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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 or Temp Location | |
Request Item - Bibliographic record ID type | OCLC Number | |
Request Item - Default location | Lending Resource Sharing Request | |
Check-Out Item - Default location | Borrowing Resource Sharing Request | |
Check-Out Item - Default item policy | Campus defined policy | |
Accept Item - Default location |
Resource Sharing Library
If you have elected to use the Resource Sharing Library then you must configure both the Open Hours and Terms of Use tables for that library.
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Modify the following settings within the Illiad systems plug-in interface.
Field Name | Data | Note |
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NCIP_Responder_URL | https:// |
[your-Alma-Instance].alma.exlibrisgroup.com/view/NCIPServlet | Where Your-Alma-Instance can be determined by clicking on the HELP option in Alma's upper right corner. (e.g.na01,na03) | |
acceptItem_from_uniqueAgency_value | Institutional Alma Code | Supplied by ExLibris during migration. For a list of Institution Codes please click here. |
ApplicationProfileType | e.g., ILLIAD | This is you institutions Resource Sharing Partner code from Alma |
BorrowingAcceptItemFailQueue | Use default | This designates the name of the queue a Borrowing Transaction will be moved to if the BorrowingAcceptItem function fails |
BorrowingCheckInItemFailQueue | Use default | This designates the name of the queue a Borrowing Transaction will be moved to if the BorrowingCheckInItem function fails |
LendingCheckOutItemFailQueue | Use default | This designates the name of the queue a Lending Transaction will be moved to if the CheckOutItem function fails |
LendingCheckInItemFailQueue | Use default | This designates the name of the queue a Lending Transaction will be moved to if the CheckInItem function fails |
EnablePatronBorrowingReturns | When this setting is enabled, patron returns will go through ILLiad and a message is sent to Alma. When this setting is disabled, patron returns will go through ILLiad and will need to also be returned through Alma | |
Use_Prefixes | Determines whether or not you want to change prefixes of a transaction based on specific criteria | |
Prefix_for_LibraryUseOnly | Yes | This setting allows you to change the prefix of a transaction that is marked LibraryUseOnly |
Prefix_for_RenewablesAllowed | Yes | This setting allows you to change the prefix of a transaction that is marked RenewalsAllowed |
Prefix_for_LibraryUseOnly_and_RenewablesAllowed | Yes | This setting allows you to change the prefix of a transaction that is marked both LibraryUseOnly and RenewalsAllowed |
Then make sure the plug-in is activated in the ILLiad client. This is not automatic.
Once You may also need to manually modify the Config.xml file is modified to reflect your Alma values, the Alma-NCIP folder, containing the config.xml, ALMA_NCIP_Client.lua and sublibraries.txt files, needs to be copied to the Add-On folder within the Illiad install location on your computer. After the files are copied, start with the same information from the plug-in interface. The screenshot below identifies these fields that need to be changed:
- NCIP_Responder_URL
- acceptItem_from_uniqueAgency_value
- ApplicationProfileType
After all edits have been made to the file, restart Illiad and register the Add-on (see the documentation on activating an Add-On).
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 |
| Where applicable, identify and write up procedures in Alma | ||||
Update Response Server URL instruction add new screen shot |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date