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When libraries or individuals need to borrow materials that aren't available in their own library's collection, they often turn to the American Library Association (ALA) Interlibrary Loan Request Form. This versatile tool, updated in 2002, serves as a bridge between libraries, facilitating the sharing of books, audiovisual materials, and copies of articles across different libraries. At its core, this form captures essential information needed for the transaction, including the request date, details about the client and borrowing library, and specific citation information such as the book or article title, author, publisher, and necessary identifiers like ISBN or ISSN. The form also addresses logistical aspects of the loan, such as the lending library's contact information, delivery preferences, any applicable copyright law provisions, and the type of request (e.g., loan, photocopy). Additionally, it details financial arrangements, including the account number and maximum payment the requesting library is willing to provide. The form even anticipates potential issues by including sections for the lending library's response, reasons a request might not be fulfilled, and special instructions regarding the use of loaned materials. This comprehensive document underscores the cooperative spirit of the library community, aiming to make a wide range of materials accessible to patrons regardless of their home library's holdings.

Ala Loan Request Example

ALA Interlibrary Loan Request Form 2002

Request date ______________________

Need before _______________________

Request number_____________________

Client information _______________________________________________

Borrowing library name and address

Citation Information

Book author ____________________________________________________

Book title ______________________________________________________

Publisher ___________________ Place ______________ Date__________

Series _________________________________________________________

This edition only ___________________ ISBN _______________________

Serial title ______________________________________________________

Volume / issue _______________ Date _________ Pages _______________

Author of article _________________________________________________

Title of article __________________________________________________

ISSN ___________________________

Audiovisual title ________________________________________________

Date of publication ______________________________________________

Verified in and / or cited in ________________________________________

Other bibliographic number _______________________________________

Lending library name and address

 

Lending library phone

____________________________________________

 

Lending library fax

____________________________________________

 

Lending library email

___________________________________________

Lending library electronic delivery address ____________________________

Notes _________________________________________________________

______________________________________________________________

Request complies with

[ ] 108(g) (2) Guidelines (CCG)

[ ] other provision of copyright law (CCL)

Authorization ______________________________________

Phone ____________________________________________

Fax ______________________________________________

Email _____________________________________________

Electronic delivery address ____________________________

Type of request:

[ ] Loan

[] Photocopy

[] Estimate

[] Locations

Charge information

Account number________________________

Maximum willing to pay _________________

Have reciprocal agreement _______________

Payment provided ______________________

Lending library report

Date of response________________________

Date shipped __________________________

Shipped via ___________________________

Insured for ____________________________

Return Insured [ ]

Packing Requirements ___________________

Charge _______________________________

Date due ______________________________

Use restrictions

[] Library Use Only

[] Copying not permitted

[] No Renewals

[] __________________________________

Not sent because

[] At bindery

[] Charge exceeds limit

[] Hold placed

[] In process

[] In use

[] Lacking

[] Lacks copyright compliance

[] Locations not found

[] Lost

[] Non-circulating

[] Not found as cited

[] Not on shelf

[] Not owned

[] On order

[] On reserve

[] Poor condition

[] Prepayment required

[] Request on ________________________

[] Volume / issue not yet available

[] __________________________________

Estimate for

Loan ________________________________

Copy ________________________________

Microfilm ____________________________

Microfiche ____________________________

Borrowing library report

Date Received _________________________

Date Returned _________________________

Returned via __________________________

Insured for ____________________________

Payment Enclosed [ ]

Renewals

Date Requested ________________________

New Due Date ________________________

Renewal Denied [ ]

Document Specifics

Fact Description
Purpose of the Form The ALA Interlibrary Loan Request Form 2002 is used for requesting the loan or photocopy of materials from another library.
Key Sections Includes sections for client information, citation information of the requested material, lending library contact details, compliance and authorization, type of request, charge information, and reports from both borrowing and lending libraries.
Type of Requests Supports different types of requests such as loan, photocopy, estimate, and locations. It allows for specifying payment and reciprocal agreement options.
Compliance Requesters must indicate compliance with copyright law, specifically noting if they comply with 108(g)(2) Guidelines (CCG) or other copyright provisions.
Governing Laws This form requires acknowledgement of copyright compliance, governed by federal copyright law in the United States. It specifically mentions compliance with provision 108(g)(2).

Guide to Writing Ala Loan Request

Filling out the ALA Interlibrary Loan Request Form is a key step for libraries to borrow materials that are not available within their own collections. This process allows libraries to provide patrons with access to a broader range of resources. By carefully completing the form, libraries request to borrow books, media, or articles from another library. The form requires specific details such as the citation of the item needed, the client's information, and the borrowing library's information. It's crucial to fill out this form with accuracy to ensure a smooth request process.

  1. Enter the current date in the Request date field.
  2. Specify the Need before date to indicate by when the item is required.
  3. Fill in the Request number, a unique identifier for this specific request.
  4. Provide Client information, including name and contact details.
  5. Under Borrowing library name and address, enter the requesting library’s details.
  6. For a book request, input the author, title, publisher, place of publication, publication date, series (if applicable), edition (if specifying a particular one), and the ISBN.
  7. If requesting a serial or an article, complete the section with the serial title, volume/issue, article author, article title, and ISSN.
  8. For audiovisual materials, fill out the appropriate title and date of publication fields.
  9. Provide details on where the request was verified or cited in the respective section.
  10. If known, enter the Lending library name and address along with its contact information, including phone, fax, email, and electronic delivery address.
  11. In the Notes section, add any additional comments or instructions for the lending library.
  12. Check the appropriate box under Request complies with to indicate compliance with copyright guidelines.
  13. Fill in the authorization section with your name, phone number, fax number, and email address, along with your electronic delivery address, if different.
  14. Select the Type of request by checking the appropriate box: Loan, Photocopy, Estimate, or Locations.
  15. Under Charge information, specify the account number, maximum amount willing to pay, if there's a reciprocal agreement, and how the payment will be provided.
  16. For the Lending library report, this section is typically filled out by the lending library and includes details about the shipment and any associated charges.
  17. The Borrowing library report must be completed upon receipt, including the date received, date returned, and the method of return.
  18. If requesting a renewal, complete the Renewals section with the date requested and the new due date, if granted.

Once the form is thoroughly completed, it should be sent to the identified lending library. The library will then process the request, and if the item is available and the request meets their lending policies, they will ship the item to the requesting library. This process promotes resource sharing among libraries, significantly expanding the materials available to patrons.

Understanding Ala Loan Request

  1. What is the purpose of the ALA Interlibrary Loan Request Form 2002?

    The purpose of the ALA Interlibrary Loan Request Form 2002 is to allow libraries to request and borrow materials from other libraries. This system supports the sharing of resources among libraries, enabling access to materials that are not available locally. It can be used to request various types of materials, including books, articles, audiovisual materials, and others subject to copyright law compliance.

  2. What information is required from the client on the form?

    The form requires detailed client information, including the borrowing library's name and address. This ensures that the lending library can efficiently communicate and send requested materials to the correct location.

  3. How does one fill in the citation information section for different material types?

    Citation information varies based on the type of material being requested:

    • For books, you must include the author, title, publisher, place of publication, publication date, series, edition (if specific is required), and ISBN.
    • For articles, include the serial title, volume/issue, publication date, pages, author of the article, title of the article, and ISSN.
    • For audiovisual materials, provide the title and date of publication.
    This information helps in accurately identifying and locating the requested material.

  4. Which sections are vital for compliance with copyright laws?

    The form includes sections where the requester indicates compliance with copyright law, either under the 108(g)(2) Guidelines (CCG) or another provision of copyright law (CCL). It's crucial to select the appropriate compliance option to ensure the request adheres to copyright laws, preventing any legal issues that might arise from unauthorized use.

  5. Can you specify a maximum amount willing to pay for the loan on the form?

    Yes, the form includes a section for specifying the maximum amount you are willing to pay for the loan. This helps the lending library understand your budget constraints and decide whether they can fulfill your request within that budget. The section also inquires about existing reciprocal agreements and payment provisions.

  6. What should be done if the estimated charge for a loan exceeds the specified limit?

    If the estimated charge exceeds the specified limit, the lending library will typically contact the borrowing library for authorization before proceeding. The borrowing library can then decide whether to adjust their budget for the request, negotiate the cost, or cancel the request if it cannot be accommodated within their budget constraints.

  7. How does the form address the handling and return of borrowed materials?

    The form includes sections for specifying shipping, insurance for the return of materials, packing requirements, and any use restrictions, such as "Library Use Only" or "No Renewals". These guidelines help ensure the material is handled properly and returned in good condition, respecting any conditions set by the lending library. Additionally, it provides a framework for requesting renewals if needed, including procedures for denied renewal requests.

Common mistakes

Filling out the ALA Interlibrary Loan Request form properly is crucial to ensure the smooth processing of your loan request. However, people often make mistakes that can delay or even prevent their requests from being fulfilled. Here are five common errors to avoid:

  1. Leaving the "Need before" date blank or being unrealistic about the timing can cause delays. Libraries need this information to prioritize requests effectively.

  2. Not filling in the citation information thoroughly, especially the ISBN for books or ISSN for serials, makes it harder for the lending library to identify the exact material needed.

  3. Forgetting to include the lending library's contact information, including their email and fax, can complicate communication, especially for confirming loan details or addressing issues.

  4. Failure to specify the type of request (loan, photocopy, etc.) and not providing the necessary charge information, such as the account number and maximum willing to pay, can lead to unnecessary delays.

  5. Omitting to check the appropriate compliance box (CCG or other copyright law provisions) might result in legal complications or refusal of the request.

To avoid these mistakes, review the form carefully before submission, ensuring all sections are completed with accurate and clear information. Attention to detail can significantly speed up the processing of your request.

Documents used along the form

When applying for an interlibrary loan (ILL) using the ALA Loan Request form, several other documents and forms may be required to ensure a seamless borrowing process. These additional documents not only support the request but also provide necessary information to fulfill the request accurately and efficiently. Below is a list of documents that are often used in conjunction with the ALA Loan Request form.

  • Patron Registration Form: This form collects basic information about the person making the request, such as name, contact information, and library card number, to ensure the library can track the loan properly.
  • Copy of Library Card: A copy of the borrower's library card can be required for verification purposes, ensuring the individual's eligibility for interlibrary loan services.
  • Copyright Compliance Form: This document is necessary for libraries to ensure that the material being requested complies with copyright laws, especially if the request is for a photocopy or digital copy of copyrighted material.
  • Item Specific Request Form: For requests that are more detailed or specific, such as archival materials or rare books, an item-specific form detailing the request helps in sourcing the material accurately.
  • Bibliographic Verification Form: This form helps in confirming the details of the citation provided for the requested material, ensuring that the library requests the correct item.
  • Loan Agreement Form: When materials are borrowed, especially those that are rare or valuable, a loan agreement outlining the terms, conditions, and duration of the loan is often required to protect both the lending and borrowing libraries.
  • Borrowing Library Feedback Form: After the loan period, a feedback form helps libraries gather information on the condition of the materials returned, the satisfaction level of the service, and any suggestions for improvement.

These documents play a crucial role in the interlibrary loan process, helping libraries manage requests efficiently while ensuring compliance with legal and institutional policies. By preparing and submitting these forms alongside the ALA Loan Request form, borrowers can facilitate a smoother transaction and foster better cooperation between libraries.

Similar forms

The Ala Loan Request form shares similarities with a Mortgage Application form. Both forms require detailed personal and organizational information, illustrating who is requesting the service. A Mortgage Application form, like the Ala Loan Request, gathers data on the property (in the library form's case, the book or media) being acquired, including specifics like the property's address or the book's ISBN, ensuring the exact item or property is identified and processed. Furthermore, both forms stipulate terms of agreement, such as compliance with the law (copyright law for the library form, real estate laws for mortgage applications), enhancing the legal structure of the transaction.

A Credit Application form is another document bearing resemblance to the Ala Loan Request form, particularly in the arrangement for financial terms. The Credit Application seeks information on the applicant's financial capability and history, akin to how the Ala form requests account numbers and maximum payment willing to be made. This similarity extends to assessing the risk and terms of lending, whether it's money or library materials, including agreement on payment and any reciprocal agreements that may influence the transaction.

A typical Grant Application form also shares commonalities with the Ala Loan Request. Both solicit key details about the requestor and the specific need or project—here represented by the need for a particular book or article. Each requires a justification of need (implied by the 'Need before' date in the Ala form) and often adherence to specific guidelines or laws. Additionally, both may involve an evaluation process by the provider (lending library or grant organization) to determine eligibility based on supplied information.

Another document similar to the Ala Loan Request form is the Rental Application form. Rental Applications gather applicant details and references, akin to the Ala form’s collection of client and borrowing library information. Both types of applications aim to establish trustworthiness and ensure that borrowed items—be those books or apartments—are returned in good condition. The consideration of terms of use and restrictions (e.g., "No Renewals", "Library Use Only") in the Ala form mirrors rental agreements specifying lease terms and utilities.

The Subpoena to Produce Documents is also analogous to the Ala Loan Request form in the aspect of requesting specific documents or items. While a Subpoena demands the production of documents under legal authority, the Ala form requests the loan of library materials, each specifying detailed information about the items in question (e.g., book title, ISBN, publisher for the Ala form). Both forms facilitate the retrieval of specified materials for the requester's use under set conditions.

An Insurance Claim form is similarly structured to the Ala Loan Request when it comes to reporting and requesting specific actions based on detailed item information. Both forms specify items (books or property in an insurance claim) along with their conditions and expected processing actions (e.g., loan, photocopy, replacement). They also include sections specifying the terms of the transaction, including any charges or fees expected, and provide detailed tracking of the item’s transaction journey—received, processed, and returned.

Lastly, a Purchase Order form parallels the Ala Loan Request form, specifically in the context of transaction specifics. Both outline detailed descriptions of requested items (e.g., book titles, quantities), terms of delivery, and payment arrangements. Moreover, just as the Ala form mentions the lending library's information and any special handling or shipping instructions, Purchase Orders detail vendor information, shipping details, and any special instructions or conditions pertinent to the order's fulfillment.

Dos and Don'ts

When filling out the ALA Loan Request form, it is crucial to pay attention to detail and to follow specific dos and don'ts to ensure the process is smooth and efficient. Below is a compiled list of eight essential pointers:

  • Do fill out the request date accurately. This determines the priority and handling of your request.
  • Do specify the "Need before" date. Libraries often prioritize requests based on the urgency communicated.
  • Do ensure client information is complete and correct. Missing or inaccurate information can lead to processing delays.
  • Don't leave the citation information section incomplete. Providing complete and accurate details about the book, article, or audiovisual material you are requesting is crucial for the lending library to process your request effectively.
  • Do check the appropriate type of request (Loan, Photocopy, Estimate, etc.). This helps the lending library understand the nature of your request and respond accordingly.
  • Don't forget to fill out the lending library information if known. This can speed up the process significantly.
  • Do clarify any special handling or use restrictions under the notes section. This includes specifying if the material is for "Library Use Only," if "Copying is not permitted," or if there are "No Renewals."
  • Don't exceed the maximum willing to pay amount without approval. Be mindful of your budget and communicate any financial constraints in the charge information section.

Adhering to these guidelines will facilitate a smoother transaction between the borrowing and lending libraries, ensuring that your request is handled efficiently and within the desired timeframe.

Misconceptions

When navigating the complexity of the ALA Interlibrary Loan Request Form, it’s easy to fall into misconceptions due to its detailed nature. Here are six common misunderstandings clarified to help guide you through the process.

  • It’s only for books. While it may seem like the form is solely for book requests due to its sections on book author and title, it also caters to requests for audiovisual materials, serial publications, articles, and even photocopies of specific documents. This variety ensures that a wide range of materials are accessible for borrowing.
  • Any request will be fulfilled, regardless of copyright. The form specifies compliance with copyright law, including the 108(g) (2) Guidelines and other copyright provisions. This is a reminder that not all materials may be available for loan or copying due to copyright restrictions, emphasizing the need to ensure requests are legally allowable.
  • Electronic delivery is available for all requests. Though there’s an option to provide an electronic delivery address, this doesn’t guarantee that all materials can be delivered digitally. The availability of electronic delivery depends on the lending library’s resources and the copyright status of the requested material.
  • Rush requests can always be accommodated. While there is a section to indicate a “Need before” date, it’s important to understand that fulfilling a rush request depends on various factors, including the availability of the item, processing times at the lending library, and shipping durations. Flexibility and early requests improve the chances of meeting specific deadlines.
  • Any item listed in a library’s catalog is available for loan. Even if an item appears in a catalog, its availability for interlibrary loan can be restricted due to it being non-circulating, in use, on reserve, or in poor condition. The form’s section on restrictions and reasons for non-sent items covers these scenarios, highlighting the importance of backup options.
  • There’s no cost involved. The section on charge information, including account number and maximum willingness to pay, underlines that there might be costs associated with requested loans or photocopies. These costs can vary and might include shipping, insurance, or special handling fees, depending on the lending library’s policies.

Understanding these nuances of the ALA Interlibrary Loan Request Form can streamline the process and set realistic expectations for the borrowing experience. Libraries aim to facilitate access to materials in a manner that is respectful of copyright laws and mindful of the logistical and practical aspects of loan and delivery services.

Key takeaways

Filling out the ALA Interlibrary Loan Request Form accurately is crucial for a smooth transaction between the borrowing and lending libraries. Below are key takeaways to ensure that the form is both complete and adheres to standard procedures.

  • Request and Need Dates: Clearly indicate the date of the request and the latest date by which the item is needed. This helps prioritize requests and manage expectations.
  • Client and Library Information: Provide comprehensive details concerning the client requesting the loan and the borrowing library. This includes names, addresses, and contact information.
  • Citation Information: Fill in the citation details meticulously, including the author, title, publisher, and date of publication, among others. For articles, include volume, issue, and pages. This ensures the correct item is sourced.
  • ISBN/ISSN and Other Identifiers: When available, including the ISBN for books or ISSN for serials, aids in precisely identifying the requested material. Other bibliographic numbers can also be beneficial.
  • Lending Library Contact Information: Detailing the contact information of the potential lending library facilitates direct communication for any clarifications or updates regarding the request.
  • Compliance and Authorization: Indicate adherence to copyright guidelines or other copyright law provisions and include authorization details to certify the request's legitimacy.
  • Type of Request: Specify whether the request is for a loan, photocopy, estimate, or to locate specific items. This clarifies the nature of the request for the lending library.
  • Charge Information: Clearly state the maximum amount willing to pay, if there's a reciprocal agreement in place, and how the payment will be provided. This helps manage financial expectations and procedures.
  • Special Instructions and Use Restrictions: Include any specific instructions or restrictions on the use of the borrowed material, such as "Library Use Only" or "No Renewals." This ensures proper handling and compliance with the lending library's policies.

By attentively completing each section of the ALA Interlibrary Loan Request Form and adhering to these key points, libraries can effectively facilitate interlibrary loans, thereby broadening the resources available to their patrons.

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