New Zealand’s Interloans Best Practice

Workshop

Background

• 7th IFLA Interlending and Document Supply Conference, Ljubljana 2001

– Tom Ruthven’s paper on Australian benchmarking study

• Australian Best Practices Course

• 8th IFLA ILDS Conference, Canberra 2003

– Mary Hollerich’s paper on education and training ILL practitioners

A Workshop for New Zealand

• JSCI and NLNZ

• Cross sectoral working group July 2004

• Interloans best practice

– based on research

– practitioner to manager

– personal to national upskilling

The aim

• To assist library staff to improve work practices and services

Objectives

• Communicate findings of recent research into interloan best practice

• Identify best practice to improve interloan services in New Zealand

• Provide method to describe and analyse the interloan lifecycle

• Present relevant bibliographic sources

• Raise awareness of sources of supply

• Introduce developments in automation

Learning outcomes

• Knowledge and understanding of key research findings

• Skills to describe and analyse workflows to identify ways to improve

• Enhanced professional and operational knowledge relevant to interloans

Out of scope

• Copyright

• Licensing

• Charging

• Te Puna Interloan

Face-to-face meetings

Teleconferencing

Project TimelineProject scoping July

Communications plan August

Content written August-November

Registrations and invoicing October-February

Content edited & quality assured November-February

Workshop development November-March

Sponsorship - national December

Sponsorship - regional December

Venues booked January-February

Marketing January-March

Training the trainers 3 February

Workshop dry runs 1 March; 8 March

Workshops 15 March–27 April

Project debrief 5 May

Report to JSCI 31 May

Preparing

• The product

• Inviting comment

• Marketing/Sponsorships

• Registration

• Training the trainers

• Dry runs

The length and format

• Full day to include professional skills

• Morning only option for managers

• Handbook workshop/workplace

• Exercises

• Presentation

The brand

Content

• Research findings

• Interloan life cycle

• Automation

• Statistics and performance measures

• Bibliographic tools and sources

• Suppliers

• Bibliographic search skills

• Hypothetical library

• Where to from here?

Workshop in progress

Was the workshop a success?

Yes!

• 16 workshops held March-April 2005

– 212 participants from 113 libraries

– 57 managers; 65 library assistants; 60 team leaders; 16 reference staff; +others

Workshops held in 9 centres

Was the workshop financially viable?

• Costs not covered; nor required to be

• Support from

– JSCI, LIANZA, NLNZ

– Home institutions of working group

• Budget a consideration for future projects

Evaluation

• Who, what, why, when and how

• Scoping

• Communications/Marketing plan

• Trainers

• Workshop material

• Fine-tuning

– Workshop

– Presenters’ notes

– Stakeholder reports

Workshop evaluation form

• Quantitative evaluation

• Average of key areas

Workshop content 4.42

Presentation 4.28

Handbook 4.77

Exercises 4.02

Overall workshop 4.32

Qualitative evaluation

• Value to current job

• Best workshop aspect

• What to improve

• Future workshop topics

Working Group evaluation

• Critical success factors

• Adding value to the ILL process

• Time commitment

• Project lifespan

• Communication

• Strengths and weaknesses

Key resource

• Interloans Best Practice Handbook

– ISBN 0-473-10082-7

– Availability

–http://www.lianza.org.nz/ – Currency

Future initiatives

• Personal/sector upskilling

• Project development for other areas of librarianship

– Regional

– Sector

– National

The End

or

Is it just the beginning?

Thank you

The authors