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ILL Workflow & Procedures

Interlibrary Loan Workflow and Procedures

Interlibrary loan is the process by which a library requests material from, or supplies material to, another library. The following suggestions may help you in defining your ILL workflow and procedures.

As a general principle, process material and requests in batches as much as possible.  Divide the ILL work in two: Borrowing (for your patrons) and Lending (to other libraries).  On the premise that you owe your patrons a greater obligation, prioritize Borrowing over Lending.  Nevertheless, lending requests should be processed as soon as possible, preferably within 24 to 48 hours.

Note: This is just intended as a general outline. The process will vary, depending on the delivery and recordkeeping systems being used.

General

As incoming shipments of materials are received (whether via courier, U. S. Mail, email, etc.), separate the materials into incoming Borrowing and returning Lending.

Borrowing

Receiving incoming materials:
  • Separate copies from loans and process in two batches (copies, loans) as follows
  • Prepare items for check-in and delivery to Update ILL records (OCLC and/or local), whether electronic or paper
  • If statistics are kept, account for them
  • Deliver materials to patrons (either directly or by putting items in proper location for pick-up)
  • Notify patrons
Returning materials to other libraries:
  • Update ILL records (OCLC and/or local), whether electronic or paper
  • Package and return items
  • If statistics are kept, account for them

Lending

Filling requests:
  • Retrieve requests from other institutions and sort by format
  • Check holdings
  • Get books and/or journals from shelves
  • Copy or scan articles and send them
  • Process books out as local circulation system dictates
  • Package and send books
  • Update ILL records (OCLC and/or local), whether electronic or paper
  • If statistics are kept, account for them
Receiving materials returned from other libraries:
  • Check items for damage.  If found, follow up with borrowing library
  • Update ILL records (OCLC and/or local), whether electronic or paper
  • Check items back in as local circulation system dictates
  • Reshelve

Renewals

Renewal requests on either the Borrowing or Lending side may be handled as requests arise, or you may prefer to process them in daily or twice daily batches.

Retention of Request Forms

For borrowing requests for copies or reproductions only: 
Retention of the current calendar year's records, plus the previous three calendar years' records of filled requests, is required by the CONTU Guidelines. This requirement only applies to filled requests for copies or reproductions -- not to filled loan requests or any unfilled requests.

Urgent Requests

Be ready to call a lending institution if necessary to get an item in a hurry. Consult the CDLC ILL Directory or OCLC's Policies Directory for contact information.  In return, be prepared to lend or supply an article in a hurry if you have that capability. It all helps!
Last modified on Thursday, 11 February 2016 15:35
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