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    Creating a Borrowing Request

    Translatable

    Manually Adding a Borrowing Request

    If required, you can manually add a borrowing request.
    To add an item manually:
    1. On the Resource Sharing Borrowing Requests page (Fulfillment > Resource Sharing > Borrowing Requests), click Actions then Add and select Manually. The Citation Type dialog box appears.
      To add a request using search, select From Search instead of Manually (see Adding a Resource Sharing Borrowing Task From a Search).
    2. In the Citation type drop-down list, select one of the following options and then click Choose:
      • Book – The following page appears:
        Resource Sharing Borrowing Request Page – After Book Selection
      • Article – The following page appears:
        Resource Sharing Borrowing Request Page – After Article Selection
    3. In the Resource Information area, enter the information in the relevant fields. For more information on these fields, see Adding a New Book or Journal Article.
      If an article title is not entered, the article title and BIB title (245) are both be populated with the journal title.
    4. In the Request Attribute area, enter the required information in the relevant fields, as described in the following table.
      Request Attribute Fields
      Field Description
      Specific Edition Only Whether the request sends information on the borrowed resource's edition to the lending library.
      Requester (Required) The user that is requesting the item.
      If you select a user for which a resource sharing library was assigned, the assigned resource sharing library displays in the Owner field. If multiple resource sharing libraries were assigned, the Owner field displays as a drop down field, where you select from the assigned resource sharing libraries. If no resource sharing library was selected for the user specified in the Requester field, the Owner field appears the value configured in the ill_item_creation_lib_code field on the Customer Parameters Mapping Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > General > Other Settings). For details on assigning a resource sharing library to a user, see Quick User Management Page Fields.
      Owner The Alma resource sharing library that is responsible for the request. The displayed libraries are configured as resource sharing libraries in the General Configuration menu (see Managing an Institution and Its Libraries).
      If a user for which you assigned a resource sharing library is selected in the Requester field, the assigned resource sharing library displays in the Owner field. If multiple resource sharing libraries were assigned, the Owner field appears as a drop down field, where you select from the assigned resource sharing libraries.
      If no resource sharing library was selected for the user specified in the Requester field, the Owner field displays the value configured in the ill_item_creation_lib_code field on the Customer Parameters Mapping Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > General > Other Settings).
      You can create relationships between resource sharing libraries to enable the libraries to supply items for each other (see Configuring Fulfillment Services Between Libraries Within an Institution).
      Request status The status of the request; see Request Status.
      Requested format Format of the requested item – Digital, Physical, or Physical non-returnable.
      For more information about sending resource sharing items directly to a patron, see the Inter-Library Loans Personal Delivery video (10:51 mins).
      Requested media The type of media in which you want the request to be supplied. The values that display in the drop-down field are those configured with a value of True on the Requested Media Definition Mapping Table page (see Configuring Requested Media Definitions).
      When a request is submitted with a requested media type that was added to the out-of-the-box options (see Configuring Additional Requested Media) and the request is sent to an ISO partner, the partner receives the requested media information in the Request Note field.
      Allow other format Whether, if the requested format is unavailable, the patron is willing to receive the item in another format.
      Partner The first partner configured in a request’s rota (see Requests in Alma). Click Add Partners to add a partner to the request’s rota, and click Add Rotas to add a rota template (group of partners). For details on adding partners, see step 6, below. For details on adding rota templates, see step 7, below.
      Item creation location Appears only when a non-NCIP partner is selected. The location in which the temporary item is to be created.
      External identifier The identifying string provided by the external system. The identifier is sent to the partner.
      • When an NCIP or ISO partner is selected, a value can be entered manually
      • When an ARTEmail partner is selected, a value is generated automatically
      After creating the request, an Internal identifier value is displayed for borrowing requests of all status types, including those that were canceled or rejected. When there is no external identifier (such as for canceled or rejected requests), you can search for a request by the request's internal identifier.
      This value corresponds to the External Identifier value when the request displays on the Resource Sharing Lending Requests Task List page (see Managing Resource Sharing Lending Requests).
      Preferred send method The preferred method of sending the item:
      • Ariel
      • Email
      • Fax
      • FTP
      • Odyssey
      Date Needed By A date by which the item is required to be delivered
      Delivery Location Location to which to deliver the item. Appears when the ARTEmail partner of the request supports adding an address.
      Choose from:
      • Deliver to library – Delivers to the library indicated in the Pickup at field.
        You can create relationships between libraries to enable the libraries to deliver items to each other (see Configuring Fulfillment Relationships).
      • Alternative address – Delivers to the address indicated in the Alternative address field. If the Format value is Digital, this field contains an email address. The Alternative address option displays only if rs_support_add_service is set to True on the Customer Parameters Mapping Table (see Configuring Other Settings).
      Requested Pickup Location The libraries appearing in this field are configured with the Deliver to option on the Organizational Units Relations Setup page (see Configuring Fulfillment Relationships).
      If personal delivery is configured for the specified patron, the Personal Delivery option displays with the Home Address and/or Work Address sub-options, as configured on the patron’s User Details page (see Adding User Contact Information).
      For Reading-Room Use Only Whether to restrict access to a reading room. The patron's requested pickup location is replaced with the selected reading room location.
      See the Restricting Resource Requests to a Reading Room video (2:02 mins) for details about library-level invoices.
      Shipping cost A shipping cost for the request. The currency is the default currency of the institution.
      If a shipping cost borrower rule is configured, it is applied to the shipping cost of the request (see Configuring Shipping Cost Borrower Rules).
      Fund
      The borrowing request can be assigned to a fund. Only funds associated with the Resource Sharing fund type are available as options to assign to a request. For more information, see Borrowing Requests Associated with Funds.
      Currently, you must add the Fund-Ledger Viewer role to any operator who would like to use this feature. This will be fixed in an upcoming release.
      Patron Request Cost The patron request cost is the resource sharing request fee defined in the relevant policy (see Adding Fulfillment Policies). It may be overriden by changing the value at this point.
      The currency is the default currency of the institution.
      Patron Receive Cost The patron receive cost is the resource sharing receive fee defined in the relevant policy (see Adding Fulfillment Policies). It may be overriden by changing the value at this point.
      The currency is the default currency of the institution.
      Alternative address Appears only when the Delivery location value is Alternative address.
      When the Format value is Physical, the available options are postal addresses. Select Use different address to display the Postal address fields and configure a new address.
      When the Format value is Digital, the available options are email addresses. Select Use different email to display the Email address field and configure a new email address.
      Willing to pay Whether the patron is willing to pay for the item
      Agree to copyright terms Whether to enable resource sharing with external systems.
      • If you select this check box, when sending a request by ISO, the Copyright compliance field is set to US:CCL.
      • If this check box is not selected, the Copyright compliance field is set to US:CCG.
        The copyright compliance is saved for the lender as a note.
      Needs patron information Whether more information on the patron is needed
      Request note Enter any notes, as needed.
      When a request is submitted with a requested media type that was added to the out-of-the-box options (see Configuring Additional Requested Media) and the request is sent to an ISO partner, the partner receives the requested media information in this field.
      Requester Note Any special note added by the requester.
      Maximum Fee The highest fine that the patron is willing to pay.
      Level of Service The requested shipping speed. To configure the available options, see Configuring Levels of Service.
      For a description of the fields’ display in Primo, see Citation Linker.
    5. If you chose an ARTEmail partner, configure parameters in the Parameters tab. The parameters displayed are those selected for the partner during the partner configuration process (see Resource Sharing Requests).
    6. To add partners to a request’s rota:
      1. Click Add Partners to add individual partners to the request's rota. The Resource Sharing Partner List page appears with the list of available resource sharing partners.
        Resource Sharing Partner List Page
      2. Select the check box of the partner(s) to add to the request's rota, and click Select.
        If you select a partner with which you associated a locate profile, the request displays on the Resource Sharing Borrowing Request page with a Locate Resource link. Click the link to submit a locate resource request for the borrowing request. Alma searches the request’s partners to verify that they have the resource. Partners that do not have the resource are removed from the request’s rota. For details on associating a partner with a locate profile, see the procedure in Resource Sharing Requests.
    7. To add rota templates:You can configure rotas to be used either in the order in which they are listed (Ordered) or in a random order (Non-ordered), using Fulfillment Configuration (see Configuring Rota Templates).
      1. Click Add Rotas to add rota templates to a request. The Rota Templates page appears with the list of available rota templates.
        Rota Templates Page
      2. Select the check boxes of the rota templates to add to the request, and click Select. Alma sends the request to individual partners in the list until the request is fulfilled.
    8. Click Save to save the request with the selected parameters, or click Send to save the request with the selected parameters and send a message to the partner according to the selected parameters. If there are any blocks applied to this request, a window will display with the block(s) and the option to override, if applicable. If the block is overriden and the request saved, the Resource Sharing Borrowing Requests page displays the new item.
    • Send appears only if there is an active partner to which the request can be sent, and the Automatically activate locate profile option is not selected when configuring a resource sharing library (see Configuring Parameters of a Resource Sharing Library).
      The item is added to the inventory in the default record format. To configure your system to support multiple record formats (such as UNIMARC), or to configure the default format, contact Ex Libris support.
    • New for December! If a borrowing request is sent to an ISO or NCIP peer-to-peer lending partner that has inactivated their resource sharing library for lending, the status of the lending request will be set to Rejected the borrower request. The borrowing request will then have its status changed to Rejected by partner.  For more information on inactivating a resource sharing library, see Configuring Parameters of a Resource Sharing Library.
    You may add additional information on the Resource Sharing Borrowing Request page, on the following tabs:
    When a resource sharing request is placed, the requesting patron’s resource sharing library is validated before the request can continue. If a warning message appears stating Patron does not have resource sharing privileges, and the patron’s resource sharing library is not the predefined resource sharing library, it is recommended that you do one of the following to ensure that Alma checks the appropriate policy for the resource sharing library in use, or uses the library/institution’s default terms of use: Alternatively, you can click Confirm in the warning message dialog box to continue without invoking a rule for the request.
    To attach a rota to a request based on configured rota assignment rules, click the Recalculate Rota Assignment link to attach the rota to the request according to the configured rules. For details on configuring rules for a rota, see Configuring Rota Assignment Rules.

    Adding a Resource Sharing Borrowing Task From a Search

    When you receive a request from an external institution by email, you can add an item to the list of resource sharing tasks.
    To add a resource sharing task from a search:
    1. On the Resource Sharing Borrowing Requests page (Fulfillment > Resource Sharing > Borrowing Requests), select Actions > Add > From Search. The Repository Search page opens.
      Repository Search Page: Add from Search
    2. Search for the item (see Searching in Alma).
      • You can select only All titles or Physical titles in the Find box.
      • When adding a borrowing request from a search in the Network Zone, the repository search page displays the Held by field. The value of this field indicates the locations in the network that contain the specified resource.
    3. Select an item’s check box and click Select. The Request Attribute section on the Resource Sharing Borrowing Request page appears.
      Resource Sharing Borrowing Request Page – Request Attribute Section
    4. Enter or modify the request information, as described in the following table:
      Request Attribute Fields
      Field Description
      Requester The patron requesting the title.
      Request status Select the status of the request. Choose from the following:
      • Canceled by staff
      • Created borrowing request
      • Declared lost by partner
      • Digitally received by library
      • Expired
      • Externally obtained
      • Lender check in
      • Loaned item to patron
      • Locate failed
      • Locate in process
      • Mediated patron renewal
      • Overdue request – The request’s due date arrived.
      • Pending approval
      • Physically received by library
      • Ready to be sent
      • Recalled by partner
      • Received – not for loan
      • Rejected by partner
      • Renew request not accepted
      • Renew requested
      • Renewed by partner
      • Report damaged item to partner
      • Report lost item to partner
      • Request accepted
      • Request completed – The request was delivered or it was canceled before it reached the hold shelf.
      • Request sent to partner
      • Returned by patron
      • Returned item to partner
      • Shipped digitally
      • Shipped physically
      • Waiting for cancel response
      • Will supply
      The value of this field is displayed as the Request Status on the Resource Sharing Borrowing Requests page.
      Requested format Select the format of the request:
      • Digital
      • Physical
      • Physical non-returnable
      Requested media The type of media in which you want the request to be supplied. The values that display in the drop-down field are those configured with a value of True on the Requested Media Definition Mapping Table page (see Configuring Requested Media Definitions).
      When a request is submitted with a requested media type that was added to the out-of-the-box options (see Configuring Additional Requested Media) and the request is sent to an ISO partner, the partner receives the requested media information in the Request Note field.
      Allow other format Select the check box to indicate that if the requested format is unavailable, the patron is willing to receive the item in another format.
      Preferred send method Select the preferred method of sending the item. Choose from the following options:
      • Ariel
      • Email
      • Fax
      • FTP
      • Odyssey
      Date needed by Select the date on which the item is needed from the Calendar dialog box.
      Delivery location Location to which the item is to be delivered. Displayed when the ARTEmail partner of the request supports adding an address.
      Choose from:
      • Deliver to library – Delivers to the library indicated in the Pickup at field.
        You can create relationships between libraries to enable the libraries to deliver items to each other (see Configuring Fulfillment Relationships).
      • Alternative address – Delivers to the address indicated in the Alternative address field. If the Format value is Digital, this field contains an email address. The Alternative address option displays only if rs_support_add_service is set to True on the Customer Parameters Mapping Table (see Configuring Other Settings).
      Requested pickup location Select a location for the item to be picked up. The default value is the value selected in the Default Pickup Location field on the Organization Unit Details page (see Configuring Fulfillment Relationships).
      The values displayed in the drop down list are the libraries that are configured with the Deliver to option on the Organizational Units Relations Setup page (see Configuring Fulfillment Relationships).
      If personal delivery is configured for the specified patron, the Personal Delivery option displays with the Home Address and/or Work Address sub-options, as configured on the patron’s User Details page (see Adding User Contact Information).
      Copyrights Status Select a copyright status or click Calculate Copyrights Status to the right of the drop-down list
      Clicking Calculate Copyrights Status automatically activates the Digitization Profile Rules (see Configuring Digitization Profile Rules) and applies the calculated value to the request. The calculated value is overridden from this page.
      Note that the same Digitization Profile Rules are also automatically applied when a digitally requested request is placed by Primo. In either case, if the rules determine that manual copyright approval is required, then the request cannot be sent to the lender.
      This Copyrights Status option appears only if rs_borrower_copyright_management is set to True on the Customer Parameters Mapping Table (see Configuring Other Settings).
      Shipping cost Enter a shipping cost for the request. The displayed currency is the default currency of the institution.
      If a shipping cost borrower rule is configured, it is applied to the shipping cost of the request (see Configuring Shipping Cost Borrower Rules).
      Fund The borrowing request can be assigned to an acquisition fund. Only active Resource Sharing funds that are allowed for use by the active resource sharing library will be available as options. For more information, see Assigning Borrowing Requests to Funds.
      Willing to pay Select to indicate that the patron is willing to pay for the item.
      Agree to copyright terms Select to enable resource sharing with external systems.
      • If you select this check box, when sending a request by ISO, the Copyright compliance field is set to US:CCL.
      • If this check box is not selected, the Copyright compliance field is set to US:CCG. The copyright compliance is saved for the lender as a note.
      Needs patron information Select to indicate that more information on the patron is needed.
      Request note Enter any notes for the request. When editing a request, this field contains a note for the shipped item, as sent to Alma by the NCIP source system in the NCIP message's shipping note. The shipping note displays in the following format:
      ||Shipping Note||<text of shipping note>||Shipping Note||
      The shipping note is used by NCIP implementers, such as OCLC Navigator, to update the library system with additional information about shipped items such as information about the resource itself, the requester, and the locations from where it is requested and is to be picked up.
      When a request is submitted with a requested media type that was added to the out-of-the-box options (see Configuring Additional Requested Media) and the request is sent to an ISO partner, the partner receives the requested media information in this field.
      Maximum fee The maximum fee that the borrowing patron is willing to pay for the item.
    5. Click Add Partners to add a partner to the request’s rota. See step 6 in Manually Adding a Request.
    6. Click Add Rotas to add a rota template (group of partners). See step 7 in Manually Adding a Request.
    7. Click Save. If there are any blocks applied to this request, a window will display with the block(s) and the option to override, if applicable. If the block is overriden and the request saved, the resource sharing task is saved and displayed on the Resource Sharing Borrowing Requests page.
    New for December! If a borrowing request is sent to an ISO or NCIP peer-to-peer lending partner that has inactivated their resource sharing library for lending, the status of the lending request will be set to Rejected the borrower request. The borrowing request will then have its status changed to Rejected by partner.  For more information on inactivating a resource sharing library, see Configuring Parameters of a Resource Sharing Library.

    Adding a Request From an External Resource

    You can create a borrowing request for a resource that is cataloged in an external system (that is, outside of Alma and the current institution). Using this feature, operators can use existing records to describe the required resource by using a catalog record or another institution, instead of having to manually type in the request's description. You can search for resources using an external search profile.
    For more information about adding a request from an external resource, see the Creating a Borrowing Request Using External Resources video (3:41 mins).
    To create a resource sharing borrowing request from an external search:
    1. On the Resource Sharing Borrowing Requests page (Fulfillment > Resource Sharing > Borrowing Requests), select Add > From External Resource. The External Resource Search page opens.
      External Resource Search Type.png
      External Resource Search Type.png
      External Resource Search Page
    2. In the Find field, enter search criteria.
      Search may be performed with an exact phrase, keywords, or starts with text. In addition to searching all fields, ISBN and ISSN may also be searched separately.
      For more information about adding from an external search, see the New Options for Add from External Search video (1:00 min).
    3. In the In profile field, select the external profile by which the criteria is to be searched.
      The displayed list of profiles includes the external search profiles configured on the External Search Profile List page; see Configuring External Search Profiles.
    4. Click Go. The search results display on the page.
      External Resource Search Page – Search Results
    5. Select the resource from which you want to create a borrowing request and click Select. The Resource Sharing Borrowing Request page opens.
    6. Configure the fields on both the General Information and Parameters tabs, as you would for any other resource sharing borrowing request, and click Save. If there are any blocks applied to this request, a window will display with the block(s) and the option to override, if applicable. If the block is overriden and the request saved, the resource sharing task is saved and displayed on the Resource Sharing Borrowing Requests page.
      New for December! If a borrowing request is sent to an ISO or NCIP peer-to-peer lending partner that has inactivated their resource sharing library for lending, the status of the lending request will be set to Rejected the borrower request. The borrowing request will then have its status changed to Rejected by partner. For more information on inactivating a resource sharing library, see Configuring Parameters of a Resource Sharing Library.
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