Presentation on theme: "ALIAS Unmediated article requesting using the IDS Project's Article Licensing Information Availability Service (ALIAS) and ILLiad ILLiad Conference 2009IDSProject.org."— Presentation transcript:
ALIAS Unmediated article requesting using the IDS Project's Article Licensing Information Availability Service (ALIAS) and ILLiad ILLiad Conference 2009IDSProject.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
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
Electronic Articles Could Increase Fill Rate up to 66% Fall 2004
TARGETSURLLicense Date Checked Checked by Comments INSTITUTE OF PHYSICS JOURNALS http://www.iop.org/EJ/librarians/-page= librarians/0031-9120/1#print P2/28/2007Tiede 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.Circular 21 Search for Provider in a Search Engine 2. Can’t find? publisher 4. Record r esponse in database 9 2009
ILL Rights 10 2009 2,107 Targets = Aggregators, providers, & publishers for over 93K journal titles
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 2004-01-01 2008-10-09 DOAJ: Directory of Open Access Journals ILL OK
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 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 Library
ALIAS OCLC ISSN, Date List of Lenders Load Balancer Lending String ILL Number Atlas Systems, Inc. The IDS Service
Load Balancing Can Be Configured 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/onixplhttp://www.niso.org/workrooms/seruhttp://www.niso.org/workrooms/onixpl
Thank you - Questions? 31IDSProject.org http://www.idsproject.org/Tools/ALIAS.aspx Mark Sullivan, firstname.lastname@example.org@geneseo.edu Cyril Oberlander, email@example.com@geneseo.edu Dustin Stokes, firstname.lastname@example.org@atlas-sys.com Curtis Poston, email@example.com@atlas-sys.com