Presentation "ALPE: an italian project for sharing and checking interlibrary loan permitted use in e-resources licenses"
•Download as PPT, PDF•
2 likes•345 views
Presentation by S.Mangiaracina, O.Russo and A. Tugnoli at the IFLA Document Delivery Satellite Meeting "Restructuring resource sharing: new organisations, technologies, methods". Lyon, France, 13-14 August 2014
Recommended
Recommended
More Related Content
Viewers also liked
Viewers also liked (12)
Similar to Presentation "ALPE: an italian project for sharing and checking interlibrary loan permitted use in e-resources licenses"
Similar to Presentation "ALPE: an italian project for sharing and checking interlibrary loan permitted use in e-resources licenses" (20)
More from Biblioteca d'Area CNR Bologna
More from Biblioteca d'Area CNR Bologna (18)
Recently uploaded
Recently uploaded (20)
Presentation "ALPE: an italian project for sharing and checking interlibrary loan permitted use in e-resources licenses"
- 1. Document Delivery Satellite Meeting Restructuring resource sharing: new organisations, technologies, methods ALPE: an Italian project for sharing and checking interlibrary loan permitted use in e-resource licenses Silvana Mangiaracina, Ornella Russo, Alessandro Tugnoli National Research Council Bologna Research Area Library IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 2. OOvveerrvviieeww What’s ALPE? The problem space The ALPE solutions Future steps IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 3. WWHHAATT IISS AALLPPEE?? ALPE (Archivio Licenze dei Periodici Elettronici) is the NILDE’s project to collectevely manage and share the information regarding the use of E-Resources for ILL and DD Public archive Management software Search engine Integrated into the NILDE software ? IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 4. AALLPPEE PPAARRTTNNEERRSS IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 5. AALLPPEE OOBBJJEECCTTIIVVEESS To support resource sharing by enhancing levels of knowledge about permitted uses To improve communication between librarians and consortia which negotiate with publishers To foster NILDE system recognition by publishers as a secure electronic document delivery system that is aligned with the license agreement terms IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 6. TTHHEE PPRROOBBLLEEMM IISS…….. From paper to e-resource Shift from copyright to license ILL library services at risk? Need to negotiate with publishers ILL among permitted uses ILL of e-resources Impact in borrowing and lending How libraries comply with licenses? IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 7. TTHHEE PPRROOBBLLEEMM IISS…….... Know “your” license Find the “proper” license, and lend item according to it IF ILL is permitted Understand license legal terms vague or contradictory terms (interpret?) applicable contract (type, duration, …) IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 8. TTHHEE PPRROOBBLLEEMM IISS…….... ILL management software (lending) They know “the item” to lend Information about Title and Publication Year They lack the “knowledge base” information Publisher or Content Provider Platform History of Title (changes of publisher, take over, …) Identifiers are crucial to look for Holdings, Libraries, … … and Licenses too IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 9. FINDING TTHHEE ““PPRROOPPEERR”” LLIICCEENNSSEE ARCHIVE’S ACQUISITION OR SUBSCRIPTION 2002 CURRENT SUBSCRIPTION IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods CRUSTACEANA ISSN: 0011216X Publisher: BRILL 2008 1960 Archive’s platform 1960 2014 Publisher’s platform 1999 2014 Aggregator’ platform
- 10. LLIICCEENNSSEE TTOO IILLLL?? DD-ILL clause explicitely mentioned Content provider must own the copyright to license ILL License duration? Last signed license prevails IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 11. HHOOWW CCAANN AALLPPEE HHEELLPP?? A Schema to describe and standardize ILL clause contents A Licenses Archive managed by Library Community A Search Engine based on external knowledge base which can find the “proper” license IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 12. Schema ttoo ddeessccrriibbee IILLLL ccllaauussee Permitted use: Document format IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods License metadata Name of publisher/aggregator Contract Duration E-resource type Subscriber organization ILL clause ILL Clause full-text ILL permitted Permitted use: Transmission method Obligations Name of platform + URL Ownership of copyright Subscription type Limits Other conditions Print or Scanned copy of publisher’s original file Digital hard copy of publisher’s original file Publisher’s original file Notes attributes needed for identifying the license attributes needed for identifying valid license for a certain library
- 13. HOW TO PPOOPPUULLAATTEE TTHHEE AALLPPEE AARRCCHHIIVVEE?? Publisher data Standard licenses Community-managed archive GLOBAL IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods CONSORTIA INSTITUTION LIBRARY Consortium/Institution information Negotiated licenses Cooperative & cascade management Different user accounts and privileges
- 14. HHOOWW DDOOEESS IITT WWOORRKK ?? ALPE Search Engine FILTERS IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods TITLE + ISSN + YEAR TITLE + ISBN PUBLISHER 1 www.pub.com . AGGREGATOR 1 www.aggregator1.com . AGGREGATOR 2 www.aggregator2.com . ?
- 15. HHOOWW DDOOEESS IITT WWOORRKK ?? ? ALPE Search Engine www.aggregatore.com PUB1 www.editore.com . AGG1 www.aggregatore.com . AGG2 UPDATES INTERNAL KB IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods ISSN + YEAR ISBN CACHE KB PUBLISHER 1 www.pub1.com . AGGREGATOR 1 www.aggregatore1com . AGGREGATOR 2 www.aggregator2.com . ALPE LICENSES DB QUERIES EXTERNAL KB
- 16. LINK TTOO EEXXTTEERRNNAALL RREESSOOUURRCCEESS Need: publisher’s name, platform, interoperable and updated data ISSN REGISTER ACNP (Italian Serials Union Catalog) Ulrich’s EBSCO AtoZ ExLibris SFX In the future… GOKB ? IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 17. ALPE DEMO : IILLLL CCLLAAUUSSEE SSCCHHEEMMAA IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 18. AALLPPEE DDEEMMOO :: TTHHEE SSEEAARRCCHH IINNTTEERRFFAACCEE IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 19. AALLPPEE’’SS TTIIMMEE LLIINNEE ILL CLAUSE SCHEMA ALPE ARCHIVE POPULATED NILDE-ALPE INTEGRATIO IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods 2012 BUILDING COMMUNITY ALPE WG START PROJECT Request for Comments 2013 2014 2015 LICENSE ANALYSIS & START SW DEVELOPMENT LICENSE MANAGEMENT APPLICATION SEARCH ENGINE N BUILDING INTERNATIONAL PARTNERSHIP
- 20. TThhee AALLPPiinneess ffaacceess IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
- 21. CCOONNTTAACCTTSS Silvana Mangiaracina, Ornella Russo & Alessandro Tugnoli e-mail: alpe-support @ area.bo.cnr.it ALPE public archive: https://nilde.bo.cnr.it/licenze.php Read more: https://sites.google.com/site/nildeworld/approfondire-alpe (All icons used in this work are part of ARASAAC Portale Aragonese per la Comunicazione Aumentativa e Alternativa (created by Sergio Palao and distributed under CC BY-NC-SA). This work is distributed under Creative Commons License Attribution-NonCommercial- ShareAlike 4.0 International IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods
Editor's Notes
- Here’s a quick overview of the topics I’ll cover
- Before I go into the details, I’ll give you a quick overview of what ALPE is and it’s components. ALPE stands for “Archivio Licenze dei Periodici Elettronici” (Archive of Electronic Serial Licenses). Its goal is for supporting librarians to collectevely manage and share the information regarding the use of E-Resources for Interlibrary Loan and Document Delivery Its components are: Public archive of DD-ILL clauses in e-licenses Management software to insert, display, associate e-licenses Search engine to find the effective license for each item New NILDE software module integrated into the lending process
- Who is working in ALPE? The ALPE project stands on the experience and it is the evolution of a former database, called “Help-Licenses”, which has been available since 2005 for NILDE librarians. It contained information only from the “big” publishers e-licenses negotiated by consortia. The ALPE project started with the release of a “Request for comments” document and after that, a first project meeting was organised in June 2012. Then, the ALPE Working group was formed; presently it is composed by 33 colleagues belonging to several academic and research institutions and to three national consortia. Their role are various and their expertises cover all the areas needed for this project: there are negotiators, e-resource librarians, ILL librarians and software developers .
- NILDE is the ILL management software used in academic and research libraries in Italy, and now in Spain and Greece too. NILDE supports transmission of files and digital hard-copy. The effect of such a procedure is to transform publisher’s original pdf-text files into pdf-images, which will be made available to the borrowing library. Thanks to the negotiation carried out by the Italian national consortia, several publishers have agreed so far to include the NILDE system in their license as as a “secure electronic delivery” system.
- Now I will like to share with you in a few slides the problem that the ALPE project will address. The shift from paper to e-subscriptions has brought about a change in the legal framework libraries provide services to accomplish their mission. Exceptions and limitations for libraries provided by copyright law have become “license to use” under contract law. ILL, especially in the digital landscape, has always been considered by publishers as a “concurrent” activity to their incomes. So, the ILL of e-resources has to be negotiated in contracts, and libraries should not give away rights (for their users) which are guaranteed by law. How this impacted on the borrowing and lending activity? With the general uncertainty related to e-licenses, the activity of checking the permitted use within the lending work-flow is more inhibiting than the license content itself.
- To check if the library has the “license to share”, that is, if lending is permitted, ILL librarians have to know which is the “proper” license for that item. Sometimes they will have lists of titles provided by the institution, or managed by an ERM systems. However, to maintain and keep updated such information requires a bigg effort.
- How could ILL management software automate the license checking? Unfortunately, ILL sw usually know about bibliographic information (such as title, ISSN, publication year) associated to the item to lend, while they lack of many information which usually it would require to access to a knowledge base. Licenses are identified by different information: the publisher/content provider, the platform (that is, the web portal where content is accessed), the contract duration , the licensee (the subscribers)
- This slides shows a practical example: For a given title it may exist several licenses which define the permitted use, depending on “from where” the contents are accessed. A library may subscribe to access the title contents to a certain web site (the e-content platform). There may be several platforms: the publisher’s one, the content providers (one or many), the archive’s platform. A library may subscribe to current contents or to the archives (in this case it can be a yearly-subscription or a one-time acquisition of the back-files) Besides, license may be negotiated one or, on the opposite side, standard license. Standard licenses automatically enter into force at the time of subscription. Usually, they are made public on the publisher’s or content distributor or aggregator web site.
- The Interlibrary Loan activity must be explicitly permitted by the license agreement and is usually specified in a specific clause. It is necessary to determine whether the publisher or the content aggregator with which the library has subscribed to the content owns the rights on the digital resources distributed or otherwise and, therefore, is able to grant to the library this right of use. Indeed, the international marketing and distribution panorama of the electronic resources on the part of multiple stakeholders (university publishers, commercial publishers, aggregators, agents) on the one hand makes it easy for libraries to acquire digital content from multiple distribution channels, on the other hand it further complicates the task of acknowledging who owns the rights relating to the ILL. La possibilità di effettuare attività di DD-ILL deve essere esplicitamente consentita dalla Licenza d’uso. Hanno validità in riferimento a tutte le annate delle risorse digitali sottoscritte e prevale sempre l’ultima licenza in essere.
- ALPE has developed a schema to describe ILL clause. It has several purposes: To standardize description of the clause; To be easily exchanged across systems (such as ILL systems, ERMS, …); To minimize the risk of subjective interpretation on the part of the librarians.
- Here’s a timeline which gives you an overview of what has been done with ALPE so far and the next steps. July 2014 End of standard license test phase License management web application 3° release Sept 2014 Search Engine release Nov 2014 ALPE archive populated with (about 140) most relevant standard licenses (for Italian academic institutions) ALPE archive populated with the 2014 national negotiated licenses NILDE-ALPE integration