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Options for investigating the RapidILL lending status:
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 Terms of use Use as we move forward with keeping the RapidILL lending note updated in the Alma collections. 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 in the Internal Description.
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” UNTIL I GET THE OTHER REPORTS FROM ANN] created from the NZ collections and licenses to determine if local collections can use the same lending note.
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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. 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.
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Libraries can use this report [Link to Analytics report here] to determine the lending status of the collection. After 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 Terms of useUse.
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, like in option 1, is highly recommended for the updating the lending note in the e-collection internal description.
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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 in the Terms of Use 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 reports to work. Linking licenses to e-collections is shown in option two above.
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Use Option 1 if your library has existing notes in the Collectioncollection-level Internal Description field.
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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. Chris can answer any questions about updating the sets, if needed.
API for Collection-level Updates
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