[State of Iowa] LIB- FY23 OA and ILL Reimbursement Reports

FY23 Open Access Postage Reimbursement Form &

FY23 Interlibrary Loan Reimbursement Reporting Form

Use this form to report your Open Access Postage Reimbursement and Interlibrary Loan Reibursement for FY23.

You can submit one report or both reports on this form.

Library Name

Contact Person

Which report(s) are you submitting?

Open Access Postage Reimbursement Only

Interlibrary Loan Reimbursement Only

Both Open Access Postage Reimbursement and Interlibrary Loan Reimbursement

Open Access Return Postage Reimbursement

FY23: July 1, 2022 – June 30, 2023

This report is due July 31, 2023

Open Access Return Postage Reimbursement

FY23: July 1, 2022 – June 30, 2023

This report is due July 31, 2023

Instructions for Counting Open Access Postage

Libraries participating in Open Access shall accept returned items borrowed from any other library in Iowa.
1. Public libraries must use IA Shares to return items to other public libraries. DO NOT REPORT ANY POSTAGE FOR RETURNS TO ANOTHER PUBLIC LIBRARY.
2. Public libraries should use USPS to return items to any other type of library that is not on IA Shares. Use this form to report postage for these types of returns.
3. Academic libraries should use USPS to return items to other libraries. Use this form to report postage for these types of returns.
Log a record and keep receipts of actual postage spent to return items. When using USPS to return items, receipts are required for reimbursement. Libraries will be reimbursed for the full postage amount spent to return Open Access items. Libraries will not be reimbursed for any other method of return.
When you finish filling out this form, you will be prompted to attach copies of your log and receipts. If you need an alternative method to send receipts, please contact Toni Blair at: toni.blair@iowa.gov.

The Open Access Return Postage Log for FY23 is provided on the State Library’s Open Access page. You can find the link for the file in the sidebar labeled “Agreements and Promotional Files.”

Interlibrary loan items are not eligible for postage reimbursement.

Items returned through IA Shares are not eligible for postage reimbursement.

Instructions for Counting Open Access Postage

Libraries participating in Open Access shall accept returned items borrowed from any other library in Iowa.
1. Public libraries must use IA Shares to return items to other public libraries. DO NOT REPORT ANY POSTAGE FOR RETURNS TO ANOTHER PUBLIC LIBRARY.
2. Public libraries should use USPS to return items to any other type of library that is not on IA Shares. Use this form to report postage for these types of returns.
3. Academic libraries should use USPS to return items to other libraries. Use this form to report postage for these types of returns.
Log a record and keep receipts of actual postage spent to return items. When using USPS to return items, receipts are required for reimbursement. Libraries will be reimbursed for the full postage amount spent to return Open Access items. Libraries will not be reimbursed for any other method of return.
When you finish filling out this form, you will be prompted to attach copies of your log and receipts. If you need an alternative method to send receipts, please contact Toni Blair at: toni.blair@iowa.gov.

The Open Access Return Postage Log for FY23 is provided on the State Library’s Open Access page. You can find the link for the file in the sidebar labeled “Agreements and Promotional Files.”

Interlibrary loan items are not eligible for postage reimbursement.

Items returned through IA Shares are not eligible for postage reimbursement.

Report total dollar amount of Open Access Return Postage here. NOTE: A transaction log and a copy of receipts must be attached below. You will not be able to submit the form without attaching the required files.

Upload Open Access Postage Transaction Log and Receipt(s). NOTE: Multiple files can be uploaded at one time.

Click Here to Upload

Upload Open Access Postage Transaction Log and Receipt(s). NOTE: Multiple files can be uploaded at one time.

Click Here to Upload

Assurance and Evaluation: I certify that for the postage reported above, my library followed the Open Access Reimbursement guidelines as stated in the FY23 Terms of Agreement.

I agree by checking here

Assurance and Evaluation: I certify that for the postage reported above, my library followed the Open Access Reimbursement guidelines as stated in the FY23 Terms of Agreement.

I agree by checking here

Interlibrary Loan Reimbursement

FY23: July 1, 2022 – June 30, 2023

This report is due July 31, 2023

Interlibrary Loan Reimbursement

FY23: July 1, 2022 – June 30, 2023

This report is due July 31, 2023

Instructions for Counting Loans

Report only those interlibrary loans that were done outside OCLC and SILO during FY23 (July 1, 2022 - June 30, 2023). To simplify reporting, the State Library will obtain your library's ILL statistics from OCLC and SILO and add these to any other loans you report. If all of your ILLs were done within OCLC and SILO, you do not need to submit an Interlibrary Loan Reimbursement report.

For each item loaned to other libraries, include verification such as an ALA ILL form, an entry on the Interlibrary Loan transaction log, or a report from an ILL management system such as Iliad or CLIO.

Do not include OCLC or SILO loans.

Do not count bulk loans. Loans of multiple copies for a book discussion group are not considered bulk loans and may be included for Interlibrary Loan reimbursement.

A photocopy of an article is counted as one item regardless of the number of pages in the article.

Loans made to special libraries are not included.

Institution libraries listed in the Iowa Library Directory are included.

Instructions for Counting Loans

Report only those interlibrary loans that were done outside OCLC and SILO during FY23 (July 1, 2022 - June 30, 2023). To simplify reporting, the State Library will obtain your library's ILL statistics from OCLC and SILO and add these to any other loans you report. If all of your ILLs were done within OCLC and SILO, you do not need to submit an Interlibrary Loan Reimbursement report.

For each item loaned to other libraries, include verification such as an ALA ILL form, an entry on the Interlibrary Loan transaction log, or a report from an ILL management system such as Iliad or CLIO.

Do not include OCLC or SILO loans.

Do not count bulk loans. Loans of multiple copies for a book discussion group are not considered bulk loans and may be included for Interlibrary Loan reimbursement.

A photocopy of an article is counted as one item regardless of the number of pages in the article.

Loans made to special libraries are not included.

Institution libraries listed in the Iowa Library Directory are included.

Number of ILL Transactions NOT Including OCLC and SILO. NOTE: A transaction log or other verification documentation must be attached below.

Upload Interlibrary Loan Reimbursement Log or verification documentation.

Click Here to Upload

Upload Interlibrary Loan Reimbursement Log or verification documentation.

Click Here to Upload

Assurance and Evaluation: I certify that for the transactions reported above my library followed the Interlibrary Loan Reimbursement guidelines as stated in the FY23 Terms of Agreement.

I agree by checking here

Assurance and Evaluation: I certify that for the transactions reported above my library followed the Interlibrary Loan Reimbursement guidelines as stated in the FY23 Terms of Agreement.

I agree by checking here

Signature

By signing below, this is your assurance for both Open Access Postage Reimbursement and Interlibrary Loan Reimbursement.

By signing below, this is your assurance for Open Access Postage Reimbursement.

By signing below, this is your assurance for Interlibrary Loan Reimbursement.

Sign Here

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Last Name

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I agree to electronically sign and to create a legally binding contract between the other party and myself, or the entity I am authorized to represent.