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Use online spreadsheet to determine RapidILL lending note for IZ licenses.
Run analysis report for collections with existing linked license terms to determine RapidILL lending note.
Create IZ licenses with InterlibraryLoan Terms of Use from NZ and determining the lending note needed for RapidILL. Doing this option also allows for a report to be run.
Pick the best option that will work for the library to begin this project. 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.
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 ( [SPREADSHEET WILL CONTAIN THE 3 LENDING NOTES, ONLY HAVE LENDABLEINTERNATIONAL “LENDABLEINTERNATIONAL” UNTIL I GET THE OTHER REPORTS FROM ANN) ] created from the NZ collections and licenses to determine if local collections would can use the same note as a similar collection from the same vendorlending note.
For example, if your library subscribes to an SAGE collection in the IZ, the lending note from the NZ may be the same for the IZ collection. The lending note will still need to be determined by the library, someone familiar with terms of use. The spreadsheet is not stating this what the lending note actually is for the IZ collection but more than likely, it is the same lending status.
If your library moves forward with this option, it is highly recommended to create a spreadsheet to note the vendor, collection, and lending note. This spreadsheet will be used later when updating the e-collection internal description.
Second option:
Some libraries already have licenses with license terms set up and mapped to the corresponding collection in their IZ. An Analytics report [will be found in the shared CSU Analytics folder] can be run on the POL to create a list of collections and licenses. *GOING TO ADD THE ANALYTICS REPORT HERE AS WELL WHEN I HEAR BACK FROM ANN ROLL.There are two reports that will need to be run to create a spreadsheet needed for adding the lending note to the e-collection internal description.
[Will add more information about where to find the reports in Analytics]
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Ann Roll, from SDLC, said she is able to run a report, for the IZ, to create a list of collections if libraries need help. help libraries with these reports, if needed.
Libraries will need to have their licenses terms of use available set up and the license name in the Acquisitions and License Information section in the General tab in the Alma e-collection.
Libraries can use this report [Link to Analytics report here] to determine the lending status of the collection. After receiving generating the report, check with either ILL staff, collection development, or ERM managers to approve the lending note status.
To use option two, libraries need to meet a few requirements:
Licenses with terms of use.
Licenses with Interlibrary loan note.
License is linked to Alma collection.
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After confirming these parts of the license and collection are set up, the Analytics reports can be generated. The spreadsheet generated from the second report can be used to determine what the lending status is for that vendor/collection.
Note: A spreadsheet is highly recommended for the updating the lending note in the e-collection internal description.
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. The terms of use will be copied from the NZ to the IZ. Libraries may need to update these 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 Analytics report, mentioned in the second option, to workreports to work. Licenses linked to e-collections is shown in option two.
While this option does have a few more steps, it does help in the long run as future collections will need to have the RapidILL lending status in the collection and the best way to determine this status is to have the lending terms in the license.
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If your library has not added any notes to the Collection-level Internal Description, there is job, Change Electronic Collection Information, in Alma that can be run on a set, to add the RapidILL lending note to the Internal Description.
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Use Option 2 if your library does not have any existing notes in the Internal Description field.
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Once the lending note has been added to the Internal Description, the publishing sets will need to be updated.
Update RapidILL Publishing Set:
Once the Internal Note has been updated, the RapidILL Publishing Sets for journals and books will need to be updated. Libraries will need to update their IZ RapidILL sets. Once you have updated the set, contact Chris Lee so Ex Libris can be notified that the sets have been updated. *Need analysis report that is run by Ann, give option to libraries to run the report. Ask Ann if she is able to help libraries who do have license terms linked to collections.
API for Collection-level Updates
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