helibtech

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A new <b>Resource Sharing</b> landscape is emerging with several providers offering new resource sharing solutions
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<a href="https://openlibraryfoundation.org/newsroom/news/introducing-the-open-resource-sharing-coalition-openrs/" class="urlextern" title="https://openlibraryfoundation.org/newsroom/news/introducing-the-open-resource-sharing-coalition-openrs/" rel="nofollow">The Open Resource Sharing Coalition (OpenRS)</a> a resource sharing initiative created in partnership with library consortia, open source developers, and vendors. OpenRS is a heterogeneous resource sharing system that is ILS and Discovery agnostic and accommodates the full spectrum of mediated and unmediated resource sharing.<br/>

The key developments in a new resource sharing landscape are described below. See also
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<b><a href="https://www.kenchadconsulting.com/wp-content/uploads/2022/12/New_approaches_to_resource_sharing-_Dec2022-1.pdf" class="urlextern" title="https://www.kenchadconsulting.com/wp-content/uploads/2022/12/New_approaches_to_resource_sharing-_Dec2022-1.pdf" rel="nofollow">New approaches to resource sharing: transforming library collections and the user experience.**</a></b>
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Ken Chad. Higher Education Library Technology [HELibTech] <b>Briefing Pape</b>r No. 8, December 2022.
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InterLibrary loan (ILL) is an essential library service. Even the largest, most well-funded library cannot meet, from its own collections, all the resource needs of all its users. However, InterLibrary loan (ILL) and document delivery (DD) workflows and software solutions can be complex with staff intensive workflows. A new generation of library resource sharing solutions is helping libraries transform legacy ILL practices and systems and challenge past assumptions. In the past, key factors limiting efficient ILL/DD were the complex nature and poor interoperability of ILL systems and the resultant staff intensive workflows and costs. As we move into the second quarter of the 21st century, technology has transformed ILL/resource sharing.
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<b><a href="https://uksg.underline.io/lecture/83246-new-approaches-to-resource-sharing-reassessing-library-collections-resetting-the-power-balance-in-support-of-the-open-research-agenda" class="urlextern" title="https://uksg.underline.io/lecture/83246-new-approaches-to-resource-sharing-reassessing-library-collections-resetting-the-power-balance-in-support-of-the-open-research-agenda" rel="nofollow">New approaches to resource sharing - a reassessment of library collections and a more open research agenda**</a></b><br/>

Ken Chad and Anna Clements. <b>Video </b>of the presentation at the UKSG Annual Conference. 14 April 2023.
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A new generation of library resource sharing solutions is helping libraries transform legacy ILL practices and systems. Solutions such as Project Reshare, RapidILL from Ex Libris and Tipasa from OCLC are helping to build peer-to-peer resource sharing communities such as the N8+, improve the user experience and reduce costs and complexity. They are also challenging assumptions about library collections and the value of big deals, helping to drive forward a more open and equitable research environment.
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<h2>ISO ILL compliant LMSs</h2>
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For many years, ILDS functionality was either not included in library management systems (LMSs) or, in the UK, focussed on placing requests with the British Library's document supply service (BLDSS) rather than managing peer-to-peer ILDS. This has changed in the last few years with LMS suppliers, such as SirsiDynix, OCLC and PTFS-Europe (Koha) adopting the <a href="https://www.collectionscanada.gc.ca/iso/ill/standard.htm" class="urlextern" title="https://www.collectionscanada.gc.ca/iso/ill/standard.htm" rel="nofollow">ISO ILL 10160/10161</a> standard. However the adoption of the ISO protocol for practical peer-to-peer resource sharing in the UK is limited.
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The only example application In December 2021) is in Wales, where <a href="https://whelf.ac.uk/wp-content/uploads/2021/01/WHELFs-P2P-Alma-Inter-Lending-Scheme-v2.pdf" class="urlextern" title="https://whelf.ac.uk/wp-content/uploads/2021/01/WHELFs-P2P-Alma-Inter-Lending-Scheme-v2.pdf" rel="nofollow">a consortium of eight higher education libraries</a> (all part of WHELF) with the Ex Libris Alma LMS use the ISO standard to enable both digital and physical sharing and ensure an equitable spread of requests across participating institutions. There are future plans to extend this to the NHS libraries in Wales (which also use Alma). It should be noted that the resource sharing participants all use the same (Alma) LMS and, for practical implementation reasons, the WHELF invitation to extend the network is currently only open to other Alma customers.
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<h2>Rapid ILL</h2>
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<a href="https://exlibrisgroup.com/products/rapidill-interlibrary-loan/" class="urlextern" title="https://exlibrisgroup.com/products/rapidill-interlibrary-loan/" rel="nofollow">RapidILL</a> was developed by inter-library loan staff at Colorado State University and subsequently acquired by Ex Libris. It facilitates quick, reciprocal resource requesting for ‘pods’ of libraries and interfaces with software solutions from a variety of vendors. It is optimised for ‘non-returnables’ (i.e. electronic copies such as journal articles, rather than print resources such as books) and offers the following features:<br/>

RapidILL ‘pods’ are groups of libraries (a pod could be all NHS libraries in England) that have agreed to freely share journal article and e-chapters and commit to supplying these within 24 hours. Their holdings are loaded into RapidILL via automatic, monthly OAI-PMH harvesting.
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RapidILL provides load balancing to ensure that each library receives as many copies as they supply. When sourcing items, it selects the holding library with the lowest net number of requests.
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Once requests are fulfilled, details are transferred to and held within the local LMS/ILDS systems with which RapidILL interfaces. This means that user data is held only temporarily in RapidILL, and requests managed and user data held on local systems. With the Alma LMS and CLIO ILDS system, there is full integration and the transfer of requests is automatic. This level of integration does not yet (July 2021) exist for other systems and manual data transfer is required.
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<h2>Tipasa</h2>
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<a href="https://www.oclc.org/en/tipasa.html" class="urlextern" title="https://www.oclc.org/en/tipasa.html" rel="nofollow">Tipasa</a> is supplied by OCLC and described as ‘an ILL management system for individual libraries to share and obtain materials through different resources and systems as well as to provide an exceptional experience for the library user’. Unlike RapidILL, it is designed to manage both ‘returnables’ and ‘non-returnables’.
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Tipasa claims to be system agnostic but currently ( (July 2021) only integrates with OCLC WMS, Ex Libris Alma and CLIO. It uses a ‘proven sender’ concept, with libraries designated as proven senders where they have demonstrated that they provide good quality documents quickly. Optionally, Tipasa offers Article Exchange, a secure area for article delivery where staff can place requests for users to download .
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Tipasa uses the NCIP protocol to integrate with local LMS circulation systems to create temporary records in circulation systems. Unlike RapidILL, Tipasa can also manage requests made to fee-based services such as Reprints Desk. Conversely, libraries which charge for document supply can be excluded.
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Tipasa can be implemented as part of the of OCLC WMS LMS or deployed separately. Library holdings are uploaded to WorldCat. OCLC manages the holding upload process as part of the implementation and will do regular, automated uploads for the life of the subscription.
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Rotas and load balancing are managed by ‘smart lender strings’. The library selects the locations that go into strings. Tipasa calculates turnaround time so it works out which library can supply fastest and undertakes load balancing so that no library gets more requests than it can handle. Libraries that demonstrate they can achieve a quick turnaround can be included in an ‘express program’ group.
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User data is ingested into Tipasa from the LMSs that are integrated with Tipasa by an initial upload as part of the implementation process then managed by batch loads or an online API. Articles (PDFs) can be emailed to users or OCLC’s ‘Article Exchange’ may be used as the delivery mechanism.
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<h2>ReShare</h2>
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<a href="https://projectreshare.org/" class="urlextern" title="https://projectreshare.org/" rel="nofollow">Project ReShare</a> is an open-source community driven project ‘creating a new and open approach to library resource sharing systems that sets the standard for how we connect library patrons to the resources and information they require…..designing an open source, highly-scalable platform that supports discovery, fulfilment, and delivery workflows, with a focus on user-centered design’.
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Although not formally part of the Folio open source LMS initiative, Project ReShare uses the same core developers IndexData and the Folio technical infrastructure and has much of the same community ethos. Although community-owned and driven, it encourages libraries and commercial organisations to participate meaningfully in advancing its goals. Currently the community of libraries actively engaged with project ReShare is exclusively US-based. ReShare supports consortial, peer-to-peer borrowing between defined resource sharing groups, which can restrict resource sharing amongst themselves. It has a strong focus on interoperability, using standards such as NCIP, Z39.50, ISO10160 and ISO18626. Its current focus is returnables. Non-returnables are on the road map (July 2021) but with no clear date.
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