Creation of NACSIS Borrowing Requests

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The first stage in the integration of Alma with the NACSIS-ILL system is creating a NACSIS ILL request using the 'ILL Request' section of the NACSIS-CAT/ILL cloud app.

Pre-Requisites

Install the NACSIS-CAT/ILL cloud app from the Cloud App Center (see Configuring Cloud Apps).
Read the Integration with NACSIS-ILL page to get an understanding of the entire process.

Creating a NACSIS Borrowing Request

To create a NACSIS borrowing request:

In Alma, open the Cloud App center and select the NACSIS-CAT/ILL app.
Within the app, open the ILL Request section and select to pin the panel to the Alma page.

To start the process, do one of the below, as applicable to your needs:

If:	Do:
You already have a borrowing request in Alma that was submitted by a patron	Open the Borrowing Requests page (Fulfillment > Resource Sharing > Borrowing Requests). The cloud app's panel displays the existing requests: Select the desired request in the panel and select Next.
You know the bibliographic record for which to want to create the borrowing request	Open the bibliographic record. The cloud app's panel displays the record: Select the record in the panel and select Next.
You want to create a borrowing request from scratch	Select New Search in the panel and select Next:

The panel displays a list of fields, where the relevant fields are filled in with the values of the bibliographic record you selected or that is linked to the borrowing request. If you opted to create the borrowing request from scratch, the fields are empty.
You may want to expand the panel for convenience. Select the expand NACSIS record.png

button on the panel.

Enter or edit the values of the bibliographic record you want to borrow and select Search.
The record, as it appears in the NACSIS catalog, is displayed:
To view the full details of this record, select its name or select View in the row actions.
If this is indeed the desired record, select it via the radio button and select Next.
In the page that opens, make your selections to filter the list of holdings you want to search for, and select Retrieve NACSIS Holdings.

In the page that opens, select the potential lenders to which you want to send the borrowing request to and select Next.
You can submit the borrowing request to up to 5 potential lenders.
create Bor request 6.png

Additional actions you can do on this page:

To:	Do:
View the full holdings record	Select the View Holding in the row actions.
View the NACSIS member information including the ILL policy	Select the member's name or select View Member Information in the row actions.
Select a specific volume or item linked to the holding record	Expand the Vol. (for monographs) or Coverage (for serials) field, and select the desired one.
Sort holdings list by a specific column	The Holdings table can be sorted by a specific column by clicking the column's up arrow (↑).

On the page that opens, you can view and edit the information that currently exists for the NACSIS borrowing request.
When the page opens, the Rota section is open by default. The metadata of the potential lenders selection is automatically filled. Close it to view the other sections.
Edit the information on this page as needed to get the best results for your borrowing request and select Order.
If your borrowing request was successfully created in NACSIS and in Alma, the message "Create ILL request successfully. Request ID is: .........." appears.
If at the first step of this process, you selected to submit a request for an existing borrowing request that was created by a patron, the NACSIS request is updated on that existing borrowing request (an additional borrowing request is not created in Alma). Note that the External Identifier of that existing request changes to the NACSIS identifier.
If creation failed, a message appears that provides the reason for this, so you can rectify it.
Copy the NACSIS request ID. To find the request in Alma, paste the ID in the Borrowing Requests search: