1. © 2016 Ex Libris | Confidential & Proprietary Moshe Shechter | Alma Product Manager Fulfillment Network

2. © 2016 Ex Libris | Confidential & Proprietary Resource Sharing Network The patron’s home institution is the patron’s service provider. The patron’s home institution staff uses its own availability information, priorities and workflow considerations The patron’s home institution is accountable for the loaned item from the perspective of the resource owning library The home institution may activate a load balancing process to select the appropriate supplier The pickup location is always at the patron’s home institution. 2

3. © 2016 Ex Libris | Confidential & Proprietary Resource Sharing Network

4. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network 4 The resource owning library is the patron’s service provider. The patron directly requests the resource from the remote member institution. The resource may be picked up anywhere The resource owning library directly manages all aspects of the loan cycle with the requesting patron, including  Loan management (overdue, lost, renew etc.)  Fine/fee related issues

5. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network Attributes The resource owning library is the patron’s service provider. The patron directly requests the resource from the remote member institution. The resource may be picked up at the resource owning institution. The resource owning library directly manages all aspects of the loan cycle with the requesting patron, including  Loan management (overdue, lost, renew etc.)  Fine/fee related issues The request is direct with the supplier – there is no process to distribute the requests to specific lenders based on institution or network considerations.  Ex Libris Ltd., 2014

6. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network – User Value The Fulfillment Network easies the library involvement in terms of configuration, maintenance of supplier lists and in terms of staff mediation of the requests. The responsibility for obtaining the resources is levied on to the end user, leaving library staff out of this process.  Ex Libris Ltd., 2014

7. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network – Considerations Patron information may be freely shared between the institutions of the network. Institutions can agree on the policies by which their resources will be lent to different patron types of other institutions Institutions want to implement a shared blocking policy. The member institutions inventory is discoverable by patrons of all network members.  Ex Libris Ltd., 2014

8. © 2016 Ex Libris | Confidential & Proprietary  A single institution may participate in multiple fulfillment networks  Functional Highlights  Walk-In Loans  Direct Requesting  Pick up Anywhere  Consortial patron card in Primo Fulfillment Network - Workflows

9. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network

10. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network Workflow Example 10

11. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network Workflow 11 Abel, Brian We all lost the cold war Request Ship Loan/Return Return

12. © 2016 Ex Libris | Confidential & Proprietary Patron Logs In at U of Washington 12

13. © 2016 Ex Libris | Confidential & Proprietary Patron Changes to View Western Washington Holdings 13

14. © 2016 Ex Libris | Confidential & Proprietary Request is for Pick Up at Oregon State 14

15. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network Workflow 15 Abel, Brian We all lost the cold war Request

16. © 2016 Ex Libris | Confidential & Proprietary Patron Information is Copied ! 16

17. © 2016 Ex Libris | Confidential & Proprietary Request is Registered at Western Washington … 17

18. © 2016 Ex Libris | Confidential & Proprietary … and Pick Slip is Printed 18

19. © 2016 Ex Libris | Confidential & Proprietary Item is Wanded in … 19 … and Put in Transit

20. © 2016 Ex Libris | Confidential & Proprietary Item is in Transit 20

21. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network Workflow 21 Abel, Brian We all lost the cold war Request Ship

22. © 2016 Ex Libris | Confidential & Proprietary The Requester is not known at Oregon State … 22 But that is about to change …

23. © 2016 Ex Libris | Confidential & Proprietary Item is Wanded in at Oregon State … 23 … and Put on Hold Shelf

24. © 2016 Ex Libris | Confidential & Proprietary Back Home, Item is Tracked 24

25. © 2016 Ex Libris | Confidential & Proprietary Patron Comes to Collect the Item … 25

26. © 2016 Ex Libris | Confidential & Proprietary … and is Automatically Registered 26

27. © 2016 Ex Libris | Confidential & Proprietary Loan Can Go On (with Western’s Item !) 27

28. © 2016 Ex Libris | Confidential & Proprietary Back Home, Item is Tracked 28

29. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network Workflow 29 Abel, Brian We all lost the cold war Request Ship Loan

30. © 2016 Ex Libris | Confidential & Proprietary Patron Can Return Where Picked Up ! … 30

31. © 2016 Ex Libris | Confidential & Proprietary Item is Finally Home ! 31

32. © 2016 Ex Libris | Confidential & Proprietary Fulfillment Network Workflow 32 Abel, Brian We all lost the cold war Request Ship Loan/Return Return

33. © 2016 Ex Libris | Confidential & Proprietary Services are Exposed in Primo 33

34. © 2016 Ex Libris | Confidential & Proprietary THANK YOU Moshe.shechter@exlibrisgroup.com