Wednesday, September 11, 2019

3:00 pm - 4:00 pm: Powell’s City of Books Tour

The Northwest Interlibrary Loan & Resource Sharing Conference Planning Committee is pleased to offer a free, guided group tour of Powell’s City of Books. If you are interested in getting an inside look at the world’s largest independent bookstore, be sure to sign up when you register for the conference.

Location: 1005 W. Burnside St., Portland, OR 97209. Participants should meet at the Starbucks on the corner of NW 11th Ave. & NW Couch St.


Thursday, September 12, 2019

8:30 am - 9:00 am: Registration & Continental Breakfast | PAC Lobby

9:00 am - 9:15 am: Opening Remarks | PAC Auditorium

9:15 am - 10:30 am: Keynote Address | Nancy Pearl | PAC Auditorium

Nancy Pearl speaks about the pleasures of reading to literacy organizations and community groups throughout the world and comments on books regularly on NPR's Morning Edition. On her monthly television show, Book Lust with Nancy Pearl, she has interviewed authors as diverse as E. L. Doctorow, Elizabeth Strout, and Terry Pratchett. Her first novel, George & Lizzie, was published in 2017 by Touchstone/Simon & Schuster.

Born and raised in Detroit, Nancy’s life has been shaped by her love of books and reading. Inspired by her childhood librarians, she went on to become a librarian herself, receiving her MLS in 1967 from the University of Michigan. She’s worked in the public library systems in Detroit, Tulsa, and Seattle. She retired as the Executive Director of the Washington Center for the Book at the Seattle Public Library and went on to write the “Book Lust” series, four titles filled with recommendations of good books to read.

Among her many honors and awards are the 2011 Librarian of the Year Award from Library Journal; the 2011 Lifetime Achievement Award from the Pacific Northwest Booksellers Association; the 2011 Literary Lions Award from the King County Library System; the 2010 Margaret E. Monroe Award from the Reference and Users Services Association of the American Library Association, “presented to a librarian who has made significant contributions to library adult services;” the 2004 Women's National Book Association Award, given to "a living American woman who …has done meritorious work in the world of books beyond the duties or responsibilities of her profession or occupation;" the Brava Award from the Seattle Women’s University Club, recognizing “women of exceptional ability in the Greater Seattle Area; 2004 Louis Shores Greenwood Publishing Group Award for excellence in the reviewing of books and other materials for libraries; the 2004 Media and Communications Award from the Ontario, Canada, Library Association; the 2003 Humanities Washington Award, “which recognizes an individual or organization whose time and talents enlarge the meaning of the humanities in our lives and whose work reflects the spirit and programs of Humanities Washington;” and the Public Library Association’s 2001 Allie Beth Martin Award, which “recognizes a public librarian demonstrating a range and depth of knowledge about books and other library materials and the distinguished ability to share that knowledge.” She also was named the Totem Business and Professional Women’s “1998 Woman of Achievement,” award and received the 1997 Open Book Award from the Pacific Northwest Writers Conference.

10:30 am - 11:00 am: Meet the Exhibitors | PAC Lobby

11:00 am - Noon: Lightning Rounds | PAC Auditorium

Alma & Tipasa NCIP Integration: Lessons Learned From a Pilot LibraryStefanie Gorzelsky

Stefanie Gorzelsky is the Access Services Librarian at Saint Martin’s University. She has a bachelor’s degree in English literature from University of Pittsburgh and MLS from Clarion University of Pennsylvania. She worked in public libraries for the beginning of her career before migrating to the West coast to begin work in academia. She is passionate about information sharing, and active as a member of the resource sharing and fulfillment reps in the Orbis Cascade Alliance.

Lifting the Veil: Exploring New Ideas and Challenging Old Beliefs in Interlibrary Loan Natalie Logue

Natalie Logue is an early-career librarian that has been in Access Services for six years. She began working at Georgia Southern in January 2019 as the Assistant Department Head of Access Services and Interlibrary Loan Librarian. Previously she worked at a medical library and presented at the National Medical Library Association and Southern Chapter of the Medical Library Association on policy and program development for Access Services and makerspaces. In her free time Natalie volunteers with local animal rescue groups and practices her art.

Transitioning from ILLiad to Tipasa: The Human Impact | John Spracklen

John earned his MLIS from San Jose State University in 2017. he has been the ILL Supervisor at Gonzaga University, 2013-present.

Difficult ILLs | Cara Elston

Cara Elston has a Bachelor's Degree and a one year degree in Library and Information Services. She is a Public Services and Interlibrary Loan Specialist at Whitworth University Library where she has worked for the past four years

Noon - 1:10 pm: Lunch (Provided) | Cafeteria

12:30 pm - 12:45 pm: PCC Library Tour (20 max., sign up at check-in)

12:45 pm - 1:00 pm: PCC Library Tour (20 max., sign up at check-in)

1:10 pm - 2:00 pm: Exhibitor Presentations 

2:00 pm - 2:15 pm: Break

2:15 pm - 3:00 pm: Concurrent Sessions

Radical Resource Sharing: Rethinking the RRSI Manifesto | Beth Posner | PAC Auditorium

Description: The objective of this session is to encourage ILL practitioners to think about how we can best support more library resource sharing. Using the Rethinking Resource Sharing Initiative (RRSI) Manifesto and the STAR Checklist as guides, we will consider innovations in policies, workflows, training, etc., including ones that fit into its existing seven points and ones that perhaps need a new Manifesto to encompass and support them. We will also talk about challenges to implementing radical ideas, or even best practices, acknowledging that best practices can differ and that even if an idea is not radical to some libraries, it may be to others, and as such is still worth implementing.

Beth Posner is the Head of Library Resource Sharing at The Graduate Center, CUNY. She is also an active member of the Rethinking Resource Sharing Initiative, The IDS Project and SHARES. Beth regularly writes about interlibrary loan services and is the editor of a 2017 collection titled, Library Information and Resource Sharing: Transforming Services and Collections.

ILL 101 | John Spracklen | Little Theatre

Description: This session will be focused on providing a general overview of ILL to those who are new to the field or would like a refresher on the basics. It will be platform-agnostic, focusing more on the core ideas of resource sharing and the tools that all libraries use, while also describing some specific platforms (ILLiad, Tipasa, etc.) in a more general way. The objective of the session will be to provide an inclusive and non-judgmental space for learning and for questions that might seem "basic" to the person asking, but likely many attendees will also be interested in hearing an answer too. Points of discussion will include the origins and infrastructure of the ILL system, the role of organizations such as ALA and OCLC for ILL, fundamental tools such as WorldCat and OCLC Policies Directory, copyright basics including Copyright Clearance Center and the CONTU guidelines, brief overview of ILL management software such as ILLiad and Tipasa, introduction to reciprocal borrowing such as LVIS and RapidILL, etc. Questions will be encouraged and answered in an inclusive and welcoming manner to overcome the stigma people may feel about sounding like they don't know enough about what is in fact a very complicated field.

John earned his MLIS from San Jose State University in 2017. he has been the ILL Supervisor at Gonzaga University, 2013-present.

3:00 pm - 3:15 pm: Break (Snacks Provided)

3:15 pm - 4:00 pm: Concurrent Sessions

Safe Sailing: Navigating International ILL Waters | Mary Guthmiller, Karen Barnes, & Danielle Schumacher | PAC Auditorium

Description: Borrowing and lending internationally can cause anxiety, especially if you have more questions than answers. Our objective is to provide practical tools and information so that anyone can successfully maneuver through international ILL transactions. Discussion points will include how to find materials and contact information, translation issues, communicating to other libraries, payments, and other helpful resources (such as an in-house tutorial created to show staff how to use foreign catalogs). The session will also take an in-depth look at the international shipping process (costs, Customs Forms, online shipping services, etc.). Our hope is that the information presented will help attendees to become more comfortable with the international interlibrary loan process.

Mary Guthmiller has over 22 years of ILL experience, 17 of those as the ILL Program Manager at Montana State University. She has knowledge in all aspects of Borrowing, Lending, and Document Delivery. She has a BA in Education and an MLIS.

Karen Barnes’ library career has included jobs in many different departments including Technical Processing, Education, Government Documents, General Reference, Circulation, and Interlibrary Loan. The last 25+ years at Seattle Public Library have provided daily opportunities to advance her understanding of the numerous tasks that comprise the ILL experience.

Danielle Schumacher has worked 13 years at Arizona State University Library in various capacities in interlibrary loan and reference. Her specialization is international borrowing. She has a BA in Japanese and one of her greatest passions is the study of languages and linguistics.

Ask anything | Jason Cabaniss | Little Theatre

Description: Do you have questions about your day-to-day ILL work? Would you like feedback from your colleagues on something you’re working on? Did the conference sessions miss a hot topic for you? Join us for an open forum question period on interlibrary loan. This facilitated session allows you to ask questions on any ILL topic and share your expertise with your colleagues. You are bound to learn something new at this session!

Happy Hour Hosted by Atlas Systems | Location and Time TBD

Join fellow attendees for a Portland happy hour, sponsored by Atlas Systems. Those registered by the Early Bird closing date will receive a survey to help plan this event.


Friday, September 13, 2019

8:30 am - 9:00 am: Continental Breakfast | PAC Lobby

9:00 am - 9:45 am: Concurrent Sessions

Access for All: A Call for Standardizing Accessibility Workflows in ILL | Tim Hickey | PAC Auditorium

What Do You Use? An Overview of ILLiad, ClioWeb, & Tipasa From Those Who Use Them Everyday (Q & A to follow) | Elizabeth Sterhaus, Mary Guthmiller, Sagan Wallace | Little Theatre

9:45 am - 10:00 am: Break

10:00 am - 10:45 am: Concurrent Sessions

The Blockbuster Model in a Netflix WorldZach Lane | PAC Auditorium

Description: Solid evidence and creative thinking make a case for setting aside legacy policies and focus on adding value to transactions for every library user. Columbia University’s large-scale lending data led the Ivy Plus Confederation to re-think policies and overcome fears.

There is a saying that “culture eats strategy for lunch” and librarians are not immune to the challenges of implementing change in environments with deeply ingrained culture. Zack Lane narrates a journey through data sets, policy semantics and workflow acrobatics. Data analysis predicted longer loan periods result in greater patron satisfaction and low risk. The analysis of Columbia University’s lending and borrowing led to many policy changes.  Zack’s advocacy has in turn led to a widespread adoption of a 16-week loan period.

Zack was able to demonstrate that invoicing for long-overdue materials, especially among consortial partners, was a mostly squandered effort requiring a significant expenditure of staff time for meager benefit for the mission of research, teaching and learning. As the status quo shifts the iterative process of operational improvement focuses on recalls

Zack Lane is Head of Delivery Services at Columbia University Libraries. His 16 year career at Columbia has included positions in both Technical and Access Services. Zack has been involved with resource sharing for five years and recently won the 2019 Virginia Boucher OCLC Distinguished ILL Librarian Award. His focus is on improving the user experience in the context of large legacy print collections governed by inherited policy and practice.

ILL Workflows In a Large Hospital System Jennifer McBride, Loree Hyde, Eve Melton, Ana Macias, & Elisa Hoelsher | Little Theatre

Description: This is the story of an integrated collaborative network of Health Sciences Libraries on the West coast, merging our libraries, databases, statistics, workflows. In 2012 the health sciences libraries merged local and regional librarians into one national library. How we did it: From creating a repository library, to purchasing collectively - databases, e-books, e-journals, to analyzing data and making recommendations to drive future decisions. From utilizing shared systems- Ask A Librarian, DOCLINE, Sierra, to adjusting routing tables, standardizing lending and borrowing practices, and aligning daily workflows.

Jennifer McBride is Regional Coordinator for kpLibraries Northwest. She has managed interlibrary loan services for KP’s Northwest region for more than 20 years. Jennifer embraces the constant change that is the world of libraries and is the systems expert in the NW. She enjoys learning about new technologies, new tools, new resources and new topics in health care. She believes that Health Sciences Libraries not only need the latest information and technologies but should also be positioned to educate users of all skill levels. Jennifer has been known to love geeky discussions on library statistics and workflows and currently chairs the kpLibraries Metrics Committee.

Loree Hyde joined Kaiser Permanente as the Regional Manager of Library Services in the Northwest in May 2016. In addition to a Master of Library and Information Science degree, she also has a BA in English, both from the University of Washington. She has been a librarian for 17 years and came to KP after eight years at the Oregon Health & Science University, where she held several positions, including manager of a branch campus library and the university library’s liaison to nursing. Loree serves on several medical center committees and currently co-chairs the kpLibraries Professional Development and Professional Development Committees. She enjoys teaching health professionals literature searching skills, providing outreach to the community, supporting innovation and research, and helping KP employees and members obtain the best medical and business practice information.

Eve Melton, MLIS, MIS is currently the Regional Director of Library Services for Kaiser Permanente Northern California overseeing 19 libraries and 1 journal repository. In her 13 years at Kaiser, she has introduced several new library technologies including a virtual reference software that allows seamless service across all Kaiser Permanente locations. In the past 6 years, Eve has led the Northern California kpLibraries group in restructuring their service model in order to improve awareness off services provided by the kpLibraries team, increasing access to resources and assisting clinicians and other providers in finding research to support Kaiser Permanente’s mission of providing high-quality, affordable health care services.

Ana M. Macias, MLIS, AHIP. Ana Macias joined Kaiser Permanente in 2008 as the Manager of Library Services for the Sacramento Area Libraries. Ana provides site leadership for four Medical Center Libraries across Sacramento and two Medical Center Libraries across the CA Central Valley. She is a member of the Northern California, Nevada Medical Library Group chapter of MLA and has served as the AHIP Chapter Liaison. Prior to joining Kaiser, Ana worked as a Supervisory Medical Librarian at Evans Army Community Hospital, Fort Carson, CO. Ana supports various hospital committees and provides educational and informational support to a wide and diverse group of library users across the organization. Ana earned her undergraduate degree from the University of Maryland, her MLIS from San Jose State and MPH from Drexel University.

Elisa Hoelsher is the Collection and Content Developer for kpLibraries Washington. She joined Group Health Washington in 1997 and was an active participant in the merge process between the Group Health system library and kpLibraries nationally and regionally in 2017. Elisa co-chairs kpLibraries national Digital Access committee and she also serves on several other national committees including Metrics, Emerging Technologies and New Products. Elisa loves the whole concept of providing in the moment information—’if you’re not on it, you’re not in it’.

10:45 am - 11:00 am: Break

11:00 am - 11:45 am: Concurrent Sessions

Numbers Don't Lie: Assessment Through Monetary Cost/Benefit Analysis | Tammy Beuhler | PAC Auditorium

Description: Conveying the value of a free interlibrary loan service to library administration can be difficult. Our library is employing a new method of cost-benefit data selection for ILL. Showing measurable decreases in collection development costs while maximizing user access lends greater administrative value to the service. This presentation outlines the process of data selection and application of a monetary value to ILL requests as well as tips for advocating the service to administrators.

Tammy Buehler is the Resource Sharing Analyst at the Gerald R. Sherratt Library. She has been helping faculty, staff, students, and community members connect with the materials they need to for the past six years. Tammy’s research interests include interlibrary loan workflows and technology, software advances in resource sharing, and modeling the user experience. Tammy has an MLIS from San Jose State University and is currently working on a Master’s degree in Cyber Security and Information Assurance at Southern Utah University. She was bitten by the library bug in fifth grade volunteering at her elementary school library and has been working in libraries of one kind or another since she was fourteen.

Project ReShare: Community-Driven Solutions for Resource Sharing | Anne McKee & Kristin Wilson | Little Theatre

Description: ReShare is an user-centric, modular architecture , open source software platform. Organizations can adapt the system to their specific needs and experiment with new service models. Users will have the option to install the platform locally or select a vendor for hosting and support. This session will introduce Project ReShare  goals and share information about what the project has achieved in the form of prototypes and completed software. It will also address ReShare’s model for community ownership and participation. The session will help attendees understand the direction of the project and whether it can help advance their own resource-sharing goals. We anticipate and desire a lively discussion among attendees. 

Anne E. McKee is the Program Officer for Resource Sharing at the Greater Western Library Alliance (GWLA): liaison to the Resource Sharing/Document Delivery and Collection Development Committees.  McKee’s BA is from Western Kentucky University and her M.L.S. from Indiana University.  Having a very diverse career in librarianship (Head of Serials at academic libraries, vendor representative for subscription agencies); McKee has been at GWLA since 2000.   McKee is on the Steering Committee for Project ReShare and has served on national/international committees, a Working Group member of the Andrew W. Mellon funded research grant “Charlotte Initiative”; library advisory boards; Serials Review Editorial Board; and co-chair, SERU Working Group.  A former President of NASIG, Inc, McKee has given numerous national/international presentations/webinars, authored/coauthored several articles, sidebars, and book chapters. Her primary research or consulting interest is in negotiation; primarily teaching librarians and libraries how to, (and the imperative of) utilizing ethical negotiations. McKee is an active member of the Project ReShare Steering Committee.

Kristen Wilson is a project manager and business analyst at Index Data, where she serves as the project coordinator for ReShare. Her role is to understand the needs and workflows of library customers and translate them into solutions within the tools that Index Data builds and supports. Kristen also applies specialized library knowledge to projects in areas that include library acquisitions, e-resources management, cataloging, and metadata modeling. Before coming to work at Index Data in 2018, Kristen spent 11 years as a serials and e-resources librarian at North Carolina State University Libraries. There she had a leadership role in several large, multi-institutional projects including Kuali OLE, The Global Open Knowledgebase (GOKb), and FOLIO.  She has spoken frequently at conferences including, ER&L, Charleston, and NASIG, and published in Serials Review and Library Technology Reports. Kristen is currently serving as President of NASIG.

11:45 am - 12:45 pm: Lunch (Provided)

1:00 pm - 1:45 pm: Concurrent Sessions

Trying to Make it Free: Results from a National SurveyShelley Carr | PAC Auditorium

Description: In 2018, I surveyed public and academic libraries asking how they handled interlibrary loan borrowing fees for their patrons. Some libraries, such as the University of San Francisco, charge fees for ILL borrowing requests, while others across the country have a cap on covered costs, only borrow from fee lenders, cover all costs for their patrons, and many other types of billing policies. The the presentation introduces the survey results showing how few libraries charge their patrons for borrowing, as well as the diversity of applicable staffing levels, limits on requests, and other policies developed by other libraries to reduce costs, fill requests, and improve borrowing rates. Discussions of specific consortial relationships, as well as other cost-cutting measures, are also included. The results were used as an attempt to move USF towards free borrowing for all patrons, but produced a different outcome than expected, and a determination of next steps will conclude the presentation.

Shelley Carr is the Resource Sharing Coordinator at the University of San Francisco. She recently completed her Masters in Library and Information Science from San Jose State University, and also holds a Bachelors of Fine Arts in Textiles and Master of Arts in Curatorial Practice from California College of the Arts. She is focused on issues of accessibility, digital humanities, women in science, and supporting the first year and first-generation student community. Shelley works between the Systems, Reference, and Access Services departments and is currently working on a grant to purchase sewing machines and other craft materials for a crafting space in the library.

Resource Sharing: The Data and Our University System's Story | Meghann Brenneman | Little Theatre

Description: Attendees will learn about methods to make data accessible and useful, and develop actions and a story that focus people for collective impact. Data can be used to engage, motivate, and empower. In our system, data taken from the Network Zone and ILLiad have been useful to telling our story and building community. The community, empowered with data, are making informed decisions, improving workflows, educating administration about needs and possibilities to support the campus community. Learning how to enjoy data and make it viewable, consumable, and actionable has brought together the ILL staff.

Meghann Brenneman is the Resource Sharing Coordinator at Humboldt State University in Arcata, CA. Beginning as an ILL student assistant in 2013, resource sharing and interlibrary loan continues to be an interesting field with changing workflows, data analysis, and data driven decisions. Meghann works within the CSU community through I-SPIE and the RSFC to collaborate on shared goals, workflows, and best practices. Humboldt uses ILLiad, RapidILL, and IDSLogic and is one of the 24 libraries in the CSU system utilizing Alma for consortia resource sharing.

1:45 pm - 2:00 pm: Break

2:00 pm - 2:45 pm: Concurrent Sessions

ILL and the Distance Student (Domestic & International) | Miriam Wnuk | PAC Auditorium

Description: The CityU of Seattle library is located in Downtown Seattle, however the library serves students in Western Washington, California, Florida, Texas, and other states domestically. We also have four physical campuses in two Canadian Provinces (British Columbia & Alberta) and affiliate campuses in Mexico. As the sole provider of library services to these students, the Seattle-based ILL department has had to create procedures and policies for serving this geographically diverse population. This session will walk through the questions that arise when filling requests across borders and how we’ve solved these issues by “going the extra mile.”

Miriam Wnuk works at CityU of Seattle, wearing many hats…including interlibrary loan, student employee supervisor, cataloging, and is a department liaison. She has a passion for helping patrons finding whatever they need, but outside of work enjoys hiking up hills, skiing down mountains, and climbing rock faces. On her vacations, you can find her in a National Park near you. She is also your 2019 NWILL Program Committee Co-Chair.

Ask Anything | Alison Ray | Little Theatre

Description: Do you have questions about your day-to-day ILL work? Would you like feedback from your colleagues on something you’re working on? Did the conference sessions miss a hot topic for you? Join us for an open forum question period on interlibrary loan. This facilitated session allows you to ask questions on any ILL topic and share your expertise with your colleagues. You are bound to learn something new at this session!

2:45 pm - 2:50 pm: Break/Transition

2:50 pm - 3:30 pm: Closing Session & Door Prizes