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Resource Sharing


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LitFinder & Transparent Languages Online Update

Thursday, July 26, 2018

The Department of Public Instruction is signing contracts for BadgerLink resources selected through the Request for Bid (RFB) led by the Department of Administration. DPI is eager to update and enhance BadgerLink resources, and plans to release them as soon as possible, and hopefully within weeks.

However, because of the cost of the selected resources is greater than the current BadgerLink budget, DPI will not be able to sign contracts for all the Collections included in the RFB (read more about the Collections in the BadgerLink Procurement Update dated 7/3/2018). Decisions about which Collections will be purchased are still being made. They are being based on feedback from the library community, usage patterns and the availability of other resources that generally meet the same needs.

At this time, the Department of Public Instruction has determined that it will not be licensing the Cengage LitFinder database, which has been a part of BadgerLink since 2008 and Transparent Languages Online from Recorded Books, which represented a new content area, vendor and product.  The previous LitFinder contract ended 6/30/2017 and therefore this resource is no longer available. 

The RFB Cooperative Purchasing clause allows municipally funded library (including public libraries, the Wisconsin Public Library Consortium, the CESA Support Network and libraries represented by the System and Resource Library Administrator’s Association of Wisconsin) to contract with selected vendors for the selected resources at the same rates vendors agreed to in the RFB process. Any library organization interested in exploring that option can contact Martha.Berninger@dpi.wi.gov for more information. Please bear in mind that DPI is not able to share any information about unsuccessful bids submitted by vendors not selected.

Thank you for your interest in the future of BadgerLink and your support. DPI will share regular updates on the process.

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Perspectives on Resource Sharing Costs

Tuesday, July 24, 2018

Guest Post by Joshua Steans, University of Wisconsin-Stout

For all libraries, the push of user expectations counters the pull of rising costs, budget gaps, and an aggressively shifting information technology landscape. Strategic decisions emerge from this scrum with the objective of providing as many relevant resources to as many patrons as possible, and to do so as fast, as often, and as simply as possible.

Flying books
Resource Sharing is no exception. In fact, more than perhaps any library service, Resource Sharing is remarkably transparent, with each transaction offering a microcosm of the whole library enterprise: acquisitions and metadata for holdings and discovery; reference to help patrons find and request an item; ILL to quickly, cost-effectively, and compliantly source it; lending ILL to screen, pull, update, and ship the item (plus their own Circ staff to keep it in the right place); ILL to receive it, connect loose ends of the transaction and plug the business end of it all into the Circ department; and then Circ to hand the item to the patron. Quite some effort to get one item for one patron.

And what does all that effort cost? First, one caveat: Resource Sharing is the only library service that has periodically undergone thorough cost studies. The anecdotal estimates for some other library services—$95 to add a book to the collection (after purchase); $105 for a reference question; $10 to simply store an item for one year—outpace even the highest estimates for Resource Sharing.

As for those Resource Sharing costs, another caveat: there’s no clear answer. Great variability exists between loans and articles, in-consortium and out-of-consortium transactions, lending and borrowing, academic and public, true Resource Sharing and commercial services. There are at least 10 cost categories, each with a different benchmark. Estimates range from a low of about $3-$4 per transaction to a high of $9-$17. The highest end of this spectrum comes from out of date research: ARL studies from 1993 and 2003 that were conducted at large research universities. In addition to skewing heavily toward high-budget university libraries, these studies predate modern Resource Sharing tools, workflow efficiencies, and hiring/staffing practices. More recent research, published in 2012, benchmarks the average cost of transactions at about $4-$9. For the most meaningful cost picture, each library should run its own numbers. And to that end, OCLC is developing an ILL Cost Calculator, which was inspired by a similar calculator developed by Lars Leon and Nancy Kress.

Regardless of exact numbers, there are universally accepted trends: consortium transactions and lending articles cost the least, borrowing articles are in the middle, and the undisputed heavyweight high cost champion (notwithstanding commercial document services) is out-of-network borrowing loans. But ranges trend higher and lower according staffing levels (ft/pt, librarian, assistant, clerk, page/student, etc.), policies, workflow efficiencies, and request volume at individual libraries.

Here’s one fact we can nail down: staffing is the biggest cost factor, and there’s no close second. But this is true of all library services and should come as no surprise. After staff, the other standard costs are: request systems, management tools, lender fees, shipping, equipment, and supplies. As mentioned above, the objective should be to get the most out of what you have. We know that when the number of transactions increases, the average cost declines. Implementing sustainable policies and workflows that encourage increased volume will lower the cost of each transaction and add value for users.

 

Written by:
Joshua Steans, University of Wisconsin - Stout

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Access to Genealogy & Historic Newspapers Will Continue in BadgerLink

Friday, July 20, 2018

We’ve heard from a number of libraries and genealogists who are concerned they may be losing access to resources they value and want to reassure Wisconsin libraries and patrons that BadgerLink will continue to provide access to historic newspapers and genealogy content from Wisconsin and beyond.

While the contract for Access NewspaperARCHIVE will not be continued, the Department is contracting with ProQuest to provide historic newspapers via Newspapers.com Library Edition World Collection. Access NewspaperARCHIVE is no longer provided through BadgerLink, and Newspapers.com Library Edition World Collection will be available as soon as possible. We are confident the Newspapers.com interface and ProQuest customer support will be a step forward for BadgerLink users. The collection contains newspapers from around the world, not just Wisconsin. Once a contract is signed, DPI will share the full title list.

Our current vendor of genealogy/local history resources, HeritageQuest Online, will continue to be our genealogy collection provider.  Access to their resources will continue without interruption.

The contracts should be finalized in the next few weeks and we will continue to provide updates about our resources on the Badger Bulletin as well as the Wisconsin Libraries for Everyone Blog.  We are working to restore access to historic newspapers as quickly as possible and apologize for any inconvenience.

To receive email notifications about our updates, sign up at https://badgerlink.dpi.wi.gov/subscribe.  Contact us at https://badgerlink.dpi.wi.gov/contact-us with any questions.

Written by:  BadgerLink Team, Resources for Libraries & Lifelong Learning

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Share WISCAT tips and tricks at our upcoming User Group Meeting on 7/26!

Wednesday, July 18, 2018

Do you have WISCAT/ILL workflows that you use locally that you think would be helpful to others? Are you doing something interesting with your WISCAT stats? Are you holding trainings locally for patrons, and you’d like to share out how that’s going? Consider sharing your story or tips at the next User Group Meeting!  Join the WISCAT team for a quarterly User Group Meeting on Thursday, July 26 from 2pm to 3pm via webinar. There is no need to register, simply click on this link at the appropriate time. We will record the first part of the meeting and slides with notes will be available as well. Any live demo or question/answer period will not be recorded.  We will be using our conferencing system, GlobalMeet –see instructions on using GlobalMeet here.

WISCAT logo

Please email me at gail.murray@dpi.wi.gov if you’re interested in sharing, and we’ll get you on the agenda. While we love sharing news and updates with WISCAT users in our User Group Meetings, these meetings are even more useful to WISCAT users when we hear from you, too! Consider presenting next week, or at a subsequent user group meeting.

We also always welcome your agenda items and discussion topic ideas, so please share those if you've got them! 

 

Written by Gail Murray, Resources for Libraries & Lifelong Learning

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Make the most of WISCAT's Quick Menu feature

Tuesday, June 26, 2018

Most WISCAT libraries have several Quick Menu shortcuts set up in their staff accounts. Typically these include Request Manager, Borrower Title Browse, Lender Title Browse, Borrower Request Number Search, Lender Request Number Search, and Staff Menu Dashboard. But did you know you can customize your Quick Menu to add additional shortcuts?

WISCAT quick menu displaying default options

To customize your Quick Menu, log into your WISCAT account and click on your username in the upper right hand corner. From there, click on Your Quick Menu. Use the Select a Menu drop-down list to choose which menu you'd like to display below, then select the options you'd like to add in to your Quick Menu. See the image below, where I'm in the process of adding the Maintain Shipping Labels page from ILL Admin to my Quick Menu.

Screenshot of adding maintain Shipping Labels to Quick Menu

Once you've made your selections, don't forget to click on Save! Now your new selection will show up in your Quick Menu, and with its own keyboard shortcut. You can use these keyboard shortcuts from any WISCAT page when logged in to be directed to the shortcut's corresponding page.

Updated Quick Menu showing Maintain Shipping Labels option

Note that these new shortcuts only apply to your specific WISCAT staff account. If your library has multiple staff accounts in WISCAT, a change in one account will not apply to the other account(s). 

Please Contact Us if you have any questions!

 

Written by Gail Murray, Resources for Libraries & Lifelong Learning

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Archives of American Art accessible through ILL

Wednesday, June 20, 2018

Archive of American Art

I recently learned about a resource that may help your patrons find obscure historical material. It is the Archives of American Art, part of the Smithsonian Institution. The Archives provide access to their collection via interlibrary loan.

This collection has primary sources that relate to the visual arts – diaries, letters, photos, films, A/V recordings, scrapbooks, etc. These items will not appear in WorldCat, so if your patron is looking for a rare item (usually on microfilm) to do with art or artists, this is a good resource to explore.

All requests are subject to the following conditions:

  • Requests must be submitted by a librarian, who has registered for an account at https://aeon.aaa.si.edu.
  • Materials are for in-library use only.
  • Microfilm requests are limited to eight reels per patron.
  • Each distinct collection or interview requires a separate form.
  • Access Restricted materials are not eligible for interlibrary loan.
  • Microfilm and transcripts are sent via U.S. Postal Service and are due back to the Archives' one month from the shipping date. International requests are due back six weeks from the shipping date.
  • A two week renewal may be granted if the Archives receives your renewal request before the due date. To request renewal, please send an email to aaaemref@si.edu with the subject line "ILL Renewal."
  • There is no charge for this service.
  • Copyright laws apply to all requests.

RL&LL has created an account and is now set up to borrow from the Archives.  If you are a WISCAT library, please use the blank request form and indicate in the borrower’s notes that you are looking for something at the Archives of American Art. Please add any applicable bibliographic information. We will take it from there!

Written by:  Christine Barth, Resources for Libraries & Lifelong Learning

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Configure your library's Out of State preferences in WISCAT now!

Monday, June 18, 2018

As many WISCAT libraries are aware, the staff at Resources for Libraries & Lifelong Learning (GZRB) have the option to try out-of-state lenders if a request isn’t able to be filled by another WISCAT participant. Out-of-state lenders are not on the delivery route, and as such, borrowers need to pay return shipping if receiving items from out of state.

Several WISCAT updates ago we shared that Auto-Graphics, the vendor of the WISCAT platform, was working on a way to allow libraries to indicate their preference for receiving items from out-of-state in their participant record, without having to write a borrower’s note on every request if your library doesn’t borrow from libraries outside of Wisconsin.

On June 22nd this feature will go live. If you DO want to borrow items from out of state, you don’t need to take any action -- this feature will be in effect automatically starting June 22nd. If you do NOT want to borrow items from out of state, please take the following action prior to 1pm on June 22:

  • Log into your WISCAT staff account and click on Maintain Participant Record under the ILL Admin heading.
  • From there, locate the option titled “Customer field 6 on Request Form checked as default.” Select NO to indicate that you do not want your requests to go out of state.
  • Please continue to indicate “no OS” in your borrower’s notes until this change goes live.

Note that this option on the participant record results in a “Try out of state?” option to be default selected or not on every request form. Staff will still have the option to change the selection on individual requests if desired by unchecking or checking the box on the loan form, but patrons will not see this option, and their requests will indicate the default selection chosen in the participant record.

Screenshot of participant record showing Customer Field 6 option

Your selection in the participant record (above) is reflected in your library’s loan form (below):

Loan form showing "Try out of state?" option

If you change your mind about the selection you made prior to the feature going live on June 22nd, you can always change your default again in your participant record.

This change will save borrowers time when submitting requests, as those who don’t borrow from out-of-state lenders will no longer have to type their preference in the borrower’s notes of every request they submit. Removing the “no OS” from the borrower’s notes field will save lenders time as well, since the push pin will be eliminated from these types of requests, eliminating the need for lenders to check these borrower’s notes to review notes that only apply to GZRB staff.

This change does not affect access to MINITEX resources – since they are searchable in WISCAT and on the delivery route, we lump them in as part of WISCAT when discussing WISCAT lenders vs. out-of-state lenders.

This change was initially suggested by a WISCAT library during a user group meeting. If you have other ideas for how to streamline the WISCAT workflow, please let us know.  Please Contact Us if you have any questions!

 

Written by Gail Murray, Resources for Libraries & Lifelong Learning

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BadgerLink is hiring - deadline to apply June 13!

Thursday, June 7, 2018

The Department of Public Instruction has an opening for a full-time BadgerLink Technical Support and Training Specialist.

The BadgerLink Technical Support and Training Specialist will provide system administration and technical support for BadgerLink, implement new BadgerLink resources, manages the statewide authentication system for BadgerLink and other resources managed by the DPI, and develop innovative strategies and tools to raise public awareness of programs and services provided to libraries and residents statewide.

See the job announcement on wisc.jobs for full details and how to apply: BadgerLink Technical Support & Training Specialist announcement

Written by: Elizabeth Neuman, Resources for Libraries & Lifelong Learning

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Preparing for Holidays and Closures Using WISCAT's Holiday List Feature

Wednesday, May 30, 2018

Over the summer, many libraries using WISCAT for interlibrary loan may need to suspend service briefly -- if your academic library will be closed for renovations, if your school library closes over the summer, if your ILL staff will be on vacation, etc.  Make sure to use your Holiday List in your library's Participant Record to indicate your library's temporary inability to lend.  This way, requests won't go to your library when you're unable to fill them, and they can move on to the next possible lender without intervention from you.  If on an extended holiday, for example, a school library closing over the summer, be sure to stop lending early enough to allow loaned materials to be returned while staff is available to update the returned materials.

To update your Participant Record with a “Holiday,” log in to WISCAT and do the following:

• Click Staff Dashboard to access the administrative modules
• Under the ILL Admin menu choose Maintain Participant Record
• Click the Holiday List link at the top of the page or scroll down to that section in the record
• Enter the Start and End dates using the format MM/DD/YYYY
• Click the Submit button at the top right or bottom right of the record

Holiday List feature in WISCAT

The suspension of lending will automatically be removed when the End Date you entered in the Holiday List has passed. Note that the Holiday List does not affect borrowing, only lending. If you have patron-initiated borrowing set up,  patrons may still submit requests during your "holiday" that will remain in Awaiting Approval until your return.

If you have questions, please contact WISCAT staff at dpirllill@dpi.wi.gov

Written by Gail Murray, Resources for Libraries & Lifelong Learning

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ILL and the Genealogist

Thursday, May 24, 2018

The majority of genealogical materials do not circulate. If a family surname appears in the title and/or the word “genealogy” is present in the title, subject or publisher of the material, it’s a good bet that material is non-circulating.

But avid genealogists know there is no reason to throw in the towel on a search. Some print materials can now be found online:

A photocopy may also be requested for the Index or Table of Contents of a non-circulating book. Copies of specific pages can then be requested.

Microfilm, especially newspaper microfilm, is also an excellent source of information. Many locations, including the Wisconsin Historical Society will lend microfilm.

Tips on creating microfilm requests:

  • In WISCAT, please use a blank request form.
  • OCLC libraries class microfilm as “book”. Be sure to choose “book” as the Material Bibliographic Level and “microform” as the Material Format Option.
  • Include the OCLC number in the correct field.
  • For Wisconsin titles search the UW-Madison catalog 
    • Confirm that the title matches the publication dates needed. Newspapers change titles over time.
    • Include the city and state in which the newspaper was published in parentheses after the title. For example, “The times” (Madison, Wis.)
  • If possible, copy and paste the reel number in the borrower’s notes field.
  • The Wisconsin Historical Society will loan a maximum of 6 reels per patron, per title.

Happy searching!

Written by:  Christine Barth, Resources for Libraries and Lifelong Learning

 

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