Alma Premium Sandbox Post-Refresh Procedure: Shrinking the Rota, Checklist

This is the recommended procedure post PSB refresh, to narrow-down the Rota and Resource-Sharing Partners in the premium sandbox.

Preparation Steps:

Create a list of Premium Sandboxes environments in the network
Network Zone and Institution Zone checks:
- Verify that the person performing this process can connect (open support ticket as relevant), search, perform activities as expected.

Login to the NETWORK PSB premium environment and follow these steps:

Locate Profiles (Configuration > Fulfillment > Resource Sharing > Locate profile) - delete Locate Profiles for Institutions who are not in the PSB enviornment. Keep the profiles which were identified as Premium Sandbox, during the Post-Refresh Check above.

Edit the Locate Profiles. The server needs to reflect the PSB environment:
- "Locate Profile Details" tab:
- "Locate Profile Parameters" tab" should have the PSB URL:

Partners (Fulfillment menu > Resource Sharing > Partners) - Note - DO NOT delete other partners, only review Premium Sandbox partners

Edit the Partners to ensure that the Server reflects PSB URL (do not change the customer code):

Rota Templates (Fulfillment menu > Resource Sharing > Rota templates) - edit the existing Rota and remove all Partners, except the Premium Sandbox partners:

Rota Assignment Rules (Fulfillment Configurations > Resource Sharing > Rota Assignment Rules) - Review, but do not change.

Sending Borrowing Request Rules (Fulfillment Configurations > Resource Sharing > Sending Borrowing Request Rules)
- Remove the list of partners from the rule and add only the Premium Sandbox partners:

Run the Resource Sharing Distribution Job:
- Go to Admin > Manage Jobs and Sets > Monitor Jobs > Scheduled Jobs tab
- Filter for "Fulfillment" and find the "Distribute central resource sharing configuration" Job
- Choose "Run Now" from the Actions menu
  - Or, run "Distribute resource sharing network configuration" from the Fulfillment menu):
  - Review the Job Report, there should be numbers in it. If there is zero in the report - recheck the configuration.
    - Connect to the Institution Zones, to see that the configuration was updated.
      - If the Rota template, Partners or Locate Profiles were not updated by the distribution job, re-save the configuration on the NETWORK and run the distribution job again.

Test:
- Place a Borrowing Request in a single institution (from Alma or Primo) and walk through the end-to-end process of a Resource Sharing Request.

We hope you enjoy the new environment!