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In Alma, navigate to Fulfillment » Resource Sharing » Partners. Click Add Partner and complete the fields listed below under the General Information tab. You can view the ExLibris Documention, here.
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Complete the the following fields mandatory fields in the Parameters tab:
| Field | Data | Notes |
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| User Identifier type | Primary Identifier | Recommending the Primary Identifier since this will be used for other services and third party integrations within Alma. However this can be another designated identifer defined in the user record. |
| Request pushing method | Open URL | |
| URL template | Campus specific Open URL | |
| Default library owner | Resource Sharing Library | |
| Request Item - Bibliographic record ID type | OCLC Number | |
| Request Item - Default location |
| Lending Resource Sharing Request | |
| Check-Out |
| Item - Default location |
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| Borrowing Resource Sharing |
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| Request | |
| Check- |
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| Out Item - Default |
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| item policy | Campus defined policy | |
| Accept Item - Default location | ||
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
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Create a Policy Statement |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date