ifla wlic 2014. document delivery satellite meeting, 13-14 august 2014, nancy, france restructuring...

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IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods ALPE: an Italian project ALPE: an Italian project for sharing and checking for sharing and checking interlibrary loan permitted interlibrary loan permitted use use in e-resource licenses in e-resource licenses Silvana Mangiaracina, Ornella Russo, Silvana Mangiaracina, Ornella Russo, Alessandro Tugnoli Alessandro Tugnoli National Research Council National Research Council Bologna Research Area Library Bologna Research Area Library Document Delivery Satellite Meeting Restructuring resource sharing: new organisations, technologies, methods

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Page 1: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

ALPE: an Italian project ALPE: an Italian project for sharing and checking for sharing and checking

interlibrary loan permitted use interlibrary loan permitted use in e-resource licensesin e-resource licenses

Silvana Mangiaracina, Ornella Russo, Silvana Mangiaracina, Ornella Russo, Alessandro Tugnoli Alessandro Tugnoli

National Research CouncilNational Research CouncilBologna Research Area LibraryBologna Research Area Library

Document Delivery Satellite MeetingRestructuring resource sharing: new organisations, technologies, methods

Page 2: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

OverviewOverview

What’s ALPE?

The problem space

The ALPE solutions

Future steps

Page 3: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

WHAT IS ALPE?WHAT IS ALPE?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 softwareSearch engineIntegrated into the NILDE software

?

Silvana Mangiaracina
Page 4: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

ALPE PARTNERSALPE PARTNERS

Page 5: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

ALPE OBJECTIVESALPE OBJECTIVESTo 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

Page 6: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

THE PROBLEM IS….THE PROBLEM IS….From paper to e-resourceShift from copyright to licenseILL library services at risk?Need to negotiate with publishers ILL among

permitted uses

ILL of e-resourcesImpact in borrowing and lendingHow libraries comply with licenses?

Page 7: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

THE PROBLEM IS…..THE PROBLEM IS…..Know “your” license Find the “proper” license, and lend item according to itIF ILL is permittedUnderstand license

legal terms vague or contradictory terms (interpret?) applicable contract (type, duration, …)

Page 8: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

THE PROBLEM IS…..THE PROBLEM IS…..ILL management software (lending)They know “the item” to lend

Information about Title and Publication Year

They lack the “knowledge base” informationPublisher or Content ProviderPlatformHistory of Title (changes of publisher, take over, …)

Identifiers are crucial to look forHoldings, Libraries, …… and Licenses too

Page 9: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

FINDING THE “PROPER” LICENSEFINDING THE “PROPER” LICENSE

ARCHIVE’S ACQUISITION OR SUBSCRIPTION

2002

CURRENT SUBSCRIPTION

CRUSTACEANAISSN: 0011216XPublisher: BRILL

20081960

Arc

hive

’s

plat

form

1960 2014

Pub

lishe

r’s

plat

form

20141999

Agg

rega

tor’

plat

form

Page 10: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

LICENSE TO ILL?LICENSE TO ILL?DD-ILL clause explicitely mentioned

Content provider must own the copyright to license ILL

License duration? Last signed license prevails

Page 11: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

HOW CAN ALPE HELP?HOW CAN ALPE HELP?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

Page 12: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

Schema to describe ILL clauseSchema to describe ILL clause

License metadata

Name of publisher/aggregator

Subscriber organization

Contract Duration

E-resource type

ILL clause

ILL Clause full-text

ILL permitted

Permitted use: Transmission method

Obligations

Name of platform + URL

Ownership of copyright

Subscription typeLimits

Other conditions

Permitted use: Document format

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

Page 13: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

HOW TO POPULATE THE ALPE HOW TO POPULATE THE ALPE ARCHIVE?ARCHIVE?

Publisher dataStandard licensesCommunity-managed archive

LIBRARY

CONSORTIA

INSTITUTION

GLOBAL

Consortium/Institution informationNegotiated licensesCooperative & cascade management

Different user accounts and privileges

Page 14: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

HOW DOES IT WORK ?HOW DOES IT WORK ?

ALPE Search Engine FILTERS

TITLE + ISSN + YEAR

TITLE + ISBN

PUBLISHER 1www.pub.com

.

AGGREGATOR 1www.aggregator1.com

.

AGGREGATOR 2 www.aggregator2.com

.

?

Page 15: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

HOW DOES IT WORK ?HOW DOES IT WORK ?

ALPE Search Engine

PUB1www.editore.com

.AGG1

www.aggregatore.com

.AGG2

www.aggregatore.com?

ISSN + YEAR

ISBN

CACHE

KB

UPDATES INTERNAL KB

PUBLISHER 1 www.pub1.com

.

AGGREGATOR 1 www.aggregatore1com

.

AGGREGATOR 2 www.aggregator2.com

.

ALPELICENSES

DB

QUERIES EXTERNAL KB

Page 16: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

LINK TO EXTERNAL RESOURCESLINK TO EXTERNAL RESOURCESNeed: publisher’s name, platform, interoperable and updated data ISSN REGISTERACNP (Italian Serials Union Catalog)Ulrich’sEBSCO AtoZExLibris SFXIn the future… GOKB ?

Page 17: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

ALPE DEMO : ILL CLAUSE SCHEMAALPE DEMO : ILL CLAUSE SCHEMA

Page 18: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

ALPE DEMO : THE SEARCH INTERFACEALPE DEMO : THE SEARCH INTERFACE

Page 19: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

ALPE’S TIME LINEALPE’S TIME LINE

2012

START PROJECTRequest for Comments

2013 2014 2015

BUILDING COMMUNITY

ALPE WG

ILL CLAUSE SCHEMA

LICENSE ANALYSIS

& START SW DEVELOPMENT

LICENSE MANAGEMENT APPLICATION

SEARCH ENGINE

ALPE ARCHIVE

POPULATED

NILDE-ALPE INTEGRATIO

N

BUILDING INTERNATIONAL PARTNERSHIP

Page 20: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

The ALPines facesThe ALPines faces

Page 21: IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies,

IFLA WLIC 2014. Document Delivery Satellite Meeting, 13-14 August 2014, Nancy, FranceRestructuring resource sharing: new organisations, technologies, methods

CONTACTSCONTACTSSilvana Mangiaracina, Ornella Russo & Alessandro Tugnoli

e-mail: alpe-support @ area.bo.cnr.it

ALPE publicarchive:

https://nilde.bo.cnr.it/licenze.php

Read more:

https://sites.google.com/site/nildeworld/approfondire-alpe

This work is distributed under Creative Commons License Attribution-NonCommercial-ShareAlike 4.0 International

(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).