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    Advanced Resource Sharing Configurations

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    For additional configuration tasks related to resource sharing, see:

    Configuring Temporary Item Creation Rules

    To configure temporary item creation rules, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    A temporary item creation rule applies to a resource sharing library. A temporary item creation rule indicates that items coming from a specified partner must be moved to a specific location. You then configure a regular fulfillment rule which indicates that, for items in the temporary item creation rule, a specific Terms of Use must be invoked.
    For example, you configure a temporary item creation rule which indicates that items coming from partner A must be moved to location X. You then configure a regular fulfillment rule which indicates that, for items in location X (the location specified in the temporary item creation rule), Terms of Use Y is to be invoked. For details on configuring regular fulfillment rules, see Editing a Fulfillment Unit.
    You configure temporary item creation rules on the Temporary Item Creation Rule page (Configuration Menu > Fulfillment > Library Management > Temporary Item Creation Rules). For more information about rules tables, see Rules Tables.
    Temporary Item Creation Rule New UI.png
    Temporary Item Creation Rule Page
    The Temporary Item Creation Rules option appears only when you are in the context of a Resource Sharing Library; select Resource Sharing Library from the Configuring filter on the Fulfillment Configuration page.
    The temporary item creation rules list displays rules only for the library that is currently being configured.
    Temporary item creation rules are configured similarly to regular fulfillment rules (see Editing a Fulfillment Unit), with the following differences:
    • For Input Parameters, the following values are available:
      • Circulation desk
      • Days until due date – Enables you create a rule based on the number of days from receiving an item until the item’s due date.
        For example:
        • Name = Days until due date
        • Operator = Greater than
        • Value = 15
        These parameters indicate that if there are more than 15 days from the time of receiving the item until the due date, the item belongs to the location indicated in the Location field, according to the policy indicated in the Item policy field. The Location and Item policy fields are located in the Output Parameters section.
      • Resource sharing partner
    • For Output Parameters, specify the Location to which to move the items, and the Item Policy to invoke. When working with an NCIP partner, the value in the Location field is used as the default location for the temporary item that is created when receiving a borrowing request.

    Configuring Shipping Cost Lender Rules

    To configure shipping cost lender rules, you must have one of the following roles:
    • Fulfillment Administrator
    • General System Administrator
    Shipping cost lender rules enable you to configure the conditions under which shipping costs are applied to resource sharing lending requests.
    To configure shipping cost lender rules:
    1. On the Shipping Cost – Lender Rules List page (Configuration Menu > Fulfillment > Resource Sharing > Shipping Cost Lender Rules), select Add Rule. The Shipping Cost – Lender Rules page appears. For more information about rules tables, see Rules Tables.
      Shipping Cost lender rule new ui.png
      Shipping Cost – Lender Rules Page
    2. Enter a name for the rule in the Name field.
    3. Configure input and output parameters in the relevant fields. Configuring a shipping cost lender rule is performed in the same manner as other rule configurations in Alma (see Configuring Automatic Loan Renewal Rules).
    4. Select Save. The shipping cost rule appears on the Shipping Cost – Lender Rules List page.

    Configuring Shipping Cost Borrower Rules

    To configure shipping cost borrower rules, you must have one of the following roles:
    • Fulfillment Administrator
    • General System Administrator
    Shipping cost borrower rules enable you to configure the conditions under which shipping costs are applied to resource sharing borrower requests.
    To configure shipping cost borrower rules:
    1. On the Shipping Cost – Borrower Rules List page (Configuration Menu > Fulfillment > Resource Sharing > Shipping Cost Borrower Rules), select Add Rule. The Shipping Cost – Borrower Rules page appears. For more information about rules tables, see Rules Tables.
      Shipping cost borrower rule New Ui.png
      Shipping Cost – Borrower Rules Page
    2. Enter a name for the rule in the Name field.
    3. Configure input and output parameters in the relevant fields. Configuring a shipping cost borrower rule is performed in the same manner as other rule configurations in Alma (see Configuring Automatic Loan Renewal Rules).
    4. Select Save. The shipping cost rule appears on the Shipping Cost – Borrower Rules List page.

    Configuring Sending Borrowing Request Rules

    To configure sending borrowing request rules, you must have one of the following roles:
    • Fulfillment Administrator
    • General System Administrator
    Sending borrowing request rules indicate when a borrowing request is sent automatically. Any borrowing request that matches a rule for automatic sending is automatically sent to the active partner, without requiring staff intervention.
    Sending borrowing request rules appear on the Sending Borrowing Request Rules List page (Configuration Menu > Fulfillment > Resource Sharing > Sending Borrowing Request Rules). For more information about rules tables, see Rules Tables.
    Sending Borrowing Request Rules New UI.png
    Sending Borrowing Request Rules List Page
    Sending borrowing request rules that have been distributed from a network is indicated by a check mark in the Network Rules List section of the page. The network_sending_rules_precedence parameter determines whether the network, institution, or library level rules are executed first. For more information, see Configuring Other Settings.
    The following actions can be performed on this page:
    • Add sending borrowing request rules (see Adding Sending Borrowing Request Rules)
    • Edit sending borrowing request rules (select Edit from the row actions list)
    • Duplicate sending borrowing request rules (select Duplicate from the row actions list and modify the relevant fields)
    • Delete sending borrowing request rules (select Delete from the row actions list)
    • Edit the Default Sending Borrowing Request Rule (select Edit from the row actions list of the default rule)
    • Disable a sending borrowing request rule
    Automatic send rules are activated only following a manual or automatic locate process.

    Adding Sending Borrowing Request Rules

    You can add a Sending Borrowing Request Rule.
    To add sending borrowing request rules:
    1. On the Sending Borrowing Request Rules page (Configuration Menu > Fulfillment > Resource Sharing > Sending Borrowing Request Rules), select Add Rule. The Sending Borrowing Request Rules page appears.
      Add Sending Borrowing Request Rule New UI.png
      Sending Borrowing Request Rules Page
    2. In the Sending Borrowing Request Rules section, enter a name in the Name field.
    3. Configure input parameters in the relevant fields. Configuring a sending borrowing request rule is done in the same manner as other rule configurations in Alma (see Configuring Automatic Loan Renewal Rules). Input parameters are:
      • Converted from Hold Request - True or False
      • Missing Article Metadata Fields - Choose one or more of the metadata fields
      • Missing Book Metadata Fields - Choose one or more of the metadata fields
      • Partner - Choose one or more of the configured resource sharing partners
      • Price - Enter a decimal amount
      • Requested Format - Valid options are Digital, Physical, and Physical non-returnable
      • Self Ownership - Select True or False
      • User Group - Choose one or more of the configured user groups
    4. Configure output parameter. The only output option is Send Request, which can be set to True or False. If the input value specified above is found on the request, the output parameter determines if the request is sent.
    5. Select Save. The configured rule appears on the Sending Borrowing Request Rules List page.
    When the configured rule parameters are met for a resource sharing borrowing request, the request is automatically sent after an automatic rota assignment is invoked.
    Adding the fields: ‘Chapter Title’ and ‘Chapter Author’ as mandatory will automatically reject any request coming from Primo that will miss this information.

    Configuring Additional Requested Media

    To configure additional requested media, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can expand the granularity of requested resources, enabling a digital request to be requested as an audio or visual file, or a physical request to be requested as a book or a CD. When specifying the exact format in which the resource is required, the lending library processes the request in the requested format.
    The options entered in this table appear when adding a borrowing or lending request, depending on the configuration in requested media definitions; see Configuring Requested Media Definitions. Also see Creating a Borrowing Request and Creating a Lending Request.
    For information about expanded granularity of requested resources, see the Greater Granularity When Specifying Requested Media video (2:57 mins).
    Configuring requested media is done on the Additional Requested Media Code Table page (Configuration Menu > Fulfillment > Resource Sharing > Additional Requested Media). For more information about code tables, see Code Tables.
    Additional Requested Media New UI.png
    Additional Requested Media Code Table Page
    To configure the requestable media types for resource sharing requests:

    Configuring Requested Media Definitions

    To configure requested media definitions, you must have one of the following roles:
    • Fulfillment Services Operator
    • Fulfillment Services Manager
    You can configure attributes that pertain to the requested media types configured on the Additional Requested Media Code Table page (see Configuring Additional Requested Media). The configurable attributes indicate whether the media types are to be available when submitting borrowing and/or lending requests. You can also configure a media type to not be available for either borrowing or lending requests.
    The options entered in this table appear when adding a borrowing or lending request; see Creating a Borrowing Request and Creating a Lending Request.
    Configuring media type attributes is done on the Requested Media Definition Mapping Table page (Configuration Menu > Fulfillment > Resource Sharing > Requested Media Definition). For more information about mapping tables, see Mapping Tables.
    Requested Media Definition New UI.png
    Requested Media Definition Page
    To specify media types to be available when submitting a resource sharing request:
    1. Open the Requested Media Definition Mapping Table page (Configuration Menu > Fulfillment > Resource Sharing > Requested Media Definition). The default requested media types display, as follows:
      • Printed
      • Photocopy
      • Microform
      • Film or video recording
      • Audio recording
      • Machine Readable
      • Any
    2. In the Create a New Mapping Row section, you can add the additional media types that were configured on the Additional Requested Media Code Table page (see Configuring Additional Requested Media), as follows:
      1. In the Requested Media field, select a media type. The displayed types are those configured on the Additional Requested Media Code Table page.
      2. In the Include in Borrowing Request field, select whether the media type is to be available when submitting resource sharing borrowing requests.
      3. In the Include in Lending Request field, select whether the media type is to be available when submitting resource sharing lending requests.
      4. Select Add Row. The specified media type displays in the Mapping Table Rows table.
    3. In the Mapping Table Rows table, select True or False in the Include in Borrowing Request and Include in Lending Request columns to indicate whether the specified media type is to be available when submitting borrowing requests or lending requests, respectively.
      The Any media type must always be specified as True for both borrowing and lending requests.
      Media types configured as True appear in the Requested Media field in the following places:
      • When creating a borrowing or lending request either manually or from a search (see Resource Sharing).
      • In a Ful Outgoing Email Letter, also known as a borrowing request letter, sent to a resource sharing partner when a borrowing request has an active partner of Type = Email (see Resource Sharing Requests).
      • In a Ful Incoming Slip Letter, also known as a print slip letter, sent when selecting the Print Slip link for a lending request (see the relevant description in the Request Sharing Lending Requests Task List Links).
      • In a Resource Sharing Shipping Slip Letter, sent when selecting the Ship Item link for a lending request, and ensuring that Automatically Print Slip = Yes on the resulting Shipping Items page (see the relevant description in the Lending Requests Task List Links table in Workflow Actions).
      For information about the letters, see Configuring Alma Letters.
    4. Optionally, select Delete to delete a media type added from the Quick Add section. You cannot delete the default media types.

    Configuring Levels of Service

    To configure levels of service, you must have one of the following roles:
    • Fulfillment Services Operator
    • Fulfillment Services Manager
    You can configure the levels of service that are available for resource sharing requests on the Levels of Service page (Configuration Menu > Fulfillment > Resource Sharing > Levels of Service). For more information about code tables, see Code Tables. You can enable or disable the levels, and you can change the descriptions.
    Levels of service code table New UI.PNG
    Levels of Service
    After configuring the levels of service, you can set the field value in the Primo request form and the borrowing and lending requests. The field also appears on the resource sharing task lists (Creating a Borrowing Request) and when creating lending and borrowing rules (Configuring Shipping Cost Lender Rules and Configuring Shipping Cost Borrower Rules).
    For more information on Levels of Service, see the Level of Service for Resource Sharing Requests video (3:21).

    Mapping Alma Library Codes to External Library Codes for Libris ILL

    To configure requested media definitions, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can map Alma library codes to library codes in external resource sharing systems. This mapping table can be used in conjunction with the resource sharing integration profile. This enables customers using Libris ILL to map their pickup library codes to Alma codes so that resource sharing requests can be imported into Alma from Libris. Access the Library mapping table (Configuration Menu > Fulfillment > Resource Sharing > Library Mapping). For more information about mapping tables, see Mapping Tables.
    Enter the external library code and its corresponding Alma library code.
    Library Mapping page New UI.png
    Library Mapping

    Configuring Brief Audit Fields

    To configure brief audit fields, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can configure which audit lines will be visible in the resource sharing requests History tab on the Brief Audit Fields code table (Configuration Menu > Fulfillment > Resource Sharing > Brief Audit Fields). For more information about code tables, see Code Tables. You can enable or disable each field. See Managing Resource Sharing Borrowing Requests and Managing Resource Sharing Lending Requests.
    Resource Sharing Audit Filter New UI.png
    Brief Audit Fields

    Configuring Resource Languages

    To configure resource languages, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can enable or disable languages that appear in the Language drop down in the Request Attributes section of a resource sharing request, indicating the desired language of the item being requested. See Managing Resource Sharing Borrowing Requests and Managing Resource Sharing Lending Requests.
    Access the Resource Languages page (Configuration Menu > Fulfillment > Resource Sharing > Resource Languages). For more information about code tables, see Code Tables. You can enable or disable a language, reorder the languages, or edit the name of the language.
    Resource Sharing Languages New UI.png
    Resource Sharing Languages Page

    Configuring Item Policy Exceptions

    To configure item policy exceptions, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can configure an item policy exception that indicates that the item should not be shipped for a resource sharing request. Access the Item Policy Exceptions mapping table (Configuration Menu > Fulfillment > Resource Sharing > Item Policy Exceptions). For more information about mapping tables, see Mapping Tables. For more information about item policies, see Configuring Item Policies.
    An item policy may be added with the exception set to either True or False. Setting the policy to True will create the item policy exception, which means it will be unavailable for resource sharing. Setting the item policy exception to False means that no exception will be created and the item will continue to be available for resource sharing as previously. The Format may be set to Both, Digital, or Physical. The format is validated when a resource sharing request is created and the item policy exception validation is selected.
    Item Policy Exceptions New UI.png
    Item Policy Exceptions

    Configuring Primo Request Form Type by Genre

    To configure the Primo request form type by genre, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can map the OpenURL genre field value to the Primo resource sharing request type selected. By default, Primo opens the request form with book selected by default; the other option is article. Access the Request Form Type by Genre mapping table (Configuration Menu > Fulfillment > Resource Sharing > Request Form Type by Genre). For more information about mapping tables, see Mapping Tables.
    Request Form Type by Genre.png
    Resource Sharing Request Form Type by Genre
    In the quick add section, add the value that appears in the OpenURL genre field. Then select either Article or Book and Add Row. Rows may be enabled or disabled by selecting on the Enabled checkmark.

    Configuring Borrowing Request Statuses

    To configure the borrowing request statuses, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    In order to customize the description and translation text of borrowing request statuses, access the Borrowing Request Statuses code table (Configuration Menu > Fulfillment > Resource Sharing > Borrowing Request Statuses). For more information about code tables, see Code Tables.
    This page enables you to define the borrowing request's status text that will be displayed in Primo and in the requests list in the Alma patron services page.
    Borrowing Request Statuses.png
    Borrowing Request Statuses

    Configuring Request Reject Reasons

    To configure the request reject reasons, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    In order to customize the description and translation text of request reject reasons, access the Automatic Locate Reject Reasons code table (Configuration Menu > Fulfillment > Resource Sharing > Automatic Locate Reject Reasons). For more information about code tables, see Code Tables.
    This page enables you to define the request's reject text that will be displayed in Primo and in the requests list in the Alma patron services page.
    Auto Locate Reject Reason.png
    Request Reject Reasons

    Configuring Renew Reject Reasons

    To configure the renew reject reasons, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    In order to customize the description and translation text of renew reject reasons, access the Automatic Renew Reject Reasons code table (Configuration Menu > Fulfillment > Resource Sharing > Automatic Renew Reject Reasons). For more information about code tables, see Code Tables.
    This page enables you to define the request's renewal rejection text that will be displayed in the Full Borrowing Info letter (code: FulBorrowingInfoLetter) when it is sent to the patron.
    Auto Locate Reject Reason.png
    Renew Reject Reasons