1. AN ITALIAN COOPERATIVE SYSTEM FOR CHECKING
Franco Bessone, Giovanna Colombo, Elena De Carolis, Gustavo Filippucci, Laura Garbolino,
Enza Gasbarro, Silvana Mangiaracina, Ornella Russo, Elisabetta Tamburini, Alessandro Tugnoli
TO LEND OR NOT TO LEND?
WITH ALPE IS EASIER!
AN ITALIAN COOPERATIVE SYSTEM FOR CHECKING
ILL PERMITTED USES IN E-RESOURCE LICENSES

2. With ALPE is easier! Laura Garbolino
Breaf history of ALPE…
ALPE (Archivio Licenze Periodici Elettronici) is a national archive of ILL clauses, extracted from “standard” and negotiated licenses, created to manage, to publicly share and to check the permitted uses of e-resources for ILL and document supply
Born in 2012 of a proposal by CNR Bologna Research Library to support NILDE librarians to comply with publishers ILL conditions. NILDE is the Italian network for inter-library document exchange
Today the ALPE working group is composed of 26 librarians and technicians from several research and academic institutions
The success key of the ALPE group is its working model:
share and collaborate to build a common Knowledge
create and keep updated a tool useful to ILL librarians day by day
roles are different and everyone is prime
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

3. With ALPE is easier! Laura Garbolino
WHY ALPE
HOW it works
HOW it helps
WHAT findings
WHEN it happens
WHICH opportunities
WHO we are
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

4. With ALPE is easier! Laura Garbolino
WHY
The policies for e-resources sharing are defined and conditioned by the license agreement
Create a national archive of clauses with a standardized description in order to minimize the risk of subjective interpretation of the licenses by librarians and to be easily usable
Create a integrated system ALPE-NILDE to search and identify the proper licenses for each document and each library in lending activity
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

5. With ALPE is easier! Laura Garbolino
WHY
Analysis of the NILDE network transactions shows that ILL requests for recent publications (i.e. articles published over the previous five years) account for 47% of the total number of requests.
Libraries shifted their collections from printed to e-collections so we expect an increased use from/of ILL of e-materials. For this reason the knowledge of ILL conditions in e-journal licenses is crucial.
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

6. With ALPE is easier! Laura Garbolino
WHY
The problem arises when ILL staff have to manage the service from different publishers and vendors and they have to correctly identify the right license for the specific individual article they are lending in a shortest time.
ILL librarians have to understand the legal language of license. The difficulty is also due to the technical and sometimes vague nature of license wording with respect to ILL clauses.
For ALPE working group that means that the licensing rights of all titles need to be communicated to the different ILL staff of over 900 NILDE libraries.
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

7. With ALPE is easier! Laura Garbolino
HOW works
Research the available licenses for an article (using journal ISSN and pub year) and select the right license subscribed by one’s istitution.
Render the textual contents ILL clauses in a schema
Apply the correct condition in the ILL transaction
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

8. With ALPE is easier! Laura Garbolino
HOW works
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

9. With ALPE is easier! Laura Garbolino
HOW works
ALPE
Search
Engine
ISSN + year
2016
PUBLISHER 1
AGGREGATOR 2
ALPE
Public Archive
AGGREGATOR 1
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

10. HOW helps… from the license
Example of terms and conditions
The Licensee may supply another library within Italy a single print copy of an electronic original of an individual document being part of the Licensed Matherias. Supply shall be by post, fax or secure transmission (using Ariel, Nilde or its equivalent, whereby the electronic file is deleted immediatly after printing) for the purposes of reserach or private study and not for commercial use (Emerald neg. 2014)
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

11. HOW helps… to the schema
License Data
ILL clause
Mail and fax
Type of license
ILL clause text
Mail, fax or electronic delivery
Name of publisher/vendor
ILL permitted
Mail, fax or secure electronic delivery (ARIEL and equivalent systems)
Delivery allowed conditions
URL of e-Resources Platform Access
Mail, fax or secure electronic delivery (ARIEL, NILDE and equivalent systems)
Document format to supply
Rights holder
Obligations for requesting library
Mail, fax or secure electronic delivery (unspecified systems)
Type of requesting library
License duration
Mail, fax or secure electronic delivery (only ARIEL, excluding other systems)
Subscription type
Obligations for supplying
library
Subscribed organization/library
Data for identifying the license
Data of license signed libraries
Public notes
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

12. With ALPE is easier! Laura Garbolino
HOW helps
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

13. HOW helps… ALPE steps into NILDE interface
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

14. With ALPE is easier! Laura Garbolino
HOW helps …ALPE steps into NILDE interface
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

15. With ALPE is easier! Laura Garbolino
HOW helps …ALPE steps into NILDE interface
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

16. With ALPE is easier! Laura Garbolino
HOW helps …ALPE steps into NILDE interface
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

17. With ALPE is easier! Laura Garbolino
HOW helps …ALPE steps into NILDE interface
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

18. WHAT findings ALPE licenses by year
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

19. WHAT findings How many licenses valid in year 2017?
64 (36%)
License with ILL
negotiated clause
178
valid licenses at the 2017
114 (64%)
License with ILL standard clause
130 Publishers
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

20. WHAT findings ILL permitted uses in ALPE licenses
Only mail or fax delivery
14 licenses (10%)
ILL permitted
134 licenses (75%)
SEDD not NILDE
8 licenses (7%)
ILL not specified
24 licenses (14%)
Electronic delivery
120 licenses (90%)
SEDD with NILDE
77 licenses (64%)
ILL not permitted
20 licenses (11%)
Electronic delivery
35 licenses (29%)
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

21. WHAT findings ALPE in NILDE lending work-flow
90 licenses used from ALPE in
July 2017
lending requests fulfilled (47%)  print - not subject to license
2.810 (24%)  license found and applied
2.162 (18%)  license not found
1.315 (11%)  license found but not applied
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

22. WHEN ALPE is a growing organism
BUILDING COMMUNITY ALPE WG
ILL CLAUSE
SHARED SCHEMA
ALPE ARCHIVE POPULATED
STRESS TEST ARCHIVE
UPDATE
ARCHIVE
UPDATE
ARCHIVE
BUILDING INTERNATIONAL PARTNERSHIP
Community
2012
2013
2014 I SEM
2014 II SEM
2015
2016
2017
2018
START PROJECT
Request for comments
LICENCE ANALYSIS
& START SW DEVELOP-MENT
LICENCE MANAGE-MENT APPLICATION
SEARCH ENGINE
API
ALPE NILDE INTEGRATION
LOGS ANALYSIS SW
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

23. With ALPE is easier! Laura Garbolino
WHICH… opportunities
Growth of knowledge and awareness about copyright issues and permitted uses in electronic resources
Opportunity to ask ALPE working group for help and support about licenses
Become member of ALPE working groups
An institution can negotiate more favorable clauses by knowing the existence of better situations
By applying the clauses, institutions are guaranteed to be compliant with the clauses for the access to the subscribed content
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

24. With ALPE is easier! Laura Garbolino
Ornella
Russo
Silvana Mangiaracina
Alessandro
Tugnoli
Gustavo
Filippucci
Franco
Bessone
Enza
Gasbarro
Elisabetta
Tamburini
Elena
De Carolis
Giovanna
Colombo
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino

25. With ALPE is easier! Laura Garbolino
Thanks!
Contact us at
ALPE public archive
ALPE API
6 October ILDS 2017 PARIS
With ALPE is easier! Laura Garbolino