Alma Resource Sharing A Customer Perspective Moshe Shechter | Alma Product Manager Anya Arnold | Orbis Cascade Alliance Ian Chan | California State University.

Slides:

Advertisements

Similar presentations

1 Business Data in Primo ALA | June 2013 Gilad Gal, Director of Product Management.

Advertisements

Primo Workbook #2 Supplemental Screenshots. 2 Copyright Statement and Disclaimer All of the information and material, including text, images, logos and.

BIAF Print Label software setup

1 LINKED OPEN DATA – an introduction Elisabeth Robinson EXPANIA 2014.

1  Ex Libris Ltd., Internal and Confidential Primo DPHT Spring Meeting | March 2012 Ido Peled, Primo Product Manager.

Librarians, metadata, and search BCS IRSG Search Solutions 2009 | London | October 1, 2009 Alan Oliver, Ex Libris (UK) Ltd.

1 Basic Troubleshooting. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property.

1 User Interface Configuration: SFX Menu. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is.

1 Resource Management: Resource Management Fundamentals.

1 Resource Sharing: Peer to Peer ART and .

1 Alma Collaborative Networks ICOLC Spring 2013 Asaf Kline Director, Product Management.

1 XIII: Electronic Resources Managing Trials and Evaluations.

1 IX. Managing Funds & Payments Invoicing Workflows.

1 Introduction. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or.

1 SFX TotalCare: User Interface Configuration - A-Z List.

1 Alma Collaborative Networks Overview Asaf Kline Senior Product Manager.

1 Copy and paste your photo into your opening and closing slide Aleph Parallel Indexing Jerry Specht Senior Support Analyst

1 SFX TotalCare: User Interface Configuration - SFX Menu.

1 KB Tools. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used.

How to transfer 85x prediction patterns from ADM library to HOL library Presenter: Yoel Kortick.

1 IX. Managing Funds & Payments A Little About Fiscal Period Close.

1  Ex Libris Ltd., Internal and Confidential Alma Analytics ELUNA | Athens, GA| May 2013 Asaf Kline Director, Alma Product Management.

1 Pick and Scan Voyager 9. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property.

1 PDA Management in Alma Network Zone. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either.

Introduction to Voyager 9 Primo OPAC

1 IX. Managing Funds & Payments Invoicing and Tax.

1 Orientation and concepts: Alma concepts. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is.

1 Central Publish to External Catalog from the Alma Network Zone.

1 Introduction to Voyager 9 Media Scheduling. 2 Copyright Statement and Disclaimer All of the information and material, including text, images, logos.

1 KB Manager: Activating Resources. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either.

1 Certification Training Resource Management 03 Normalization Rules Merge Methods Match Methods.

1 E-Acquisitions Workflows and Management in Alma Network Zone.

1 Administration User Management Updating Users Fundamentals.

1 Alma Network Zone Topology Introduction. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is.

1 SFX TotalCare: Statistics. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property.

1 SFX TotalCare: Activating Resources using SFX Admin Lite.

Resource Management Authorities. Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the.

1 Day-to-Day Cataloging Activities in a Network Zone.

1 Certification Program User Management 01 - Roles.

1 Administration Introduction April - June 2014 Fundamentals.

Welcome to Verde Gudula Holzheid, Senior Consultant.

1 Introduction to Remote Storage Yoel Kortick Senior Librarian.

1 Accrual Accounting Yoel Kortick Senior Librarian Alma Product Management.

1 Parsing call numbers for labels Yoel Kortick Senior Librarian.

1 Designing and using normalization rules Yoel Kortick Senior Librarian, Ex Libris.

1 Export E-Inventory Job. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property.

1 The Basics of Fulfillment setup for loans and requests Yoel Kortick Senior Librarian.

1 Combining two subject areas in an Alma Analytics Report Yoel Kortick Senior Librarian.

1 Patron Blocks - Librarian assigned and system assigned Senior Librarian Yoel Kortick.

Expansion of available character set for configuration in ALEPH tables Idit Shachar-Abutbul May 2011 Aleph operations meeting.

1 How to manually package PO Lines Yoel Kortick Alma Global Support Manager.

An Introduction to the Bibliographic Metadata Profile in Alma

How to send to the vendor an analytics report of items which have or have not arrived (Legal Deposit) Yoel Kortick Senior Librarian.

New service, p-ret-adm-03 (Advanced General Retrieval Form) Version 21 rep_ver # Yoel Kortick Alma Global Support Manager

Presenter: Yoel Kortick

Defining and using an external search profile with multiple targets for copy cataloging Yoel Kortick Senior Librarian Alma Product Management.

How to configure a blocked loan to be overridable

How to set up an RSS feed New Book List in Alma

Presenter: Svetlana Smirnov

Overview of Acquisition Claiming in Alma

Patron Driven Acquisition (PDA) Demand Driven Acquisition (DDA)

Fundamentals Acquisitions 02 – Workflow Rules Administration

Accessing and Using the Alma Link Resolver from Outside Primo

Presenter: Yoel Kortick

How to configure and use the Holdings record Accession Number

Multi item ILL requests in Aleph 500 Version 21 (rep ver and 17844)

In House Use and Alma Analytic reports for In House use

ARC – מחולל הדוחות של Aleph

VII Encuentro de Usuarios GRUEXCOL

Accrual Accounting Yoel Kortick Senior Librarian

Presentation transcript:

Alma Resource Sharing A Customer Perspective Moshe Shechter | Alma Product Manager Anya Arnold | Orbis Cascade Alliance Ian Chan | California State University San Marcos

Copyright Statement and Disclaimer All of the information and material, including text, images, logos and product names, is either the property of, or used with permission by, Ex Libris Ltd. The information may not be distributed, modified, displayed or reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is provided on an "AS IS" basis for general information purposes only without any representations or warranties, whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, and its subsidiaries and related corporations disclaim any and all liability for use of this information, even if advised of the possibility that loss, damage or expenses may arise. © Ex Libris Ltd., 2015

KEY TOPICS Alma Peer to Peer Model – Orbis Cascade Alliance Alma Broker Model – San Marcos (InnReach) Ian Chan © 2015 Ex Libris | Confidential & Proprietary Anya Arnold

Resource Sharing in Alma – Peer to Peer © 2015 Ex Libris | Confidential & Proprietary 4 Orbis Cascade Alliance

The Partners P2P Partner © 2015 Ex Libris | Confidential & Proprietary

The Partners © 2015 Ex Libris | Confidential & Proprietary

The Partners Borrower Institution Lender Institution © 2015 Ex Libris | Confidential & Proprietary

The Partners Borrower Institution Lender Institution © 2015 Ex Libris | Confidential & Proprietary

The Partners Borrower Institution Lender Institution © 2015 Ex Libris | Confidential & Proprietary

The Partners Borrower Institution Lender Institution © 2015 Ex Libris | Confidential & Proprietary

The Partners Borrower Institution Lender Institution © 2015 Ex Libris | Confidential & Proprietary

The Rota Template P2P Partner 1 P2P Partner 2 P2P Partner 3 P2P Partner 4 P2P Partner 5 P2P Partner 6 P2P Partner 7 P2P Partner 8 Rota Template 1 Rota Template 2 © 2015 Ex Libris | Confidential & Proprietary

For every request: P2P Partner 1 P2P Partner 2 P2P Partner 3 P2P Partner 4 P2P Partner 5 P2P Partner 6 P2P Partner 7 P2P Partner 8 Rota Assignment Rules Add Rota 1 Then Add Rota 2 For digital request: Add Rota 3 P2P Partner 9

The Rota Template P2P Partner 1 P2P Partner 2 P2P Partner 3 P2P Partner 4 P2P Partner 5 P2P Partner 6 P2P Partner 7 P2P Partner 8 Rota Template 1 Rota Template 2 P2P Partner 1 P2P Partner 3 P2P Partner 2 P2P Partner 4 P2P Partner 7 P2P Partner 6 P2P Partner 5 P2P Partner 8 © 2015 Ex Libris | Confidential & Proprietary

The Rota Template © 2015 Ex Libris | Confidential & Proprietary

Locating Potential Partners P2P Partner 1 P2P Partner 2 P2P Partner 3 P2P Partner 4 P2P Partner 5 P2P Partner 6 P2P Partner 7 P2P Partner 8 Z39.50 Holdings Code Z39.50 Alma Holding A Holding B Alma Requestability Alma © 2015 Ex Libris | Confidential & Proprietary

Locating Potential Partners P2P Partner 2 © 2015 Ex Libris | Confidential & Proprietary P2P Partner 3 P2P Partner 5 P2P Partner 7

Locating Potential Partners

Locate may be done using: OCLC number LCCN ISBN/ISSN Other metadata – title, author etc.

Locating Potential Partners – Network Zone ie=Inst_A:xxx&ie=Inst_B:yyy InstitutionHeld ByID Inst_AYesxxx Inst_BYesyyy Inst_CNo Locate

Lending Side Locate  Ex Libris Ltd., 2015 Borrower Institution Lender Institution Record ID OCLC number LCCN ISBN/ISSN Other metadata – title, author etc.

Configuration © 2015 Ex Libris | Confidential & Proprietary

The Workflow  Ex Libris Ltd., 2015 Borrower Institution Lender Institution Request Ship Receive Return Check In

The Workflow  Ex Libris Ltd., 2015 Lender Institution Reject Expire Borrower Institution General Message Renew / Renew Response Cancel / Cancel Response

Resource Sharing in Alma – Broker Model © 2015 Ex Libris | Confidential & Proprietary 25 California State University – San Marcos

The Broker Model - Concept © 2015 Ex Libris | Confidential & Proprietary

The Broker Model Borrower Institution Lender Institution NCIP © 2015 Ex Libris | Confidential & Proprietary

The Broker Model Borrower Institution Lender Institution NCIP © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Place Request Request OpenURL © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Authenticate & Authorize Patron Borrower Institution NCIP © 2015 Ex Libris | Confidential & Proprietary

Borrower Institution Publishing © 2015 Ex Libris | Confidential & Proprietary Workflow & Integrations – Authenticate & Authorize Patron

Workflow & Integrations – Choose Lender Lender Institution © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Choose Lender Lender Institution Z39.50 © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Choose Lender Lender Institution Publishing © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Borrow & Lend Borrower Institution NCIP Lender Institution NCIP © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Borrow & Lend Borrower Institution LookupUser Lender Institution © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Borrow & Lend Borrower Institution RequestItem Lender Institution © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Borrow & Lend Borrower Institution CheckOutItem Lender Institution © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Borrow & Lend Borrower Institution AcceptItem Lender Institution © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Borrow & Lend Borrower Institution CheckInItem Lender Institution © 2015 Ex Libris | Confidential & Proprietary

Workflow & Integrations – Borrow & Lend Borrower Institution CheckInItem Lender Institution © 2015 Ex Libris | Confidential & Proprietary

Current Integrations Matrix of Integrated Broker Systems © 2015 Ex Libris | Confidential & Proprietary