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These FAQ are drawn from RSWG Q&As held February 28th and March 4th.
Staff Time and Financial Considerations
There is no change to the Alma Software as a Service subscription agreement if colleges choose to implement resource sharing using the Peer-to-Peer or the Fulfillment Network models. Colleges may wish to implement additional software in the future that would incur additional costs, but the two models under consideration at this stage do not change the current subscription fee.
If resource sharing requests increase, there may be an impact on the cost of shipping items. In addition, more staff time may also be required to fulfill borrowing and lending requests if there is a higher volume of requests across the system as a result of resource sharing in Alma.
Note that every institution has the option to deny any request or opt out of resource sharing at any point. This is true with both the P2P and FN model.
It is possible that resource sharing requests will become more frequent with both models, P2P and FN. OCUL saw a marked increase in resource sharing requests when they implemented an Automated Fulfillment Network. They also found that individual collections with low circulation were used more frequently once other institutions were able to borrow materials more easily.
There are multiple options for handling the cost of shipping. Many variations were seen among other consortia interviewed for this project. Some have a pool of money that everyone contributes to and can then make use of for shipping fees. One example of this is PASCAL. In other cases such as ILLNET, grant money is used to pay for the cost of shipping. Others agree that the library doing the shipping pays, so the lending library pays to ship it one way and the borrowing library pays to ship it back. Others agree that the borrowing library pays for both sending and returning.
The Ontario colleges that agree to participate in consortial resource sharing supported by Alma will need to decide on how shipping will be handled. Once we decide on a model for resource sharing, we will move on to working out the details of handling shipping fees.
The cost of shipping does not change based on which resource sharing model in Alma (P2P or FN) is selected.
UNDER CONSTRUCTION, PLEASE COME BACK SOON FOR AN UPDATE
Do we have an idea of the time it takes for each of these steps in the process for P2P and FN?
Peer to Peer Workflows
Ex Libris - Peer to Peer Lending and Borrowing Workflows: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/010Resource_Sharing_Workflow/030Peer_to_Peer_Resource_Sharing
Ex Libris - Managing Resource Sharing Borrowing Requests: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/020Borrowing_Requests/030Managing_Resource_Sharing_Borrowing_Requests
Ex Libris - Managing Borrowing Renewals:
Ex Libris - Editing a Borrowing Request: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/020Borrowing_Requests/020Editing_a_Borrowing_Request
Ex Libris - Creating a Lending Request: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/030Lending_Requests/Creating_a_Lending_Request#Adding_a_Resource_Sharing_Lending_Task_From_a_Search
Ex Libris - Managing Lending Requests: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/030Lending_Requests/Managing_Resource_Sharing_Lending_Requests
SUNY Resource Sharing - Lending Workflows & Policies: https://sunyolis.libguides.com/training-resource-sharing/lending
SUNY Resource Sharing - Borrowing Workflows & Policies: https://sunyolis.libguides.com/training-resource-sharing/borrowing
Florida Virtual Library Lending Workflow: https://flvc.libguides.com/AlmaResourceSharingGuide/LendingWorkflows
Florida Virtual Library Borrowing Workflow: https://flvc.libguides.com/AlmaResourceSharingGuide/Borrowing
Fulfillment Network Workflows
OCUL Staff Manual - Alma Resource Sharing: https://clo-collaboration-spaces.atlassian.net/wiki/x/A4CYR
PASCAL Workflows for Retrieving & Processing at the Lending Library; Receiving Maintenance & Processing at the Borrowing Library; Returns & Maintenance at the Lending Library: https://clo-collaboration-spaces.atlassian.net/wiki/x/FoBzS
CARLI How To: Staff workflows for Alma Requests- Local and AFN: https://www.carli.illinois.edu/products-services/i-share/alma/fulfillment/how-to_AFN
In a P2P model, requests go to a borrowing requests list, rather than holds.
In an FN, requests will work similarly to internal Patron hold requests. They will be pulled for a hold from a “pick from shelf” procedure, and routed to the ILL dept for processing. Both local and fulfillment network holds will be included in the Active Hold Shelf in Alma. However, a local hold will have more options than a fulfillment network hold (in addition to "Update Expiry" and "View Audit Trail," you may see "Cancel Request" and "Mark as Missing”). When it arrives at the borrowing library, the item will be scanned in and routed to the requested “campus” or “Library” as with regular physical patron requests. A receipt can be printed for in transit process. An email is sent to the patron when an item is ready for pickup.
PASCAL Workflow for Receiving Maintenance & Processing at the Borrowing Library: https://clo-collaboration-spaces.atlassian.net/wiki/x/FoBzS
CARLI Best Practices: Alma Hold Shelf Maintenance: https://www.carli.illinois.edu/products-services/i-share/alma/fulfillment/how-to_AFN
Systems Questions
Alma is already integrated with your college Student Information System. No additional integration is necessary for resource sharing in either a P2P or fulfillment network model.
Ex Libris - Resource Sharing Protocols: https://knowledge.exlibrisgroup.com/Alma/Product_Materials/050Alma_FAQs/Resource_Sharing/Resource_Sharing_Protocols
UX Questions
The request form in a fulfillment network and a P2P model can be configured to indicate an average wait time.
In a fulfillment network, request forms can be configured to check for real time availability of items.
Availability Status in Primo VE: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/080Configuring_Delivery_Services_for_Primo_VE/001Primo_VE_Delivery_Services
Customizing Primo Request Forms: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/090Discovery_Interface_Display_Logic/020Forms
CARLI Primo VE: I-Share Resource Sharing Requesting "Availability" Options: https://www.carli.illinois.edu/products-services/i-share/discovery-interface/resshare-availability
2023-12-06 Resource Sharing Working Group Q&A with Alex Fletcher from OCUL: https://clo-collaboration-spaces.atlassian.net/wiki/x/AYDiPw
Alma can be configured to require a patron to register before requesting an item from another library. This ensures the patron is made aware that their personal information will be shared with another institution and give consent if they wish to proceed.
Fulfillment Networks - Require manual linked account registration: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/Fulfillment_Networks_Overview/010Fulfillment_Networks#Get_It_at_Other_Institutions
Primo VE 2024 Release Notes - Request Patron Consent When Registering at Another Institution: https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2024/010Primo_VE_2024_Release_Notes?mon=202402BASE
Yes. Please see the documentation linked below for details.
Configuring Resource Sharing Request Forms: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/080Configuring_Delivery_Services_for_Primo_VE/Configuring_Request_Forms_for_Primo_VE
CARLI Primo VE Resource Sharing Request Form: https://www.carli.illinois.edu/products-services/i-share/discovery-interface/ressharereqform
OCUL IZ Resource Sharing Configuration, IZ – Customize Your Resource Sharing Request Form: https://clo-collaboration-spaces.atlassian.net/wiki/x/A4CYR
Proposal Process Questions
The RSWG will share a resource sharing proposal based our research and on feedback from Q&As. The proposal will be delivered by email to the CLO member of each college on March 11th. CLO members will have one week to reply with additional concerns or questions. We will ask each CLO member to indicate the intention of thier institution to participate in the proposed model by March 18th.
Digital and Electronic Resource Sharing Questions
Both models are designed to support physical resource sharing rather than sharing electronic or digital items. A Peer-to-peer model can support digital resource sharing as well as a limited number of electronic resource sharing requests.
Digital lending can be supported in the P2P model. Digital lending can be supported through the creation of digitization requests and Alma’s Document Delivery window. Once the files are added Alma verifies the sending parameters based on the digitization and copyright rules. Specific terms for digital terms of use can be configured and attached to the borrower request. Files can be delivered directly to the patron’s e-mail address or through staff mediation.
OCUL Staff Manual - Alma Resource Sharing, Digital Fulfillment of Lending Requests: https://clo-collaboration-spaces.atlassian.net/wiki/x/A4CYR
SUNY: Processing Digital Lending Requests: https://sunyolis.libguides.com/training-resource-sharing/lending#Looking%20Up
Ex Libris - Digitization Processing: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/020Resource_Requests/070Digitization_Processing
Ex Libris - Configuration of Digital Shipping for Resource Sharing: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/060Resource_Sharing/Configuration_of_Digital_Shipping_for_Resource_Sharing
Ex Libris - Receiving Digital Resource Sharing Requests: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/010Resource_Sharing_Workflow/030Peer_to_Peer_Resource_Sharing
Outside RS Partners including OCUL
No, we could connect with other institutions outside of the Network Zone through P2P or FN.
Yes, we have been in contact with OCUL. They are keen to move forward with the Ontario colleges once we have established our internal network zone scenario for resource sharing.
Additional Questions
For additional questions, please email:
Aimee Jeffrey- Anjeffrey@conestogac.on.ca
Dominica Popielski- DPopielski@sl.on.ca
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