For RapidILL to know what materials are available for Resource Sharing you need to create an OAI Integration Profile, holdings sets, and publishing profiles. The Ex Libris Knowledgebase does a decent job of explaining the configurations, but there are a few additions recommended in the CSU. The following instructions are for fixes of issues seen in the CSU.

General Configuration Instructions

The instructions from Ex Libris are fairly clear and should be followed.

• Ex Libris Knowledgebase

Naming of Sets, Publishing Profiles, Set Spec, and Set Name

RapidILL made some changes to their naming structure in RapidILL and the system is very particular with how everything is named. The name for the Sets, Publishing Profiles, Set Spec, and Set Name all follow the same structure and need to match. So the Set used by the Publishing Profile must have the same name AND the Set Spec and Set Name in the Publishing Profile must also have that same name. The structure is as follows:

Rapid_[Branch if relevant]_[Holding Type]_[Holding Format]_[Lendable Status]

The different sections of the structure are as follows:

• Rapid: Always starts with Rapid.

• Branch if relevant: This is generally the city the library is in at the CSU. Ex Libris knows us by these names:

• Holding Type: This will either be Books or Journals.

• Holding Format: This will either be Print or Electronic

• Lendable Status: This will either be LocalOnly for items not allowed for Resource Sharing, LendableCountry for items allowed for sharing within the United States, and LendableInternational for items that can be shared with a library in any country.

Internal Description

The Internal Description is incredibly important when updating the Sets to make sure all items in the Set follow the Electronic Resources licensing terms. When making or updating your Sets you should add one of the three following conditions:

• Internal Description (electronic collection) contains keywords LocalOnly

• Internal Description (electronic collection) contains keywords LendableCountry

• Internal Description (electronic collection) contains keywords LendableInternational

This will mean only items with those exact keywords are included in the Set. When adding or updating Electronic Resources these keywords should be included in the resources Internal Description.

Improve Accuracy with Norm Rules

The default sets recommended in the Ex Libris Knowledgebase will accurately capture all electronic titles available to your library.  However, because the sets must be created at the Bibliographic Title level instead of the Portfolio level, all Network Zone inventory associated with each title will automatically be included when the publishing job runs; this will include portfolios that are part of electronic collections that your library may not subscribe to or share in the Network Zone. This will result in incorrect RapidILL holdings for your library and lending requests that you will be unable to fulfill. To limit the publishing job to the specific inventory shared by your library, add the following configurations.

Publishing Profile (Part 1)

The first thing you will want to do is add an additional field to the Electronic Inventory Enrichment. Go to Alma → Resources → Publishing → Publishing Profiles and search for your RapidILL Publishing Profile. Once in a Publishing Profile, go to the Data Enrichment tab. Scroll down to the Electronic Inventory Enrichment section and add a “z” in Available for Institution Subfield.

Click Save then Republish the set and select Rebuild Entire Index.

Test Set

You will now want to see if the set needs the Norm Rule. You can do this by making a URL to the set data. Start with the following template to look at the metadata:

https://[AlmaBaseURL]/view/oai/[institutioncode]/request?verb=ListRecords&metadataPrefix=marc21&set=[SetName]

This will let you see what populates your new “z” subfield. On the resulting page, search the data by pressing Ctrl+F and search 949. This will take you to a part of each record that lists all the CSU libraries that have the item in the record. If you look at the “z” subfield, and do not see your library code listed, you will need to add a Normalization Rule to clean the data.

Save the URL you created so you can test if the Normalization Rule is successful.

Example: While testing for a Network Zone set for Cal Poly San Luis Obispo the link showed data on many records. Some listed 01CALS_PSU (Cal Poly’s code), but many did not. The following image shows a record for something Cal Poly has access to:

Normalization Rule

You are now ready to make the Normalization Rule. Go to Alma → Resources → Cataloging → Open Metadata Editor. Select Rules, then New, and Normalization.

Give it a name and description. Select Drool and Shared. Paste in the following rule and edit the Institution Code to your library’s code:

rule "remove available for groups"
when
(TRUE)
then
removeField "949" if (not exists "949.{*,*}.z.INSTITUTION CODE")
end

Click Save.

Process

To go with the Normalization Rule you need a Process. Go to Alma Configuration -> Resources -> General -> Processes and click Add Process.

On the first page set the Business Entity to Bibliographic Title and the Type to Marc 21 Bib Normalization.

Give the Process a Name and Description.

On the next section add the MarcDroolNormalization task.

On the final section select the Normalization Rule you created earlier.

Publishing Profile (Part 2)

Go back to the the Publishing Profile you edited in the first step by going to Alma → Resources → Publishing → Publishing Profiles. You will one again go to the Data Enrichment tab. In the Bibliographic Normalization section select the process you created in the last step.

Click Save. You will need to Republish the Publishing Profile again and select Rebuild Entire Index.

Confirmation and Notification

Once the Republishing job has completed, which may take hours if the set is very large, go to the link you created earlier to test the set. Once you are viewing the metadata, press Ctrl+F and search 949. Every record should now contain your campus code.

Once you have confirmed the Normalization Rule worked, you will need to notify RapidILL staff. Fill out the following form on SalesForce to notify them: https://support.proquest.com/s/login/?language=en_US