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Yale University Library
Service Quality
Improvement Council
Document Delivery Coordinating Committee
Meeting Minutes for 2/06/02
Attending: Barbara Amato, Martha Clark, Denise Hersey (by speakerphone),
Carol Jones, Maureen Jones, Jennifer Kostelnik
Absent: Mary Angelotti, Susan Burdick
I. SFX ILL Form
a. We discussed the 1/31/02 draft of the SFX ILL form and some questions
that Jennifer had raised. Denise reported that she already incorporated
two proposed revisions:
Engineering and Math have been added to the Science Libraries dropdown
menu.
The EDD wording from the Science Libraries ILL form has been incorporated.
b. We also discussed whether the brief copyright statement with a link
to the full text was adequate for compliance with the copyright law.
We then agreed on the following action items:
i. Denise will incorporate additional revisions in the draft form and
distribute to D2C2:
· Postdoc will be added to the STATUS options.
· "I am requesting this item because…" will be
added to the form. No default choice will be provided so that the person
will have to actively click one of the possible responses.
· Reformat the section on delivery so that the options are clearer
for the patron.
ii. The group agreed that the full text of the copyright statement should
replace the brief statement, just above the submit button. Carol will
check the latest regulations to confirm the text and the minimum required
font size.
After considerable discussion, we still have questions about how the
reader will designate the ILL unit to which the request is to be submitted
and how pickup can be limited to the same unit. The latter should be
a moot point if the reader selects delivery via EDD. We finally agreed
that these questions might well be resolved when Karen Reardon designs
the form.
iii. As soon as D2C2 has reviewed the latest draft of the form, Denise
will arrange a meeting with Karen and Matt Wilcox to review the draft
and answer any questions they may have about what we want to accomplish.
Jennifer will also attend the meeting with Karen and Matt.
II. Policies and Practices
We returned to our discussion of the questions about policies and practices
that Jennifer had raised in our meeting on 1/23/02. In the interim,
Carol had divided the questions in two lists, one related to borrowing
and the other to lending, and had provided some brief annotations based
upon provisions in SHARES and OCLC documentation as well as the 2001
revision of the ILL Code of the U.S. We completed review of the borrowing
list and through item 9a of the lending list. The lending list will
be completed in the D2C2 meeting.
Carol will add further annotations to the two lists, based upon comments
during the discussion, and redistribute the updated lists before the
next D2C2 meeting.
III. Iliad Patron Authentication
Carol reported on her conversation with Fred Martz about the minimum
requirements for authenticating patrons in Illiad in order to conform
to the University security standards while avoiding any undue delays
in implementing Illiad. Currently, we do not verify every patron at
the time a request is submitted, but can do so if there is any question
about the patron's status. IN addition, the ORBIS system will block
retrieval of an ILL item at the time of pickup if the patron is blocked
or otherwise ineligible for Circulation services. We agreed that this
is an acceptable minimum standard as a short-term measure as long as
it meets the University's requirements and does not interfere with Illiad's
patron empowerment functionality.
The remaining agenda items will be carried over to the next meeting
on 20 February 2002. Prior to that meeting, Carol will distribute notes
on ILL privileges, especially privileges for alumni, and on procedures
to be used when library materials are damaged or lost during ILL transactions.
©
2001 Yale University Library.
Last modified March 4, 2002.
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