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    4. What can be the reasons why a patron doesn't have access to the Blank Resource Sharing Request form in the Discovery?

    What can be the reasons why a patron doesn't have access to the Blank Resource Sharing Request form in the Discovery?

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    1. Description 
    2. Resolution 
    • Product: Alma
    • Product Version: May 2026 Release
    • Relevant for Installation Type: 

     

    Description 

    What can be the reasons why a patron doesn't have access to the Blank Resource Sharing Request form in the Discovery?

    Resolution 

    Please see below a checklist of what Alma validates when a patron attempts to place a borrowing resource sharing request:

    • The patron must not have any active block where the blocked action includes the ILL action type. Check the user's active blocks in Alma → User record → Blocks tab. Note: a cash/fine block only triggers this if the "ILL" action is included in that block type.

    • The patron must have an active, non-expired Patron role in either the Resource Sharing Library specifically, or the Institution scope as a fallback. Also checked separately: if the patron's account itself is expired (isExpiredRequester), they are blocked regardless of the role. 

    • The "Allow Requesting" policy in the Borrowing Resource Sharing TOU (linked to the RS Fulfillment Unit) must be set to TRUE for at least one format (Physical, Physical Non-Returnable, or Digital). If no format is allowed, access is blocked. Check: Fulfillment → Resource Sharing → Borrowing Resource Sharing TOU → "Allow Requesting" policy.

    • The patron's current number of active borrowing requests must not exceed the Active Resource Sharing Requests Limit policy defined in the TOU.

    • The patron's total requests within the current year must not exceed the Yearly Resource Sharing Requests Limit policy.

    • If the Resource Sharing Library is marked as temporarily inactive for borrowing (with or without a date range), and today's date falls within that range, a warning is issued. Check: Resource Sharing Library configuration → Temporarily Inactive for Borrowing.

    • If the requested item is available locally (found via the UResolver), the system warns that the institution already owns the item and a resource sharing request may not be needed (self-ownership check).

     


    • Article last edited: 12-May-2026
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