ILLiad Conference 2009 IDSProjectorg 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 ID: 714902
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Slide1
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 GeneseoDustin Stokes, Atlas Systems, Inc.Curtis Poston, Atlas Systems, Inc.
Speaker Notes are included so please download the file to your computer before running.Slide2
OverviewHistory of the IDS eJournal Availability ServerDiscovery through data analysisSearch for an ERM
Reasoning for the use of generic licensesCurrent SystemLicense structureIlliad and z39.50Issues with the current systemSlide3
OverviewThe Next StepUnmediated article requestsAtlas and ILLiadSerials SolutionsOCLC
A version tailored for the Lending side of ILLiadSlide4
Article Fill Rate of 33%
Fall 2004Slide5
But we have more journals than that!SUNY Oswego’s Journal Subscriptions for 2008
Electronic: ~35,000 Print: ~300Slide6
“Unfilled” article requests for Fall 2004: 9404Sampled 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 AnalysisSlide7
Electronic Articles
Could Increase Fill Rate up to 66%Fall 2004Slide8
eJournal Database ver. 1Slide9
TARGETS
URL
License
Date Checked
Checked by
Comments
INSTITUTE OF PHYSICS JOURNALS
http://www.iop.org/EJ/librarians/-page=
librarians/0031-9120/1#print
P
2/28/2007
Tiede
Under “librarians” page
Yes, No,
Silent,
etc.
This License
is Paper
Copy Only
1.
3.
Generic License Management
Enter
Information
in 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
r
esponsein database
9
2009Slide10
ILL Rights
10
2009
2,107 Targets
= Aggregators, providers, & publishers for over
93K
journal titlesSlide11
OpenURL
Resolvers
Database of
eJournals held by IDS Project libraries
Licensing Database
IDS
eJournal
Availability
Service
Z39.50 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>Slide12
Which Library has it
Year & ILL PermissionsSlide13
Current IDS eJournal Availability ServiceThe GoodAllows 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 publisherIs currently the only way to access this type of informationNo member work to update the ejournal
databaseSlide14
Current IDS Availability ServiceThe BadA lot of work to update licenses – currently an annual processNo 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 informationSlide15
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 samplehttp://www.atlas-sys.com/company/newsletter/archive/OracleNewsletterWinter2009.pdf Slide16
ALIAS: Licensing Database
ILLIAD
Patron Request
Query
ISSN,
date
Library Codes for valid dates and licenses
Article Licensing Information Availability Service (ALIAS)
IDS ServiceSlide17
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 ProcessSlide18
Article Direct Request and Trusted Sender
Patron RequestBorrowing Library
The 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 LibrarySlide19
ALIAS
OCLC
ISSN, Date
List of Lenders
List of Lenders
Load Balancer
Lending String
Lending String
ILL Number
Atlas Systems, Inc.
The IDS ServiceSlide20
Load Balancing Can Be ConfiguredAtlas Systems, Inc.Slide21
Load Balancing ResultsAtlas Systems, Inc.Slide22
Tracking example of successful transaction in ILLiad Client
Sent to Request Sent in 1 minute &
filled in 3 ½ hours(after copyright clearance)Slide23
Tracking example if unable to process w/ ALIAS in ILLiad Client
Notes about no ISSN, no match, etc.Slide24
Results so far
Over 50% of requests processed through IDS Service
Is 2.04 hours fast enough for our patrons?Slide25
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 DreamsSlide26
Goal is to make this easy, and identify appropriate ILL rights.Slide27
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.Slide28
Future of ALIAS & IDS ServiceSolution
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.Slide29
Cooperative Electronic Resource Management
29
Develop ALIAS generic licensing model as a cooperative service model, similar to the Copyright Evidence Registry.Slide30
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 Slide31
Thank you - Questions?
31
IDSProject.orghttp://www.idsproject.org/Tools/ALIAS.aspxMark Sullivan,
sullivm@geneseo.edu Cyril Oberlander, cyril@geneseo.edu Dustin Stokes, dstokes@atlas-sys.com
Curtis Poston,
cposton@atlas-sys.com