1. A rticle L icensing I nformation A vailability S ervice IDS Project Information Delivery Services Mark Sullivan Library Systems Administrator SUNY Geneseo

2. Overview History of the IDS 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

3. Overview The Next Step – Unmediated article requests Atlas and ILLiad Serials Solutions OCLC – A version tailored for the Lending side of ILLiad

4. Article Fill Rate of 33% Fall 2004

5. “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

6. Electronic Articles Could Increase Fill Rate up to 66% Fall 2004

7. Issues with Available ERMs No licensing data included Expensive, especially for empty shell Still need to create interface for ILLiad Each library would need to purchase the same one

8. Original Database

9. Issues with Original Database No licensing data included Web interface was very slow and required IDS Staff to keep a browser open Needed to create interface for ILLiad

10. OpenURL Resolvers Database of eJournals held by IDS Project libraries Licensing Database IDS eJournal Availability Server Z39.50 catalog displays ILL availability Title, Year, Volume, Issue, License

11. 11 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, Unclear, etc. This License is Paper Copy Only 1. 3. Search Process for Licenses 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 Record Response on Table/ Chart 4.

12. ILL Rights 12

17. Current IDS Availability Server The Good – Allows for searching of all Project libraries from within ILLiad – Shows holdings information for each library – 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

18. Current IDS Availability Server 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

19. The Bad, continued… – Lender strings and workforms need to be generated manually (memorize 5 three letter symbols) – Adds steps to borrowing process instead of eliminating them – Does not use ejournal url that is in the Serials Solutions data Current IDS Availability Server

20. Borrowing and Lending Does the IDS Availability Server help with Borrowing? Does it help with Lending? What can we do to improve it?

21. ALIAS: Licensing Database ILLIAD Patron Request Query ISSN, title Library Codes for valid dates and licenses Article Direct Request – Automatic Process Awaiting Request Processing – Manual Process Article Licensing Information Availability Service ALIAS

22. 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

23. Article Borrowing 25 hours on average before article requests were sent Total average time was 30 hours ALIAS would have reduced Total average time to 5 hours… 11 Article Requests

24. Article Lending 46 hours on average for Lending turnaround Total average time was 50 hours How much time would using eJournals have saved? How much effort? 66 Article Requests

25. 188 Article Requests Both libraries using current Availability Server Average turnaround is 14 hours Could be reduced another 4 hours with the new ALIAS for an average turnaround time of 10 hours or less.

26. These are the lending problems: No url in ILLiad so staff need to search for article PDF conversion adds a few steps. We need to be able to import pdf’s directly into ILLiad. But… No need to go to the stacks and search for the volume No need to scan or photocopy – already have a perfect digital version

27. The Lending System 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

29. Plans for the Future Work with Atlas to – Add additional project-based load balancing – Add Lending version that would Include only one library’s holdings and URL’s automatically insert url into Call Number or Location field Determine if Z39.50 is the best choice or if another protocol or system would serve our needs better Take ALIAS Open Source – Have a web based service (Jake) that will allow other libraries to update the licensing information – Cufts? – Other libraries and consortia will gain the benefits of the system while helping to improve the system – Work with NISO (SERU) to adapt ALIAS to use their license formats