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NISO Webinar: 21st Century Resource Sharing: Which Inter-Library Loan Standard Should I Use?

October 15, 2014
1:00 p.m. - 2:30 p.m. (Eastern Time)

  • About the Webinar
  • Agenda & Event Slides
  • Event Q&A
  • Registration
    Can't make it on the webinar day? Register now and gain access to the archive for one year.
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About the Webinar

Not every library can hold every item. To address this, libraries have developed intricate systems of sharing resources between libraries through interlibrary loan (ILL). Over time, standards were developed to automate many of the processes involved in ILL to reduce the costs and staff load required to handle the requests. Additionally, self-service aspects have been built into systems and standards. Several different standards exist, including the NISO Circulation Interchange Protocol (NCIP, Z39.83), the Standard Interchange Protocol (SIP), originally developed by 3M and now becoming a NISO standard, and the ISO series of Open Systems Interconnection ILL Protocol standards (ISO 10160, 10161-1, and 10161-2), which is in the process of being replaced by a new ISO standard on ILL Transactions (ISO 18626).

This webinar will explore these standards, discuss their differences and potential overlaps, and how interlibrary loan standards are currently in use for both traditional and e-resources, often without the users even being aware of them.

Agenda & Event Slides


Todd Carpenter, Executive Director, NISO


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Has “Rethinking Resource Sharing” Succeeded? – A Survey of Resource Sharing Protocols Ten Years Later
Ted Koppel, Product Manager, VERSO® ILS – Auto-Graphics, Inc.

Almost ten years ago, the speaker and several others issued a White Paper (now known a Rethinking Resource Sharing) that suggested that Interlibrary Loan needed to change its focus. The white paper called for a deep reexamination of all aspects of resource sharing including: how users were served by library ILL departments, speed, user-driven transactions, consortial needs, and interoperability among systems (communication protocols). Much effort and energy has occurred since in the first four areas, but comparatively little on the last.

This presentation will examine the legacy ISO 10160 protocol, advances and changes in NCIP, the current SIP3 update work, as well as more recent initiatives in resource sharing communication.

Mr. Koppel has served in the technology and technical services industry for over 31 years. His career began as a librarian at the University of Denver’s Penrose Library. Later, Mr. Koppel served as the chief product developer for the UnCover online index and document delivery system for CARL Corporation. In his career, he also worked with Ex Libris and with The Library Corporation as a product manager. He has also served on and co-chaired numerous committees for the National Information Standards Organization (NISO) where he is currently co-chair of the SIP3 Working Group. Mr. Koppel holds a Bachelor of Science from Georgetown University and a Master of Science (MS) in Library and Information Science from Case Western Reserve University.

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Invisible Alphabet Soup: How Libraries Use a Variety of ILL Standards Everyday and Don't Necessarily Know It
Margaret Ellingson, Head of Interlibrary Loan and Course Reserves, Robert W. Woodruff Library, Emory University

Invisibility is the hallmark of a good standard, especially for the end-user. Ellingson will be talking in practical terms about standards specific to resource sharing, like NCIP & the ISO ILL Protocol(s). In addition, she'll talk about the interplay of standards—how they build on each other (ideally) to create a library/resource sharing environment in which library users and staff can do what they need to with relative ease.  Also covered will be standards like AACR, MARC, RDA, Open URL, XML, etc. as the building blocks for ILL/resource sharing-specific standards.  

Margaret Ellingson is Head of Interlibrary Loan and Course Reserves at the Woodruff Main Library of Emory University. In addition, she serves as the OCLC ILLiad system manager for all of Emory’s libraries. Margaret is a past chair of STARS, the Sharing and Transforming Access to Resources Section of ALA’s Reference and User Services Association (RUSA), and has served on many ALA committees. In particular, she has participated in the revision of various resource sharing guidelines, including the Interlibrary Loan Code for the United States and its explanatory supplement. Margaret also serves on the Steering and Innovation Award Committees of the independent Rethinking Resource Sharing Initiative. Her most recent article is “Does Your Data Deliver for Decision Making? New Directions for Resource Sharing Assessment,” co-authored by Collette Mac and Charla Lancaster Gilbert (Interlending & Document Supply 41:4, 2013, 1-12). Margaret holds a Master of Librarianship (MLn) degree from Emory University and can hardly believe that she has over 30 years of experience in ILL.

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Occams Reader and the Interlibrary Loan of E-books
Kenny Ketner, Software Development Manager, Texas Tech University Libraries
Ryan Litsey, Document Delivery/Interlibrary Loan Assistant Librarian, Texas Tech University Library

Occam’s Reader is the first library developed software program that allows interlibrary loan of electronic books. Occam’s Reader is collaboration between Texas Tech University, the University of Hawaii at Mānoa and the Greater Western Library Alliance. Currently Occam’s Reader works with the ILLiad software to allow the document delivery staff to lend electronic books seamlessly between libraries. We are currently working with .PDF documents, but we have plans to support other formats of electronic books and to develop a standalone, web-based version of the system. eBooks are a very hot topic right now and we are providing an new method for libraries to be able to share this content between each other using the traditionally accepted model of ILL.

Kenny Ketner is the Software Development Manager at Texas Tech University Libraries, where he has worked since 2008. He has worked as a programmer since 1999.

Ryan Litsey is the Document Delivery/Interlibrary Loan Assistant Librarian in the Texas Tech University Library. He earned a Bachelor of Arts in Political Science as well as a Master of Arts in Political Science from California State University Northridge. He also holds a Master of Science in Library and Information Science from Florida State University.


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If paying by check, please use this PDF form.

Registration closes on October 15, 2014 at 12:00 p.m. (ET)

Registration Costs

SAVE! Register for multiple events.

  • NISO Member
    • $95.00 (US and Canada)
    • $109.00 (International)
  • NASIG Member
    • $95.00
  • Non-Member
    • $125.00 (US and Canada)
    • $149.00 (International)
  • Student
    • $49.00

Additional Information

  • Registration closes at 12:00 p.m. (ET) on October 15, 2014. Cancellations made by October 8, 2013 will receive a refund, less a $25 cancellation. After that date, there are no refunds.
  • Registrants will receive detailed instructions about accessing the webinar via e-mail the Monday prior to the event. (Anyone registering between Monday and the close of registration will receive the message shortly after the registration is received, within normal business hours.) Due to the widespread use of spam blockers, filters, out of office messages, etc., it is your responsibility to contact the NISO office if you do not receive login instructions.
  • If you have not received your Login Instruction email by 10:00 a.m. (ET) on the Tuesday before the webinar, at please contact the NISO office or email Juliana Wood, Educational Programs Manager at jwood@niso.org for immediate assistance.
  • Registration is per site (access for one computer) and includes access to the online recorded archive of the webinar. You may have as many people as you like from the registrant's organization view the webinar from that one connection. If you need additional connections, you will need to enter a separate registration for each connection needed.
  • If you are registering someone else from your organization, either use that person's e-mail address when registering or contact the NISO office to provide alternate contact information.
  • Library Standards Alliance (LSA) members receive one free webinar connection as part of their membership and DO NOT need to register for the event for this free connection. Your webinar contact will receive the login instructions the Monday before the event. You may have as many people as you like from the member's library view the webinar from that one connection. If you need additional connections beyond the free one, then you will need to enter a paid registration (at the member rate) for each additional connection required.
  • Webinar presentation slides and Q&A will be posted to the site following the live webinar.
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