensed access to electronic journals
Managing authors' rights and related copyright issues
Consortial resource sharing
Reference linking
Balancing ILL services from print and electronic sources
Links with archives and repository libraries
Book distributors and redistribution agents
Accessing documents published in developing countries
Narrowing the information divide
Standards and guidelines
Statistics gathering - what is collected, to what purpose
Performance measurement
Unmediated document delivery
Challenges to accessing material from specific countries
This list is not exhaustive and papers received on other related subjects will be considered.
How to Submit a Proposal
The deadline for the receipt of abstracts is 16 February 2001.
Abstracts may be submitted by fax, email or hard copy. Abstracts and final papers must be written in English. Proposals should include:
Proposed title
Abstract of 400 - 500 words
Name of author/presenter
Position or title of author/presenter
Employer or affiliated institution
Mailing address
Telephone/fax numbers
Email address
Acceptance of proposals will be notified by 31 March 2001.
The conference papers will be published approximately 12 weeks after the conference and all speakers will be asked to provide a full written paper at the time of the conference. The published version of a paper may be longer or more detailed than the version presented at the conference and may include references and illustrations not used at the conference. The final version will be edited from a linguistic and grammatical viewpoint but not for content.
Proposals should be submitted to Pauline Connolly at pauline.connolly@bl.uk or at the IFLA Office for International Lending.
We regret that we are not able to provide financial support for paper presenters to attend the conference.
Workshops
We are exploring the possibility of running one or more half-day hands-on workshops at the National and University Library IT Training Suite. The Programme Committee will be pleased to consider proposals to run practical sessions relating to document delivery services, ILL management systems etc.
IFLA's Core Activities Review
(Editor's note: These proposals have been widely circulated within the IFLA community. We reproduce them here again because of the close connection between the Section and the Core Programme for Universal Availability of Publications (UAP) and its parallel Office of International Lending. These programmes are currently hosted by the British Library at Boston Spa.)
During various meetings in Jerusalem (August 2000) proposals with regard to the future of IFLA's Core Activities were discussed. The Executive and Professional Boards, the directors of the core activities, the CDNL Group of Seven, the directors of the host institutions and directors of national libraries all considered the proposals.
At its final meeting during the Jerusalem General Conference, IFLA's Executive Board approved the proposals, which are reproduced below.
1. Professional Priorities
As part of the overall restructuring of the Federation, the Professional Board is identifying the professional priorities for IFLA. These priorities will be fed into the next Medium Term Programme (MTP) starting in 2002. These should be discussed with the directors of the core activities and the directors of the host institutions to ensure a good match between the work of the core activities and the aims of the MTP, including the priorities of IFLA Sections A system to ensure a thorough review of the work of each core activity should be put in place.
2. Advisory Board
Each core activity should have a small Advisory Board of no more than 5 people, jointly selected by the proposed Governing Board of IFLA and the host institution. The Board would include people with significant expertise in the fields covered by the Core Activity The relationship with relevant IFLA sections should also be a consideration in determining the composition of the Board. External experts would be eligible to serve on these boards. A member of the IFLA Governing Board would chair these Advisory Boards. The current proposals for the revision of the IFLA Statutes provide for a number of co-opted places to facilitate this arrangement.
The Advisory Board would, as its name suggests, act in an advisory capacity to determine priorities and would act as an advocate for its core activity to solicit financial and other support as necessary.
In the case of CLM and FAIFE, a small subgroup of the existing committees would form the core of the Advisory Group.
It is envisaged that the business of the Advisory Groups would largely take place by email rather than in face-to-face meetings.
3. Liaison Officer
Each core activity would have a liaison officer, selected jointly by IFLA and the host institution, to liaise with IFLA HQ. It is expected that the liaison officer would normally be the core activity director. The liaison officer would report to the Coordinator of Professional Activities on programmatic matters and to the Secretary General and the Director of the host library on managerial and financial issues.
3. Three Year Plan
Each core activity would be requested to prepare an initial three-year plan, starting with the calendar year 2001, to be agreed between the core activity, the host institution and the Professional Board. This plan would outline the work priorities for the period, the sources of support and a method of evaluation. Flexibility would need to be built in to allow for the uncertainty of external funding, for example, from foundations. The plan may have to be modified to take account of the definitive budget, which would continue to be decided on an annual basis
3. Finance
The three year plans would have to assume a level of funding from central IFLA sources no greater than two-thirds of the amount received for the year 2000.
3. Formal Agreements
Each core activity would be subject to a formal agreement between the host institution and IFLA HQ, preferably for a three-year period. Although the agreements would be capable of renewal by agreement between the parties concerned, there would be no guarantee of continuation beyond the initial three years.
3. Appeal for Funds
An appeal should be launched to seek an increased level of support for the core activities. It should take the form of a prospectus outlining the achievements of the core activities and the planned activities for the next three year period, stressing the benefits accruing from the work of the core activities. It should be possible to "hypothecate" financial contributions; that is, a contributing library should be able to indicate a preference for the use of their money. For example, a library in central or Eastern Europe able to contribute may wish to indicate that the money should be used to help maintain Unimarc. It could extend to the identification of particular projects or initiatives and the funding of, for example, the Regional centres of PAC. This, together with the advocacy role of the Advisory Groups, would introduce an element of market forces into the determination of future priorities.
Those which can attract the resources, will prosper. It is clearly impossible to guarantee indefinitely the future of those which are unable to attract sufficient resources in total to sustain them. On the other hand, there may be a need for continuity, even if market forces fail to provide for the necessary funding. The Governing Board would also be influential to the extent that it could deploy resources, which had not been hypothecated in this way, for instance to guarantee continuity when funding is temporarily lacking. The commitment of the host institutions would continue to be crucial.
This appeal should be made to a wide constituency, including national libraries, large public and university libraries, library associations and funding agencies as appropriate. It would extend to in kind contributions as well as funding.
3. New Core Activities
The possibility of new core activities starting up should be allowed for. IFLA may decide to enter into contracts with existing core programmes or with other organizations to deliver new priorities identified over time.
3. Feedback
It is important that contributing libraries are satisfied that their contributions are being used to good effect. Improved feedback on the result of their contributions and increased recognition on the result of their contributions will be offered to contributing libraries and, of course, to the hosts. As part of this process, each core activity should provide each contributing library with a copy of each publication produced during the funding period. Regular performance reporting will be provided.
3. Host Institutions' Priorities
IFLA should continue to acknowledge the right of the national libraries and other host Institutions to determine the priorities in the use of their resources including their staff, within the terms of.the agreements under which the core activities operate. Any conflicts which arise should be resolved at a meeting between representatives of IFLA, the Host Library and the core activity.
Discussion Group on Reference Work
A Four-Year Perspective
by Annsofie Oscarsson, Head of Reference, Umeå University Library, Sweden
(Editor's Note: Based on the widespread interest generated by this discussion group, the IFLA Professional Board has suggested that our division propose the establishment of a new Section on Reference Work. This article is Ms. Oscarsson's story of the Discussion Group's evolution. A report on its meeting in Jerusalem can be found at: http://www.ifla.org/IV/ifla66/papers/lipow.htm
Reference and information work is one of the fundamental pillars of our libraries, and has turned out to be even more important concurrently with the information explosion on the Internet. This information overflow is a phenomenon that may seem, at first glance, easy to handle as "You can find anything on the Net". As librarians we know that this is not the real truth. If you think that you found what you searched for, there are still lots of pitfalls, one of which could be summarized into one word: Quality. The Internet explosion entails besides many new aspects, like access and availability, due to complicated copyright restrictions. We also must recognize, reorganize and adapt our services in order to meet with the new virtual needs. In this respect I am referring to both digital and physical environments, as both virtual and physical patrons form our user community today.
These are just a few reasons for claiming that traditional reference librarian skills will continue to be valid and will continue to provide a good foundation for the sector, together with new skills such as interpersonal ones, technology, pedagogical skills, and probably skills that we yet cannot identify. Traditionally, the mission of reference librarians is to retrieve, structure and evaluate information, but will this be unique to us in the future? One important aspect is, that we are facing competition from other information providers on the net and how do we handle that? Will libraries be the place where we will work in the future? Which organization will best fit future needs? Cooperation will be even more important, and how do we best organize collaborative reference service between libraries world wide? The technique is here, but how do we use it in the most appropriate way?
It is extremely important that these matters are treated, discussed and considered on an international level, and IFLA is an excellent and vigorous forum of great importance for the library sector in many fields.
Up to 1997 there was no forum within IFLA addressing specifically Reference Work. At the Copenhagen conference, I took the initiative of starting a Discussion Group on this topic. The Section of Document Delivery and Interlending (Division V, Collections and Services) agreed to affiliate the group. The number of participants has increased every year from 40 for the first meeting, more than 100 librarians attended the Bangkok meeting, and 150 reference librarians participated in this year's discussions in Jerusalem. With respect to the importance of assessing this field of librarianship and considering the great interest with which this Discussion Group has been met, it is my hope and desire that Reference Work will continue to be addressed within this organization on a permanent basis. I will give a short background and a brief overview of the work of this group until today.
Start-up meeting, Copenhagen 1997
The scope of the Discussion Group was discussed, and defined to include all aspects of reference work in all types of libraries in all regions. The importance of the new electronic environment should be emphasized, and also the fact that a change is taking place in reference work. The future role of reference work should be an important issue as well as the quality aspect. It was generally agreed to cover the following important topics:
Organization
Ethics
The impact of electronic materials
Reference collections
Continuing education of reference librarians
Discussions were mainly to be based on discussion papers, submitted in advance and available on IFLANET to permit browsing before the conference. Reports from meetings would also be posted on the Discussion Group's web page.
1st Official meeting, Amsterdam 1998
The topic of the first official meeting was The Organization of Reference Services. In order to find out if there were any differences in the organization with respect to library type with regard to the reference department, reference services etc, the following four library types were identified: National Libraries, University and Research Libraries, Public Libraries and Special Libraries. From each of them a coordinator conducted, and reported on a survey based on three questions:
- Where in the organization is the reference department found?
- Which services are offered, and are there different levels?
- What are the positive and negative effects?
The substance of the discussion which followed was that it is not always the organization itself that is important but rather the needs of the users and what they expect from reference librarians. However, as a result of information technology, a change in the organizations can be expected in a foreseeable future. Another issue was how we can serve the users in the best way, whether physical or virtual - this is really the focus point and highlights the importance of defining reference work. Which services are we going to provide in the future? How do we adapt our library organization to meet with future needs?
2nd Official Meeting, Bangkok 1999
The theme of this year's Disscusion Group on Reference Work was The New Definition of Reference Work in a Changing Reference Culture. More than 100 people attended the meeting from different parts of the world. There were eight papers submitted and four of the authors were present at the meeting. Two of the papers referred to surveys based on the questionnaire from previous year. The two surveys assess the changing nature of reference work. One of the challenging facts which came up was, that if reference librarians cannot uphold a good standard, users will try to obtain their answers from other reference service providers. The conclusions highlight the changing relationship between reference librarians and users.
Among other issues scanned from the papers was Roving Reference, in which reference librarians rove around with the potential of answering questions, and can also rove around the collection with wireless communication. The point is that users want help and information where they are, that is, in front of the computer catalogue, the CD-databases etc., and do not want to leave the computers to walk up to the reference desk. The concept of the "virtual reference interview" or how to make the computerized reference service more human, was also discussed as well as declining statistics regarding reference desk questions.
3rd Official Meeting, Jerusalem 2000
The theme A Space Odyssey: Building Bridges Between Virtual and Physical Reference Services attracted more than 150 reference librarians. The meeting room was quite crowded and many people were listening to the session from an adjacent room. Five discussion papers were briefed, giving input for the following discussion. The user, the physical patron, was addressed in many aspects as well as the new possibilities of serving remote, virtual users. A model for evaluating and developing reference services on the Internet was also described.
Several interesting ongoing projects from the US were reported on, such as the Collaborative Digital Reference Services promoted by the Library of Congress. Aspects and solutions to problems with regard to reference services within special collections such as European Document Information, which is an typical example of fields where both printed and electronic material is used, were presented. Changes in the physical reference environment and the abolition of the traditional reference desk in favor of roving librarians were lively discussed. The changing role of reference librarians, and the willingness or unwillingness to change attitudes and methods of working were taken up as well as the generation shift and the importance of acquiring young professionals for reference service. Finally, real-time digital service was mentioned, such as chatting with an expert, a theme that certainly will be highlighted in future discussions.
For further information, please visit the Discussion Group's web page
http://www.ifla.org/VII/dg/dgrw/index.htm
or contact: annsofie.oscarsson@ub.umu.se
Report from the IFLA Professional Board Meeting, December 2000
(These notes are circulated to Section Chairs by Chris Wright, who serves as chair of the Division of Collections and Services and represents us on the IFLA Professional Board.)
Conference Speakers
The current requirement that guest speakers (or the section inviting them) pay a conference registration fee was discussed at some length. While all agreed this conflicts with the desire for more lively and newsworthy conferences, no practical solution was discovered. As a preliminary measure, the PB set aside funds equivalent to a single one-day registration fee for each division and asked IFLA HQ to draft guidelines on how this fund might be used to support non-IFLA speakers.
An unfortunate incident with an Israeli speaker who was turned away in Jerusalem highlights the need for program planners to arrange to meet non-IFLA speakers at the entrance. Program planners should also provide the IFLA conference secretariat with names of all guest speakers in case there are problems.
Boston Workshops/Programs
Program/workshop organizers were urged to get their equipment requirements to IFLA HQ as early as possible. There was discussion with HQ staff about standardizing technological support for conference programs, especially having basic presentation tools such as PowerPoint available in all meeting rooms, but this would be for future conferences.
Glasgow Satellite Meetings
Requests for satellite meetings at the Glasgow 2002 conference must be submitted to HQ by 1 March 2001 for PB approval. Conference planners have been concerned about the growing number of satellite meetings and believe greater coordination is required to avoid competition with the main IFLA conference.
Discussion Groups
All current discussion groups that are requesting re-authorization have been extended one additional year (until the new Governing Board has decided on the role of discussion groups and round tables under the new Rules of Procedure).
Division V was invited to request section status for the DG on Reference Work when the PB meets in March 2001.
A startup meeting for a DG on Knowledge Management was approved for Boston, but a decision on a DG on Digital Libraries was postponed because some members of the PB (myself included) were concerned the topic was too general and might compete with other IFLA units that consider aspects of digitization to be part of their responsibility.
Medium Term Program
Beginning in 2002 the Medium Term Program will become (something like) "The Strategic Plan for IFLA Professional Activities." Details are still being worked out, but the intent is for sections and roundtables to develop a mission statement, strategic priorities, and an action plan keyed to the IFLA professional priorities. Action Plans would be reviewed every two years; mission statements and strategic priorities would be re-evaluated every four years. This doesn't seem to me like a radical change from our current practice. Specifics will be forthcoming. The timetable calls for the first section/roundtable strategic plans to be finalized and approved at the second Standing Committee meeting in Boston, so some preliminary work among S/C members might reduce anxiety during the conference.
IFLANet
The National Library of Canada has announced it will not be able to support IFLANet and the UDT program beyond the end of 2001. NLC is being required to redirect its resources to support Canadian digital activities and IFLA will have to find another home for its growing web activities. One solution would be to move web content administration to HQ and to contract for hardware/server support.
Boston Elections
The Boston conference will see a significant turnover in IFLA officers. At the first meeting of standing committees, on Saturday 18 August, the incoming members must elect chairs for the next two year cycle. These chairs will then gather for the first time on Wednesday, 22 August, as the division's next coordinating board. This CB must then choose a chair whose main duty is to represent the division on the new Professional Committee, which meets immediately following.
I list these steps in detail because many of the current CB (myself included) will not be returning and you or your successor will need to be ready with little preparation to select a leader at an important juncture for IFLA. As your current chair, I want you to know this has been one of the best jobs I've ever had. I found it a great privilege to be a section officer and ultimately to represent you on the PB. I hope that those who are interested in being elected in Boston will not be shy about making their desires known early so their colleagues can make an informed choice.
Chris Wright
Chair, Divsion V 26 December 2000
Annual Report of the Chair to IFLA Headquarters
(September 1998 to August 1999)
IFLA Section on Document Delivery and Interlending
Division V, code 15
Scope of the Section:
The Section on Document Delivery and Interlending is the forum in IFLA for libraries and associations concerned with making information in all formats available throughout the world through a variety of resource sharing and document supply techniques. The Section works closely with the IFLA Office for International Lending in support of the Universal Availability of Publications (UAP) Core Programme.
The Section's primary objective is to extend and improve document delivery and interlending both nationally and internationally through the use of new technologies and increased cooperation among libraries and document suppliers.
The Section monitors developments and provides information to its membership through a section website, twice-yearly newsletter, programs at IFLA conferences, support of document delivery workshops, and cooperative projects with the IFLA Office of Interlending and other international organizations.
Membership:
182 institutions and associations around the world. (December 2000)
Officers:
Chair:
Agneta Lindh
Royal Library, BIBSAM
P.O.B. 5039
S - 102 41 Stockholm
Tel.: +46/8/4634269
Fax: +46/8/4634274
Email: agneta.lindh@bibsam.kb.se |
Secretary of the Section and Chair of Division 5:
Christopher Wright
Library of Congress
Washington DC 20540, USA
Tel. *(1)(202) 7075345
Fax *(1)(202) 7075986
E-mail: cwri@loc.gov |
Treasurer:
Mary E. Jackson
Senior Program Officer for Access Services
Association of Research Libraries
21 Dupont Circle N.W.
WASHINGTON, DC 20036, USA
Tel. (1) (202) 296 22 96
Fax. (1) (202) 872 08 84
E-mail: mary@arl.org |
Information Coordinator:
Carol Smale
Director, Resource-Sharing Services
National Library of Canada
395 Wellington Street
Ottawa, ON K1A 0N4
Canada
Tel: 613-992-1752
Fax: 613-996-4424
E mail: carol.smale@nlc-bnc.ca |
Meetings:
Several members of the committee had the possibility to meet during the 6th Interlending and Document Supply International Conference in Pretoria in October 1999 and discuss common issues. During the Jerusalem conference the Standing Committee gathered twice. The first meeting was held on Saturday, August 12, 2000 and the second meeting on Friday, August 18, 2000. Both meetings were well attended. The minutes are available on IFLANET and will be published in the Section's post conference "Newsletter", due January 2001.
Discussion Groups:
The section harbours two discussion groups, The Reference Work Discussion Group and new for this year, The Repositories and Storage Libraries Discussion Group. Reference Work Discussion Group, will remain affiliated to the Section and the present convenor, Annsofie Oscarsson will maintain her function, awaiting the results of the restructuring of IFLA. More information under the headline Conference programs.
Projects:
Email Guidelines:
The draft document "IFLA Guidelines for Sending ILL Requests by Email" has been mounted on IFLANET and a final version is expected. The goal of the guidelines is to provide a framework for standardizing free-form email loan/copy requests.
Response Codes:
The IFLA list of recommended response codes is now available and has been published in the Section's Newsletter. The aim of the list is to improve international interlibrary loan, by removing the need for ILL responses in different languages. When an ILL request cannot be satisfied immediately by the supplying library, a reply is required to inform the requesting library of the reason for non-supply. The use of natural language may prevent the response being understood by speakers of other languages and may hinder effective ILL transactions. This list of coded responses allows supplying libraries to provide a reply for unsatisfied requests which can be understood worldwide. It is planned to have the responses translated into as many languages as possible in order to widen the usefulness of the list and to improve international ILL resource-sharing.
ISO ILL Protocol Project (Mary Jackson)
The project for an exchange of ILL requests based on the ISO ILL Protocol is completed. The intention is to demonstrate an exchange of messages between vendors at a workshop at the Boston/2001 conference.
IFLA Voucher
The voucher scheme continues to be very popular. There is a great interest in the development of an electronic voucher but IFLA Office for Interlending and UAP doesn't have the technical resources to undertake such an effort for the moment. RLG (The Research Libraries Group) is interested in supporting the development of an electronic voucher and a meeting to discuss this further is scheduled.
International Document Delivery: Principles and Guidelines
The Section on Document Delivery and Interlending, together with the IFLA Office for International Lending, has undertaken a major revision of the Principles and Guidelines for Procedure, originally drafted in 1978. The new version of the document was discussed during the SC Meetings in Jerusalem and a final draft will be available for comment after another meeting of the subcommittee. The Principles and Guidelines developed by IFLA have no mandatory force, but aim to protect the interests of all libraries and set out the obligations of individual nations for document provision in an international context. This is the first revision of the Principles in 14 years. The sub-group working on this revision consists of Sara Gould (Office for International Lending), Penny Street, Celine Menil, Beth Hanson and Poul Erlandsen.
Publications
2 Newsletters (January and July 2000) ISSN 1016-281X
Publications issued by IFLA Office for International Lending and UAP are not listed here.
Conference Program
During the Jerusalem Conference the Section was involved in several sessions:
UAP Core Programme Workshop: "Library Twinning Database
The IFLA UAP CoreProgramme has recently reached the end of a three-year UNESCO-sponsored project to develop and maintain a database which would match potential twinning partners. There has been great interest in the project, but the results have not really justified the resources spent. The aim of the workshop was therefore to explore what needs exist in this area, and how best those needs should be met. The workshop examined several successful partnership programmes, and considered whether there continues to be a need for a database of libraries seeking partners. Sara Gould, IFLA UAP Core Programme, chaired the session. The workshop was not terribly well attended, but there was good discussion that confirmed UAP's decision that using a database is not the right way to go to promote the concept of library twinning. The Office may include library resource pages on their web site and may produce model networks, guidelines, and other printed materials but does not intend to continue the twinning database.
Open Program: "Licensing Information: An End to Sharing?"
The Section's main program focused on group licensing of electronic journals. Questions were raised whether this is the ultimate solution to Interlibrary Loan since each participating library can provide immediate and direct access to the journal literature. Chair of the program was David Kohl and the speakers were:
- Integrating electronic journals into document delivery: a practitioner's view JAKOB HARNESK (Customer Services Department, Karolinska Institutet Library, Stockholm, Sweden)
- Will copyright survive? Is licensing a Trojan horse? JAMES G. NEAL (Johns Hopkins University Library, The Johns Hopkins University, Baltimore, Maryland, USA)
- Cheaper by the dozen: consortial journal licensing CLAUDINE XENIDOU DERVOU (Physics and Informatics Department, Aristotle University, Thessaloniki, Greece)
Over 90 people attended the session and also overflowed into the hallway.
Many positive comments were received. The speakers were encouraged to submit their written papers to Interlending & Document Supply for publication.
The two Discussion Groups also had their own programs:
Discussion Group on Repository and Storage Libraries: "Service Potential of Repository Libraries to the Library Community They Serve"
Discussion papers were presented on terminological matters, the status and potential of repositories to the profession at large as well as the feasibility of repositories in less developed countries. Examples of the economics of repositories were given as well as country reports to update the UAP publication on repository libraries. The convenor of the Discussion Group, Pentti Vattulainen chaired the session and other speakers were: Peter Lor, South Africa, Kalju Tammaru, Estonia, Pascal Sanz, Le Centre Technique du Livre de l'Enseignement Superieur, Paris, France, Nina Khakhaleva, Russian State Library and Steve O'Connor from Australia. Around 30 people attended the meeting.
The papers presented will form the basis for the Discussion Group's Web site. Attendees had a lively discussion for what will be an ambitious program for this new DG.
Discussion Group on Reference Work: "A Space Odyssey: Building bridges between virtual and physical reference services."
The discussion was based on papers covering virtual reference services, including topics such as the design of digital gateways, 24 hour reference service, as well as changes in the physical reference area while considering virtual needs. The session was chaired by Annsofie Oscarsson, convenor of the Discussion Group.
Speakers were:
Anne G Lipow, Director Library Solutions Institute and Press USA:
Moving the Reference Desk to the 24X7 World on the Web.
Elsa Barberena, UNAM Mexico:
Askelsa: Your Guide to Bibliographical Information about Mexican Art.
Kalina Mühlfeld, Staats- und Universitätsbibliothek, Dresden, Germany:
Reference Services to Users of European Union Information and Documentation in the Networked Environment.
Carol Ann Hughes, Questia Media, Houston, Texas, USA:
Building a Cheshire Cat: Physical Space for Virtual Needs.
Over 120 attended the session and an additional 50 were seated in an adjacent room.
Relationships with Other Bodies
The section continues to co-operate closely with the Office for International Lending and the UAP Core Programme.
For the second time the Section is able to act as a "sponsor" towards the biannual ILDS conference. The "Seed Money" which were given to the organizers of the Pretoria conference were returned after the conference for the purpose of establishing a tradition of Section support for future ILDS conferences of which the next one will be held in Ljubljana in Slovenia in October 2001.
Author
Agneta Lindh
Chair, IFLA Section on Document Delivery and Interlending
9 January 2001
Section on Interlending and Document Supply Annual Financial Report -30 September 2000
Funds = $US ($1.00 = 2.37 NLG)
| Funds |
Opening Balance |
Income from HQ |
Other income |
Spent in 2000 |
Balance |
Requested for 2001 |
Remarks |
| Admin Expenses: |
497.06 |
321.41 |
|
465.00* |
353.47 |
NLG 962 |
|
| Revolving Fund:Support for Future ILDS Conferences |
-0- |
-0- |
1000.00 |
-0- |
1000.00** |
|
Donation from Pretoria ILDS Organizers |
| Totals |
497.06 |
321.41 |
1000.00 |
465.00 |
1353.47 |
|
|
*$425 conf registration and $40.00 bank transfer charges.
** To be transferred to ILDS Ljubljana organizing committee before end of year.
Submitted by Mary Jackson, Financial Officer
Minutes of the First Meeting of the Standing Committee
Section on Document Delivery and Interlending Saturday August 12, 2000 8:30 - 11:20 a.m. Jerusalem
1. Attendees
Standing Committee members present: Graham Cornish (IFLA Office), Poul Erlandsen (Denmark), Elena Eronina (Russia), Sara Gould (IFLA Office), Lone Hansen (Denmark), Beth Hanson (USA), David Kohl (USA), Celine Ménil (France), Jim Neal (USA), Annsofie Oscarsson (Convenor of the Reference Work Discussion Group), Uwe Schwersky (Germany), Carol Smale (Canada), Penelope Street (United Kingdom), Pentti Vattulainen (Finland and convenor of the Repositories Discussion Group), Agneta Lindh (Sweden), Chair; Chris Wright (USA), Secretary; Mary Jackson (USA), Financial Officer.
Guests: Pauline Connolly (IFLA Office).
2. Call to Order
Chair Agneta Lindh convened the first meeting of the Standing Committee at 8:45 a.m. by welcoming all present. Self-introductions were made and the agenda was approved. Agneta expressed her gratitude to Carol Smale for her role as the Section's Information Coordinator. The minutes of the Bangkok Conference were approved. Mary Jackson agreed to take minutes for this meeting.
3. Chairman's Report
Agneta summarized a number of activities since Bangkok. The ILDS conference in Pretoria, South Africa last October was well arranged and provided a good overview of IL/DD activities in other parts of the world. The proceedings have been published. The next conference will be held in Ljubljana, Slovenia on 1-5 October 2001. Sara Gould distributed flyers.
Our Section has two affiliated discussion groups. The newest, Repository and Storage Libraries Discussion Group (DG), is chaired by Pentti Vattulainen. Now two years old, the Reference Work Discussion Group is interested in transforming itself into a section. Having the floor to respond to that expression of interest, Chris Wright provided a brief update of IFLA activities. He noted that IFLA's proposed new structure does not include discussion groups or Round Tables, but Special Interest Groups (SIG) and Sections. He speculated that he could see Reference becoming a section and the Repository DG becoming a SIG. Chris also noted that the IFLA administrators are trying to move the organization into a more professional stance. There is concern that conference attendance might dwindle because of competition with other national and regional conferences. The new Membership Manager, Kelly Moore, will notify Section Chairs of new institutional members.
Agneta reminded members that almost half of the SC members are completing their terms next year. She encouraged us to recruit new members and noted that March 1st is the deadline for nominations.
Agneta thanked Uwe Schwersky for translating the Section's brochure into German. She also distributed a new edition of the English version and hoped that the Russian and French translations would be completed shortly.
She encouraged voting members or their representatives to attend the first Council meeting in order to vote on the proposed structural changes.
Members were reminded that the SC would staff the IFLA booth from 3:00 - 4:00 on Wednesday.
4. IFLA Activities
Chris reported on the PB and CB meetings. There is greater emphasis on tightening finances. The PB wants to be alerted about plans of the Sections - projects, or publications for upcoming conferences. Ian Johnson's paper on improving the IFLA papers was viewed as too academic and unrealistic. IFLA wants to sell the conference and needs to know how to do that best. Form A will be more detailed. The projects will have more accountability and more planning. Jim Neal agreed with Chris' assessment of the Johnson paper. It is double work for some to give a paper and then prepare a written text. Graham Cornish wondered why there wasn't more use of AV - taping programs for purchase like the American Library Association's conferences.
The Committee agreed that Annsofie Oscarsson should continue as convenor of the Reference Work DG until new the Procedures and Guidelines for Discussion Groups are adopted by the new IFLA Governing Board. Chris Wright will email Sjoerd Koopman about the SC's desire for Annsofie to continue in this role for the sake of continuity.
5. Financial Report
Mary Jackson gave a brief summary of the Section's finances, noting no expenditures and a balance of US$1778.47. She noted the receipt of US$980 from the organizers of the Pretoria ILDS Conference, $20 less than sent because of bank fees. Chris Wright moved and Dave Kohl seconded that $20 be added to the fund so that the Ljubljana organizers will receive an even US$1,000. The motion passed unanimously. Mary also noted the generous support from the Royal Library in Sweden and the Library of Congress for funding the printing and postage for the newsletter and other mailings.
6. Communications - Carol Smale
Carol Smale reported that the IFLANET site has been upgraded and improved. She will attend the Information Coordinator's meeting later this week. Chris Wright thanked Carol for getting the site updated within two hours of when he sent her materials. It helps to be in the same organization as the IFLANET coordinator.
The SC agreed not to create a separate listserve for SC members because the email distribution is working satisfactorily.
The chairs of the two discussion groups will review their web sites and update as needed.
The Electronic Request form is not yet mounted on the UAP site. Sara had put that task on the back burner. Chris will follow up with Sara to see if we can undertake this in a two-step process:
- Mount a printable image of the IFLA form on the Section and UAP websites and encourage users print that image.
- Mount an actual email form that can be downloaded from the Section and UAP websites.
Members also discussed the possibility of an "ask the expert" site as one way of handing frequently asked questions received by Section officers and the Information Coordinator. ["Ask an Expert" was incorporated in the Section website in late August thanks to Carol Smale.]
7. Plans for the Jerusalem Conference
Program: Dave Kohl reported on the program plans for this conference. Since the Section has only one program, it was moved to the more desirable Wednesday slot. Jakob Harnesk, Karolinska Institute Library, will talk about the integration of electronic journals into the more traditional ILL/DD services. Jim Neal, Johns Hopkins University, US, will address the unsettled nature of who controls information. Claudine Xenidou Dervou, Aristotle University, Thessaloniki Greece, will report on the Greek National Library Consortia's experience in replacing ILL with consortial licensing of full-text electronic journals.
Discussion Group on Repository & Storage Libraries: Pentti Vattulainen expressed his gratitude for the swift approval given the DG by the Professional Board and announced that already 13 members have joined the DG. The Repository DG will meet Sunday and the four papers will address terminology, the availability of materials, and participation in national collection management activities. Four country reports will also be given. Pentti noted he had difficulty in confirming some speaker's attendance because of the conference venue.
Discussion Group on Reference Work: Annsofie Oscarsson announced that the DG is scheduled to meet on Monday at 11:30 a.m. The intersection of the physical user and digital information will be addressed by Carol Hughes (US) and Anne Lipow (US). A Danish speaker will talk about evaluating web sites (an EC project) and two papers on special topics - Mexican art and EDC will be given.
8. IFLA UAP Update
Sara Gould reported on the UAP activities over the past six months. Richard Ebdon left the office for another position within BL; his position will not be replaced. Pauline is almost full-time. Tracy Bentley focuses on the voucher scheme and administrative issues. And, Graham Cornish has focused his energies on his Presidency of the Library Association.
The Voucher Scheme continues to be very popular. New and repeat orders have been processed for 550 libraries in 57 countries. The office has sold 26,000 full vouchers and 8,000 half-vouchers. About 1,000 vouchers have been redeemed. The major users are academic libraries, primarily in developed countries. The office noted there has been continued interest in an electronic voucher, but no progress has been made.
The 7th Interlending and Document Supply conference will be held in Ljubljana on Oct. 1-5, 2001. The very loose theme of providing access through cooperation is aimed at involving publishers, Reproductive Rights Organizations, storage libraries as well as ILL/DD managers. Sara encouraged members to email suggestions of issues we would like addressed by speakers. A meeting with the conference organizers is planned for fall.
UAP seminars continue to be given, the most recent in Argentina in Sept. 1999, and one attended by some politicians. In response to a question about the ILL/DD infrastructure in South America, Graham noted that librarians are keen to be active, but the mechanics are patchy. Argentina, Brazil, and Chile all have good national systems, but when they need international materials, they send requests to Spain and Portugal. The Colonial ties are stronger than we might think. Peru has a well-developed on-site reciprocal usage as a way of compensating for a postal system prone to theft.
Email guidelines have been mounted on the IFLANET, but haven't been published. Sara is waiting to write articles on the response codes and revised Document Delivery: Principles and Guidelines for Procedure.
The latest draft of the Response Codes was published in the Section's newsletter and advertised on various lists. Members discussed ways of promoting their usage. Celine Ménil has completed the French translation and UAP has received an offer to translate the Response Codes into Tamil. The consensus of the SC was that the list of Response Codes should be finalized and widely publicized.
UAP will co-sponsor a workshop on Library Twinning on Sunday morning. The Office's investment in the twinning database has not been justified by the results, so the project will be discontinued. It was difficult to match libraries and many of the matches failed during the very early stages.
The establishment of an electronic voucher scheme is still a goal, but the Office does not currently have the technical resources to undertake such an effort. BLDSC is monitoring IFLA's activities in this area because they have discontinued their paper form that served as de-facto currency between libraries in the U.K. Lone Hansen gave vouchers to the Ghana Project participants but unfortunately the vouchers were lost. She also reported on new Danish legislation that would permit libraries to charge, so electronic vouchers would be of interest in Denmark also.
Graham Cornish worried about the Office being left behind as electronic payments options multiply and mature. He concluded the UAP report by paying tribute to Sara and Pauline for their extra work during his LA Presidential year.
9. International Document Delivery: Principles and Guidelines for Procedure
Sara reported on the progress of the sub-committee revising the Principles. They met at the British Library in May and will meet during this conference. They view the Principles as relatively fixed, with the Supporting Guidelines as the document that is updated more frequently. Major changes include the elimination of the concept of the need for national centers although the documents will strongly encourage the development of a national policy for ILL/DD. A principle on copyright has been added. Jim Neal said that he believed any national ILL code should address three aspects: awareness of bibliographic resources, requesting procedures, and the delivery of requested material. Sara encouraged SC members to submit comments by the end of Tuesday so the sub-committee can consider them at their next meeting.
10. Medium Term Plan
The review of the Section Goals Statement and new Action Plan needs to be completed by the end of the Boston conference in 2001.
11. IFLA 2001 in Boston, MA, USA
Jim Neal reported that members of the Organizing Committee have been given liaison roles with the various Standing Committees. Jim is the liaison to our SC. He also summarized the Fellows program that seeks to provide 100 fellowships of approximately $3,000 each. Special effort is being given to attract participants from Latin America.
12. Additional Reports and Adjournment
Lone Hansen distributed copies of the IFLA Danida Project newsletter.
Agneta Lindh adjourned the meeting at 11:20 a.m. with wishes for a successful IFLA conference.
Minutes of the Second Meeting of the Standing Committee Section Document Delivery and Interlending Friday August 18, 2000 10:30 - 12:15 a.m. Jerusalem
1. Attendees
Standing Committee members present: Poul Erlandsen (Denmark), Elena Eronina (Russia), Sara Gould (IFLA Office), Lone Hansen (Denmark), Beth Hanson (USA), David Kohl (USA), Celine Ménil (France), Annsofie Oscarsson (Convenor of the Reference Work Discussion Group), Uwe Schwersky (Germany), Carol Smale (Canada), Penelope Street (United Kingdom), Pentti Vattulainen (Finland, and Convenor of the Repositories and Storage Libraries Discussion Group), Agneta Lindh (Sweden), Chair; Chris Wright (USA), Secretary; Mary Jackson (USA), Financial Officer.
Guests: Pauline Connolly (IFLA Office), Elda Guerrero, Mexican Library Association
2. Call to Order
Chairman Agneta Lindh convened the meeting at 10:35 a.m.
3. Review of Jerusalem Conference
As is custom, we reviewed the programs and events during the conference. David Kohl gave a brief summary of Wednesday's licensing program. Over 90 crowded into the room and also overflowed into the hallway. He received many positive comments and requests for the presenter's overheads. Sara Gould had not envisioned the papers being published as proceedings by the UAP Office, but she encouraged Jakob and Claudine to submit their written papers to Interlending & Document Supply for consideration. Members agreed that if the papers are not accepted, they should be posted on our Section's Web site.
Sara Gould summarized the UAP workshop. Although the workshop was not terribly well attended, there was good discussion that confirmed UAP's decision that using a database is not the right way to go to promote the concept of library twinning. The Office may include library resource pages on their web site and may produce model networks, guidelines, and other printed materials but does not intend to continue the twinning database.
Annsofie Oscarsson reported on the Reference Work Discussion Group. Over 120 attended the session and an additional 50 were seated in an adjacent room. Comments from attendees confirmed a successful workshop. She also reported that she would like to continue as convenor of the DG for the next two years.
Pentti Vattulainen noted an overflowing attendance for the Repositories and Storage Libraries Discussion Group, 30 in a room that held only 20. The papers presented will form the basis for their Web site, and Pentti will send the papers to Carol Smale. Attendees had a lively discussion for what will be an ambitious program for this new DG. The mailing list for the DG is hosted by the Center for Research Libraries. Pentti also announced a regional repository library conference to be held in Norway in October.
Agneta Lindh encouraged everyone to complete the Conference evaluation form and drop them in the boxes around the convention center.
4. Nordic ILL Conference
Pentti Vattulainen encouraged members to attend the Nordic ILL Conference in Helsinki in October. He distributed copies of the conference announcement. The program includes several non-Nordic speakers.
5. Interlending & Document Supply
Sara Gould reminded everyone that the journal Interlending & Document Supply is always interested in receiving unsolicited papers.
6. Boston 2001 Conference
On behalf of the Americans, Chris Wright officially invited members to the Boston 2001 Conference.
Mary Jackson summarized the workshop on the ISO ILL Protocol planned for Boston. She envisions the workshop to include a brief overview of the Protocol and the emerging peer-to-peer ILL model. Participants would then be free to move around the room to see the various products being demonstrated. Pre-registration would help identify the number of attendees. A handout will be developed for participants to record their comments and observations. We need to request a room that will support LAN or Internet connection, and we will request money for supporting the workshop (handouts, etc.)
Poul Erlandsen summarized the program on user-initiated ILL. A title hasn't been finalized, but the purpose will be to explain the practical advantages of user-initiated ILL to those who haven't begun to offer the service. An overview paper will address issues such as why the user should be involved, how libraries approach the services, the pros and cons of the service, and the technology and standards needed to support the model. Three or four short papers will give examples. Speakers from Denmark, Germany, and the U.S. will be invited. Recognizing that the papers present a particular world-view, Elda Guerrero volunteered to ask her colleagues for information on user-initiated systems in Latin American countries. Poul and Elda will draft a solicitation paper for distribution by Elda. We raised the possibility of using one of the scholarships offered by the U.S. National Organizing Committee for a Latin American speaker.
Beth Hanson wondered if Sections could work with the Boston Organizing Committee to coordinate poster sessions and have topics of a like nature placed next to each other in the sessions. Beth also volunteered to share Virginia Tech's booth (VTIC) with the Section.
7. Section's brochures
Chris Wright welcomed Elda Guerrero from the Mexican Library Association. Elda expressed interest in becoming active on the Standing Committee and volunteered to translate the brochure into Spanish. Sara Gould issues a general request to translate our Section's brochure, guidelines, and other materials into all the official IFLA languages.
8. Glasgow 2002
We brainstormed about program and workshop ideas for the Glasgow Conference in 2002. The theme is Libraries for Life: Democracy, diversity, delivery, with delivery being a natural link for our Standing Committee. Vortals, or vertical portals, centralized digital reference services, the globalization of ILL/DD, the expense of providing materials in a global environment, and the digital divide were suggested as ideas. A title was even proposed: Global Access, Global Delivery: For Whom?
For future consideration, Chris Wright suggested that this discussion opened the question of whether it was time to consider changing the name of the Section to something like the Section on Access and Delivery.
Poul Erlandsen noted that the subcommittee revising the Principles has kept developing countries in mind as they have revised the principles.
Perhaps Glasgow could include a workshop on the Principles. Sara Gould reminded us of the high-tech focus for the Boston Conference and suggested that Glasgow might be less high-tech in nature.
9. Revising the Principles Document
The subcommittee is still revising the draft. Sara Gould plans to ask the Committee on Legal Matters to review the sections on copyright and licensing.
Chris Wright proposed the following:
- Circulate the initial draft to Standing Committee members via email as soon as the drafting committee is ready this fall.
- Drafting committee resolves any matters arising from S/C comments.
- Final draft is broadcast on IFLA-L as the S/C's proposed revision of the existing P&G. Reaction is requested with defined comment period.
- Paper copies are mailed to all Section members to assure obtaining views of all concerned.
- News item carried in Interlending & Document Supply.
- After review and inclusion of any changes stemming from comment period, final draft is posted on Section website under "Discussion Documents."
- Final version of revised Principles and Guidelines submitted for review by PB at March 2000 meeting.
Steps two, three, and four will be done simultaneously. Chris will also explore LC support for mailing to Section members and the availability of IFLA funds to support a face-to-face meeting of the subcommittee. We all agreed that another face-to-face meeting of the subcommittee is important, needed, and more productive than conference calls or email exchange.
10. Electronic Voucher Project
Agneta Lindh reported on the informal meeting of Chris Wright, Mary Jackson, Sara Gould, Pauline Connolly, and herself. The group discussed ways to advance the concept. The Research Libraries Group (RLG) is interested in supporting an electronic voucher. The small group will schedule a conference call with RLG staff this fall to work out the details of the initiative. The group also agreed that referring to electronic payments as electronic vouchers will keep the well known "branding" even if the process does not use vouchers, per se.
11. Customs, Packaging, Material Delivery
Sara Gould will place a notice in the next UAP newsletter of the Section soliciting problems with clearing customs, packaging, and/or delivery. Some shipping problems have been reported by libraries interacting with libraries in Russia, Norway, and Canada.
12. Goal #5
Poul Erlandsen expressed his worries about how the Section was addressing Goal #5: Address the Special Problems of Document Delivery and Interlending in Developing Countries. Chris Wright reminded everyone that, despite everyone's best efforts, it was ultimately impossible to organize a program at this conference that addressed this goal.
During fall Agneta and Chris will solicit ideas for the next Medium Term Programme (MTP). The revision needs to be completed by the end of the Boston Conference. The 1998-2001 MTP was published in our Section's July 2000 Newsletter.
13. Adjournment
Chair Agneta Lindh formally adjourned the Standing Committee meeting at 12:35 p.m.
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