+ Copyright Management on ILLiad

- David Sayers, OHSU- Judith Norton, OHSU

Overview – Into the queue

Clearing Copyright

Clearing Copyright – Auto Select

Clearing Copyright – Checking against the Copyright List

Clearing Copyright – No matching results

Cleaning up Copyright – Using the Web Report

Cleaning up Copyright – Using the Web Report

Cleaning up Copyright – Using the Web Report

Cleaning up Copyright – Using the Web Report

Reporting Copyright

Reporting Copyright

Reporting Copyright

Customization

• Editing the Copyright List

- Documentation at http://www.atlas-sys.com/kb/illiad/10471.html

- Most often used to edit years in the “rule of 5”

Customization

• All borrowing requests with a Request Type of Article default to the Awaiting Copyright queue

- Change this by creating a rule in the routing table in the Customization Manager.

- Refer to the System Routing chapter in the Implementation Guide

Customization

• Page numbers

- When page numbers cannot be calculated, ILLiad defaults to 5 pages. Users can change the default in the Customization Manager

Customization

• Marking Lending Libraries as Copyright Payers

- Some document providers (such as the British Library) include copyright in their fee structure.

- Change to “Copyright Payer” in the Billing Information section of the Edit Addresses (Maintenance)

Customization

• If the automatic search in Copyright Gateway is slowing your workflow down, you can turn it off

- Change the CCCAutoSearch from Yes to No in the Customization Key

- You can still search each request by clicking the search button at the bottom of the Copyright form next to the ISSN box

Customization

• Editing what fields are displayed

- Documentation in the Borrowing Guide under Client Basics, pp. 1-25 through 1-35.

ILLiad and CCC - Tips

• When to report• Articles from Document

Suppliers (Copyright already paid)

• Pay-Per-View• Title abbreviations• Requests routed to

Document Delivery• Accidental flagging of

requests