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1
Resource Sharing Models
Moshe Shechter Alma Product Manager, Ex Libris
Ex Libris Ltd., 2014 - Internal and Confidential
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Agenda
Existing Models 1
Peer to Peer (P2P) Workflow 2
Broker Workflow 3
Some Roadmap Highlights 4
Summary 5
Ex Libris Ltd., 2014 - Internal and Confidential
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Existing Models
Resource Sharing the way you like it
Ex Libris Ltd., 2014 - Internal and Confidential
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Broker Model
Alma
Alma
Other System
Other System
Broker
Systems: Relais D2D/ILL OCLC NRE ILLiad
Protocols: Z39.50 (OPAC) OpenURL NCIP (V2.0)
Ex Libris Ltd., 2014 - Internal and Confidential
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Peer to Peer Model
Alma
Alma
Other System
Protocols: ISO ILL BL ARTEmail Emails
Ex Libris Ltd., 2014 - Internal and Confidential
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Peer to Peer Workflow
Data Elements and Infrastructure Request Placement Fulfillment Options
Ex Libris Ltd., 2014 - Internal and Confidential
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Peer to Peer Workflow
Data Elements and Infrastructure Request Placement Fulfillment Options
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma Data Elements and Infrastructure
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Partner
Rota Templates
Partner
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma Data Elements and Infrastructure
Partner
Integration Type
Locate Profile
Workflow Profile
• Email • ISO • ARTEMail
• Alma • Z39.50
• Local • Shared
Catalog
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma Data Elements and Infrastructure
Request
Temporary Item
Partner
Integration Type
Partner
Integration Type
Partner
Integration Type
Loan
Borrower Institution
Locate Profile
Locate Profile
Locate Profile
Rota
1
2
3
Workflow Profile
Workflow Profile
Workflow Profile
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma Data Elements and Infrastructure
Request
Item Moved to Temporary Location
Partner
Integration Type
Lender Institution
Workflow Profile
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma Data Elements and Infrastructure
Partner
Integration Type
Partner
Integration Type
Partner
Integration Type
Locate & Workflow Profile
Locate & Workflow Profile
Locate & Workflow Profile
Members
Network Zone
Borrower Institution
Borrower Institution
Borrower Institution
Ex Libris Ltd., 2014 - Internal and Confidential
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Peer to Peer Workflow
Data Elements and Infrastructure Request Placement Fulfillment Options
Ex Libris Ltd., 2014 - Internal and Confidential
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Request Placement
Direct Link
Ex Libris Ltd., 2014 - Internal and Confidential
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Resource Sharing in Alma
Ex Libris Ltd., 2014 - Internal and Confidential
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Request Placement
Ex Libris Ltd., 2014 - Internal and Confidential
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Locate and Rota Management
Ex Libris Ltd., 2014 - Internal and Confidential
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Locate and Rota Management
Ex Libris Ltd., 2014 - Internal and Confidential
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Lender Receives the Request
Ex Libris Ltd., 2014 - Internal and Confidential
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Peer to Peer Workflow
Data Elements and Infrastructure Request Placement Fulfillment Options
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma Resource Sharing
Request may be fulfilled in a number of formats:
Returnable copy Non Returnable copy Digital copy
Ex Libris Ltd., 2014 - Internal and Confidential
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Lending Request is Created
Ex Libris Ltd., 2014 - Internal and Confidential
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Resource is Requested for Shipment
Ex Libris Ltd., 2014 - Internal and Confidential
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Resource is Requested for Shipment
Ex Libris Ltd., 2014 - Internal and Confidential
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Resource is Shipped
Ex Libris Ltd., 2014 - Internal and Confidential
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Item & Request at Lender side
Ex Libris Ltd., 2014 - Internal and Confidential
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Borrower Request Status
Ex Libris Ltd., 2014 - Internal and Confidential
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Borrower Receive
Ex Libris Ltd., 2014 - Internal and Confidential
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Item & Request Status
Ex Libris Ltd., 2014 - Internal and Confidential
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Request at Lender Side
Ex Libris Ltd., 2014 - Internal and Confidential
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Loan to Patron
Ex Libris Ltd., 2014 - Internal and Confidential
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Patron Return
Ex Libris Ltd., 2014 - Internal and Confidential
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Borrower Return to Lender
Ex Libris Ltd., 2014 - Internal and Confidential
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Request Status
Ex Libris Ltd., 2014 - Internal and Confidential
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Lender Receives Item Back
Ex Libris Ltd., 2014 - Internal and Confidential
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Lender Audit
Ex Libris Ltd., 2014 - Internal and Confidential
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Borrower Audit
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma Resource Sharing
Request may be fulfilled in a number of formats:
Returnable copy Non Returnable copy Digital copy
Ex Libris Ltd., 2014 - Internal and Confidential
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Requesting Digitally
Ex Libris Ltd., 2014 - Internal and Confidential
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Receive Lending Digital Request
Ex Libris Ltd., 2014 - Internal and Confidential
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Manage Lending Digital Request
Ex Libris Ltd., 2014 - Internal and Confidential
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Manage Lending Digital Request
Ex Libris Ltd., 2014 - Internal and Confidential
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Lender Digitizes
Ex Libris Ltd., 2014 - Internal and Confidential
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Lender Digitizes
Ex Libris Ltd., 2014 - Internal and Confidential
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Request at Lender & Borrower Side
Ex Libris Ltd., 2014 - Internal and Confidential
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Borrower Receives Digital Copy
Ex Libris Ltd., 2014 - Internal and Confidential
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Requests End
Ex Libris Ltd., 2014 - Internal and Confidential
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Broker Workflow
Ex Libris Ltd., 2014 - Internal and Confidential
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Broker Based Integrations
Broker based integration is a working model where a dedicated resource sharing system manages the resource sharing process, but relies on Alma for the inventory and the patron management, and for fulfillment aspects of the process.
Ex Libris Ltd., 2014 - Internal and Confidential
51
Broker Based Integrations
Broker based integrations are based on three points of integration: • Request placement (OpenURL) • Exposing inventory status (Z39.50 OPAC/Publishing) • Fulfillment actions – receive, put in transit, loan,
return etc’ (NCIP)
Ex Libris Ltd., 2014 - Internal and Confidential
52
Broker Based Integrations
Alma is currently used in a broker model with:
• Relais ILL/D2D system
• OCLC WorldCat Navigator
• ILLiad
Ex Libris Ltd., 2014 - Internal and Confidential
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Integration Points
Creating the request Being a searchable target Integrating the Fulfillment process
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma & Broker – Creating the Request
• Patrons may use the broker’s discovery • If using a discovery interface other than the
broker as the starting point for searching (e.g. Primo or Google), it is possible to direct users to the Broker discovery.
• To take advantage of this option it is necessary for the discovery interface to generate an OpenURL which includes a query with appropriate search terms
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma & the "Broker" – Creating the Request
Ex Libris Ltd., 2014 - Internal and Confidential
Primo GetIt Tab
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Alma & the "Broker" – Creating the Request
Ex Libris Ltd., 2014 - Internal and Confidential
Services Page
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Integration Points
Creating the request Being a searchable target Integrating the Fulfillment process
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma & the "Broker" – Being Searchable
Lender: Availability and slip printing • Based on Z39.50 and OPAC
Syntax • Based on published
information
Borrower : Self and partner ownership • Based on Z39.50 and OPAC
Syntax • Based on published
information
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma & the "Broker" – Being Searchable
<holdingsRecord> <which>2</which> <holdingsAndCirc> <typeOfRecord>u</typeOfRecord> <encodingLevel>1</encodingLevel> <localLocation>Main Library</localLocation> <shelvingLocation>Depository</shelvingLocation> <callNumber>Heb 9472.800.9</callNumber> <copyNumber>1.0</copyNumber> <num_volumes>1</num_volumes> <num_circulationData>1</num_circulationData> <circulationData> <circRecord> <availableNow>1</availableNow> <availablityDate></availablityDate> <availableThru></availableThru> <itemId>HNRNWG</itemId> <renewable>0</renewable> <onHold>0</onHold> </circRecord> </circulationData> </holdingsAndCirc> </holdingsRecord>
Ex Libris Ltd., 2014 - Internal and Confidential
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Integration Points
Creating the request Being a searchable target Integrating the Fulfillment process
Ex Libris Ltd., 2014 - Internal and Confidential
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Alma & the "Broker" – Fulfillment Actions
Ex Libris Ltd., 2014 - Internal and Confidential
Institution
NCIP Partner
Resource Sharing Library
Resource Sharing Library
Resource Sharing Library
NCIP Partner
NCIP Partner
NCIP Partner
Law Library
Rest of Campus
Campus A
Campus B
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Fulfillment Actions – Borrowing Side
•Found Record •Citation Linker
Receive Item
Move item to pickup
Lend to Patron
Policies and limits may be imposed
Notify Patron
Resource Sharing staff work only in the broker system
Regular desk operators use standard Fulfillment interfaces and procedures
Ex Libris Ltd., 2014 - Internal and Confidential
63
Fulfillment Actions – Borrowing Side
Send item back
Move item to Resource Sharing Department
Receive from Patron
Request information is found at Library Card and Circulation Desk Operators UI
Resource Sharing staff work only in the broker system
Regular desk operators use standard Fulfillment interfaces and procedures
Ex Libris Ltd., 2014 - Internal and Confidential
64
Alma & the "Broker" – Fulfillment Actions
Ex Libris Ltd., 2014 - Internal and Confidential
LookUpUser
LookupUser is used to: Authorize the borrowing patron at the point when they try and place a
request. The patron’s contact information (email address, contact phone and
mailing address) is retrieved at this point along with the internal ILS patron id
Borrower
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Alma & the "Broker" – Fulfillment Actions
Ex Libris Ltd., 2014 - Internal and Confidential
AcceptItem
AcceptItem is used to: Notify Alma that an item has arrived Temporary item is created in Alma, with a request that is linked to the
Relais request ID
Borrower
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Alma & the "Broker" – Fulfillment Actions
Ex Libris Ltd., 2014 - Internal and Confidential
CheckInItem
CheckInItem is used to: Notify Alma that temporary item has been shipped back to lender Temporary item is deleted in Alma, and the loan is cancelled (if has not
been cancelled before)
Borrower
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Fulfillment Actions – Lending Side
Ex Libris Ltd., 2014 - Internal and Confidential
Alma Operator may trigger a move process Operator will use slips generated by broker/Alma
Wand in at broker notifies Alma that item has been shipped away Item is moved to temporary location in Alma’s resource sharing library
Wand in at broker notifies Alma that item has been returned Item is moved back to permanenent location in Alma
Alma management may be the triggering of a digitization processes, sending digitized material to resource sharing library account
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Alma & the "Broker" – Fulfillment Actions
Ex Libris Ltd., 2014 - Internal and Confidential
CheckOutItem
CheckOutItem is used to: Notify Alma that item has been shipped to borrower Item is identified as in a resource sharing process
Lender
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Alma & the "Broker" – Fulfillment Actions
Ex Libris Ltd., 2014 - Internal and Confidential
CheckInItem
CheckInItem is used to: Notify Alma that item has been returned by borrower Item is processed back for shelving at original location
Lender
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