alias unmediated article requesting using the ids project's article licensing information...
TRANSCRIPT
ALIASUnmediated article requesting using the IDS
Project's Article Licensing Information Availability Service (ALIAS) and ILLiad
ILLiad Conference 2009
IDSProject.org
Mark Sullivan, SUNY Geneseo Cyril Oberlander, SUNY Geneseo
Dustin Stokes, Atlas Systems, Inc.Curtis Poston, Atlas Systems, Inc.Speaker Notes are included so please download the file to your computer before running.
Overview• History of the IDS eJournal Availability Server
– Discovery through data analysis– Search for an ERM– Reasoning for the use of generic licenses
• Current System– License structure– Illiad and z39.50– Issues with the current system
Overview• The Next Step
– Unmediated article requests• Atlas and ILLiad• Serials Solutions• OCLC
– A version tailored for the Lending side of ILLiad
Requests Filled in the Project
Requests Filled outside the Project
Article Fill Rate of 33%Fall 2004
But we have more journals than that!
SUNY Oswego’s Journal Subscriptions for 2008
Electronic: ~35,000
Print: ~300
• “Unfilled” article requests for Fall 2004: 9404• Sampled article requests: 511 • Represented journal titles by year: 103• Based on electronic journals held by Pilot
Project libraries, but not listed in OCLC holdings, the project had the potential to fill an additional 31% within the member libraries
Problem Analysis
Requests Filled in the Project
Requests Filled outside the Project
Electronic Articles Could Increase Fill Rate up to 66%
Fall 2004
eJournal Database ver. 1
TARGETS URLLicen
se
Date Checke
d
Checked by
Comments
INSTITUTE OF PHYSICS JOURNALS
http://www.iop.org/EJ/librarians/-page=librarians/0031-9120/1#print
P2/28/2007
TiedeUnder “librarians” page
Yes, No, Silent, etc. This License
is Paper Copy Only
1.3.
Generic License Management
EnterInformationin Database
http://www.iop.org/EJ/librarians/-page=librarians/0031-9120/1#print
Q. What about interlibrary loans?A. Institutions October use hard copies derived directly or indirectly from the electronic edition of the publications for the purpose of inter-library loan with the same limitations that apply to paper copies for that purpose made from the print edition of the journals. Specifically, copies must be made in compliance with Section 108 of the Copyright Act of the USA and Technological Uses of Copyrighted Works (CONTU Guidelines), the text of which is available as part of USA Copyright Office Circular 21. The electronic transmission of copies of articles for inter-library loan purposes is not allowed.
Search for Provider
in a Search Engine
2.
Can’t find?
publisher
4. Record
responsein database
92009
ILL Rights
102009
2,107 Targets = Aggregators, providers, & publishers for over 93K journal titles
ILL OK 953 45.2%ILL OK, Print then eSend 314 15.0%ILL OK, Print Only 302 14.3%ILL OK, Silent License 215 10.2%ILL NOT OK 258 12.2%Not Processed Yet 65 3.1%Total: 2,107 100%
OpenURLResolvers
Database of eJournals held by
IDS Project libraries
Licensing Database
IDS eJournal Availability ServiceZ39.50 catalog displays ILL availability
Title, Year, Volume, Issue, License
IDS Project eJournal Availability Service (aka ALIAS)
eJournal Database version 2
<datafield tag="866" ind1="" ind2=""> <subfield code="a">2004-01-01</subfield> <subfield code="b">2008-10-09</subfield> <subfield code="x">DOAJ: Directory of Open Access Journals</subfield> <subfield code="z">ILL OK</subfield> </datafield>
Which Library has it
Year & ILL Permissions
Current IDS eJournal Availability Service
• The Good– Allows for searching of all Project libraries from
within ILLiad– Shows holdings information for each library
(eJournals and Print holdings – if print was added to Serials Solutions)
– Has licensing information for each publisher– Is currently the only way to access this type of
information– No member work to update the ejournal database
Current IDS Availability Service
• The Bad– A lot of work to update licenses – currently an
annual process– No one is really happy with the solution – it’s
clunky – Staff time – staff needs to check 866 fields for
each publisher’s holdings and licensing information
Pre-ALIAS Article Borrowing• 25 hours (avg.) before requests sent to
Lending Library
• Total turnaround time: 30 hours (avg.)
• ALIAS can reduce that to: just 5 hours…
TPAM sample
http://www.atlas-sys.com/company/newsletter/archive/OracleNewsletterWinter2009.pdf
ALIAS: Licensing Database
ILLIAD
Patron Request
Query ISSN, date
Library Codes for valid dates and licenses
Article Licensing Information Availability Service (ALIAS)
IDS Service
ALIAS: Licensing Database
ILLIAD
Patron Request
Query ISSN, date
Library Codes for valid dates and licenses
Awaiting Request Processing –
Manual Process
Article Licensing Information Availability Service (ALIAS)
IDS Service
Local Holdings Queue
Request Sent to OCLC
Article Direct Request –
Automatic Process
Article Direct Request and Trusted Sender
Patron Request
Borrowing LibraryThe borrowing library never touches the request…
The lending library downloads from eJournal and sends through Odyssey. The staff never photocopies or goes to the stacks…
The patron receives the requested article within a few hours…
Lending Library
ALIAS OCLC
ISSN, Date
List of Lenders List of Lenders
Load Balancer
Lending String
Lending String
ILL Number
Atlas Systems, Inc.
The IDS Service
Load Balancing Can Be ConfiguredAtlas Systems, Inc.
Load Balancing Results
Atlas Systems, Inc.
Tracking example of successful transaction in ILLiad Client
Sent to Request Sent in 1 minute & filled in 3 ½ hours(after copyright clearance)
Tracking example if unable to process w/ ALIAS in ILLiad Client
Notes about no ISSN, no match, etc.
Results so far
Over 50% of requests processed through IDS Service
Is 2.04 hours fast enough for our patrons?
ALIAS & Lending Processing
ALIAS: Licensing Database
ILLIAD
Library Request through OCLC
Query ISSN, year, license
URL for provider with proper license
and holdings
Double click URL and download article – No searching needed
ILLiad Version 8 Lending Dreams
Goal is to make this easy, and identify appropriate ILL rights.
Future of ALIAS
Problem Statement
The main problem is that OCLC WRS/ILLiad workflow lacks essential tools for effective article requests, i.e.:
• Direct Request for Articles
• Discovery of libraries actual journal holdings (and provisions);• license terms are local, except for libraries adding
ILLOK to summary holdings (LHR)• library holdings in print, microform, and electronic
are not FRBR-ized, so borrowing libraries lack the tools they need for efficient article resource sharing.
Future of ALIAS & IDS Service
Solution
• Develop the IDS Service in partnership with Atlas & OCLC as a service that can be utilized by WRS & ILLiad libraries.
• Explore adding local ERM functionality to the generic ERM service.
Cooperative Electronic Resource Management
29
• Develop ALIAS generic licensing model as a cooperative service model, similar to the Copyright Evidence Registry.
NISO working groups looking into this…ONIX-PL
Shared Electronic Resource Understanding (SERU)
30
Standards
Resources: http://www.niso.org/workrooms/seru & http://www.niso.org/workrooms/onixpl
Thank you - Questions?
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IDSProject.org
http://www.idsproject.org/Tools/ALIAS.aspx
Mark Sullivan, [email protected] Cyril Oberlander, [email protected]
Dustin Stokes, [email protected] Poston, [email protected]