November 28, 2016

A Few Assorted "Near-Year-End" Reminders

I just couldn't wait until December to put out another one of these lists of timely ILL-related issues (from my vantage point, at least) -- so, here goes...

* Duplication of OhioLINK loan requests in ILLiad -- We urge you to consider using OhioLINK (including SearchOhio) first. If you have already requested a loan through OhioLINK, please avoid creating an equivalent transaction for the same item in ILLiad. Be aware that ILL staff reserve the right to cancel an ILLiad loan request if copies are simultaneously available in OhioLINK, or if your library record indicates you have already placed a hold on an OhioLINK copy.

* About theses and their availability through interlibrary loan -- Please keep in mind that not all are "created equal", as far as interlibrary loan is concerned. They exist in many formats (print, microfilm, CD-ROM, online, etc.), often but not necessarily related to age (e.g., pre- vs. post-2000), and we may have little influence on which of these we can obtain them in for our users. The availability of theses and dissertations is dependent upon many circumstances, most prominently the diverse policies of granting institutions' libraries or archives. This may involve various restrictions imposed on use (such as "No Renewals" or "Library Use Only"), or to proper crediting in the user's research. Some institutions may not permit theirs to be lent out at all as returnable loans, and may not even agree to provide reproductions. Sometimes the existence of multiple holdings listed by potential lender locations other than the granting institution can alleviate this state of affairs. Often when we are unable to obtain them through regular ILL channels (either as a loan or a reproduction), we suggest that our patrons may need to take the recourse of purchasing a personal copy from UMI ProQuest, British Library EThOS, or possibly other sources. We may also encourage the suggestion of an acquisition of a thesis title for addition to the Kelvin Smith Library's own collections, if justifiable. In any case, please be aware that there is no 100% guarantee that theses can be accessed exclusively through ILL services. It's a real "mixed bag", to be sure--I could go on and on...

* Articles from journals vs. reprints listed as monographs -- Sometimes you may run across an item (usually as the result of an OCLC WorldCat search) which has been catalogued individually by an single lender location, and which is also fully cited within the same bibliographic record as an article from a scholarly journal (including volume, issue, year, pages, etc.). Although you may be tempted to submit your request as if this material is a "borrowable" item, we prefer that you extract (and further verify if necessary) the original citation and simply submit it properly into a journal article (or other "non-returnable") request form instead. This will eliminate unnecessary processing time for ILL staff, since it would not give the mistaken appearance of a "rare" item that is actually much less difficult to obtain.

* Submitting excessive requests simultaneously by the same user and prioritization by ILL staff -- Please keep in mind that if you choose to submit ILL requests in mass quantities concurrently, it can considerably slow the overall processing efficiency of the library staff who handle these transactions. In fairness to our other patrons who only place one, two or maybe three requests at a time, we reserve the right to expedite those transactions in their favor. This practice is at our discretion, and we are always willing to take adequate justification into account to consider acting otherwise, if you expressly state the urgency of your circumstances (preferably in the "Notes" field of your request forms).

* Citing multiple journal articles in the same ILL request -- Due to copyright restriction issues on our part, and to processing and policy issues on the part of most potential lender libraries, we ask that you submit only a single cited item per each of your ILLiad requests for non-returnable materials (i.e., journal articles, book chapters, conference papers). Be on notice that ILL staff again reserve the right to cancel such requests, and require you the patron (yes, you!) to re-submit each cited item in a separate new transaction.

* Music scores and ILL -- These are treated as regular book loans, so please request them using the "Book" request form in ILLiad. There is no need to use the "Other (Misc. Loan)" form, as these are actually routine loan transactions that usually require no special handling. Also, please do not take for granted that we can obtain reproductions (digital or otherwise), as these materials are usually heavily copyrighted. Do not submit a request for a score using the "Journal Article" or "Book Chapter" forms, either -- it is up to the lender library's discretion as to whether they are willing or able to provide as a non-returnable copy, and ILL staff will make the necessary adjustments and conversions to the transaction, as required.

I've pretty much covered all of these concerns in previous entries over the past eight or so years, but they always seem to be worth repeating whenever a particular pattern of patron usage becomes evident. Feel free to search this blog for more detailed information on any of the topics mentioned in the above list, or anything else related to interlibrary loan for that matter. For help with that, see my recent posting from September 22, 2016.

Got questions or comments regarding ILLiad and ILL services in general? Please contact the Kelvin Smith Library ILL staff by phone at 216-368-3463 or 216-368-3517, or by e-mail at smithill@case.edu.

November 08, 2016

Kelvin Smith Library Has Withdrawn from SHARES

As a result of unanticipated circumstances beyond our control, Kelvin Smith Library has chosen to part ways with the OCLC SHARES Research Library Group. Sadly, this means we will be sacrificing some of the preferential treatment afforded to us as a member of this partnership, as I described in my previous blog entry dated September 25, 2015.

Fear not, however -- KSL's interlibrary loan staff will continue putting forth our best efforts to provide quality service to our clientele, and will seek out other available resources to make up for the difference. We still maintain many of the good relations with numerous potential supplier libraries which we have established from years of agreeable commerce with them -- so there remains a great deal of support for us to fall back upon.

Well, it was fun while it lasted...

Questions or comments regarding this announcement, or about ILLiad and ILL services? Please contact the Kelvin Smith Library ILL staff by phone at 216-368-3463 or 216-368-3517, or by e-mail at smithill@case.edu.

October 27, 2016

Citing Article Publication Date -- Original Print vs. Online

As more and more scholarly articles tend to be published exclusively online, it seems that little by little many older articles originally published in print format are also being converted into digitized versions and re-published. At the same time, some articles are published online "ahead of print", then later in printed issues. This can tend to cause some confusion as to how to properly cite the publication date when requesting a reproduction through interlibrary loan services. Avoiding any informational discrepancies will make it easier for the ILL staff at both your host library and the supplier library to process your request quickly and efficiently.

When requesting a journal article, you generally are asked to provide the journal title, the volume number, the issue number (if possible), the publication year and inclusive pages, as well as the title and author of the article (each with its own respective data field in the request form). It is crucial that the volume number and the year properly coincide chronologically in order for holdings searches to be accurately carried out (especially in cases when multiple periodicals bear the same title or similar titles). When a single article may have two "different" publication dates, and the year specified in the request is not the original year corresponding to the print version, it becomes more difficult for staff to pinpoint the appropriate bibliographic serial record.

Although it is interesting (and possibly somewhat helpful) to mention that any such article was "Published online: October 2016" (for example), this is more appropriate as an aside (to be entered in the "Notes" field of the ILLiad request form) rather than into the citation data fields proper. We prefer that you cite using the original date (as well as volume, issue and pages) of the first print version, in any case. In a similar way, though it is possible to cite the "ahead of print" date instead of the official intended future print publication date, the "print" date is preferable as the actual citation date in the request form while the "Epub" date may be more appropriately mentioned in the "Notes" field. I have also commented at length on the topic of "[Epub ahead of print]" in the September 20, 2010 entry of this blog.

While we're at it -- a word or two about conference proceedings papers (i.e., presented at a conference, symposium, colloquium, meeting, etc.)... It is important to note that the year the event took place (normally the date cited in the title) is often not the same year the proceedings was published (which is the date referenced in the bibliographic record). When submitting your request, it is preferable to refer to the year the event took place in your citation, and then mention the publication year (if different) separately in the "Notes" field.

Please we aware that this discussion is only a recommendation on how best to submit requests for journal articles (and conference papers) when using the ILLiad resource. It is in no way intended as a guide for how to properly cite them in the footnotes or references of your own published writings. Such guidelines are the province of research scholarship, and format and stylistic rules are governed by the conventions of your own particular discipline (and its attendant scholarly publications).

Well, a lot of words just to make a simple point. Hope this was helpful, anyway.

Got questions about ILLiad or ILL services? Please feel free to contact the Kelvin Smith Library ILL staff by phone at 216-368-3463 or 216-368-3517, or by e-mail at smithill@case.edu.

September 22, 2016

Some Comments on Making Better Use of this Blog

Sometimes the most recently published entries presented here may not have any relevance to your current research service needs, which is understandable. Please be aware that over several years during which I have been managing this blog, I have covered various and sundry topics related to our interlibrary loan services and the pragmatic use of the ILLiad application, and these commentaries are still relevant to scholarship and accessible from this site.

In order to make it easier to retrieve the existing entries that may address your needs, we suggest that you take advantage of the features provided by our hosting blog service, in order to locate and narrow down those that will best serve your needs. I will proceed to discuss the relative usefulness of each of these functions, as follows...

* Archives - Since, for most of the history of this blog, I have published only one single entry per month, and the "Archives" lists by month only (with no reference to topic), this option is not terribly useful.

* Categories - You can narrow down your search by selecting entries based on this criterion, which includes "Citations", "Features", "Indexes", "Policies", "Recommendations" and "Services". The associated links will pull up all entries classed by either primary or secondary category from among these. Selecting "Indexes" will bring up all the annual cumulative tables of contents I have created to date, the most recent containing links directly to each listed entry--this may better serve you than pulling up the "Archives".

* RSS - This will bring up the most recent 15 entries, as links or fully displayed (depending on your browser), which is a bit of an improvement over "Archives", but still not as good as pulling up the "Indexes" category. Feel free to subscribe to the feed, if you like.

* Search - Perhaps the most useful option of all. Simply enter your search term or terms into the input box and click on "Search" (or use the "Enter" or "Return" key on your keyboard if your browser does not display this button). Entering multiple terms appears to narrow down the search to entries containing all the specified words anywhere within the text, rather than to all those containing at least any one of them. (For those familiar with geometric logic, the "intersection" rather than the "union".) Please note you cannot further narrow your search by category, as the "Categories" option is a separate function altogether.

Keep in mind that the "Search" option available in this blog should employed only in the context of the functional use of your ILLiad account services, and not for general searches related to your research subject area. We recommend that you consult Summon or any of our Research Databases or Research Guides, or enlist the services of one of our Research Services Librarians for that purpose.

Here are some suggestions for the type of search terms appropriate to this blog:

"ISBN", "ISSN", "OCLC" or any combination of these
"Thesis", "Dissertation" or both
"Foreign", "Language", "Title", "English" or any combination of these
"Status", "Department" or both
"Password", "Security" or both
"Citation", "Source", "Notes", "Reference" or any combination of these
"Abbreviation", "Journal", "Monograph" or any combination of these
"Renewal", "Due" or both
"Request", "Clone", "Re-submit", "Cancel" or any combination of these

On the other hand, the following, by themselves or in combination (including with any of the "good" suggestions above), will not produce any results:

"Banana", "Chicken", "Xylophone" or "Feldspar"

As always, hope this has been in some way helpful.

Questions regarding this *blog, ILLiad or ILL services? You are welcome to contact the Kelvin Smith Library ILL staff by phone at 216-368-3463 or 216-368-3517, or by e-mail at smithill@case.edu.

*FYI: Carl's ILLiad Blog is currently closed to comments (sorry)--please address any suggestions or observations to the e-mail address above. Thank you.

August 18, 2016

Getting Started with ILLiad -- Some Basics

It's the start of another academic year, so here are some brief reminders about how to get yourself ready to use Kelvin Smith Library's interlibrary loans services...

* Set up your new ILL account at Kelvin Smith Library's ILLiad site -- click on "First Time Users" and follow the instructions.

* Remember to verify your Case Account Number first before you register -- use your Case ID login and password to access this page.

* Determine what materials you need for your coursework or individual research -- we recommend you first consult with one of our Research Services Librarians for assistance.

* Check the Case Library Catalog for locally accessible materials in campus library or virtual collections, before using interlibrary loan services.

* Check in OhioLINK and SearchOhio catalogs for items available for request as well, before using ILL.

* If you cannot locate the returnable materials (e.g., books, theses, music scores, audio-visual) you need locally in our campus libraries, or from OhioLINK or SearchOhio, log back into ILLiad and submit your requests using one of the appropriate menu forms.

* If you cannot locate the non-returnable materials (e.g., articles, book chapters, conference papers) you need locally in our campus libraries, log back into ILLiad and submit your requests using one of the appropriate menu forms.

* Wait for an e-mail contact from the ILLiad system or from KSL's interlibrary loan staff regarding the delivery status of your requested materials, or about any possible complications with an ILL transaction.

* Log into your ILLiad account to download your electronically delivered articles -- any time, from anywhere.

* Or... Pay a visit to KSL's Service Center during regular operating hours to pick up your interlibrary loan books or other returnable materials.

* Stay alert for any follow-up communications regarding your current interlibrary loan transactions (e.g., overdue loans, renewals, cancellations).

We hope this has been a helpful primer for your interlibrary loan needs. Good luck with your studies and research in the coming year!

Questions or concerns about ILLiad or ILL services? Feel free to contact the Kelvin Smith Library ILL staff by phone at 216-368-3463 or 216-368-3517, or by e-mail at smithill@case.edu.

July 12, 2016

ILLiad Loans and "My Library Account"

"Why can't I view all my current loan check-outs in the same place?"

This is a question that comes up on occasion, and deserves at least some explanation to our users for whom it is a constant concern...

The scenario is this--

You go to the Case Library Catalog and click on the My Library Account link (which appears in the navigation bar at the top of many of our catalog pages) to view or renew your current loans, and you see all the items you currently have checked out or on hold (if any) through your CWRU library account, except ... those dog-gone interlibrary loan items you requested through your ILLiad account.

The reason for this is--

ILLiad is not in any way directly synchronized with or incorporated within the CWRU libraries' joint patron checkout system, which only handles loans of items held within the university's four campus location library systems, and of those held within the OhioLINK and SearchOhio consortium member libraries. (The latter of these, though technically direct checkouts from these external host collections, are often conceptualized as "interlibrary loans" by many patrons.) ILLiad is essentially a separate and (for the most part) independent system, and this is why ILLiad loan transactions (whether "in process", "on hold", "checked out" or "returned") are not encapsulated within or accessible through the "My Library Account" logon site display.

As a side note--

ILLiad does draw upon a patron's current status in the library's circulation system (through a tangential interface protocol known as "API authentication") to determine whether or not a potential registrant or current user is in good standing. In other words, you may not be allowed to set up a new account or you may be blocked from signing into an existing account, if you have fines in excess of $15.00 or if you have not properly entered your Case Account Number into the new user registration form.

Getting back on topic--

You can only view your ILL statuses for returnable items by logging into the account you have already created at the Kelvin Smith Library ILLiad website (or the corresponding sites for MSASS Harris Library, the CWRU Law Library or the Cleveland Health Sciences Library). Click on the "Checked Out Items" link from your account's Main Menu, to view the list of all your current ILLiad loans, conveniently displayed in table format, then select a specific transaction number to open up the corresponding request record. This, of course, is also where you would request a renewal, provided the loan in question is eligible for one.

Hopefully this has clarified some common misconceptions.

For further assistance in determining your appropriate service point, please consult the Libraries of Case Interlibrary Loan Directory or my blog entry for August 7, 2009.

If you have any questions or concerns about ILL loans through ILLiad, please contact the Kelvin Smith Library ILL staff by phone at 216-368-3463 or 216-368-3517, or by e-mail at smithill@case.edu.

June 13, 2016

Cumulative Table of Contents for this Blog (to Date, Revised V)

I realize it doesn't take much imagination to create another one of these, so I'm putting a little more effort into this one than I have in the past...

So, in order to allow interested parties to better navigate this site, I have now provided this present index (and very likely all forthcoming ones) with direct links to each entry, including previous Cumulative Indexes -- Why? Well, why not? And yes, I know there technically is a difference between an "index" and a "table of contents", but for my purposes, these terms are synonymous. Well, then, here it is --

Textbooks on Interlibrary Loan -- August 26, 2008
Archives of American Art Holdings -- September 9, 2008
Requesting Renewals in ILLiad -- September 25, 2008
Proper Entry of Data into Article Request Forms -- October 14, 2008
One Item per ILLiad Transaction, Please -- October 29, 2008
Checking Local & OhioLINK Holdings First -- November 19, 2008
Blocked ILLiad Accounts -- December 3, 2008
ILLiad Loans vs. OhioLINK Loans & Local Checkouts -- December 18, 2008

Abbreviated Titles -- January 23, 2009
'Notes' and 'Source of Citation' Fields in ILLiad Request Forms -- February 13, 2009
Authorized Users -- March 4, 2009
'Library-Use-Only' Materials Borrowed through ILLiad -- March 25, 2009
Other' Request Form (Miscellaneous Loans) -- April 16, 2009
Retrieving Electronic Delivery Articles -- May 5, 2009
Viewing E-Mail Notifications from ILLiad -- June 3, 2009
Tracking in Your ILLiad Requests & Explanation of Statuses -- July 7, 2009
Which ILLiad Site or ILL Service Point to Use? -- August 7, 2009
Variation in Electronic Delivery Quality -- September 8, 2009
Theses & Dissertations -- Availability through Interlibrary Loan -- October 6, 2009
Cancelling ILLiad Requests Already Submitted -- November 4, 2009
Alternative Request Forms & Resources -- December 8, 2009

Foreign Language Titles in Interlibrary Loan Requests -- January 22, 2010
Copyright Issues & ILL -- February 24, 2010
Converted ILL Requests -- March 24, 2010
ILLiad System Alerts -- April 27, 2010
Requesting Specific Editions & New Books on ILL -- May 19, 2010
Keeping Your ILLiad User Information Up-to-Date -- June 28, 2010
Requesting Books vs. Book Chapters -- July 28, 2010
Cumulative Table of Contents for this Blog (to Date) -- August 27, 2010
Requesting '[Epub ahead of print]' Articles on ILL -- September 24, 2010
Multiple-Part Loans Borrowed through ILL -- October 27, 2010
Blocked from Using ILLiad - Revisited -- November 17, 2010
OCLC WorldCat and ILLiad Requests -- December 15, 2010

E-Books through Interlibrary Loan? -- January 26, 2011
Your ILLiad Password -- February 22, 2011
Requesting Entire Series through ILL -- March 25, 2011
Duplicate Requests in ILLiad -- April 21, 2011
Paperwork with Loaned ILL Books -- May 25, 2011
ILLiad Menu in Your Login Session -- June 23, 2011
Case Account Number and ILLiad New User Registration -- July 25, 2011
Courtesy Electronic Delivery Materials for Faculty ILLiad Users at KSL -- August 24, 2011
Cumulative Table of Contents for this Blog (to Date, Revised) -- September 20, 2011
One Item per ILLiad Transaction, Please - Revisited -- October 25, 2011
ILL Do's and Don't's - 1st Installment -- November 23, 2011
OCLC Non-Supplier Locations -- December, 27, 2011

ILL Do's and Don't's - 2nd Installment -- January 25, 2012
Quick List of ILL Pointers -- February 23, 2012
Reminders about Electronic Deliveries -- March 23, 2012
Some Tips on Properly Filling out ILL Request Forms -- April 23, 2012
Some Brief Comments about ILL Turnaround Times -- May 23, 2012
Logging in with Your ILLiad UserName & Password -- June 19, 2012
ILLiad Login Problems? -- It May be Your Browser -- July 24, 2012
Tips for Distance Ed Graduates (DM Program, Document Delivery & ILL) -- August 28, 2012
5 Quick Tips for ILL -- September 21, 2012
2 Tips Regarding Article Requests -- October 25, 2012
Browsers and Viewing PDF's in ILLiad -- November 20, 2012
ILLiad Login vs. Single Sign-On -- December 20, 2012

ILLiad Requests and Non-Roman Alphabetical Characters -- January 28, 2013
Loan Notifications from ILLiad: Overdues, Renewals, Recalls, etc. -- February 19, 2013
Reminder About Library-Use-Only Loans -- March 6, 2013
Faculty Campus Delivery & ILLiad Loans -- April 17, 2013
Cumulative Table of Contents for this Blog (to Date, Revised II) -- May 22, 2013
Coming Soon -- Another Overdue Notice ... and a Few Comments on Loans -- June 18, 2013
Planning Your Use of ILLiad Loaned Materials -- July 24, 2013
Some Comments on Electronic Delivery -- August 27, 2013
ILL and the New KSL Service Center Configuration -- September 20, 2013
A Few General ILL Comments Worth Repeating -- October 24, 2013
ILLiad Help Pages May Have the Answer -- November 18, 2013
Some Timely End-of-Year Odds and Ends -- December 17, 2013

New Feature--ILL Staff Can Log into ILLiad as Patron, and an Update on Requesting Renewals -- January 23, 2014
Memory Cues for KSL ILL Staff Contacts -- February 20, 2014
A Few Words About Picking up Your ILLiad Loans -- March 19, 2014
ILL Books No Longer Needed? -- April 22, 2014
Cumulative Table of Contents for this Blog (to Date, Revised III) -- May 13, 2014
ILL Books May Become Part of the KSL Collections -- June 23, 2014
Numbers to Remember for Interlibrary Loan Services -- July 11, 2014
Things to Remember About ILLiad and ILL Services -- August 20, 2014
Visiting Scholars and ILL Services -- September 17, 2014
OhioLINK Loans vs. ILLiad Loans at KSL -- October 23, 2014
OCLC Numbers, ISSN's & ISBN's When Submitting ILL Requests -- November 21, 2014
Some Quick End-of-Year Reminders About ILL -- December 5, 2014

Quick Refresher Course on Password Reset -- January 21, 2015
Loans vs. Copies - When Catalogued Monographs Turn Out to be Journal Article or Book Chapter Reprints -- February 13, 2015
ILL Convenient Services at the KSL Service Center -- March 16, 2015
Essential ILLiad vs. OhioLINK -- April 20, 2015
Don't Get Blocked! -- Maintaining Uninterrupted ILLiad Service at KSL -- May 20, 2015
Cumulative Table of Contents for this Blog (to Date, Revised IV) -- June 24, 2015
Using Appropriate Forms When Submitting Requests in ILLiad -- July 30, 2015
Some Quick Tips for the Coming Year + Some ILL Statistics -- August 22, 2015
Kelvin Smith Library is a SHARES Member -- September 25, 2015
We Can Clone -- and So Can You! -- October 14, 2015
Keeping Your ILLiad User Information Current -- A Reprise -- November 18, 2015
Assorted End-of-Year Reminders -- December 10, 2015

OhioLINK Loans & ILLiad Duplicate Requests -- January 19, 2016
ILLiad Request Basics -- A Few Reminders -- February 19, 2016
Non-Roman Alphabetical Characters in ILLiad Requests - Revisited -- March 21, 2016
Please Don't Hammer! -- A Little Patience with ILLiad -- April 18, 2016
Renewals -- Another Look -- May 19, 2015

Just a note-- I accidentally deleted virtually the entire first draft of this entry, so I essentially had to re-create it from scratch. Well, these things do happen, but I'm not fishing for any sympathy. After all, it's not exactly a Ph.D. dissertation.

Thanks for using it, and hope it proves helpful.

Questions about ILLiad or ILL policies and services? Feel free to contact the Kelvin Smith Library ILL staff by phone at 216-368-3463 or 216-368-3517, or by e-mail at smithill@case.edu.