1 Resource Sharing: Peer to Peer ART and

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3 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

4 Prerequisites This presentation assumes that you have viewed or attended these training sessions: Fulfillment Fundamentals Day-to-Day Operations in Fulfillment Fulfillment Request Workflows

5 User Roles To manage resource sharing borrowing requests, you must have one of the following roles: Fulfillment Services Operator Fulfillment Services Manager Important: These roles must have the scope of Resource Sharing Library

6 The Partners : Peer to Peer Resource sharing partners can be created to define the types of request/receive communication that can take place between Alma and a resource sharing system: ART – Communication between Alma and the British Library resource sharing system – The sending of borrowing requests by the Alma borrowing partner via . ISO –not covered in this session

7 Objectives By the end of this training session, you will be able to: Create and process Borrowing Resource Sharing Requests Create and process Lending Resource Sharing Requests

8 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

9 Borrowing Workflow StepDescriptionWho does the actionSystem 1Request PlacedPatronPrimo 2Borrowing request automatically displays in Alma as new request:N/AAlma 3 Your library processes the requestResource Sharing staffAlma 4Sends to the BL (ART ) or alternative Partner ( )Resource Sharing staffAlma 5 Your library receives item from lender; Resource Sharing staffN/A 6 Receive in Alma using External ID For Digital format – to patron. Complete Request. For Physical – follow steps below. Resource Sharing staffAlma 5 Transit item to patron pickup location (e.g., Main Library Circ Desk) Resource Sharing staffN/A 6 Scan item into Alma Hold shelf notification sent to patron automatically Circ Desk staffAlma 7Item loaned to patron (via Manage Patron Services)Circ Desk staffAlma 8 Patron returns item at Main Library Circulation Desk; item scanned into Alma Circ Desk staffAlma 9Transit item to Resource Sharing LibraryCirc Desk staffN/A 10 Scan item at Resource Sharing Library” Resource Sharing staffAlma 11Ship item back to lenderResource Sharing staffN/A

10 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

11 Lending Workflow Steps StepDescriptionWho does the actionSystem 1 Your Library accepts/approves request from another library Resource Sharing staff N/A 2Lending Request created in Alma. Resource Sharing staff Alma 3 Print slip in Alma & retrieve item for digitization or physical shipment as below Resource Sharing staff Alma 4 Scan item into Resource Sharing Library Automatically moves item to temporary location in Alma Resource Sharing staff Alma 5 Ship item(physical/digital) to borrowing library Resource Sharing staff N/A 6 Physical Item is returned from borrowing library N/A 7 Scan-in item into Alma RS library Automatically closes lending request Automatically changes item back to its permanent location Resource Sharing staff Alma 8Transit item back to shelfResource Sharing staff N/A

12 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

13 Summary In this module, you learned how to: Process Borrowing RS Requests Process Lending RS Requests

14 Additional Resources Alma Fulfillment Guide available in PDF format via the Documentation Center available as Online Help within Alma Fulfillment  Resource Sharing LRC – Extended Session