to lend or not to lend? with alpe it is easier! an italian cooperative system fr checking ill...

TO LEND OR NOT TO LEND?

WITH ALPE IS EASIER!

AN ITALIAN COOPERATIVE SYSTEM FOR CHECKING

ILL PERMITTED USES IN E-RESOURCE LICENSES

Franco Bessone, Giovanna Colombo, Elena De Carolis, Gustavo Filippucci, Laura Garbolino,Enza Gasbarro, Silvana Mangiaracina, Ornella Russo, Elisabetta Tamburini, Alessandro Tugnoli

Breaf history of ALPE…• ALPE (Archivio Licenze Periodici Elettronici) is a national archive of ILL clauses,

extracted from “standard” and negotiated licenses, created to manage, to publicly share and to check the permitted uses of e-resources for ILL and document supply

• Born in 2012 of a proposal by CNR Bologna Research Library to support NILDE librarians to comply with publishers ILL conditions. NILDE is the Italian network for inter-library document exchange

• Today the ALPE working group is composed of 26 librarians and technicians from several research and academic institutions

• The success key of the ALPE group is its working model:• share and collaborate to build a common Knowledge• create and keep updated a tool useful to ILL librarians day by day

roles are different and everyone is prime

6 October 2017 ILDS 2017 PARIS With ALPE is easier! Laura Garbolino2

ALPE

•WHY ALPE•HOW it works•HOW it helps•WHAT findings•WHEN it happens•WHICH opportunities•WHO we are


WHY

The policies for e-resources sharing are defined and conditioned by the license agreement

• Create a national archive of clauses with a standardized description in order to minimize the risk of subjective interpretation of the licenses by librarians and to be easily usable

• Create a integrated system ALPE-NILDE to search and identify the proper licenses for each document and each library in lending activity


WHY• Analysis of the NILDE network transactions shows that ILL

requests for recent publications (i.e. articles published over the previous five years) account for 47% of the total number of requests.

• Libraries shifted their collections from printed to e-collections so we expect an increased use from/of ILL of e-materials. For this reason the knowledge of ILL conditions in e-journal licenses is crucial.


WHY• The problem arises when ILL staff have to manage the service from

different publishers and vendors and they have to correctly identify the right license for the specific individual article they are lending in a shortest time.

• ILL librarians have to understand the legal language of license. The difficulty is also due to the technical and sometimes vague nature of license wording with respect to ILL clauses.

• For ALPE working group that means that the licensing rights of all titles need to be communicated to the different ILL staff of over 900 NILDE libraries.


HOW works

•Research the available licenses for an article (usingjournal ISSN and pub year) and select the right licensesubscribed by one’s istitution.

•Render the textual contents ILL clauses in a schema

•Apply the correct condition in the ILL transaction


HOW works


HOW works


ALPE Search Engine

PUBLISHER 1www.pub.com

AGGREGATOR 1www.aggregator1.com

AGGREGATOR 2 www.aggregator2.com

ALPE Public

Archive

ISSN + year

2016

HOW helps… from the license

• Example of terms and conditions

The Licensee may supply another library within Italy a single print copy of an electronic original of an individualdocument being part of the Licensed Matherias. Supply shall be by post, fax or secure transmission (using Ariel, Nilde or its equivalent, whereby the electronic file isdeleted immediatly after printing) for the purposes of reserach or private study and not for commercial use (Emerald neg. 2014)


HOW helps… to the schema


Mail, fax or secure electronic delivery(ARIEL, NILDE and equivalent systems)

Mail, fax or secure electronic delivery(unspecified systems)

Mail, fax or electronic delivery

ILL clause

ILL clause text

ILL permitted

Delivery allowed conditions

Document format to supply

Obligations for requesting library

Type of requesting library

Obligations for supplyinglibrary

Public notes

Mail and fax

Mail, fax or secure electronic delivery (onlyARIEL, excluding other systems)

Mail, fax or secure electronic delivery (ARIELand equivalent systems)

License Data

Type of license

Name of publisher/vendor

URL of e-Resources PlatformAccess

Rights holder

License duration

Subscription type

Subscribedorganization/library

Data for identifying the license

Data of license signed libraries


HOW helps


HOW helps…ALPE steps into NILDE interface


HOW helps …ALPE steps into NILDE interface

WHAT findingsALPE licenses by year


0

20

40

60

80

100

120

2013 2014 2015 2016 2017

3

50

104 103 103

0 1

26 28

93

49

78 75

94

n. of License n. of License with ILL negotiated clause n. of License with ILL standard clause


WHAT findingsHow many licenses valid in year 2017?

130 Publishers

114 (64%)License with ILLstandard clause

64 (36%)License with ILL

negotiated clause178valid licensesat the 2017

WHAT findingsILL permitted uses in ALPE licenses


ILL permitted134 licenses (75%)

ILL not specified24 licenses (14%)

ILL not permitted20 licenses (11%)

Only mail or fax delivery

14 licenses (10%)

Electronic delivery 120 licenses (90%)

SEDD not NILDE8 licenses (7%)

SEDD with NILDE77 licenses (64%)

Electronic delivery 35 licenses (29%)

WHAT findingsALPE in NILDE lending work-flow

90 licenses used from ALPE in

July 2017

11.781 lending requests fulfilled4.096 (47%) print - not subjectto license

2.810 (24%) license found and applied

2.162 (18%) license not found

1.315 (11%) license found butnot applied


2012 2013 2014 I SEM 2014 II SEM 2015 2016 2017 2018

WHENALPE is a growing organism


START PROJECT

Request forcomments

LICENCE ANALYSIS& START

SW DEVELOP-

MENT

LICENCE MANAGE-

MENT APPLICATION

BUILDING COMMUNITY

ALPE WG

ILL CLAUSESHAREDSCHEMA

ALPE ARCHIVE

POPULATED

ALPE NILDE INTEGRATI

ON

SEARCH ENGINE

BUILDING INTERNATIONAL

PARTNERSHIP

STRESS TEST

ARCHIVE

API

UPDATE ARCHIVE

UPDATE ARCHIVE

SW

Community

LOGS ANALYSIS

WHICH… opportunities

• Growth of knowledge and awareness about copyright issues and permitted uses in electronic resources

• Opportunity to ask ALPE working group for help and support about licenses

• Become member of ALPE working groups

• An institution can negotiate more favorable clauses by knowing the existence of better situations

• By applying the clauses, institutions are guaranteed to be compliant with the clauses for the access to the subscribed content



Laura Garbolino

GustavoFilippucci

Silvana Mangiaracina

Elena De Carolis

ElisabettaTamburini

EnzaGasbarro

Alessandro Tugnoli

Franco Bessone

OrnellaRusso

Giovanna Colombo

Thanks!Contact us at

[email protected] public archive

https://nilde.bo.cnr.it/licenze.phpALPE API

https://nilde.bo.cnr.it/doc/api/#licenses


to lend or not to lend? with alpe it is easier! an italian cooperative system fr checking ill...

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