1. 1 Fulfillment Networks

2. 2 Introduction The ‘Walk-In’ Scenario Direct Patron Requesting My Account Session Review Agenda

3. 3 Introduction Alma supports two types of resource sharing: (Standard) Resource Sharing does not require any collaborative or consortial framework. Fulfillment Network requires that a collaborative framework is defined/configured in Alma (but does not require a Network Institution) These two types are independent of each other. You can use one or the other or both

4. 4 Introduction Broker Institution AInstitution B Resource Sharing Peer-to-Peer

5. 5 Introduction Network Institution AInstitution B Fulfillment Network

6. 6 Introduction This presentation will focus on Fulfillment Networks For information on (standard) Resource Sharing in Alma, see the Alma Extended Training in the Ex Libris Learning Center. We’ll highlight the following aspects of Fulfillment Networks: The ‘walk-in’ scenario Direct patron requesting My Account in Primo

7. 7 Introduction The ‘Walk-In’ Scenario Direct Patron Requesting My Account Session Review Agenda

8. 8 The Walk-In Scenario Patron of Institution ABC wants to get services at an Institution XYZ desk, for an Institution XYZ resource ABC Lookup/Search XYZ Service Patrons of Share Patrons with [Visitor] John Smith [Home Institution] John Smith Patron @ XYZPatron @ ABC

9. 9 The Walk-In Scenario When performing the loan at the host institution it is possible to search for patrons from other institutions in the same network

10. 10 After clicking “Find in other institution” the staff user can choose a specific institution and enter the ID and click “find User” The Walk-In Scenario

11. 11 The Walk-In Scenario Copies of user records are created at target institutions, per need. Copies retain link to source From: Inst. - Institution ABC ID - xxxx Institution XYZ Institution ABC

12. 12 The user record is populated with details from the source institution as well as details from the ‘linked account’ rule The Walk-In Scenario Name and email are from source institution User group and expiration date are from the linked account rule

13. 13 The Walk-In Scenario

14. 14 The Walk-In Scenario

15. 15 Institution XYZ Institution ABC The Walk-In Scenario

16. 16 The Walk-In Scenario

17. 17 The Walk-In Scenario

18. 18 The Walk-In Scenario

19. 19 The Walk-In Scenario

20. 20 The Walk-In Scenario

21. 21 The Walk-In Scenario

22. 22 Introduction The ‘Walk-In’ Scenario Direct Patron Requesting My Account Session Review Agenda

23. 23 Direct Patron Requesting Patron of institution ABC wants to request institution XYZ items, for pickup at an institution XYZ desk ABC Lookup/Search XYZ Service Patrons of Share Patrons with [Visitor] John Smith [Home Institution] John Smith Patron @ XYZPatron @ ABC

24. 24 Fulfillment Networks

25. 25 Introduction The ‘Walk-In’ Scenario Direct Patron Requesting My Account Session Review Agenda

26. 26 Patron @ XYZ Member Institution XYZ Member Institution ABC Patron @ ABC [Visitor] John Smith [Home Institution] John Smith My Account Patron of institution ABC wants to view all of his fulfillment activities, in all institutions

27. 27 My Account Institution XYZ Institution ABC Primo Library Card

28. 28 My Account

29. 29 Introduction The ‘Walk-In’ Scenario Direct Patron Requesting Library Card Session Review Agenda

30. 30 Thank you!