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

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Presentation on theme: "Alma Resource Sharing A Customer Perspective Moshe Shechter | Alma Product Manager Anya Arnold | Orbis Cascade Alliance Ian Chan | California State University."— Presentation transcript:

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

2 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

3 1 2 3 4 3 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

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

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

6 The Partners © 2015 Ex Libris | Confidential & Proprietary

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

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

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

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

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

12 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

13 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

14 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

15 The Rota Template © 2015 Ex Libris | Confidential & Proprietary

16 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

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

18 Locating Potential Partners

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

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

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

22 Configuration © 2015 Ex Libris | Confidential & Proprietary

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

43 Moshe.Shechter@exlibrisgroup.com

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