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Exchange of Experience at OCLC, Birmingham January 30th 2002

An Exchange of Experience Workshop took place on January 2002 at the premises of OCLC Europe.

View PowerPoint presentations from the event.


MUSIC INTERLENDING - SOME NOTES AND A LOT OF ISSUES (Birmingham 1998)

"Music is silly! I hate music!". While Leonard Bernstein had his tongue in his cheek when he wrote that, I suspect its a sentiment that many librarians sympathise with when confronted with trying to supply printed music and sets of performance materials through the interlending system. Why does music provoke this reaction? - why can it be such a difficult material to handle? It is because the problems inherent in music materials cause a lot of the difficulties experienced with the interlending of music before the process even starts.

Because music is an international product it can be very difficult to identify the exact piece or version that a borrower is seeking. A piece of music may have alternative titles in several different languages; it may be an extract from a larger work. If it is a well-known piece it will almost certainly be issued in several different editions by different publishers and in a variety of arrangements for different combinations of voices and/or instruments. A good example of this is Bach's famous 'Jesu joy of man's desiring' which is currently available in the UK alone in 66 different editions and versions including arrangements for a military band, a saxophone quartet and one for 12 handbells!

Even when a piece of music has been identified correctly, more problems occur because what the borrower asks for doesn't match the entries in the catalogues the librarian is using to locate the item. 'Jesu joy of man's desiring' is quite helpfully listed under "Jesu..." in most RLS's vocal sets catalogues, but many library catalogues list it under its AACR2 uniform title of 'Cantatas; no. 147, Herz und Mund und Tat und Leben. - Wohl mir, dass ich Jesum habe'.

Like many specialised subjects, music requires an expert provider if provision is to be successful. The research for the 1993 Library and Information Plan for Music found that many problems with the successful supply of printed music stem from a lack of trained, specialist music librarians and where specialist staff are not employed to manage music services, the evidence is that users' demands are not being satisfied or that the burden of this role is being passed to other authorities. This situation has not been helped by the effects of local government reorganisation over the last two or three years where there are now a significant number of small unitary authorities without any music staff, expertise in music, catalogues or even music collections.

Do these things matter? Is music interlending that important anyway? The scale of music interlending between libraries in the UK the majority of which is for sets of vocal scores and orchestral parts, has been estimated as totalling three million items a year, and in a snapshot survey of sets issued for use during September and October 1997, IAML(UK) [UK Branch of the International Association of Music Libraries Archives and Documentation Centres. ] found that 23 public libraries alone had issued 6000 vocal sets made up of more than 136,000 vocal scores.

One of the reasons the interlending of music sets is so successful is the number of catalogues which have been produced. The second edition of the British Union Catalogue of Orchestral Sets was published in 1989 by BLDSC in co-operation with IAML(UK), with a supplement published in 1995. BUCOS lists more than 10,000 different orchestral sets held by 68 public and academic libraries throughout the UK. Vocal sets are listed in catalogues published by SWRLS (1986), LASER (1989), NWRLS (1995), and by WMRLS, EMRLS and NRLS (all 1997). While Scotland and Wales have only a handful of vocal sets collections and Ireland has none at all, the most important omission from this list is AYHLS which at its regional music library at Wakefield has one of the largest collections of performance sets in the country.

Over the last five years a considerable amount of effort has gone into trying to produce a national catalogue of vocal sets. LINC, IAML(UK), CONARLS, and in particular WMRLS and its Director, Geoff Warren, have been key players in trying to create a national vocal sets database, not least through the WMRLS DFPLS funded "Access to Vocal Sets" project (see FIL Newsletter Issue 25, June 1997). Unfortunately further progress has been halted by the disappearance of central funding, but IAML(UK) is continuing to explore alternative strategies. Lottery funding has been considered but rejected and plans are currently underway to investigate the creation of a national database along lines similar to those of EARL's MagNet collaborative serials service.

Perhaps the issue that has caused most concern in music library circles over the last decade (apart from the lack of any progress in automating BSDS's Music Library catalogue) is that an increasing number of libraries now charge other libraries for the interloan of music sets. This has meant that many libraries which do not charge, now refuse either to borrow from or tend to those that do charge. This situation was exacerbated a few years ago when Kent, which has a very important collection of music sets, opted out of the sets interlending system completely and started to lend its sets directly to choirs and orchestras wherever they were based in the UK. A further issue which irritates some music librarians concerns libraries who borrow sets free of charge through the interlending system but then impose a loan charge when they lend those sets to their own borrowers. Such changes to the music interlending system have caused considerable concern at national level as many library authorities feel that this piecemeal fragmentation of the music interlending system is damaging the whole fabric of interlending throughout the country.

To end on a more upbeat note, one of the latest JISC eLib projects is called Music Libraries Online. The aim of this project is to link the OPACs of all nine UK music conservatoire libraries, using Z39.50, to create a virtual union catalogue for music materials which will be available via the world wide web. Music Libraries Online started in January this year and the importance of this project for the interlending community at large is that one of its essential elements is to incorporate an interlending system with requests placed through an email interface As another aim of the project is to investigate the possibility of adding the music catalogues of public and academic libraries to the network, and as BSDS has expressed an interest in participating, it can be seen that if this project is successful it could revolutionise the interlending of music materials in the UK. 


FIL Exchange of Experience Workshop, Nottingham 1996

This workshop attracted 35 ILL staff from as far afield as Bristol and Plymouth. Three speakers from the academic, public and business sectors outlined the ILL services offered by their particular institutions (edited transcripts follow). This initiated a lively debate on a range of subjects of current concern to interlending and document delivery departments.

In addition, Bob Pickering from BLDSC spoke about news from Boston Spa including the new billing accounts and how staff get the staples out of the return parcels!

There were speakers from Loughborough University, Nottinghamshire County Library, and Astra Charnwood


Loughborough University, formerly Loughborough University of Technology, began life as a College of Advanced Technology, became a university in 1966 and then merged with the College of Education. The university has built up areas of acknowledged expertise in sports science, human sciences, aero- and auto-engineering and library and information studies, and this is reflected in our library collections.

The Pilkington Library was purpose built in 1980 as a teaching library; it houses the Library and Information Studies department which cooperates closely with the library itself and serves approximately 14,600 readers of whom 2,000 are staff, 600 are outside registered users and the rest are students and non-academic staff. The stock stands at just over half a million items.

The Interlibrary loans section has its own service point for all enquiries and we have two full time and one half time member of staff, consisting of myself and two library assistants. We receive approximately 12,000 requests a year from our own readers, 10% of which are in stock, and 1,700 requests from other libraries. We have been using the Lancaster ILL system since August 1992, when the BLCMP ILL module was abandoned owing to problems. Now that TALIS has relaunched the ILL module we are watching with interest to see how things go. We are very aware of the advantages of an integrated system but at present the merits of Lancaster outweigh the disadvantages of a standalone system.

The majority of our requests come from staff and postgraduate researchers. Nearly 70% of requests are for serial articles, 12% each from conferences and monographs. We do not impose any limits on the number of requests but each department is charged £5.00 per item for their own requests. Requests fell by 30% when charges were imposed 5 years ago but have very gradually been increasing again. As each department decides who is authorised to place orders, all requests must be checked to ensure that the correct authorisation has been obtained. At the end of each month we invoice departments for all satisfied requests and as we make no extra charge for urgent action and international requests we do not publicise these services widely.

In common with all library readers our users want everything immediately and so we have introduced performance targets for dealing with requests. Any request received before 4pm should be checked and transmitted that day. If further bibliographical checking is necessary then it should be transmitted before noon the following day. Reports returned from BL and other libraries should be dealt with on the same day. Inevitably this is subject to slippage at times of holiday or sickness, but we do have a fairly good record. Last year we conducted a survey on supply times over a three month period, and were pleased to note that 70% of all items were received within 5 working days.

The amount and depth of bibliographic checking can be variable; at very busy times we may be slightly less thorough, but we regularly use our own abstracts, BIDS and First Search. Many of our requests originate fron CD-ROM searches and we often refer back to these. Readers will be asked to supply a copy of their reference if we cannot trace it, though we often apply to BL in hope. Books and photocopies are delivered by the EMTS early each morning, checked in and letters notifying arrival sent to readers and photocopies sent in the internal mail. Items for loan must be collected in person as we require the reader's signature. 50p a day overdue fines are charged but we do try to be as flexible and understanding as possible. The prospect of the BL charge of £67.00 plus our administrative charge of £10.00 usually brings the speedy return of an overdue volume.

Developments that we are looking at for the future include taking part in two E-lib projects, FIDDO and LAMDA. The FIDDO project has unfortunately been delayed by personnel and technical problems but when these are resolved we will be testing EI and UMI document delivery systems. We hope to become involved with LAMDA within the

Maintaining statistics seems to be an inevitable part of any work today. Monthly statistics for EMRLS and annual ones for SCONUL are very easy to generate with the Lancaster system. As well as those available on the statistics menu, we can make use of the ACCESS language for more specific lists. We produce tables for the Academic Services Managers each month to keep them up to date with the numbers of requests for their departments. These lists only show names and numbers, no bibliographic details, in order to comply with the Data Protection Act.

The number of outgoing loans has been fairly stable over the last few years, between 1,500 and 2,000. We did experience an increase with the introduction of BLCMP which indicated locations. We do encourage libraries to go through BL first but we are fairly flexible and appreciate that the whole system runs on co-operation and goodwill. We are a relatively small team within the library but we hope to serve our readers efficiently and quickly. We are certainly very pleased with both the Lancaster ILL system and the service we receive from the British Library; as we obtain 95% of our requests from them our good name depends on their efficiency.

Jenny Chambers
ILL Librarian
Loughborough University


Nottinghamshire County Library serves a population of just over one million, 60% of whom are registered as libary members. We have 80 libraries, 8 mobile libraries, a Schools Library Service, a household service and we also serve a variety of hospitals, prisons, homes and centres. Our current bookstock is over 2 million and, very importantly for reservations and interlending purposes, we have a non-fiction store of 117,00 items and a fiction store of 20,300 items. Our book issues for last year (1995/96) numbered 9.8 million and we took over 131,000 book requests. At £ 2.1 million for the current year our bookfund is in a steady decline which looks set to continue.

We have a fully automated stock management system, IBM BookPlus and 47 libraries are on the system accounting for 85% of issues. 17 of these libraries have OPAC terminals and a further 15 have or are shortly to have dial-up links for enquiry purposes. Orders for all bookstock are automated on the system using the BookPlus acquisitions package.

The Reservations and Interlending Team operates as a centralised unit for the county handling all requests for our readers which cannot be satisfied from stock. They also supply books requested by library authorities outside Nottinghamshire. The team is a small one consisting of a Senior Library Assistant (full-time), plus a full-time and a part-time Clerical Assistant. Between them they handle 5,700 reservations per year from Nottinghamshire readers. About 80% of these (5,000) progress through to the interlending network; the remainder are either bought, 'regretted' or found to be in stock after all! Our success rate via interlending is around 81% and typically items are supplied as follows: 48% from BLDSC 26% direct from other libraries using BL forms 22% from EMRLS

The remainder come from other libraries such as the London Library; we rarely apply abroad because of the cost. The majority of the requests are for adult non-fiction books, although we do also apply for journal articles, music scores and orchestral parts. We rarely borrow fiction because of the strength of our Fiction Store.

Before sending requests through to the Reservations and Interlending Unit our libraries will have checked for bibliographical details in BBIP and on our own BookPlus database. We then check: BookPlus again!; Global Bookbank on CD-ROM as necessary; Libris Unity Database (on PC) which includes BNB, Boston Spa Books, EMRLS holdings, NWRLS and others; BM catalogue on CD-ROM; Books in English on microfiche. Two years ago we moved from a completely manual, paper-based operation to a fully automated one when we implemented the Lancaster ILL system with an ARTTEL2 link to BLDSC. This records all our interlibrary loan applications, is virtually paperless and has saved us a great deal of staff time. Together with the introduction of bibliographies on CD-ROM and the growing sophisitcation of the BookPlus database it has enabled us to save 1.5 clerical posts.

During the current year we expect to spend in the region of £ 13,790, mainly on BL forms, but also on subscriptions such as to the London Library. Our bookfund this year is 15% less in cash terms than it was 3 years ago; accordingly we are able to spend slightly less on BL forms each year and of course they increase in cost annually. We find it necessary, therefore, to control the overall amount of interlending and have introduced a number of guidelines to restrict overuse by a handful of readers: we do not apply to BL for material in print costing less than £ 15.00; we allow a maximum of 12 BL loans per reader per year; no renewals; we do not reapply for the same book for the same reader within 12 months; we do not apply outside our own region or to BL for very ephemeral works, e.g. The Amyityville Horror, The Happy Hooker.

We receive almost exactly the same number of applications from other authorities as we make for our own readers, i.e. approx. 5,700, and are able to satisfy 52% of these. This figure is so low because we pass requests straight on to the next location if our copy is on loan. These loans can be broken down as follows: 64% are supplied to EMRLS libraries 36% to other UK libraries

Not surprisingly, and no doubt in common with many public library authorities at present, our main causes for concern all centre on the budget and the cost of BL forms. We currently charge 60p per reservation and strictly speaking may not charge any premium for requests which require a BL form.

Another potential cause for anxiety is use by academics, students and others who have access to specialist library facilities. As a public library service we are required to meet the needs of everybody who lives works or studies in Nottinghamshire. It would be inappropriate and financially impossible for us to compete with academic libraries and we only purchase specialist material if it is also of interest to the general reader. However, university libraries are also experiencing budget cuts and one of our local universities has introduced quotas and a charge for interlibrary loans higher than our reservation fee. This could be interesting!

To end on a more positive note, there is a great deal to look forward to in the future use of the Internet and the potential it affords for further streamlining inter library loans procedures.

Anne Corin
Principal Bibliographical Officer
Support Services
Nottinghamshire County Library


Astra Charnwood is a UK subsidiary of Astra AB, a Swedish pharmaceutical company. The Research and Development facilities were acquired from Fisons in May 1995 with 700 employees transferring to Astra Charnwood. Since then the headcount has expanded rapidly and currently stands at about 900. We have a highly qualified workforce with 60% graduates or PhDs working mainly in Research and Development although we also provide a service to other departments such as marketing, engineering, environmental affairs and regulatory affairs. Research is largely focused on novel approaches to diseases in two key areas - inflammatory and immunological diseases such as asthma and rheumatoid arthritis and selected cardiovascular diseases such as ischaemia.

The R&D Information Centre is located in a new building opened by the Prime Minister in 1993 and its function is to support the work of Astra Charnwood by providing its users with timely, concise and effective information. There are currently seventeen people employed within the department split into two systems teams, a Scientific Information team providing current awareness services and the Library and Information Resources team which has responsibility for journals, books, document supply, CD-ROM search systems etc.

The library subscribes to approximately 350 journal titles. We have a subscription to ADONIS which gives access to approximately 660 additional titles with the full articles available for printing on demand. There is also a book stock of over 5,000 titles.

Since January 1995 we have used an in-house system 1032 programme for our interlibrary loans known as LIBDOC which automates the request process from the user's desktop. This has three core modules for requesting journal articles, full journal issues or "others"- monographs, theses, standards, conference proceedings etc. When first logging on to the system the user is asked for their VAX username and they then have to input their personal details; these details are saved but can be amended if necessary. To order a journal article or full journal issue the user is first prompted to input part of the title. This is checked against a database of titles and if the one they want is found they can select it and input volume, issue etc. details. After all the request details have been completed, users are presented with a copyright declaration form to which they have to agree by typing "yes" before the request is acccepted. To order books etc. the user is presented with a free text field in which to input all the details they know about their request.

The file is processed once a day at about 3.00pm. The first step involves an automatic check against our own journals holdings and ADONIS. A list of the day's requests is printed, papers from ADONIS are retrieved and the ones identified as stock items are checked to see if they are actually available from the library. Editing of the file takes place at this stage, then the requests are batch processed. Automatic emails are generated informing people that their request has been sent to the British Library or is in stock. Request numbers are then assigned automatically and the file transmitted to the British Library via ARTTEL.

Receipt and return of items is a simple process of inputting the British Library number enabling confirmation of these transactions. Received items are distributed via the internal mail. The system also allows for the input of BL reply codes which are received daily by email, to keep users informed of the progress of their requests. Mail messages are automatically generated depending on the reply code, for example to advise a user that there will be a delay or asking for more information.

When ordering, users have the option to stipulate an Urgent Action. If they choose this option their requests are immedialtely emailed to the library account rather than being processed at the end of the day. The high degree of automation we have achieved means we have cut the receipt time of non-urgent requests to 2-3 days. Out of a total of approximately 4,000 requests a year the majority are satisfied by the British Library - probably in the region of 90%.

For items the British Library is unable to supply we do use a number of other sources. We have accounts with Uncover and also with UMI and Ebscodoc for document delivery via First Search. These sources are valuable for some of the more obscure American journals and also where people want more than one article from an issue or the article is over 50 pages, as they are copyright paid. Uncover is particularly useful in those cases where a journal is unavailable because the British Library has imposed a loan ban - the contents pages of the issue are printed and the user identifies specific articles for document delivery. The Royal Society of Chemistry is another good source of supply, particularly for very old chemical books and journals and documents in translation

Although there are no formal co-operative arrangements with other Astra sites, we do have a journal listing of all titles worldwide and occasionally we appeal to other sites for help and also supply documents when asked. As far as the future is concerned, we aim to maintain a good collection of core journals and books whilst monitoring and evaluating document providers to ensure we meet the needs of our users.

Susan Cooper
ILL Librarian
Astra Charnwood