Illiad NCIP Plug-in Set Up Procedure

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)

Policy Statement

<TBD>

Best practice recommendations

Procedures in Alma

Alma Configuration

(Also see Resource Sharing Requests in the Alma documentation for items not covered here)

Alma button -> Fulfillment -> Resource Sharing -> Partners

If you already have a Resource Sharing partner configured for ILLiad OpenURL linking you should be able to make the necessary adjustments to the configuration here without changing the current functionality (we use this to offer ILLiad interlibrary loan OpenURL links to items in our Primo instance). I'll only cover the configuration options that are necessary for the plug-in to function.

General Information

Code - Set this to your desired code. This is the code that you use to address the resource sharing library via the plug in - ApplicationProfileType in the plug-in settings below.
Profile Type - NCIP
System Type - ILLiad
Status - Active
Supports borrowing - checked
Supports lending - checked

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