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 re-shelved.
(https://github.com/vculibraries/alma-ncip)
Best Practice Recommendations
- In order for the Illiad / Alma plugin to work, the Illiad user account must match either the Primary Identifier or another designated Identifier in Alma.
- For new user accounts created for Illiad, use the Primary identifier that is exported by PeopleSoft during the Patron Load as the unique account name for the borrower.
Setup 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 | ||
Complete the the following mandatory fields in the Parameters tab:
| Field | Data | Notes |
|---|---|---|
| User Identifier type | Primary Identifier | Recommending the Primary Identifier since this will be used for other services and third party integrations within Alma. However this can be another designated identifer defined in the user record. |
| Request pushing method | Open URL | |
| URL template | Campus specific Open URL | |
| Default library owner | Resource Sharing Library | |
| Request Item - Bibliographic record ID type | OCLC Number | |
| Request Item - Default location | Lending Resource Sharing Request | |
| Check-Out Item - Default location | Borrowing Resource Sharing Request | |
| Check-Out Item - Default item policy | Campus defined policy | |
| Accept Item - Default location | ||
Resource Sharing Library
This library must have both the Open Hours and Terms of Use tables completed in order for request to populate in Alma.
ILLiad Setup
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