Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Page Properties
Document status

Status
titleDRAFT

Area coveredSystems, Resource Sharing
Lead Author
Co-authors

Ian Chan (Unlicensed), Christian Ward Jeremy Shellhase (Unlicensed), Dawnell Ricciardi, Danny Soares

...

When an item is "Marked as Found" in ILLiad the plug-in checks the Reference Number field in ILLiad for the item barcode (this must be input by the lending librarian). When it matches, the item is then moved from the items home location to the Resource Sharing Lending library. When the item is returned and "Checked In" in ILLiad the plug-in sends a message to Alma and the item is marked as "In transit" to its home location. It will need to be scanned in Alma and reshelvedre-shelved.

(https://github.com/vculibraries/alma-ncip)

...

Setup requires the creation of a Resource Sharing Partner and a Resource Sharing Library.

Resource Sharing Partner

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.

...

FieldDataNotes
User Identifier typePrimary 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 methodOpen URL
URL templateCampus specific Open URL
Default library ownerResource Sharing Library
Request Item - Bibliographic record ID typeOCLC Number
Request Item - Default locationLending Resource Sharing Request
Check-Out Item - Default locationBorrowing Resource Sharing Request
Check-Out Item - Default item policyCampus defined policy
Accept Item - Default location
































Resource Sharing Library

This library must have both the Open Hours and Terms of Use tables completed in order for request to populate in Alma.


ILLiad Setup


Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 



Create a Policy Statement

 



Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date