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label

Status

Status
colourYellowGreen
titleIN PROGRESSdecided

Scope

VANGUARD

Description

Choose among valid options for integrating Alma and VDX, primarily for the purpose of resource sharing via WorldShare ILL.

Decision

Owning group

Fulfillment and ILL FG (SILS-FG-FULFILL-L@LISTSERV.UCOP.EDU)

Approver

Stakeholders

R = Fulfillment and ILL FG
A = Fulfillment and ILL FG
C = Discovery FG, Alt Access committee
I = PPC, IC

Decision-making process

Fulfillment FG will make a recommendation in consultation with affected stakeholder groups, then pass to PPC and ICs to inform

Priority

Critical

Due date

Recommendation

(In progress.) The committee has decided determined after consultation with Ex Libris that Option 3 is not valid and is continuing to pursue the remaining options.

Reasoning

2 is the only option supported technically for integration with Ex Libris. So we recommend that CDL implement a GES integration between Alma and Request.

This integration should be implemented if possible using a Primo VE display logic rule that causes this GES to appear only if the requested item is not held in the consortium.

Reasoning

As Option 2 (a GES) is the only supported option, we will move forward with that. (Note that during the Vanguard additional options were discovered. The decision for subsequent phases is (Test and Go-Live) Strategy for Resource Sharing with WorldShare ILL ).

Background

Currently the Request/VDX system is used for both consortial resource sharing and ILL, with ILL being implemented through OCLC WSILL for all requests that cannot be filled within UC (or for CRL members, by UC or CRL).

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Alternative access requests (Elsevier or other special access content) could possibly be handled earlier in the patron workflow by an integration between Alma and Reprints Desk.

Q & A with Ex Libris

Expand
titleThe following response was provided by Ex Libris to our request for recommendations regarding options 1 and 2:

Le Tran (EXL)

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Hi Elizabeth and Joe,

My apologies I missed this question. I'm double-checking with product management regarding option 1.

Re: option 2: this is commonly used. In this option, an General electronic service (link to VDX ILL form) is configured in Alma and displayed as an Interlibrary loan request link in Primo. When patrons click on this link, if VDX ILL supports OpenURL, the citation will be sent to VDX. If VDX is configured to integration with Alma using NCIP, borrowing and lending requests from VDX will be sent to Alma automatically via NCIP messages.

https://developers.exlibrisgroup.com/alma/integrations/resource_sharing/broker/
https://developers.exlibrisgroup.com/alma/integrations/resource_sharing/broker/ncip/

Libraries typically include proxy in their ILL form URL. What is your VDX URL?

Thanks,

Le

Le Tran (EXL)

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Hi again Elizabeth and Joe,

I've got confirmation of my understanding from product management.  If option 1 - the resource sharing request form is used, the resource sharing request will be created in Alma, but it won't be pushed and created in VDX automatically. If this option is chosen, you would need to manually create the requests in VDX.

Therefore, I'd recommend that option 2 Alma General Electronic Service be used.

Thanks,

Le

Joe Ferrie

Le,

We would like to discuss this directly with your expert on ILL broker integration, particularly as regards the possibility of ISO-ILL. We believe that we read an Ex Libris publication that listed ISO-ILL as a supported protocol for Alma integration with VDX, and believe it should be possible to create an unmediated request in VDX using this protocol, particularly as no rota will be required. If the request is created with an empty rota, VDX can automatically add WSILL as a "lender of last resort." 

Would it be possible for you to put us directly in touch with an expert in this area to discuss this option?

Joe

I should add that VDX also supports a relatively simple email protocol for placing requests. This is a proprietary protocol and we don't anticipate that you support it, but we wonder whether it would be technically feasible for us to write an adapter that could be used by the Alma Request Item form to send the email into VDX.

Svetlana Smirnov (EXL)

Hi Joe,

Alma supports ISO with VDX.
https://developers.exlibrisgroup.com/alma/integrations/resource_sharing/p2p/

Thank you,
Svetlana

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Fulfillment and ILL FG watches and discusses recommended video that gives a high-level view of integration options: https://knowledge.exlibrisgroup.com/Alma/Training/Resource_Sharing/B_Broker-Based_Resource_Sharing/02_Resource_Requests_in_Broker-Based_Resource_Sharing

Status
titleDone

Joe F. reaches out to Ex Libris to investigate if there are any technical difficulties or unseen complications.

  • FG feels that there doesn’t appear to be any benefits to option three outlined above, and decides to focus on options 1 and 2

Status
titleDone

FG discusses feasibility of option 1 and 2

  • Options 1 and 2 are both technically feasible.

    • option 1 may cause issues with Hathi Trust and Elsevier links since the request system would be retired.

    • option 2 may require a lot of work for CDL to get going. There may not be enough time to code a new version of request for Vanguard.

  • Possible solutions for Option 1: There might be an opportunity for direct integration between Reprint’s beta product and Alma. Creating the opportunity for demand driven acquisition (DDA). This could include Elsevier as well as any other content that we decide to make available this way. UC Davis has also managed a recent successful integration with Hathi Trust, and could provide information on their work.

Status
titleDone

Decision for Vanguard date is set for July 30th, as we await more information from Ex-Libris on ISO-ILL

See Ex-Libris Q/A above

Status
titleDone

Fist of 5 Decision for Vanguard

Status
colourYellow
titleIn Progress