Introduction	8
Acknowledgments	8
Summary of Key Findings	9
Description of Staffing, Continuing Education and ILL Budget	10
Software and Automation	11
Resource Sharing Consortia	11
Commercial Document Delivery	12
Copyright and Licensing	12
Institutional Repositories and Open Access	12
Service Priorities for Constituents	13
Services to Distance Learning Students	13
Special Collections	14
Measuring Productivity and Evaluating Services	14
University of Texas at Arlington	15
I. Description of the University of Texas at Arlington and Library	15
II. Description of Staffing and ILL Budget	15
Staff Education	16
Placement of ILL Department in Library’s Organization	16
Budget Information	17
Best Management Advice for Other Academic ILL Departments	17
III. Software and Automation	18
Recent Software and Automation Enhancements	18
Best Management Advice for Other Academic ILL Departments	18
IV. Resource Sharing Consortia	19
V. Commercial Document Delivery	19
Unmediated or Mediated Access to Document Delivery Services	20
Library Fee-Based Services	20
Best Management Advice for Other Academic ILL Departments	20
VI. Copyright and Licensing	21
ILL Copyright-Compliant Policy or Guidelines	21
Best Management Advice for Other Academic ILL Departments	21
Electronic Licensing Agreements for Lending	21
Major ILL Copyright and Licensing Issues	21
VII. Institutional Repositories and Open Access	22
Obtaining Materials from Open Access Journals or Institutional Repositories	22
Impact of Open Access Publications, Institutional Repositories, or Low Cost Archives	23
VIII. Service Priorities for Constituents	23
ILL Services for Community Members, Visiting Scholars or Other Institutions	23
Special Services to Constituents	24
Notification and Delivery of Materials	24
IX. Services to Distance Learning Students	25
Special Services for Distance Education Constituents	25
Partnerships with Other Libraries to Serve Distance Education Constituents	25
X. Special Collections	26
Affect of Digital Special Collections on Traditional ILL	26
XI. Measuring Productivity and Evaluating Services	26
Other Tools Used to Evaluate Productivity and Service	27
Tulane University	28
I. Description of Tulane University and Library	28
II. Description of Staffing and ILL Budget	28
Staff Education	29
Placement of ILL Department in Library’s Organization	29
Role of Staff in Collection Development or Permanent Acquisitions	30
Budget Information	30
Best Management Advice for other Academic ILL Departments	30
III. Software and Automation	30
Best Management Advice for other Academic ILL Departments	31
IV. Resource Sharing Consortia	31
Best Management Advice of Other Academic ILL Departments	32
V. Commercial Document Delivery	32
Unmediated or Mediated Access to Document Delivery Services	32
Fee-Based Services	32
VI. Copyright and Licensing	33
ILL Copyright-compliant Policy or Guidelines	33
Major ILL Copyright and Licensing Issues	33
VII. Institutional Repositories and Open Access	33
II. Service Priorities for Constituents	34
ILL Services for Community Members, Visiting Scholars or Other Institutions	34
Special Services to Constituents	34
Notification and Delivery of Materials	34
IX. Services to Distance Learning Students	34
X. Special Collections	35
XI. Measuring Productivity and Evaluating Services	35
Best Management Advice for Other Academic ILL Departments	36
University of Minnesota	37
I. Description of the University of Minnesota and Library	37
II. Description of Staffing and ILL Budget	37
Staff Education	39
Placement of ILL Department in Library’s Organization	39
Role in Collections and Acquisitions	39
Budget Information	40
Best Management Advice for Other Academic ILL Departments	41
III. Software and Automation	41
Electronic Delivery	41
Recent Software and Automation Enhancements	42
Best Management Advice for Other Academic ILL Departments	42
IV. Resource Sharing Consortia	42
V. Commercial Document Delivery	44
Fee-Based Services	44
Best Management Advice for Other Academic ILL Departments	44
VI. Copyright and Licensing	45
ILL Copyright-Compliant Policy or Guidelines	45
Best Management Advice for Other Academic ILL Departments	45
Electronic Licensing Agreements for Lending	45
Major ILL Copyright and Licensing Issues	45
VII. Institutional Repositories and Open Access	46
Obtaining Materials from Open Access Journals or Institutional Repositories	46
VIII. Service Priorities for Constituents	46
ILL Services for Community Members, Visiting Scholars or Other Institutions	47
Special Services to Constituents	48
Notification and Delivery of Materials	48
IX. Services to Distance Learning Students	48
X. Special Collections	48
XI. Measuring Productivity and Evaluating Services	49
Other Tools Used to Evaluate Productivity and Service	50
Indiana University-Purdue University Indianapolis (IUPUI)	51
I. Description of IUPUI and Library	51
ILL Librarian (1):	52
Staff Education	53
Placement of ILL Department in Library’s Organization	53
Role in Collections and Acquisitions	53
Budget Information	54
Best Management Advice for Other Academic ILL Departments	54
III. Software and Automation	54
Electronic Delivery	54
Recent Software and Automation Enhancements	54
IV. Resource Sharing Consortia	55
V. Commercial Document Delivery	55
Unmediated or Mediated Access to Document Delivery Services	56
Fee-Based Services	56
VI. Copyright and Licensing	56
Best Management Advice for Other Academic ILL Departments	56
Major ILL Copyright and Licensing Issues	56
VII. Institutional Repositories and Open Access	57
Obtaining Materials from Open Access Journals or Institutional Repositories	57
VIII. Service Priorities for Constituents	57
ILL Services for Community Members, Visiting Scholars or Other Institutions	58
Special Services to Constituents	58
Notification and Delivery of Materials	59
IX. Services to Distance Learning Students	59
X. Special Collections	59
XI. Measuring Productivity and Evaluating Services	60
Brigham Young University	61
I. Description of BYU and Library	61
II. Description of Staffing and ILL Budget	62
Staff Education	62
Placement of ILL Department in Library’s Organization	63
Role in Collections and Acquisitions	63
Budget Information	63
Best Management Advice for Other Academic ILL Departments	64
III. Software and Automation	65
Electronic Delivery and Software Enhancements	65
Best Management Advice for Other Academic ILL Departments	65
IV. Resource Sharing Consortia	65
V. Commercial Document Delivery	66
Unmediated or Mediated Access to Document Delivery Services	66
Fee-Based Services	66
Best Management Advice for Other Academic ILL Departments	67
VI. Copyright and Licensing	67
ILL Copyright-Compliant Policy or Guidelines	67
Best Management Advice for Other Academic ILL Departments	67
Major ILL Copyright and Licensing Issues	67
VII. Institutional Repositories and Open Access	68
VIII. Service Priorities for Constituents	68
ILL Services for Community Members, Visiting Scholars or Other Institutions	68
Special Services to Constituents	69
Notification and Delivery of Materials	69
IX. Services to Distance Learning Students	69
X. Special Collections	70
XI. Measuring Productivity and Evaluating Services	70
The University of Tennessee	72
I. Description of The University of Tennessee and Library	72
II. Description of Staffing and ILL Budget	73
Staff Education	73
Role in Collections and Acquisitions	74
Placement of ILL Department in Library’s Organization	74
Budget Information	74
Best Management Advice for Other Academic ILL Departments	74
III. Software and Automation	75
Electronic Delivery and Software Enhancements	75
Best Management Advice for Other Academic ILL Departments	76
IV. Resource Sharing Consortia	76
Impact of New Technology on Resource Sharing	77
V. Commercial Document Delivery	77
Unmediated or Mediated Access to Document Delivery Services	78
Fee-Based Services	79
ILL Copyright-Compliant Policy or Guidelines	79
Best Management Advice for Other Academic ILL Departments	79
Major ILL Copyright and Licensing Issues	79
VII. Institutional Repositories and Open Access	80
VIII. Service Priorities for Constituents	80
ILL Services for Community Members, Visiting Scholars or Other Institutions	80
Special Services to Constituents	80
Notification and Delivery of Materials	81
IX. Services to Distance Learning Students	81
X. Special Collections	81
XI. Measuring Productivity and Evaluating Services	82
Colorado State University	83
II. Description of Staffing and ILL Budget	83
Staff Education	84
Role in Collections and Acquisitions	84
Placement of ILL Department in Library’s Organization	85
Budget Information	85
III. Software and Automation	85
Electronic Delivery and Software Enhancements	86
IV. Resource Sharing Consortia	87
V. Commercial Document Delivery	88
Unmediated or Mediated Access to Document Delivery Services	88
VI. Copyright and Licensing	88
ILL Copyright-Compliant Policy or Guidelines	88
Best Management Advice for Other Academic ILL Departments	88
Licensing Strategies	88
VII. Institutional Repositories and Open Access	88
VIII. Service Priorities for Constituents	89
ILL Services for Community Members, Visiting Scholars or Other Institutions	89
Special Services to Constituents	89
Notification and Delivery of Materials	89
IX. Services to Distance Learning Students	90
X. Special Collections	90
XI. Measuring Productivity and Evaluating Services	91
Oberlin College	92
I. Description of Oberlin College and Library	92
II. Description of Staffing and ILL Budget	92
Staff Education	93
Role in Collections and Acquisitions	93
Placement of ILL Department in Library’s Organization	93
Budget Information	93
Best Management Advice for Other Academic ILL Departments	93
III. Software and Automation	94
IV. Resource Sharing Consortia	94
V. Commercial Document Delivery	95
Unmediated or Mediated Access to Document Delivery Services	95
Fee-Based Services	95
VI. Copyright and Licensing	96
ILL Copyright-Compliant Policy or Guidelines	96
Major ILL Copyright and Licensing Issues	96
VII. Institutional Repositories and Open Access	96
VIII. Service Priorities for Constituents	96
ILL Services for Community Members, Visiting Scholars or Other Institutions	97
Special Services to Constituents	97
Notification and Delivery of Materials	97
IX. Services to Distance Learning Students	97
X. Special Collections	97
XI. Measuring Productivity and Evaluating Services	98
Stony Brook University	99
I. Description of Stony Brook University and Library	99
II. Description of Staffing and ILL Budget	99
Staff Education	100
Role in Collections and Acquisitions	100
Placement of ILL Department in Library’s Organization	100
Budget Information	100
Best Management Advice for Other Academic ILL Departments	101
III. Software and Automation	101
IV. Resource Sharing Consortia	101
V. Commercial Document Delivery	102
Unmediated or Mediated Access to Document Delivery Services	102
Fee-Based Services	102
Best Management Advice for Other Academic ILL Departments	102
VI. Copyright and Licensing	103
ILL Copyright-Compliant Policy or Guidelines	103
Licensing	103
VII. Institutional Repositories and Open Access	103
VIII. Service Priorities for Constituents	103
ILL Services for Community Members, Visiting Scholars or Other Institutions	103
Special Services to Constituents	104
Notification and Delivery of Materials	104
IX. Services to Distance Learning Students	104
X. Special Collections	105
XI. Measuring Productivity and Evaluating Services	106
OTHER REPORTS OF INTEREST FROM PRIMARY RESEARCH GROUP	107
 

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