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ReShare

Community Meeting

October 14, 2021

www.projectreshare.org

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Welcome to ReShare’s open community meeting!

This webinar will be recorded, and the recording will be shared with ReShare’s news and community mailing lists as well as posted on projectreshare.org.

If you have questions, please ask them using Zoom’s Q&A feature. Questions will be answered at the end of the webinar.

www.projectreshare.org

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Agenda

Welcome - Kelly Farrell, TRLN
Adopting ReShare as a consortium

Pam Jones, CNY
Jill Morris, PALCI

Practitioner experiences

Maureen O’Brien Dermott, Dickinson College
Liz King and Michele Matthews, Rensselaer Polytechnic Institute (RPI)

The service provider relationship - Kristen Wilson, Index Data
Getting involved with the ReShare community - Kelly Farrell, TRLN
Q&A

www.projectreshare.org

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Decision to Adopt ReShare: Consortial Perspectives

ConnectNY: 12 private academic institutions in NY State

Used Innovative’s INN-Reach consortial borrowing system 2002-2021
2016: Environmental scan done by a working group
2017: Worked with a consultant to determine options with an outcome to watch the resource sharing market for new products
2019: Joined ReShare community
2021: Exited INN-Reach, implemented ReShare

www.projectreshare.org

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Decision to Adopt ReShare: Consortial Perspectives

PALCI - The Partnership for Academic Library Collaboration & Innovation

74 libraries in PA, NJ, NY & WV

EZBorrow - Expedited consortial interlibrary loan platform serving 53 libraries, 12 ILS types

Working Group on the Future of Resource Delivery (2017-18) to address shared concerns
Environmental scan and consideration of what was needed for the next generation of EZBorrow
Developed a report and a set of guiding principles recommending ReShare, resulting in a PALCI Board contribution of $100,000 to support initial UX development with intent to implement

Next Gen System Requirements: Open source/ community-owned, vendor neutral, improve upon current level of service, affordable, support for all standard protocols including NCIP, online processing, aggregated catalog of PALCI holdings; easily integrated and interoperable with all ILS types and discovery; available in a 3-4 year timeline
Wishlist: cross-consortial capabilities; Open-ended to support innovation; Development partner with shared vision

www.projectreshare.org

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ReShare

at Dickinson College

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BORROWING

Lending

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IMPLEMENTATION COUNTDOWN

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Campus Communication Plan

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Smooth migration to ReShare
Intuitive system
Communication with EZB partner libraries
Request tracking

What’s worked?

Improvements?

Improve ILLiad integration
Improve index matching
Improve user interface tools

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Maureen O’Brien Dermott

dermottm@dickinson.edu

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Practitioner Experience

Rensselaer Polytechnic Institute (RPI)

About RPI

Troy, NY, USA
7616 students
449 FTE faculty
5 Library staff w/ ReShare duties

Features & Wish List

Audit-trail
Messaging
Integrations with WMS & ILL systems

Contact: Liz King kinge3@rpi.edu | Michele Matthews prendm@rpi.edu

Implementation

Communication with staff & users
Managing change
New workflows
vs. INN-Reach

www.projectreshare.org

ABOUT RPI

We’re a private college in the Capital Region with 5 staff members involved with ReShare - but only 2 handle the day-to-day tasks. Since the start of this semester we have had 94 book requests through Interlibrary Loan, which we then cross-check with ConnectNY libraries before filling through ILL. If available in CNY, we redirect the patron to that request process. Our primary employee who handles ReShare during the day covers the lending side of ILL, and both sides of ReShare requests (both request and supply).

IMPLEMENTATION

Communication with staff & users - Staff knew about switch to ReShare pretty far in advance. We migrated library systems and went live in January of 2020. With the new system, WMS, we were unable to use INN-Reach, so our ConnectNY services were paused until ReShare went live. This pause created a unique set of circumstances for communicating both the restart of ConnectNY lending AND the use of a new system to both our staff and users. Staff were identified from our existing ILL staff, specifically to handle the ReShare requests. This allowed limited staff to familiarize themselves with the ReShare software, and also allowed for more controlled environment as the new workflows were developed and tested. Communication with users was easier - we updated our website with instructions, added an announcement to our news page, which automatically fed the “morning mail” queue that goes to all RPI users through their email.

Managing change - The biggest challenge in terms of managing change with the implementation of ReShare was communicating to all staff who would be responsible for ReShare, and assuring staff that as ReShare workflows became standardized, we would be able to open it up to more staff. We found that having open communication through a designated Slack channel was a good method for navigating the learning curve, practicing workflows, and communicating internally for staff in different departments with varying schedules.

New Workflows - Michele and George created a temporary workflow using ILLiad to handle circulation of ReShare items for RPI patrons. This is a temporary fix until WMS is compatible with ReShare regarding an NCIP enabled workflow. This then required creation of a detailed set of instructions, and additional testing and training.

Vs. INN-Reach - Previous system worked better together

FEATURES

Audit-Trail - Michele - Staff finds the audit trail incredibly useful.

Messaging - Michele - Staff uses the ReShare messaging feature when they need to communicate with other ConnectNY libraries about a ReShare loan

Wish List - We are looking forward to being able to use the NCIP enabled workflow with WMS, once OCLC makes this possible. We are also looking forward to using a ReShare add-on for ILLiad to transfer requests that is currently being tested by RPI IT staff.

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ReShare in production

Consortium support request

Community development issue

Service provider support request

Hosting, config, integrations, etc.

Enhancements

Bugs

Library support need

Community priority

www.projectreshare.org

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The service provider role

Host and manage the ReShare environment
Manage or co-manage the implementation process
Test and support third-party integrations
Provide second-tier support and triage issues
Address hosting and configuration issues
Liaise with community on development issues

www.projectreshare.org

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The community role

Document bugs and enhancements related to the ReShare software
Prioritize outstanding user stories and features and determine a roadmap
Implement and test new functionality
Manage the software release process
Maintain code on Github
Maintain user documentation

www.projectreshare.org

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Examples of CNY enhancement priorities

Real-time patron validation in VuFind

Patron account features in Vufind

Manage requesting privileges by patron type

Improved shared index matching

Manual editing of in-process requests

Purge completed requests

General UX improvements

www.projectreshare.org

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Examples of PALCI enhancement priorities

Improve shared index matching

Suspend NCIP on a per-request basis

Auto-forward stale requests

Pass failed requests to ILLiad

Manage lending by shelving location

Provide suggested item barcode

www.projectreshare.org

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Examples of community priorities

Additional ILS integrations: Horizon, Polaris, and others as they arise

Additional ILL integrations: Rapido, Tipasa, more ILLiad

Continued implementation of the ISO18626 standard

Shipping

Non-returnables

Controlled digital lending

www.projectreshare.org

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Finding a balance

Active users

Project Community

Prospective implementers

www.projectreshare.org

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Development

Development team creates technical specifications and implements feature

Requirements analysis

Subject matter experts define specifications and user experience.

Roadmap and Scheduling

Product management team reviews and adds to roadmap.

Feature request

May come from users, prospective implementers, or steering committee members.

Roadmap Review Process

www.projectreshare.org

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How to Get Involved with the ReShare Community

If your organization is not a member yet:

Individual libraries, consortia, and commercial service providers can join ReShare
Benefits of joining include:

Opportunity to influence software development roadmap and community direction through member feedback forums;
A voting representative for your organization, with the opportunity to be elected to the Steering Committee;
Inclusion on the Project ReShare website;
Early access to software testing/development partner opportunities; and
Access to discounts from Certified ReShare Service Providers for ReShare-related services.

Membership fees or examples of other forms of contributions can be found at projectreshare.org/get-involved/membership/

www.projectreshare.org

Thanks Kristen. Before we open the floor for questions, I’m going to wrap things up with some information about how to join the ReShare Community or if your organization is already a member, how to be more engaged. Please continue adding your questions to the Q&A in Zoom.

If your organization is not a member yet, individual libraries, consortia, and commercial service providers can join ReShare.

As Kristen was describing, members can influence the development roadmap in a number of ways.

Member organizations can designate a voting representative to participate in select events and they can be elected to the Steering Committee.
Staff of member organizations - even if they are not the designated voting representative - can join a number of working groups.
Invitations to community events that are not open to the public.
And more detailed on our website.

Membership fees or examples of other forms of contributions can be found at projectreshare.org/get-involved/membership/.

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How to Get Involved with the ReShare Community

If your organization is already a member:

Join working groups including subject matter experts, product management, community engagement, and communication.
If you are the designated voting representative for your organization, you can run for open seats on the Steering Committee. Voting representatives can be found at projectreshare.org/about/members/.
Invites to community meetings that are not held publicly and other ReShare events.
Plus everything listed on the previous slide.

www.projectreshare.org

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ReShare Community

Governance Structure

The Steering Committee provides comprehensive oversight for the ReShare community and is responsible for setting the strategic roadmap, arbitrating resource allocation and commitment, and managing risk and funding for the Community efforts.

This includes charging and coordinating the working groups.

www.projectreshare.org

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ReShare Community

Steering Committee

Current members of the Steering Committee:

Tim McGeary, Duke University (Chair)
Nora Dethloff, GWLA (Chair Elect)
Jill Morris, PALCI (Past Chair)
Scott Garrison, MCLS (Treasurer)
Adam Murray, MARMOT (Secretary)
Sebastian Hammer, Index Data
Ian Ibbotson, Knowledge Integration
Kurt Munson, Northwestern University
Lisa Croucher, TRLN
David Larsen, University of Chicago
Brian Lin, The Alberta Library
Tom Bruno, University of Pennsylvania
Boaz Nadav-Manes, Lehigh University

Chairs of working groups and others serve as ex officio members at the discretion of the Steering Committee.

www.projectreshare.org

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ReShare Community

Steering Committee Elections

Voting representatives can be nominated for these upcoming open seats until October 29

Current members of the Steering Committee:

Tim McGeary, Duke University (Chair)
Nora Dethloff, GWLA (Chair Elect)
Jill Morris, PALCI (Past Chair)
Scott Garrison, MCLS (Treasurer)
Adam Murray, MARMOT (Secretary)
Sebastian Hammer, Index Data
Ian Ibbotson, Knowledge Integration
Kurt Munson, Northwestern University
Lisa Croucher, TRLN
David Larsen, University of Chicago
Brian Lin, The Alberta Library
Tom Bruno, University of Pennsylvania
Boaz Nadav-Manes, Lehigh University

Chairs of working groups and others serve as ex officio members at the discretion of the Steering Committee.

www.projectreshare.org

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Working Groups

Working groups focus on a variety of areas and needs as identified by the Steering Committee. Unlike the Steering Committee, anyone from a member organization can join one of these groups.

Descriptions for each of these teams can be found at projectreshare.org/get-involved/#working-groups.

Subject Matter Experts Team -- Kristen Wilson (kristen@indexdata.com)

No cap on number of members

Product Management Team -- Kristen Wilson (kristen@indexdata.com)

Looking to add 1-2 members

Community Engagement Team -- Kelly Farrell (kelly@trln.org)

Looking to add 2 members

Communications Team -- Lisa Croucher (lisa@trln.org)

Looking to add 2 members

Look for more information coming soon to the Community email list for members about adding new people to these groups or contact the chair directly if you are interested.

www.projectreshare.org

Working groups focus on a variety of areas and needs as identified by the Steering Committee. Unlike the Steering Committee though, anyone from a member organization can join one of these groups.

Descriptions for each of these teams can be found at projectreshare.org/get-involved/#working-groups.

Subject Matter Experts Team -- Kristen Wilson (kristen@indexdata.com)

No cap on number of members
Responsible for providing input into the detailed functional requirements and user stories that drive the project. These on-the-ground practitioners help the product owner and developers understand and implement the needs of real users.

Product Management Team -- Kristen Wilson (kristen@indexdata.com)

Looking to add 1-2 members
Takes primary responsibility for the internal activities of ReShare application development.

Community Engagement Team -- Kelly Farrell (kelly@trln.org)

Looking to add 2 members
Organizes and mobilizes the Project ReShare community through a number of functions including new member on-boarding, supporting a leadership pipeline, and coordinating with other groups to surface community needs and seek collaborators.

Communications Team -- Lisa Croucher (lisa@trln.org)

Looking to add 2 members
Responsible for developing and implementing a strategy to communicate with libraries, consortia, vendors, and developers about Project ReShare.

Look for more information coming soon to the Community email list for members about adding new people to these groups or contact the chair directly if you are interested.

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THANK YOU!

info@projectreshare.org

Twitter

@projectreshare

Web: projectreshare.org

www.projectreshare.org