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Document status

Status
titleDRAFT

Area coveredSystems, Resource Sharing
Lead Author
Co-authors

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


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  • In order for the Illiad / Alma plugin to work, the Illiad user account must match either the Primary Identifier or another designated Identifier in Alma.
  • For new user accounts created for Illiad, use the Primary identifier that is exported by PeopleSoft during the Patron Load as the unique account name for the borrower.

Alma Setup

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Setup requires the creation of a Resource Sharing Partner and a Resource Sharing Library or a temporary location within an establised library if not using the Resource Sharing Library that comes with Alma.

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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 or Temp Location
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.

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