ILLINET Interlibrary Loan Traffic Survey Instructions & Demo

Submitted by Brant Wingerter on Tue, 10/11/2016 - 9:40am

The annual Illinois Library System Membership Certification, which occurs each winter/spring, includes the ILLINET Interlibrary Loan Statistical Survey and the Annual Certification Form.

Below you'll find a video demonstration and a text explanation on which reports and numbers you'll need for the ILLINET Interlibrary Loan Statistical Survey. Learn more about why the ILLINET Interlibrary Loan Statistical Survey is required on the Illinois Secretary of State website.

All needed reports are accessed using Utilities Reports and Notices. If the reports won't work, click on the refresh icon located in the upper right-hand corner of the window.

ILL Survey Line #
2.0	REQUESTS (BORROWING)
2.1	Did your library REQUEST materials through interlibrary loan? Answer YES if you have placed holds and received items through SHARE, OCLC or iShare (Carli).
2.3	What was the total number of items requested by your library? Enter the same number as question 2.4.
2.4	ITEMS RECEIVED VIA ILL IN-STATE: Returnables
Report:	Circulation by Items Loaning Branch – Utilities / Reports and Notices / Circulation Instructions: Enter the dates (July 1 – June 30) and select your library. Information: This report takes the total checkouts at your library and lists them by the material’s owning library and material type code At the end of the report, find “Grand Totals” and write down the number in the “Circulations” column (2^nd column). Find the section for your library: “Item Branch: Your library” and write down the “Total Transactions for Item Branch” “Circulations” column (2^nd column)” If you subscribe to 3M Cloud library, find the section for “SHARE Digital Library” and write down the “Total Transactions for Item Branch” “Circulations” column (2^nd column). (A) Grand Circulations Total - (B) Your Library’s Circulations Total - (C) SHARE Digital Library Circulations Total = Items Borrowed From Other Libraries +Add to this number, any items borrowed from OCLC or iShare (Carli).
3.0	SUPPLYING: (LENDING)
3.1	Did your library SUPPLY materials through interlibrary loan? Answer YES if you received requests and sent materials through SHARE (Request Manager) or through OCLC.
3.3	What was the total number of interlibrary loan requests RECEIVED by your library? Enter the same number as 3.4
3.4	ITEMS SUPPLIED VIA ILL IN-STATE: Returnables
Report:	Circulation by Items Assigned Branch – Utilities / Reports and Notices / Circulation Instructions: Enter the dates (July 1 – June 30) and select your library. Information: This report lists the number of items owned by the reporting branch that have been checked out and renewed at other branches, as well as the reporting branch. To calculate the “loaned to”: At the end of the report, find “Grand Totals” and write down the number in the “Circulations” column (2^nd column). Find the section for your library: “Loaning Branch: Your library” and write down the “Total Transactions for Loaning Branch”, “Circulations” column (2^nd column). (A) Grand Circulations Total - (B) Your Library's Circulations Total = Items Supplied To Other Libraries +Add to this number, the number of items checked out to OCLC and iShare (Carli) libraries if you do not check them out through Polaris.
4.0	RECIPROCAL BORROWING
4.1	Did your library PARTICIPATE in reciprocal borrowing? Reciprocal borrowing is the right of a person who holds a valid, in good-standing library registration card from a full member public library to borrow materials on site from other library system full member public libraries. Most PUBLIC libraries participate in reciprocal borrowing. SCHOOL, ACADEMIC and SPECIAL libraries typically DO NOT participate in reciprocal borrowing unless they have a cooperative agreement with another library.
4.2	Report the number of materials LOANED via reciprocal borrowing.
Report:	Patron Cross Borrowing – Utilities / Reports and Notices / Circulation Instructions: Enter the dates (July 1 – June 30) and select your library. Information: This report lists all the patrons who checked out at your library including patrons from other libraries. At the end of the report, find "Total For ALL Circulations" and write down the number in the "Circulations" column (2nd column). Find the section for your library: "Patron Library: Your library" and write down the "Total For Patron Organization" "Circulations" column (2nd column)" (A) Grand Total - (B) Your Library's Total + circulations column for all reciprocal patron codes* listed under your library = Reciprocal Borrowing Circulation * Your library's reciprocal patron codes are for patrons from non-SHARE (Polaris) libraries.