Resource Sharing
Though AGent VERSO offered the East Hampton Public Library more streamlined access to existing state-funded, AGent-powered resources – iCONN, Connecticut's research engine providing federated search, and reQuest, Connecticut's statewide bibliographic Union database and ILL system – the staff was still contending with duplicative workflow issues when processing ILL requests. With ILL transactions being managed through two separate systems, AGent VERSO and reQuest, East Hampton Public Library staff members were left with a time-consuming and labor-intensive process.
“Our previous ILS featured resource sharing as a component of the shared circulation system. On migration to AGent VERSO, we lost the ‘open holds’ function but gained on the public access to the resource sharing side. That is, using AGent VERSO and reQuest, we were able to offer our patrons access to statewide resources rather than a subset of same,” said Berescik.
When an ILL requested item arrived at the East Hampton Public Library, library staff was required to manually create a temporary brief catalog entry, place the item on reserve, physically notify the patron that the item had arrived and finally check the item out to the patron. Also, in order to complete check-in once the item was returned, library staff had to again interface with both the ILS and ILL systems, deleting the temporary brief catalog entry on AGent VERSO, marking the item as returned and then shipping the item back to the lending library.
“Staffing is the largest component of any library budget and end-to-end; ILL transactions tend to be labor intensive. As local attraction to statewide resource lending and borrowing took hold, we took a critical look at the labor involved to support the new process,” commented Berescik. “We were looking to improve service to our patrons while at the same time reducing staff workload associated with ILL. We were also looking for ways to avoid having to manage ILL on reQuest in isolation of circulation on AGent VERSO.”
On the borrowing side, library staff receiving an ILL requested item simply marks an item as received, and AGent VERSO automatically verifies the status of the requesting patron, creates a brief catalog record, notifies the patron via email that the requested item has arrived and checks the item out to the patron. Additionally, the brief catalog record that is created is marked as ‘unavailable’ in the local catalog.
On the lending side, the CILL module provides the East Hampton Public Library with the ability to seamlessly check the availability of an item, place holds if appropriate and check out the item directly through the integrated system. The CILL-enabled system also has the ability to issue recalls and overdue notices to reQuest.
“Our patrons never understood and were confused by the need to use ‘two systems’. CILL eliminates the confusion and patron need to toggle back and forth between AGent VERSO and reQuest. The integrated software offers a conformed view; is patron-friendly; and uses an ‘I want this’ button which, from our service perspective, is all that matters,” said Berescik.
The East Hampton Public Library staff can review and process the patron-initiated ILL requests without having to perform any data entry. With CILL, patrons have the ability to review the status of their ILL request and circulation transactions online and have the option to receive email updates as the status information becomes available, further cutting down on the staff time needed to process ILL requests. The East Hampton Public Library also has the ability to offer a variety of other patron-friendly features, such as queue thresholds for books on hold, which automatically gives a patron the option to submit an ILL request should there be too many holds placed on a specific local item.
“We conducted time trials per transaction and in groups of five. CILL reduces the staff time needed to facilitate and process ILL transactions by as much as 54 percent. Staff time savings are greatest on the borrowing side, and the lender side process is much easier to manage,” remarked Berescik. “Time saved in the ILL area is being diverted to improving service in other areas.”
With CILL, the East Hampton Public Library’s borrower workflow has been reduced from 22 steps without CILL down to 11 steps with CILL, and the lender workflow has been reduced from 14 steps without CILL to 8 steps with CILL.
“CILL respects the patron’s need to more directly know the status of his or her ILL requests. For our online users, the status of an ILL request is seamlessly reported to patrons on their AGent VERSO patron record. For users who prefer personal contact, CILL empowers our circulation staff to easily report ILL status over the phone or in person,” commented Berescik. “Since implementation, we have had a very positive response from the community praising the system.”
