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Background
The plug-in covers two ILL functions - borrowing and lending.
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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 re-shelved.
(https://github.com/vculibraries/alma-ncip)
Best Practice Recommendations
- 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
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.
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.
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| Field | Data | Notes |
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| User Identifier type | Primary Identifier or Other Defined Identifier in Alma | Recommending the Primary Identifier since this will be used for other services and third party integrations within Alma. However this can be another defined identifier in the user record. See alternative instructions for other defined user here. |
| Request pushing method | Open URL | |
| URL template | Campus specific Open URL | According to Ex Libris, this is not mandatory. Reference ERM Functional Call from 4/6 |
| 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.
ILLiad Setup
In order to integrate Illiad with Alma, the add-on must be installed in every Illiad client that will be processing borrowing and lending requests. The client configuration is provided by VCU on GitHub and will need to be modified to look for the lending partner setup in Alma. Our settings are as follows:
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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 |
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Update Response Server URL instruction add new screen shot |
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