1 alma collaborative networks asaf kline director, alma product management ex libris ltd., 2014 -...
TRANSCRIPT
1
Alma Collaborative Networks
Asaf Kline
Director, Alma Product Management
Ex Libris Ltd., 2014 - Internal and Confidential
3
Network Zone
Overview
Joint acquisitions and negotiations
ILL via broker, directly between
partners
Direct patron interaction
Central Catalog, Shared Catalog
CATALOGING ACQUISITIONS RESOURCE SHARING FulfillmentFULFILLMENT
ANALYTICS
Network Zone
ADMINISTRATION
4
Consortias using Alma
• Orbis Cascade Alliance
• Shared Catalog, Consortial PDA, Resource Sharing (In Process)
• LIBIS
• Shared Catalog, Consortial Resource Sharing, Direct Patron Fulfillment
• BIBSYS
• In Implementation
• Shared Catalog, Shared Negotiations, Consortial Resource Sharing
Ex Libris Ltd., 2014 - Internal and Confidential
5
Network ZoneNetwork Zone
Cataloging Network
Shared Catalog
CATALOGING
External Catalog
Ex Libris Ltd., 2014 - Internal and Confidential
6
Cataloging Network
CATALOGING
Every Member has its own IZ
All members share a NZ with the Shared catalog
All members have access to the CZ’s Community Catalog
7
Multi-institution with network catalog
Network & Institution ZonesCommunity Zone
Global Authorities
Standard authority files
Community Catalog
Managed by ExL; currently e-resources
CentralKnowledgeBase
Administrative information for e-resources
Shared Catalog
Shared records managed by all campus institutions
Network inventory
E-resources available to multiple institutions
Ex Libris Ltd., 2014 - Internal and Confidential
Institution inventories
Inventories grouped by library
8
Cataloging Network
Network Zone
Inventory
CatalogLocal Extensions
Shared Record Shared Record
Catalog Catalog
The Trial
Inventory Inventory
The Trial
9
Cataloging Network
CATALOGING
10
Cataloging Network
CATALOGING
11
Network ZoneNetwork Zone
Acquisitions Network
ACQUISITIONS
Purchasing Department
Ex Libris Ltd., 2014 - Internal and Confidential
12
Acquisitions Network - Current
ACQUISITIONS
LexisNexis Academic
Member 1
Network Zone
Member 2 Member 3 Member N
Indicate to which member/s it is available for
Assign specific coverage per member
Activate proxy per member
Ex Libris Ltd., 2014 - Internal and Confidential
Shared Acquisition
13
Acquisitions Network - New
ACQUISITIONS• Central Negotiation:
• Content (collection & portfolios) is managed centrally on behalf of members
• Institutions for which the content was negotiated are listed centrally
• Negotiated cost per member are managed centrally
• License terms are managed centrally
• Activation of content is done centrally on behalf of members
• Acquisition – order, fund, invoices are managed by every individual member locally
Ex Libris Ltd., 2014 - Internal and Confidential
14
Acquisitions Network - New
ACQUISITIONSCentral Negotiation:
Ex Libris Ltd., 2014 - Internal and Confidential
15
Acquisitions Network - New
ACQUISITIONS
• Member – based on list of consortia members
• Member contact person
• Price
• Note
• Etc..
Central Negotiation:
Ex Libris Ltd., 2014 - Internal and Confidential
16
Acquisitions Network - New
ACQUISITIONSCentral Negotiation:
Ex Libris Ltd., 2014 - Internal and Confidential
Order action will appear only to members that did not place an order
17
Resource Sharing Network
RESOURCE SHARING
External broker
Alma and non-Alma partners
Ex Libris Ltd., 2014 - Internal and Confidential
18
Resource Sharing Network - Current
RESOURCE SHARING
Broker system
Requesting Institution
NCIP
• Navigator
• Relais
INN-Reach (Field Testing) ILLiad (Coming Soon)
Ex Libris Ltd., 2014 - Internal and Confidential
19
Resource Sharing Network - Current
Alma’s P2P support includes requests fulfilled in a number of formats:
Returnable Non Returnable copyDigital copy
RESOURCE SHARING
Ex Libris Ltd., 2014 - Internal and Confidential
20
Resource Sharing Network - Plans
Broker
Extend support for different brokers
Extend Use NCIP messages
P2P
Add support for different message formats. (e.g. NCIP)
Add support for extensions to ISO
Others
Add support for partners/systems that are not brokers nor P2P partners. (e.g. SLNP)
RESOURCE SHARING
Ex Libris Ltd., 2014 - Internal and Confidential
21
Fulfillment Networks
FULFILLMENT
Direct Request and pickup anywhere
Walk in and return anywhere
Ex Libris Ltd., 2014 - Internal and Confidential
22
Fulfillment Networks - Current
Walk-in Loaning
Direct Requesting
Joint Library Card
FULFILLMENT
Ex Libris Ltd., 2014 - Internal and Confidential
23
Fulfillment Networks - Plans
Return anywhere
Transit between institutions
Loan/Pickup anywhere
FULFILLMENT
Ex Libris Ltd., 2014 - Internal and Confidential
24
Fulfillment Networks - Scenarios
Patron Institution Item Institution Pickup Institution
Holds patron information
Manages the item Bridge, notifies A+B about actions
A B C
Item Institution is the fulfillment process manager FULFILLMENT
Ex Libris Ltd., 2014 - Internal and Confidential
25
Return Anywhere
Return Institution Item Institution
No patron and pickup involved
FULFILLMENT
Ex Libris Ltd., 2014 - Internal and Confidential
26
Request and Pickup - AB Scenario
Patron Institution Item InstitutionPickup Institution
This is the existing Walk-In/Direct Requesting option
Patron Institution
FULFILLMENT
Ex Libris Ltd., 2014 - Internal and Confidential
27
Request and Pickup - AB Scenario
Patron Institution/Pickup Institution
Item InstitutionPatron Institution
FULFILLMENT
Ex Libris Ltd., 2014 - Internal and Confidential
29
Analytics Network
Analytics
Institution A
Physical Items report
Fulfillment report
• When logging in to a specific institution, reports reflect the information of that institution only
Ex Libris Ltd., 2014 - Internal and Confidential
30
Analytics Network
Analytics• When logging in to the Network Zone,
reports can be created either for selected institutions or for the entire consortium
• Reports for the entire consortium – no institution selected
• Reports for a specific institution – select institution
NZ
Physical Items report
Inst.
A,BFulfillment report
Inst.C
Ex Libris Ltd., 2014 - Internal and Confidential
31
“Administration” Network
Administration• Support the ability to manage various configuration and administration elements for the entire network
• Current functionalities - Catalog
• Central Catalog Definitions
• Normalization Rules
• Cataloging Templates
• Central Publishing
• Group Settings
Ex Libris Ltd., 2014 - Internal and Confidential
32
“Administration” Network
• Current functionalities – Resource Sharing
• Partners
• Rota Templates/Rota Assignment Rules
• Locate Profiles
• Workflow Profiles
• Automatic Send Rules
Administration
Ex Libris Ltd., 2014 - Internal and Confidential
33
“Administration” Network
Administration• Fulfillment Configuration – Policies and TOUs
• Allow definition of policies and terms of use and fulfillment units in the Network zone.
• These entities will be seen by each institution as defined in the consortium level.
• This will add another level to the hierarchy of the policies Library, Institution, Consortium, Generic(OTB)
Ex Libris Ltd., 2014 - Internal and Confidential
34
General Configuration
• Email configuration:
• The email xsl will be configurable in the Network Zone.
• In each institution each row in the Customize letter screen will allow an additional option of Use Network Zone definition. If this is selected then the letter will not be customized in the institutional level.
• Code and Mapping table configuration:
• The Code and Mapping tables will be configurable in the Network Zone.
• In each institution there will be another action which is Use Network Zone definition. If this is selected then the code/mapping table will not be customized in the institutional level and Alma will use the Network Zone definition.
Administration
Ex Libris Ltd., 2014 - Internal and Confidential
