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Instructions for creating licenses, updating license terms of use, and adding the RapidILL Lending Note to collections.

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·       LocalOnly: Lendable only to local patrons. Not for ILLMeaning, users won’t need to use ILL services. Used for local holdings checks before borrowing requests are sent out. Note: It has been recommended to add LocalOnly to Open Access collections.

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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. 

Users: Intended for those that manage electronic resources in Alma, manage collection development and license terms of use in Alma or another application, those that manage publishing profiles in Alma, or work with interlibrary loan, loaning articles and book chapters.

The spreadsheet [WILL UPDATE WITH INFORMATION FROM ANN ROLL] contains some of the NZ collections with the lending status.

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Pick the best option that will work for the library to begin this project. Start with a small set of collections, starting with either EBSCO, ProQuest, JSTOR, Gale, etc. All three of these options are long-term projects but it is best we begin adding the lending note needed for RapidILL to the corresponding Alma E-collection Internal Description fields.

It is highly recommended to eventually start option three so that licenses have Terms of Use as we move forward with keeping the RapidILL lending note updated in the Alma collections. Not just for RapidILL, but for upcoming projects, such as linking to Consortia Manager, running analytic reports, etc.

First Option:

(This option is for libraries that do not have license terms and have no plans of adding them in the near future.)

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 collections and licenses to determine if local collections can use the same lending note. Ann Roll has said that generally, if the lending is not specifically spelled out in the license, it is safe to assume that LendableInternational can be used for the lending note.

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View file
nameALMA_License Module Workflow Handout_March_27_2023 listserv version.docx

Note: It will help is recommended 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.

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How do I find open access collections that are activated in the IZ? You may be able to find them if you selected “free” when activating the collection for example. Or you added a note in the internal description or the collection has CDI open access rights. Also, in the NZ, each OA collection has “open access” and “OA” in the Internal Description field to that they are easy find in an advanced Repository Search.
When you have your set, run the Change Electronic Collection information job to add the “LocalOnly” note in the internal description. You may also be able to use the E-Collection Quick Update in Cloud Apps.

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