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
Required components:
- Resource Sharing Library
- Resource Sharing Partner
Resource Sharing Library
The library must have Open Hours and Terms of Use (TOU) established in order to be used in Alma.
Hours
In Alma, navigate to Fulfillment » Fulfillment Configuration » Configuration Menu.
Select the Resource Sharing library from the “You are configuring” option.
Under Library »Opening Hours, specify a default set of hours as per the Alma documentation. You will need to create separate entries for each day of the week.
Terms of Use (TOU)
The following example has been supplied by CSU Sacramento.
(Also see Resource Sharing Requests in the Alma documentation for items not covered here)
Resource Sharing Partner
In Alma, navigate to Fulfillment » Resource Sharing » Partners
Add new partner as instructed in the ExLibris Documention, here.
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
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