Background
The plug-in covers two ILL functions - borrowing and lending.
When an item is checked in ILLiad the plug-in creates an NCIP request with the borrower's ID and a brief bib record. This shows up as a request on the borrower's account in Alma (also viewable as a request via Primo). When the item is circulated in Alma it displays as a loan in the patron's account. The due date is set in ILLiad and honored in Alma. When the item is returned, it need only be returned in ILLiad. (It can be returned in Alma but it is not necessary.) At the point of return, ILLiad will send another message to Alma returning the item and removing it from the patron's account.
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 reshelved.
(https://github.com/vculibraries/alma-ncip)
Best Practice Recommendations
Procedures in Alma
Setup requires the creation of a Resource Sharing Partner and a Resource Sharing Library.
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.
Field | Required Data | Notes |
---|---|---|
Code | ILLIAD | |
Name | ILLIAD | |
Profile Type | NCIP | |
Status | Active | |
Supports Borrowing | ||
Supports Lending | ||
Parameters
User Identifier Type - This should be the same as the user code in Illiad. This will be the match point between the two systems.
Default library owner - Resource Sharing Library
Check-out Item - Default location - Lending resource sharing requests - Default item policy - the plug-in is configured to use ILLiad set due dates and will override any settings here
Receive Item - Default location - Borrowing resource Sharing Requests - Default pickup library - select your default pickup location for Borrowing requests - Automatic receive - checked - Receive desk - Resource Sharing Desk
Action log
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
---|---|---|---|---|
Articulate the need for the policy (background) |
| |||
Create a Policy Statement |
| |||
Identify and create best practice recommendations |
| |||
Where applicable, identify and write up procedures in Alma |
|
Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date