1. 1 Resource Sharing: Peer to Peer ARTEmail and EMAIL

2. 2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, 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 compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014

3. 3 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

4. 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. 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. 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: ARTEmail – Communication between Alma and the British Library resource sharing system Email – The sending of borrowing requests by the Alma borrowing partner via email. ISO –not covered in this session

7. 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. 8 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

9. 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 (ARTEmail) or alternative Partner (Email)Resource Sharing staffAlma 5 Your library receives item from lender; Resource Sharing staffN/A 6 Receive in Alma using External ID For Digital format – email 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. 10 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

11. 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. 12 Agenda Introduction Borrowing Workflow Lending Workflow Summary and additional resources

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

14. 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