Items received through a 3rd party interlibrary loan can be circulated to patrons in Evergreen through the use of brief MARC records. This method enables a library to assign data entry associated with interlibrary loans to a particular staff member, as well as taking advantage of Evergreen’s automatic email and text message notifications.
We recommend the following best practice for creating a fixed set of records to be used for interlibrary loans. Some sites may choose to enter bibliographic information for the particular item in these MARC fields, while others may prefer to use generic data, as the actual data is retained in their 3rd party interlibrary loan software.
Bibliographic records should include the following fields, and text should be in upper case to further identify the record as a brief ILL record:
These records can be created using the sitka_book_rda MARC template. This template is available by selecting Cataloguing → Create New Marc Record.
Volume records should use ILL for the call number. This call number does not need to be changed on a per-loan basis.
Item records should use either be a real barcode affixed to a card that is used for checkout, or a barcode that can be easily written onto a card or wrapper that circulates with the item.
One issue with using actual bibliographic title and author data is that returned ILL items with outstanding fines will display on the patron record with the current title of the MARC record under which their interlibrary loan circulated. For example, if a barcode is re-used while a patron still has fines attached to that item, patron’s record will be updated and contain the new title information, not the information for the item they originally borrowed.
Support recommends ILL and circulation staff be aware of this and adopt procedures to manage fines on ILLs at time of check-in if using actual bibliographic data in brief MARC records. This could include adjusting the bill balance to zero for the circulation fine and creating a manual bill with all relevant details in a note, or collecting payment at time of check-in when possible.
Sites using generic data will not have to manage this as fines on patron account would reflect the title as Interlibrary Loan Book, for example.