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OCLC Research Library Partnership Work-in- Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection Sharing Program Officer, OCLC Research 5 May 2015

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Page 1: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

OCLC Research Library Partnership Work-in-Progress Webinar

Dennis Massie

A Glimpse of the ILL Yeti:Stalking the Big, Big Picture of System-wide Collection Sharing

Program Officer, OCLC Research 5 May 2015

Page 2: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

• What’s an “ILL Yeti” anyway?• How the study came to be• Phase One: looking at the big picture• Current phase: going pixel (pixal?)• What comes next • Questions and discussion

Today’s Stalking Itinerary

Page 3: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

What’s an “ILL Yeti” anyway?

Page 4: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Not a sick Sasquatch

Page 5: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

How the study came to be

Page 6: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

6

Current Interlending Landscape

• Fragmented– Many systems in play

• Opaque– Statistics reported in gross numbers

• Evolving– New models and methods emerging

Page 7: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

7

OCLC ILL statistics

FY13 FY12 FY11 FY10 FY09

ILL requests 8,858,368 9,192,189 9,587,429 10,248,942 10,279,215

Year on year 4% 4% 6% 0.29%

Between FY09 and FY13, OCLC ILL has seen a 14% reduction in total number of ILL requests.

Anecdotal evidence tells us that US libraries are seeing an ongoing increase in their borrowing.

OCLC wants to learn more about various trends in fulfillment.

Page 8: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

8

The Elusive Big Picture

• Is resource sharing activity across the entire library community increasing, decreasing, or staying the same?

• Are there similarities among those libraries where activity is decreasing, and among those where it is increasing?

• What factors determine the selection of a model or method for each borrowing request?

Page 9: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

9

• Made up of 11 institutions with active, sophisticated, innovative resource sharing operations

• Some long-established members, some newer members

• Involved in all manner of consortial arrangements within and outside the group

• Would serve as an excellent illustration of current trends in the research library community

Page 10: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Phase One: looking at the big picture

Page 11: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

ARL ILL Stats for 11 BD InstitutionsFilled Requests

2010 2011 2012 20130

200,000

400,000

600,000

800,000

1,000,000

1,200,000

BorrowingLending

Page 12: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Our ILL Stats for 11 BD InstitutionsFilled Requests

2010 2011 2012 20130

200,000

400,000

600,000

800,000

1,000,000

1,200,000

Lending Borrowing

12

Page 13: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

ARL vs Our StudyWhy might the numbers differ?

2010 2011 2012 20130

200,000

400,000

600,000

800,000

1,000,000

1,200,000

ARL Our study

Institutions with multiple libraries and with complex ILL set-up’s might not have reported all activity to us.Both sets of data are self-reported, and possibly compiled by different people. Potential fiscal/calendar confusion Overall, study participants reported 97.9% of what was reported to ARL.

Page 14: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Our Borrow Direct Numbers (99.7% agreement between borr & lend)

2010 2011 2012 20130

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

500,000

BorrowingLendingTotal

14

Page 15: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Our OCLC NumbersFilled Requests

2010 2011 2012 20130

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

BorrowingLendingTotal

15

Page 16: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Our RapidILL NumbersFilled Requests

2010 2011 2012 20130

20,000

40,000

60,000

80,000

100,000

120,000

140,000

BorrowingLendingTotal

16

Page 17: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Our Docline Numbers Filled Requests

2010 2011 2012 20130

5,000

10,000

15,000

20,000

25,000

30,000

35,000

BorrowingLendingTotal

17

Page 18: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Proportion by Sharing Venue

(Other = Web form, ALA form, email, CCC, other circ-to-circ groups)

2010

BDOCLCRAPIDDoclineOther

2013

BDOCLCRAPIDDoclineOther

Page 19: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Do you net lend or borrow, trend up or down?All 11 BD institutions

Venue 2010 2011 2012 2013

Overall

BD

OCLC

RapidILL

Docline

Other

= Net borrower

= Net lender

Trending up from previous yearTrending down from previous year

Page 20: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

BD, OCLC, and RAPID ComparisonFilled Requests

2010 2011 2012 20130

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

500,000

BDOCLCRAPID

20

Page 21: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

BD, Combined C2C, OCLC, and RAPID Comparison -- Filled Requests

2010 2011 2012 20130

100000

200000

300000

400000

500000

600000

BDC2COCLCRAPID

21

Page 22: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Current phase: going pixel

Page 23: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Total activity by date joined

2010 2011 2012 20130

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

Overall ILL Activity – Filled Requests

Founders J2002 Newbies

Page 24: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Total activity by date joined

2010 2011 2012 20130

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

Overall ILL Activity – Filled Requests

Founders J2002 Newbies

Page 25: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Total activity by date joined

2010 2011 2012 20130

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

Overall ILL Activity – Filled Requests

Founders J2002 Newbies

Page 26: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

ARL vs Our StudyWhy might the numbers differ?

2010 2011 2012 20130

200,000

400,000

600,000

800,000

1,000,000

1,200,000

ARL Our study

Institutions with multiple libraries and with complex ILL set-up’s might not have reported all activity to us.Both sets of data are self-reported, and possibly compiled by different people. Potential fiscal/calendar confusion Overall, study participants reported 97.9% of what was reported to ARL.

Page 27: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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% ARL Numbers Reported to Us

40 50 60 70 80 90 100 110 120 1300

20

40

60

80

100

120

140

% ARL Borr

% A

RL L

end

Page 28: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

28

% ARL Reported, by “Era” Group

2013

2012

2011

2010

0 20 40 60 80 100 120

% ARL reported to us

Founders J2002 Newbies

Page 29: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Do you net lend or borrow, trend up or down?All 11 BD institutions

Venue 2010 2011 2012 2013

Overall

BD

OCLC

Rapid

Docline

Other

= Net borrower

= Net lender

Trending up from previous yearTrending down from previous year

Page 30: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Do you net lend or borrow, trend up or down?3 “founding” institutions

Venue 2010 2011 2012 2013

Overall

BD

OCLC

Rapid

Docline

Other

= Net borrower

= Net lender

Trending up from previous yearTrending down from previous year

Page 31: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Do you net lend or borrow, trend up or down?4 “joined in 2002” institutions

Venue 2010 2011 2012 2013

Overall

BD

OCLC

Rapid

Docline

Other

= Net borrower

= Net lender

Trending up from previous yearTrending down from previous year

Page 32: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Do you net lend or borrow, trend up or down?4 “newbie” institutions

Venue 2010 2011 2012 2013

Overall

BD ----

OCLC

Rapid

Docline

Other

= Net borrower

= Net lender

Trending up from previous yearTrending down from previous year

Page 33: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

What comes next…

Page 34: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Next Steps

• Individual profiles for all 11 institutions• Look for cause and effect• Seek insight into strategic thinking• Break down returnables versus nonreturnables• Look at fill rates• Track reciprocal interactions via OCLC ILL• Report out generically• Report to BD cohort in detail• Repeat study with CIC (this time with POD)

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Page 35: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Are we

there Yet(i)?

Page 36: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

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Questions?Comments?

Page 37: OCLC Research Library Partnership Work-in-Progress Webinar Dennis Massie A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection

Explore. Share. Magnify.

©2015 OCLC . This work is licensed under a Creative Commons Attribution 3.0 Unported License. Suggested attribution: “This work uses content from ‘A Glimpse of the ILL Yeti: Stalking the Big, Big Picture of System-wide Collection Sharing’ © OCLC, used under a Creative Commons.“Attribution license: http://creativecommons.org/licenses/by/3.0/”

Thanks for participating!

Dennis Massie

[email protected]