Before offering services to users from other CSU campuses, each campus must configure their Alma instance.
Definitions
Home campus: the campus where the Walk-in user has an ID.
Host campus: the campus the Walk-in user is visiting.
Configurations for other CSU users on your campus
User Group
Determine which user group will be used for walk-in patrons. Configure the limits for that user group.
Add User Group
Configuration menu – User Management – User Details – User Groups
Add or verify the user group for walk-in patron use. This user group may have been created, and the name different than the example. The user group is individual to the campus.
Determine Record Type
Configuration menu – User Management – User Details – User Record Type/User Group
Add the Walk-in user group to the list and assign it a Public record type.
Configure Patron Limits
Configuration menu – Fulfillment – Patron Configurations – Patron Limits
Add the Walk-in user group to the list and assign the maximum limits for each category. Users will be blocked from checkout/requesting when these limits are reached.
Configure Loan Limits
Configuration menu – Fulfillment – Patron Configurations – Loan Limits
Add or update a rule to limit the total number of items Walk-in users can have checked out at any given time.
Fulfilment Rules
Configuration menu – Fulfillment – Physical Fulfillment – Fulfillment Units
Add appropriate loan, request, and booking rules for the Walk-in user group.
Instructions for creating and adjusting Fulfillment Terms of Use can be found on the ExLibris Knowledge Center.
Linked Account Rules
Configuration menu – User Management – Collaborative Networks – Linked Account Rules
Linked account rules define some of the default values when a new user is created, and when information is retrieved from the home campus.
Create a rule specific to CalState Walk-in users.
Input Parameters
Name: Source Institution
Operator: InList
Value: select each CSU campus
Output Parameters
User group: select the CalState Walk-in user group
Expiry Date: leave blank
Expiry From Source: Same as in source
Refresh Expiry Date: Yes
Purge Date: leave blank
Purge After Expired: One month after expiration (or local campus rules for expiry dates, if applicable)
Refresh Purge Date: Yes
Resource Sharing Library = select your campus Resource Sharing Library
Copy Network blocks = Yes (see area marked Network Blocks in this document for more information)
Configurations for your users on other CSU campuses
Restricted Users Table
Configuration menu – User Management – Collaborative Networks – Restricted Users
Determine which user groups will be not discoverable by the host campus. When adding user groups, select No for the Default Value. Make sure that each line is enabled by toggling the radio button.,
Include all user groups except those for students, staff, faculty, visiting scholars, and emeriti. All other user group will be discoverable and will have privileges.
Network Blocks
Determine which user blocks will be carried over to the host campus. These blocks are set in the Blocks tab of the user records. Blocks associated with overdue items, fees owed, and patron limits, and the fines and fees themselves are not transferred to the host campus.
Recommended network blocks: employee clearance and separation, and deceased users.
User Block Description Table
Configuration menu – Fulfillment – Patron Configurations – User Block Descriptions
All blocks must first be added to the Descriptions table before they can be defined as a network block Review current blocks. If necessary, add new blocks specific for network use. When adding new blocks, select No for the Default Value. Make sure that each line is enabled by toggling the radio button.
User Block Definitions Table
Configuration menu – Fulfillment – Patron Configurations – User Block Definitions
Blocks marked True in the Network Block column will be carried over to the host campus. When adding a new block, the ID must be the same as the Code used in the User Blocks Description Table. Note: The block Type column is informational only. Blocks can be marked Consortial to distinguish them from those used on your campus.
Linked Account Shared Fields
Configuration menu – User Management – Collaborative Networks – Linked Account Shared Fields
Select True for each field that will be shared with the host campus. Since each campus may have its own communication requirements, addresses and phone numbers will need to be added by the host campus.
Shared Fields:
First name
Middle name
Last name
PIN (If host campus requires PIN and PIN does not come through, they will need to manually add one)
Expiry date
Purge date
Email Address
Note: The primary ID is used when looking up a user in their home campus Alma. It is not copied over to the host campus user record.
Searchable Identifiers
Configuration menu – User Management – Collaborative Networks – Searchable Identifiers
Do not add customizations to this table. It will disallow searching for a user by the primary ID field.