1 Alma Collaborative Networks Asaf Kline Director, Alma Product Management  Ex Libris Ltd., Internal and Confidential

2 Copyright Statement and Disclaimer CONFIDENTIAL INFORMATION The information herein is the property of Ex Libris Ltd. or its affiliates and any misuse or abuse will result in economic loss. DO NOT COPY UNLESS YOU HAVE BEEN GIVEN SPECIFIC WRITTEN AUTHORIZATION FROM EX LIBRIS LTD. This document is provided for limited and restricted purposes in accordance with a binding contract with Ex Libris Ltd. or an affiliate. The information herein includes trade secrets and is confidential. DISCLAIMER The information in this document will be subject to periodic change and updating. Please confirm that you have the most current documentation. There are no warranties of any kind, express or implied, provided in this documentation, other than those expressly agreed upon in the applicable Ex Libris contract. This information is provided AS IS. Unless otherwise agreed, Ex Libris shall not be liable for any damages for use of this document, including, without limitation, consequential, punitive, indirect or direct damages. Any references in this document to third-party material (including third-party Web sites) are provided for convenience only and do not in any manner serve as an endorsement of that third-party material or those Web sites. The third-party materials are not part of the materials for this Ex Libris product and Ex Libris has no liability for such materials. TRADEMARKS "Ex Libris," the Ex Libris Bridge to Knowledge, Primo, Aleph, Voyager, SFX, MetaLib, Verde, DigiTool, Rosetta, bX, URM, Alma, and other marks are trademarks or registered trademarks of Ex Libris Ltd. or its affiliates. The absence of a name or logo in this list does not constitute a waiver of any and all intellectual property rights that Ex Libris Ltd. or its affiliates have established in any of its products, features, or service names or logos. Trademarks of various third-party products, which may include the following, are referenced in this documentation. Ex Libris does not claim any rights in these trademarks. Use of these marks does not imply endorsement by Ex Libris of these third-party products, or endorsement by these third parties of Ex Libris products. Oracle is a registered trademark of Oracle Corporation. UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/Open Company Ltd. Microsoft, the Microsoft logo, MS, MS-DOS, Microsoft PowerPoint, Visual Basic, Visual C++, Win32, Microsoft Windows, the Windows logo, Microsoft Notepad, Microsoft Windows Explorer, Microsoft Internet Explorer, and Windows NT are registered trademarks and ActiveX is a trademark of the Microsoft Corporation in the United States and/or other countries. Unicode and the Unicode logo are registered trademarks of Unicode, Inc. Google is a registered trademark of Google, Inc. Web address:  Ex Libris Ltd., 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 ACQUISITIONSRESOURCE SHARING Fulfillment FULFILLMENT 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., Internal and Confidential

5 Network Zone Cataloging Network Shared Catalog CATALOGING External Catalog  Ex Libris Ltd., 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 Zones Community Zone Global Authorities Standard authority files Community Catalog Managed by ExL; currently e-resources Central KnowledgeBase 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., Internal and Confidential Institution inventories Inventories grouped by library

8 Cataloging Network Network Zone Inventory Catalog Local Extensions Shared Record Catalog The Trial Inventory The Trial

9 Cataloging Network CATALOGING

10 Cataloging Network CATALOGING

11 Network Zone Acquisitions Network ACQUISITIONS Purchasing Department  Ex Libris Ltd., Internal and Confidential

12 Acquisitions Network - Current ACQUISITIONS LexisNexis Academic Member 1 Network Zone Member 2Member 3 Member N  Indicate to which member/s it is available for  Assign specific coverage per member  Activate proxy per member  Indicate to which member/s it is available for  Assign specific coverage per member  Activate proxy per member  Ex Libris Ltd., 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., Internal and Confidential

14 Acquisitions Network - New ACQUISITIONS Central Negotiation :  Ex Libris Ltd., 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., Internal and Confidential

16 Acquisitions Network - New ACQUISITIONS Central Negotiation :  Ex Libris Ltd., 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., 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., Internal and Confidential

19 Resource Sharing Network - Current Alma’s P2P support includes requests fulfilled in a number of formats: Returnable Non Returnable copy Digital copy RESOURCE SHARING  Ex Libris Ltd., 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., Internal and Confidential

21 Fulfillment Networks FULFILLMENT Direct Request and pickup anywhere Walk in and return anywhere  Ex Libris Ltd., Internal and Confidential

22 Fulfillment Networks - Current  Walk-in Loaning  Direct Requesting  Joint Library Card FULFILLMENT  Ex Libris Ltd., Internal and Confidential

23 Fulfillment Networks - Plans  Return anywhere  Transit between institutions  Loan/Pickup anywhere FULFILLMENT  Ex Libris Ltd., Internal and Confidential

24 Fulfillment Networks - Scenarios Patron InstitutionItem InstitutionPickup Institution Holds patron information Manages the itemBridge, notifies A+B about actions A B C Item Institution is the fulfillment process manager FULFILLMENT  Ex Libris Ltd., Internal and Confidential

25 Return Anywhere Return InstitutionItem Institution No patron and pickup involved FULFILLMENT  Ex Libris Ltd., Internal and Confidential

26 Request and Pickup - AB Scenario Patron InstitutionItem Institution Pickup Institution This is the existing Walk-In/Direct Requesting option Patron Institution FULFILLMENT  Ex Libris Ltd., Internal and Confidential

27 Request and Pickup - AB Scenario Patron Institution/ Pickup Institution Item Institution Patron Institution FULFILLMENT  Ex Libris Ltd., Internal and Confidential

28 Request and Pickup - ABC Scenario Patron Institution Item Institution Pickup Institution Patron Institution FULFILLMENT  Ex Libris Ltd., 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., 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,B Fulfillment report Inst. C  Ex Libris Ltd., 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., 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., 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., Internal and Confidential

34 General Configuration configuration: The 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., Internal and Confidential

35 THANK YOU!