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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 librarylocation. 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.
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Best Practice Recommendations
- In order for the Illiad ILLiad / Alma plugin to work, the Illiad ILLiad user account must match either the Primary Identifier or another designated Identifier in Alma.contain a unique patron identifier that matches a unique Alma patron identifier (e.g Primary Identifier, University ID, Barcode, etc.)
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.
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| Field | Data | Notes |
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| User Identifier type | Primary Identifier (default) or Other Defined Identifier in Alma (Barcode, University ID, etc) | Data from this field must match a unique patron identifier in ILLiad. The default in ILLiad is username. If the defaults cannot be applied to your campus then please view the additional instructions for alternate user identifiers 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.
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