COMMITTEE ON CO-ORDINATION
The following report is the result, in part, of a question referred to the Committee on Co-ordination by a meeting at the Pasadena conference.
The question was, Whether libraries are justified in making a moderate charge in connection with every volume lent, sufficient in the long run, to cover the administrative expense involved in looking up and sending the volume asked for: not as payment for the use of the book, but to relieve the lender of an undue burden of expense, unavoidably attendant upon the system of lending with some freedom to other libraries.
In the opinion of the committee this question could be most profitably discussed only in connection with the whole subject of inter-library loans. It is clear, both from past and present developments, and from the direction these developments are taking that inter-library loans are, as yet, merely in their infancy. It is clear, too, that such loans increase the efficiency of libraries which participate in them. Finally, it is evident that there is a marked tendency not simply to multiply library loans, but to enlarge the field within which it is considered appropriate to effect them—taking "field" both in a geographical sense, and as relating to different classes of borrowers. Accordingly, it is not surprising that additional machinery and new methods should be required, and that some at least, should already have been devised. Also, it is safe to predict that this growth in machinery and in methods will continue.
Therefore, the Committee on Co-ordination has thought that it might be helpful, at the present time, to attempt a discussion (which will partake of the character of a symposium) in regard to the purpose and scope of inter-library loans. It is hoped that, as a result of this and subsequent discussion, it may become practicable to formulate some general rules for the conduct of inter-library loans. If a code of such rules could be framed, even granting that the provisions would, of course, bind no library against its will, one more step would yet have been taken in the direction of systematizing and extending a process which has already produced excellent results, and bids fair in the near future, to modify library practice in important particulars.
While the purpose of inter-library loans is uniform in the main, it varies to some extent, with the nature and duties of the participating libraries.
Neglecting minor differences, such libraries fall into two groups: Reference libraries, including libraries of colleges and universities; and libraries whose work is of a more popular character; or, to state the matter in terms of readers: Libraries, most of whose readers are "serious," and libraries, some, at least, of whose readers are not so very serious.
This distinction is not a sharp one, yet it produces wide divergence in the point of view, and in the practice of these two classes of libraries. A comparison of the third contribution to this symposium with the first and second will make this matter evident. Both points of view are accurate, and varieties of practice, provided only that they exist among the members of a comprehensive system, are the best guarantees of the ultimate achievement of great results.
C. H. GOULD, Chairman.
I.
The purpose of inter-library loans is to make available the unusual material in one library to an enquirer who cannot visit it in person and does not find available the identical material in some institution nearer at hand or which has a nearer constitutional duty to serve him. The service to him must be subject to the convenience of the constituency of the lending library and can be expected only if the risk and expense of it shall be met by the borrowing library in his behalf.
1. It is not to be expected therefore that a library will lend either (1) books which if not in the applicant library, are within the ordinary duty of the latter to supply; or (2) books in constant use among its own readers; or (3) books for the general reader as against the investigator.
2. It is not to be expected that material will be sought the transportation of which, even with the best precautions, involves a necessary injury,—as for instance, by strain,—or a contingent injury in its use outside of the walls of the institution owning it by persons over whose use it has no supervision. A stipulation for its use within the walls of the borrowing library, while entirely reasonable, may not cover the case completely, as the responsibility for the care of the material cannot, by a mere stipulation for care, be transferred from the owning to the borrowing library.
3. Subject to 2, the important service in inter-library loans being to make generally available the unusual book for the unusual need of the serious investigator, the fact that the book needed is either rare, or part of a set which may be marred by the loss of a single volume, or that it is even unique, as for instance a manuscript, ought not to be conclusive against the loan, for it is just through such material that the inter-library loans may render their most important service.
4. The applicant library should refrain from applying (a) for ordinary books which are within its constitutional duty to supply to its immediate readers, or (b) for unusual books requested for a purpose which it knows to be trivial, or by a person of whose discretion and seriousness it is not assured, or (c) for books which, within the legitimate provisions of a loan are to be had from some institution nearer at hand, or having a nearer constitutional duty to it and to the constituency which it serves, or (d) for books which upon their face must be in constant use in any library possessing them.
5. The lending library may reasonably stipulate: (a) That the entire cost of the service shall be met by the borrowing library, and may look to this library alone as responsible both for the safety and prompt return of the material and for the replacement of the material if lost or damaged, and (b) it may reasonably include as part of the expense: (1) packing; (2) carriage; (3) insurance; (4) the fraction, if estimable, which the particular loan should bear of the expense of administering the service. (c) As to the duration of the loan: that it shall not exceed the period of its local loans, with an allowance added for the transit both ways; and the lender may reasonably couple with this a right of summary recall. It may also impose penalties for delays in returning material, or for carelessness in its use or in repacking. It may of course reserve the right to decline further loans to a library which has shown indifference in these regards, or whose applications have been incessantly frivolous. (d) It may of course limit the number of volumes lent to any one library or for the use of any one investigator at any one time. (e) It may, without prejudicing applications from other institutions, deny the application of any particular library, because of lack of assurance as to the safety or intelligent use of the material if lent. Its decisions in this regard resting often upon the impressions of a general experience, ought to be unembarrassed. It should not therefore be called upon to explain them.
HERBERT PUTNAM.
II
A statement of general policy in regard to inter-library loans
The primary purpose of inter-library loans is the promotion of scholarship by placing books not commonly accessible and not in use in one library, temporarily at the service of a scholar who has access to some other library. It should not be allowed to interfere with the reasonable and customary use of books by home readers, and the extent to which sending can be carried depends on the local conditions of the lending library, the importance of the service to be rendered, the character of the books desired, the distance to which they are to be sent, and a number of other circumstances.
The larger university libraries, having large numbers of professors, advanced students and other professional scholars immediately dependent on them, may find it necessary to restrict the scope of their loans in justice to their local constituency, while others may rightly extend the system beyond the limits indicated, so as to meet the wants of readers in public libraries, teachers in high schools, and others.
Libraries should not be expected to lend text-books for general class use, popular manuals or books for the general reader, inexpensive books and those which can easily be procured through the book-trade, books to assist in school or college debates, or books for ordinary purposes of school or undergraduate study. Neither should they lend books which are likely to be in frequent demand by their own readers, or books which they do not lend at home on the ground that they ought always to be accessible on the shelves. In this respect practice will naturally differ widely, one library being ready to lend books which another would consider it necessary to keep always at hand.
Caution should be exercised in lending volumes of newspapers, periodicals or society transactions and parts of expensive sets, since such volumes, if lost, are disproportionately expensive and sometimes practically impossible to replace. Moreover, periodicals and society publications are often unexpectedly wanted for the purpose of verifying references, etc., and students may justly expect that they will always be accessible with a minimum of delay.
The borrowing library should bear the expense of transportation both ways, and additional charges, if required, for the insurance of specially valuable books. It should be financially responsible for the replacement of books lost or injured in transit.
Borrowing libraries should take pains to borrow from sources nearest at hand or most naturally under obligation to lend.
Titles of books wanted should be given with all practicable precision, both to insure getting the very thing asked for and to make the labor of finding the book as light as possible for the lending library.
Applications for loans should always be made through the librarian of the borrowing library and not directly by the professor or student for whose advantage the loan is desired. If books are lent on direct request of the individual, not transmitted through the library with which he is associated, this library cannot be held responsible for the prompt and safe return of the books or for replacing them if lost in transit. Librarians are therefore justified in declining to lend on direct request and in insisting that application must be made through the librarian.
A library is justified in placing a limit on the number of volumes which it may be expected to lend at one time to a single institution—say five or ten volumes.
Loans should be made for a definite period, but the length of this period naturally varies with the occasion. The period begins with the despatch of the book from the lending library and ends with the day on or before which the book should be sent off by the borrowing library. If an extension of time is desired, it should be asked for long enough in advance of the book's being due to enable an answer to be received. Books may always be recalled by the lending library in advance of the date originally named if needed for the reasonable service of its home readers.
In lending rare books, large volumes, portfolios of plates, etc., a library may be expected to insist that they must be used only within the building of the borrowing library. In some cases, it may be advisable to put the same restriction on all books lent.
Fines may properly be charged and collected for books detained beyond the allotted time without request for extension. Repeated failure to return books promptly, or negligence in packing them safely is sufficient ground for declining to make further loans. When books are sent out or returned, separate notice of the fact should be sent by mail, stating date of shipment, mode of conveyance, etc. It is recommended that blank forms prepared for this purpose be used. Applications for loans may also most conveniently be made on suitable blanks.
Libraries that are called upon for frequent loans are justified in making a moderate charge in connection with every volume lent, sufficient in the long run to cover the administrative expense involved in looking up and sending off volumes asked for. This charge is not to be considered as a payment for the use of the book, but is intended simply to relieve the lending library of an undue burden of expense unavoidably attendant upon the system of lending with some freedom to other libraries.
It is recommended that libraries arrange so that the services of some competent person may be regularly available at a moderate charge for looking up information, verifying references, etc., when the time and labor involved in such inquiries seem to exceed what may reasonably be demanded of the library staff. The employment of such a person to obtain specific information will also occasionally serve in place of making a loan.
It is also suggested that the possession of a cameragraph, for making rotary bromide prints, or other similar device by which facsimile copies can be made inexpensively, would often enable a library to send a satisfactory copy of portions of a rare book or manuscript in place of lending the original.
WILLIAM COOLIDGE LANE.
III
Inter-library loans
I. Purpose.
(1) Prompt service. (a) The book, if purchased, might have to come from a greater distance and so cause delay. (b) The book, if out of print, would take time to find or might not be possible for an agent to locate for a very long time, if at all.
(2) Economical service. (a) The library that loans the book. Rather than have a book, that has cost time and money, stand idle on the shelves, the library owning it would be better repaid for the expenditure if the book were used by more people. (b) The library that borrows the book. Rather than purchase a book which would seldom be requested, it would be better to borrow it, and use one's funds and time and shelf room for books that would be in constant demand. For example: take two special lines of library service here in California at the present time.
(1) Books for the blind. Aside from a small collection in the San Francisco reading room and library for the blind for the local blind, and the small collection for the students in the Berkeley California institute for the education of the blind and the deaf, the state library has almost all the books and magazines used by the blind of the state. It would not be economical for other libraries or individuals to undertake to carry on this work, so the state library discourages anyone else buying such books and undertakes to furnish them to anyone needing them. If many want to read certain periodicals they are duplicated several times and sent in order to the various blind borrowers.
(2) Medical books and periodicals. The Lane medical library in San Francisco and the Barlow medical library in Los Angeles have perhaps the best medical collections in the state. The state library of course has and is building up a collection in this line for the use of the whole state, but it often borrows from the first two mentioned.
II. Scope.
There will be no limit, apparently, to the scope of inter-library loans in California. Each library at present makes an effort to loan anything asked of it by any other library. For example, the state library buys no fiction, but from the union catalogs of the county free libraries which is located at the state library, it is possible to tell where a certain book is located and to direct one to the other for a rush request of fiction.
Rare books are loaned by library to library and used by the borrower at the library.
Newspapers it is not necessary now to loan as by cameragraphing the needed extract from them, the expense, wear and tear, and risk of such loans are avoided. The same applies to articles in unbound or bound periodicals. Cameragraphing an article in a periodical also makes unnecessary the duplicating of certain periodicals because of some especially needed article. Cameragraphing is also economical in that it keeps the files in the library and so more material is always available for reference use.
Even reference books, however, are loaned or borrowed frequently to meet certain needs. So the scope is of necessity a matter of judgment of the particular case in question.
III. Extent of borrower's financial responsibility.
When a library borrows, it takes the financial responsibility, in case of loss or injury, and if the borrower is an individual, he takes it. The State library pays transportation on all loans to and from the county free libraries, and the county free library on all loans within the county. Loans to other libraries are usually paid—sending charge by the library sending the book and returning charge by the library returning the book.
The expense of administering the service of inter-library loans is not being considered here in California, and we believe that question will never arise here, no matter how great the demands on each other grow to be.
The spirit of co-operation is growing so rapidly here that the rivalry seems to be more who has and can give more rather than who can take more.
IV. Order in which libraries should be applied to for a loan.
There is no order here in California except that almost all libraries apply first to the State library and the State library being naturally the best informed on the special lines of strength in the various libraries in California, can request the library that is either known to have it or is likely to have it, to forward it to the library needing it. This is already possible for periodical files as there is at the State library a union list of periodical files in California libraries. Periodicals which are not in any California library, are borrowed with least loss of time, from the Library of Congress or Surgeon General's library.
V. Average duration of loans.
It would not be economical to plan a time limit on loans, as usually the library requesting it states the time the book will be needed and it is, if possible, loaned for that period. As soon as the library borrowing it is through with it, even if sooner than the time it expected to need it, the book is returned. Any book must of necessity be subject to recall by the library loaning it. There cannot well be a limit to the number of volumes loaned at any one time. That would naturally depend upon the need. No fines or other penalties for negligence in returning loans are necessary where there is a spirit of perfect co-operation, as librarians all understand the necessity of system, and in California at least, show great consideration for each other.
VI. Forms of application for loans; notice of shipment, etc.
The forms used by the State library and county free libraries in California have been found to be perfectly satisfactory. Requests are sent in to the State library in duplicate. One is returned with the disposition made of it written on it and the duplicate is kept on file as a record at the State library. If not in the State library a similar duplicated request is sent to some other library.
VII. Inter-library loans in California.
We in California find that a request is never refused and that requesting such loans in itself makes a library proud of its strength and of its place in the system and builds up in this way a strong feeling for co-operation.
The rules to be adopted for inter-library loans in California will be those that experience shows are necessary, and are likely to give the best results for California conditions.
J. L. GILLIS.