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

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods Overview What’s ALPE? The problem space The ALPE solutions Future steps

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods 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 software Search engine Integrated into the NILDE software ?

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods ALPE PARTNERS

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods ALPE OBJECTIVES To 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

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods THE PROBLEM IS…. From paper to e-resource Shift from copyright to license ILL library services at risk? Need to negotiate with publishers ILL among permitted uses ILL of e-resources Impact in borrowing and lending How libraries comply with licenses?

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods THE PROBLEM IS….. Know “your” license Find the “proper” license, and lend item according to it IF ILL is permitted Understand license  legal terms  vague or contradictory terms (interpret?)  applicable contract (type, duration, …)

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods THE PROBLEM IS….. ILL management software (lending) They know “the item” to lend  Information about Title and Publication Year They lack the “knowledge base” information  Publisher or Content Provider  Platform  History of Title (changes of publisher, take over, …) Identifiers are crucial to look for Holdings, Libraries, … … and Licenses too

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods FINDING THE “PROPER” LICENSE ARCHIVE’S ACQUISITION OR SUBSCRIPTION 2002 CURRENT SUBSCRIPTION CRUSTACEANA ISSN: X Publisher: BRILL Archive’s platform Publisher’s platform Aggregator’ platform

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods LICENSE TO ILL? DD-ILL clause explicitely mentioned Content provider must own the copyright to license ILL License duration? Last signed license prevails

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods 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

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods Schema 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 + URLOwnership of copyright Subscription type Limits 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

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods HOW TO POPULATE THE ALPE ARCHIVE? Publisher data Standard licenses Community-managed archive LIBRARY          CONSORTIA      INSTITUTION GLOBAL              Consortium/Institution information Negotiated licenses Cooperative & cascade management Different user accounts and privileges

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods HOW DOES IT WORK ? ALPE Search Engine FILTERS TITLE + ISSN + YEAR TITLE + ISBN PUBLISHER 1 AGGREGATOR 1 AGGREGATOR 2 ?

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods HOW DOES IT WORK ? ALPE Search Engine PUB1 AGG1 AGG2 ? ISSN + YEAR ISBN CACHE KB UPDATES INTERNAL KB PUBLISHER 1 AGGREGATOR 1 AGGREGATOR 2 ALPE LICENSES DB QUERIES EXTERNAL KB

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods LINK TO EXTERNAL RESOURCES Need: publisher’s name, platform, interoperable and updated data ISSN REGISTER ACNP (Italian Serials Union Catalog) Ulrich’s EBSCO AtoZ ExLibris SFX In the future… GOKB ?

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods ALPE DEMO : ILL CLAUSE SCHEMA

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods ALPE DEMO : THE SEARCH INTERFACE

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods ALPE’S TIME LINE 2012 START PROJECT Request for Comments BUILDING COMMUNITY ALPE WG ILL CLAUSE SCHEMA LICENSE ANALYSIS & START SW DEVELOPMENT LICENSE MANAGEMENT APPLICATION SEARCH ENGINE ALPE ARCHIVE POPULATED NILDE-ALPE INTEGRATION BUILDING INTERNATIONAL PARTNERSHIP

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods The ALPines faces

IFLA WLIC Document Delivery Satellite Meeting, August 2014, Nancy, France Restructuring resource sharing: new organisations, technologies, methods CONTACTS Silvana Mangiaracina, Ornella Russo & Alessandro Tugnoli area.bo.cnr.it ALPE publicarchive: Read more: 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).