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    Peer to Peer Resource Sharing - Lending

    Translatable
    Resource sharing libraries may manage the processes of both borrowing and lending. The workflow below outlines the resource sharing lending process. The protocols currently used for peer-to-peer sharing are ISO or NCIP. For more information on the ISO and NCIP protocols, see the Developer Network. For information on the borrowing process, see Peer-to-Peer Resource Sharing - Borrowing.
    For more information on resource sharing, see the Resource Sharing video (1 hour 12:31 mins). For detailed Ask the Expert sessions on resource sharing, see Resource Sharing Setup and Workflows – Part 1 and Resource Sharing Setup and Workflows – Part 2.

    Lending Workflow

    Creating a Resource Sharing Lending Request

    This section refers to step 1 of the Peer to Peer Lending Workflow diagram.

    Physical Request

    Create Move Request

    This section refers to step 3 of the Peer to Peer Lending Workflow diagram.

    For a physical item request, the process is the same as a temporary move request in the standard fulfillment flow (see Manage Fulfillment Options). No loan is created. Rather, the target destination is changed to the resource sharing library (see Moving Items) and the item's due back date is changed accordingly. The item status is set to Item Not In Place. If not previously created, the lending request may also be created at this point. Additional configuration is needed to allow the lending request creation here (see Shipping Items and Configuring Libraries). 

    Ship Physical Item to Borrowing Library

    This section refers to step 5 of the Peer to Peer Lending Workflow diagram.

    The physical item is sent to the borrowing institution, where it is received by the resource sharing partner (see Shipping Resource Sharing Lending Request Resources). This may be done through the Shipping Items page or from the action on the request in the Lending Request Task List, see Managing Resource Sharing Lending Requests.

    Renew/Recall/Overdue Handling

    This section refers to step 6 of the Peer to Peer Lending Workflow diagram.
    Renewing a shipped item happens as a result of a borrower request. The renew action may be done manually or automatically. It may be triggered by a patron request or a staff request on behalf of a patron. 
    Items that have been shipped may be automatically recalled if the recall function has been enabled in the workflow profile. Alma will automatically send a recall messages to the borrower institution when the shipped item is request
    Alma automatically marks ISO and email lending requests whose due date has arrived as Overdue request. In addition, Alma automatically sends ISO and email messages about these requests to the borrower. When using ISO, Alma automatically updates the borrower's request status based on this message.​

    Check In Physical Item

    This section refers to step 7 of the Peer to Peer Lending Workflow diagram.

    Upon receipt of the item from the borrowing institution, the item or the external request ID is scanned into Alma (see Scanning Items). The scanning process informs you of the location to which the returned item must be sent.

    Digital Request

    Create and Send Digital Item

    This section refers to step 3 of the Peer to Peer Lending Workflow diagram.

    For a digital item request, the process is the same as a digitization request, based on the digitization profile (see Digitization Processing). Create a digitization request in order to ship digitized material. When processing digitization, a rule must be configured to be use the document delivery service (see Configuring Digitization Profile Rules).
    If the digitization profile is set to require approval, the process waits for the approval before sending the item.
    For more information about digital document delivery of resource sharing requests, see the More Information About Digital Fulfillment of Resource Sharing Requests video (18:43 mins).

    Wait for Borrower Notification that Item was Received

    This section refers to step 5 of the Peer to Peer Lending Workflow diagram.

    Depending on the workflow options selected, the request may not change to a closed status until a response is received from the borrowing institution that the digital item was received.