A fulfillment network defines a relationship between Alma institutions that provide out-of-scope services to each other. A fulfillment network can be set up for a group of institutions that are all part of the same Network Zone, or for a group of institutions that are not part of any network zones.
Fulfillment networks allow greater flexibility for:
- Walk-in loans
- Direct requesting
- Return anywhere in the network
- Pick up anywhere in the network
- A network patron card in Primo
In a fulfillment network, the resource owning library is the patron’s service provider. The resource owning library directly manages all aspects of the loan cycle with the requesting patron, including loan management (overdue, lost, renew etc.) and fine/fee related issues. The patron directly requests the resource from the specific library that owns the resource. The patron may request that the resource be picked up at the patron's home institution, the resource owning library, or another library within the network.
Primo configuration may be required if a single PDS installation is not shared between the member institutions that would like to allow direct requesting.
Fulfillment Network Configuration
To ensure that all the fields described below appear throughout the pickup anywhere and return anywhere processes, the following configuration steps must be completed:
- The Institutions Relations table must be configured. Please contact Ex Libris Support.
- The Serves Other Institutions check box must be selected in each library's summary. See Managing General Institution Information.
For more information about return anywhere, see Returning Items.
Fulfillment Network Workflow
Creating a request within the fulfillment network, whether for pickup at a patron's home institution, the resource owning library, or another library within the network is essentially the same process as a regular fulfillment process. The pages involved in creating and fulfilling the request stay the same, with just a variation in options offered in various drop down boxes and check boxes. The process may be just between the patron's home institution and the resource owning institution,or the pickup of the requested resource may also take place at a third institution within the network. This is all handled within the standard workflow.
Requesting an Item for Pickup Anywhere in the Network
In order to request a pickup from a different institution, the patron signs in to Primo, searches on a resource and selects from a list of institutions that have the resource available. The patron then selects from the list of allowed institutions when creating the request. The below workflow describes a workflow where a patron from one institution requests an item of another institution, to be picked up at yet a third institution. This workflow demonstrates the cross institution request, loan and return action.
For more information about pickup anywhere in fulfillment networks, see the Enhancements to Fulfillment Network video (1:41 min).
Primo Request - Pickup Location
The patron information and resource request is copied to the resource owning library. The pickup library appears in the owning institution's task lists, and pick slips.
Task List for Resource Owning Institution
Pick Slip for Resource Owning Institution
The item is scanned by the resource owning institution, the destination is shown and the item put into transit.
Scan In Item at Owning Institution
The item is received and scanned at the pickup institution with the resource owning institution selected.
Scan in at Pickup Institution
The patron's user information is automatically retrieved by the pickup institution and the patron is informed that their request is available for pick up. Again at loan time, the resource owning institution is selected. The remainder of the loan life cycle is a standard process.
Loan at Pickup Institution
When the patron returns the resource to the pickup institution, the resource is scanned in as normal with the resource owning institution is selected. The Manage Item Returns interface will indicate that the next step for the item is to transit back to its home institution
Manage Item Returns