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To integrate Alma with VDX we will implement a possible solution that integrates the Alma “supplier of last resort” configuration to VDX. This solution requires configuring a special NCIP WSILL partner within the Alma resource sharing system. This partner will send an email to a CDL-managed ILLiad VDX Email Adapter (IVEA). This solution leverages the Illiad supplier of last resort feature of Alma Resource sharing, providing an adapter that translates the Illiad message into a VDX message. If this solution proves satisfactory and can be implemented on time, we may decide to replace UC Interlibrary Loan with IVEA prior to go-live, which will create a borrowing request in VDX. VDX will then send a lending request to WorldShare ILL to find an outside partner who can fill the request.

The Alma resource sharing system at each institution will be configured to send the request to the WSILL partner automatically whenever the request cannot be filled by any consortium member.

Reasoning

Historically, the UC system has used a consortial resource sharing system that attempts to fulfill requests using UC resources, and, if the resources are not found, attempts to fulfill them primarily through WorldShare ILL (WSILL). In the SILS, consortial borrowing will be done using a UC-wide Alma Automated Fulfillment Network (AFN). However, we still need a way of transacting ILL with WSILL for requests that cannot be filled using UC resources. Ex Libris Alma does not at present support direct integration with WorldShare ILL as a partner, so UC will continue to use an ILL broker (currently VDX) to broker requests to WSILL.

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1. In the General Information tab, set:

  • Code to WSILL.

  • Name to WSILL

  • Profile Type to NCIP

  • System Type to ILLiad

  • Average Supply Time to 5

  • Supports Borrowing to checked.

  • Status to Active.

  • Borrowing Workflow to NZ Borrowing.

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2. Contact Information tab

On the Contact Information tab:

  • Add the following contact address:

California Digital Library
University of California
Office of the President
1111 Franklin Street
Oakland, CA 94607

  • Add the following contact email:

resourcesharinghelp@cdlib.org

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3. Parameters tab

On the parameters tab, set:

  • User identifier type to Primary Identifier

  • Enable service for guest user to No.

  • Disable service when to Never.

  • Loan period to 180 days.

  • Request pushing method to Link.

  • Broker system NCIP URL to http://na07.alma.exlibrisgroup.com/view/NCIPServlet

  • Default library owner to Resource Sharing Library.

  • Request Item Bibliographic record ID type to OCLC Number.

  • Check Out Item Default location to Borrowing Resource Sharing Requests.

  • Check Out Item Default item policy to your institution's default item policy.

  • Accept Item Default location to Borrowing Resource Sharing Requests.

  • Accept Item Default pickup library to your institution’s default pickup library.

  • Lookup user Require Authentication to No.

Image Added

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Fulfillment and ILL FG

FG discussed how the Vanguard decision worked out, and what way forward would be best for testing during the Test Phase of SILs (Vanguard) Decide how to integrate an ILL broker with Alma

Since GES proved successful in Vanguard, the group initially favored setting it up again in Test while also attempting to set up and test the alternative solution (the Illiad VDX Email Adapter) during the test phase.

This decision page was created.

Status
colourGreen
titleDone

Fulfillment and ILL FG

Group reviews and votes. Unanimous support for setting up GES and attempting to set up the alternative solution (the Illiad VDX Email Adapter) during the test phase. This ensures that if the alternative solution does not work, we still have the GES option to fall back on for Implementation.

Decision will be sent to Discovery FG, PPC, and ICs to inform.

Status
colourGreen
titleDone