An Introduction to Technical Theatre

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ALA Interlibrary Loan Request Form

ALA Interlibrary Loan Request Form

🧭 Overview

🧠 One-sentence thesis

The ALA Interlibrary Loan Request Form standardizes the process by which one library requests materials (loans or copies) from another library, capturing request details, cost limits, copyright compliance, and reasons for non-supply.

📌 Key points (3–5)

  • Two request types: the form handles both physical loans (borrowing an item) and copies (photocopies or scans of articles/chapters).
  • Cost and delivery constraints: the requesting library can specify a maximum cost, needed-by date, and special handling (e.g., library use only, insured return).
  • Supply-side workflow: the supplying library records shipment details, costs, restrictions, and—if the item cannot be supplied—the reason (e.g., in use, not owned, poor condition).
  • Copyright compliance checkboxes: the form includes options to indicate compliance with Section 108(g)(2) Guidelines (CCG) or other copyright law provisions (CCL).
  • Common confusion: "Loan" vs "Copy"—a loan means borrowing the physical item; a copy means requesting a reproduction of part of a work (article or chapter).

📋 Request initiation fields

📋 Basic request metadata

  • Request Date and Request Number: identify and timestamp each interlibrary loan transaction.
  • Requesting Library Name and Address: the library that needs the material.
  • These fields ensure both parties can track and reference the request.

📚 Material identification

The form distinguishes between two request types:

Request typeWhat it meansTypical fields
LoanBorrowing the physical itemTitle, author, volume, year/edition, ISBN/ISSN
CopyRequesting a photocopy or scanJournal/book title, article/chapter title, author, pages, issue
  • Example: a library checking "Loan" wants to borrow a book; checking "Copy" means they want pages from a journal article photocopied.
  • Don't confuse: a "copy" request does not mean duplicating an entire book—it typically refers to a single article or chapter.

💰 Cost and deadline constraints

  • Max cost: the requesting library sets a spending limit (e.g., "$__________________").
  • Need by: the date by which the material must arrive.
  • These fields help the supplying library decide whether it can fulfill the request within the requester's constraints.

🔒 Special restrictions and handling

The form includes checkboxes for:

  • Library Use Only: the borrowed item cannot leave the requesting library's premises.
  • Return insured for: the requesting library will insure the item during return shipment.
  • Other: a catch-all for additional instructions.
  • Packing/shipping requirements: special handling instructions (e.g., fragile materials).

🏛️ Supplying library workflow

📦 Fulfillment details

When the supplying library ships the material, it records:

  • Date Shipped, Due Date, Cost, Shipped via (carrier/method).
  • Supplying Library Name and Address: identifies the lender.
  • These fields create an audit trail and set return expectations.

🚫 Reasons for non-supply

If the supplying library cannot provide the material, it checks one or more reasons:

ReasonMeaning
In useAnother patron is currently using the item
Not ownedThe library does not have the item in its collection
Poor conditionThe item is too damaged to lend
Not on shelfThe item is missing or misplaced
Not found as citedThe bibliographic information does not match any item
At binderyThe item is being repaired or rebound
Lacking vol/issueThe specific volume or issue is not held
Non-circulatingLibrary policy prohibits lending this item
Policy or licenseLicensing agreements or institutional policy prevent sharing
Charge exceeds limitThe cost would exceed the requester's maximum
In process/On orderThe item is being cataloged or has been ordered but not yet received
Copying not permittedCopyright or license restrictions forbid making copies
Other reasonAny other obstacle not listed
  • Example: if a journal issue is checked out, the supplying library marks "In use" and does not ship.
  • Don't confuse "Not on shelf" with "Not owned"—the former means the library owns it but cannot locate it; the latter means the library never had it.

🔄 Renewals

  • Date Requested (for renewal), E-Mail, Phone, New Due Date: fields for extending the loan period.
  • No renewals checkbox: the supplying library may prohibit extensions.
  • Renewals allow the requesting library to keep the item longer if the supplying library agrees.

⚖️ Copyright compliance

⚖️ Legal checkboxes

The form includes two compliance options:

  • 108 (g) (2) Guidelines (CCG): refers to Section 108(g)(2) of U.S. copyright law and the CONTU (Commission on New Technological Uses) Guidelines, which govern systematic copying and interlibrary arrangements.
  • Other provisions of copyright law (CCL): a catch-all for other copyright compliance mechanisms.

These checkboxes indicate that the request complies with copyright law, ensuring that copying or lending does not infringe on rights holders.

  • Example: a library requesting a journal article copy checks "108 (g) (2) Guidelines" to signal it is not engaging in systematic reproduction beyond fair use.
  • Don't confuse: the form does not define the guidelines in detail; it simply provides a checkbox to assert compliance.

📞 Contact and notes

📞 Communication fields

  • E-Mail and Phone: contact information for both requesting and supplying libraries.
  • These fields facilitate quick resolution of questions or problems (e.g., clarifying a citation, arranging special shipping).

📝 Notes field

  • A free-text area for additional information not covered by checkboxes.
  • Example: "Please ship via courier; standard mail is too slow for our patron's deadline."
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