Creating IZ licenses from NZ license templateBackground:
When sharing our electronic holdings with Rapid ILL, we are required to include lendable statuses to ensure the items we own are permitted to lend per our vendor licenses.
Licenses may or may not mention "resource sharing" or "Interlibrary Loan". We need to know what the license allows. RapidILL distinguishes between 3 lending policies or Lendable Statuses.
A lendable status dictates to whom a certain title can be lent. The lendable statuses are:
· LocalOnly: Lendable only to local patrons. Not for ILL. Used for local holdings checks before borrowing requests are sent out.
· LendableCountry: Lendable to RapidILL libraries in your country.
· LendableInternational: Lendable to all RapidILL libraries worldwide.
Note: If there is no language about "resource sharing" or "interlibrary loan" in the license, the assumption is "LendableInternational" would be acceptable -- not limiting Interlibrary loan in any way. The Google spreadsheet contains some collections with the lending status from the NZ.
Options for investigating the RapidILL lending status:
Use online spreadsheet to determine RapidILL note for IZ licenses.
Run analysis report for collections with existing linked license terms to determine RapidILL.
Create IZ licenses with InterlibraryLoan Terms of Use from NZ.
First Option: Depending on where your library is on setting up license terms, there are some options available to determine the note needed for RapidILL. Libraries can use the spreadsheet created from the NZ to determine if local collections would use the same note as a similar collection from the same vendor.
For example, if your library subscribes to an Elsevier collection in the IZ, the lending note from the NZ may be the same for the IZ collection. This will still need to be determined to be true or not by the library.
Second option: Some libraries already have licenses with license terms set up and mapped to the corresponding collection in their IZ. Ann Roll is able to run a report for the IZ to create a list of collections (what is the report??) based on ILL loan permission and note. Libraries can use this report to determine the lending status of the collection.
Third option (longer term project): If libraries do not have licenses term set up in the IZ but want to get started adding license terms, templates can be copied from the NZ to the IZ. Libraries can use those templates to generate IZ licenses with the interlibrary loan status and lending notes supplied by the NZ license. Libraries may need to update the terms if local subscription terms are not the same, but in most cases, they are the same. The licenses need to be linked to the collection for the analysis report, mentioned in the second option, to work.
Note: It will help to have a spreadsheet with the vendor, collection name, and lendable note ready for the next step to help keep track of which collections have been updated.
*Analysis run to export list of collections based on type of lending or Ann runs report for IZ