Borrowing Copyright Rule

The Copyright Mediation Rules are set up like the Borrowing Mediation Rules except that they have a few different options, only trigger for digital format requests, and change the request status to Pending Approval. The primary purpose of the rules are to catch requests needing copyright payment and stop requests breaking copyright rules. Some rules can be set to interact with Borrowing Mediation Rules as well to make more complex actions. 

Copyright Mediation Rules have the same structure as Borrowing Mediation Rules, so the similarities will not be added to this page. For information on how to make a rule in general see the Borrowing Mediation Rules page.

To configure Borrowing Copyright Rules, go to Alma Configuration > Resource Sharing > Rapido Rules > Borrowing Copyright Rules. Once in the Borrowing Copyright Rules List, click +Add Rule to add a new rule. 

The rules are essentially made the same way as a Borrowing Mediation Rule. Inputs work the same way, though there are different options for the Parameters. There are far fewer options for Parameters, but they are often far more specific then the Parameters for Borrowing Mediation Rules. Some of the most commonly used Parameters include:

• Years Since Publication: This Parameter lets you make a rule based on how recently an item was published. This is important if you make a rule based on the CONTU guidelines Rule of 5.
• Total Copyright Work Percentage: This Parameter lets you make rules stopping requests asking for page ranges over a certain percentage of the work. This is useful when making rules around the CONTU guidelines.
• Number of Requests Per User for Specific Resource: This Parameter is useful to make rules stopping duplicate requests. 

The Operators used for Borrowing Copyright Rules are the same as the Operators used for Borrowing Mediation Rules. For information on Operators see the Borrowing Mediation Rules page.

The Borrowing Copyright Setup is similar to the Output Parameters used for Borrowing Mediation Rules, but there are different options. 

Copyright Clearance

By default the Copyright Clearance checkbox is unchecked. If you leave the box unchecked the rule will not stop a request for copyright processing and it will automatically be processed with the Copyright Status set to No Copyright Restriction, meaning the request does not require payment. 

If you click the Copyright Clearance checkbox, the Copyright Status will be set to Copyright Not Approved and the request status will be changed to Pending Approval, sending the request to the Awaiting Copyright Clearance set. After checking the Copyright Clearance checkbox two new options will appear under a new option called Copyright Clearance Management.

Copyright Clearance Management will have two options that do opposite things. The options are: 

• Automatically Approved: the Copyright Status will be automatically changed to Copyright Approved and the request will automatically go through RapidILL to be filled. An analytics report can then be used to find all the requests with a Copyright Approved status to process copyright for payment through Research Solutions or the Copyright Clearance Center.
• Blocks Digitization Workflow: This option will stop the request for staff to process in the Awaiting Copyright Clearance set by either changing the Copyright Status to Copyright Approved, purchase the request through the Article Galaxy Cloud App, or Cancel the request. 

Labels

The Labels parameter is simply the label you want added to any request triggering the rule. These make it easy to instantly see why a request was stopped so staff know what they need to do to process the request. You can add anything as a label, but if you want a label with multiple words you will need to use underscores (_) instead of spaces. Common labels include: Rule_of_5, 10%, and More_Than_2.

Now that you understand how to make Borrowing Copyright Rules you may want some rules to make. The following page shows the recommended rules used in the CSU. 

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