Fulfillment

How material, both physical and digitized, is shared with patrons.

Types of Fulfillment requests include:
Booking
Hold
CLS/AFN
Resource Sharing
Move (both temporary and permanent)
ILL (both physical and digitization)

CLS/AFN

Common policies and task related to consortial lending and borrowing.

CLS/AFN

Faculty Due Date Maintenance

Each IZ that participates in consortial lending needs to maintain the fixed due date on their calendars for patrons in "wrlc user" user group with the "WRLC Faculty" job category.  This is done 3 times a year so that Faculty can have loans that last the semester.  The dates are changed about 6 weeks prior to the expiration of the current due date.

The designated due dates are January 31st for the Fall semester, May 31st for the Spring semester, and September 30th for the Summer sessions.

The dates are changed on the following schedule:

Procedure: Update the Faculty Due Date

The following procedure assumes that the "End of Term WRLC Faculty" date is configured at and inherited from the Institution's Calendar.  All Libraries under the IZ that have this date on their calendar will be updated by the procedure below.

If you do not have this date configured on the Institution Calendar, you will need to select the individual Libraries that have this date and update them individually following the same basic procedure except at the Library level.

Go To:  Alma --> Configuration --> General --> Libraries --> Add a Library or Edit Library Information

Select the Calendar Management tab.  Click on the ellipsis to Edit the "End of Term WRLC Faculty" date.  Select Edit.

Screen Shot 2023-10-12 at 2.28.06 PM.png

Click on the calendar button on the right.  Select the new "End of Term WRLC Faculty" date.  Then Save.

Screen Shot 2023-10-12 at 2.31.22 PM.png

After saving, make sure that you "Apply Changes"!

Screen Shot 2023-10-12 at 2.32.35 PM.png

You will be notified once you submitted the job to apply the changes.

Screen Shot 2023-10-12 at 2.34.36 PM.png

The "End of Term WRLC Faculty" date is now updated.

CLS/AFN

Consortial Partners in CLS/AFN

Lending and Borrowing Partners

These partners are configured in the ROTA for the "Consortium Book Borrowing"

Borrowing Partners*

*Borrowing partners do not lend via CLS although they may lend via ILL requests and other methods.

CLS/AFN

Standard Opening Hours - impact on yours and partner's patron's due dates

A library's Standard Opening Hours along with other events in their calendar can affect item due dates and renewal dates.  It is good practice to review the Standard Opening Hours each semester when you may be adding specific events, exceptions or holidays.

A library's Standard Opening Hours are always set at the library level.  (They do not "inherit" from the institutional calendar.)  The "Valid from" date to the "Valid to" date is set to 3 years.  If the "Valid to" date is approaching, this can shorten due dates for items that would otherwise get a much longer loan period.

The procedure to update the "Valid to" dates in your library's calendar is fairly simple.  You must have the role of Fulfillment Administrator (or General Administrator).

CLS/AFN

Procedure: Update the Standard Opening Hours

The following procedure assumes that you have the role of Fulfillment Administrator (or General Administrator) and you have selected a valid Library from the top of the Configuration page.

Go To:  Alma --> Configuration --> Fulfillment --> Library Management --> Opening Hours

Screen Shot 2024-06-04 at 1.46.15 PM.png

Find the calendar entries of type "Standard opening hours".  (You can arrange the record types alphabetically by clicking on the Record type column header.)  Select the ellipsis at the right of the first entry.

Screen Shot 2024-06-04 at 1.34.46 PM.png

Select Edit on the first Standard opening hours entry.

Screen Shot 2024-06-04 at 1.29.05 PM.png

Select Save. This will automatically update the "from" and “to” date. (You do not need to make any changes.)

Screen Shot 2024-06-04 at 1.29.20 PM.png

Repeat this for the remaining 6 Standard Opening Hours entries.

As with all calendar updates, "Apply Changes"!

Screen Shot 2024-06-04 at 1.29.59 PM.png

CLS/AFN

Discharging CLS Hold Shelf Items

 

CLS/AFN

Expired Hold Shelf Audit Workflow

Wiki_013.PNGWiki_014.PNG

Wiki_015.PNGWiki_016.PNG

Wiki_017.PNG

CLS/AFN

Weekly Request Status Exception Report

The Weekly Request Status Exception report reflects requests that have stalled in the rota the previous week. It is an opportunity to see what material is outstanding and reach out to the library staff at the IZ where the request is waiting. This report is run weekly at 6am on Monday and can be configured to be sent directly to a preferred email. 

Once you contact the library staff where the request is stalled, they can then investigate why it has not been fulfilled and, if the item is not available, cancel the request so that it can be moved along the rota to the next IZ where the item is available. 

 

 

 


CLS/AFN

AFN Network Zone Configurations

The following Automated Fulfillment Network (AFN) configurations are set in the WRLC Network Zone. Most of the settings are visible (and not editable) in the Institution Zones; the only one that is not visible in the Institution Zone is the Institutions Relations configuration.


Locate Profiles

Configuration > Fulfillment > Resource Sharing > Locate Profiles

For the WRLC AFN, a locate profile defines how the AFN searches a particular institution's catalog. Locate Profiles are associated with a specific resource sharing partner profile.

afn-nz-1.PNG

For more information, see the Alma Knowledgebase page Configuring Locate Profiles.


Workflow Profiles

Configuration > Fulfillment > Resource Sharing > Workflow Profiles

Workflows control the actions that can be performed on the borrowing and lending request task lists for the defined partner; Workflow Profiles are associated with a specific resource sharing partner profile.

There is one workflow each for borrowing and lending. Below are the borrowing and lending configurations for the WRLC AFN

CLS Borrowing RS 

afn-nz-4.PNG

 

CLS Lending RS

afn-nz-5.PNG

For more information, see the Alma Knowledgebase page Configuring Workflow Profiles 


Institutions Relations

Configuration > General > Network Groups > Institutions Relations

Please note that this configuration is NOT viewable in the Institution Zone.

These relation configurations determine if items belonging to an institution can be checked out/in or delivered to other institutions.

afn-nz-6.PNG

For more information, see the Alma Knowledgebase page Configuring Pick Up Anywhere/Return Anywhere

 


Resource Sharing Partners

Fulfillment > Resource Sharing > Partners

Partner profiles define the types of request and communication sent to a specific institution. The profile also defines the Locate Profile and the Workflow Profiles for an institution.

For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the Consortial Partners in CLS/AFN page.

Typical Partner Profile for a Borrowing AND Lending WRLC Institution

afn-nz-7.PNG

For a full list for all WRLC partners that both borrow and lend in the AFN, see the Consortial Partners in CLS/AFN page.

Typical Partner Profile for a Borrowing ONLY WRLC Institution

afn-nz-8.PNG

For a full list for all WRLC partners that only borrow in the AFN, see the Consortial Partners in CLS/AFN page.

Borrowing only partners do not lend via CLS although they may lend via ILL requests and other methods.

For more information, see the Alma Knowledgebase page Configuring a Resource Sharing Partner

 


Rota Templates

Fulfillment > Resource Sharing > Rota Templates

A rota template specifies the list of partners that are queried to see if a particular borrowing request can be fulfilled. The rota template for the WRLC AFN (named CLS-Physical) only lists the institutions in the WRLC that lend items in the AFN (for a full list of lending institutions in the WRLC, see the  Consortial Partners in CLS/AFN page); this rota is a non-ordered template, meaning requests are sent to partners in a random order.

afn-nz-15.PNG

afn-nz-16.PNG

For more information, see the Alma Knowledgebase page Configuring Rota Templates page.


Rota Assignment Rules

Configuration > Fulfillment > Resource Sharing > Rota Assignment Rules > CLS Book Borrowing

Rota Assignments assigns rules to a specific Rota template. The rule assigned to the CLS-Physical rota template is that the request requires a physical format. 

afn-nz-2.PNG

afn-nz-3.PNG

For more information, see the Alma Knowledgebase page Configuring Rota Assignment Rules 


Fulfillment Unit

Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units

The Fulfillment Unit named WRLC Fulfillment Network (code WRLC_FN) sets the rules by which items circulate in the fulfillment network. This NZ-managed Fulfilment unit is applied to the each Institution's Fulfillment Unit for items requestable and loanable via the WRLC AFN. For more information on IZ Fulfillment Units, see the AFN Insitution Zone Configurations - Fulfillment Units section.

WRLC-FN Fulfillment Unit Details

The above settings means all pickup locations that are allowed according to the Pickup Locations policy are available, regardless of whether the item is on the shelf

WRLC-FN Fulfillment Unit Rules

Loan rule type

WRLC Faculty Lending

afn-nz-9.PNG

 
WRLC FN Lending

afn-nz-10.PNG

 
WRLC Media Lending

afn-nz-11.PNG

Request rule type

WRLC FN Requesting

afn-nz-12.PNG

 
WRLC Media Requesting

afn-nz-13.PNG

 
WRLC Limited Requesting

afn-nz-14.PNG

For more information, see the Alma Knowledgebase page Configuring Fulfillment Units


Terms of Use

Configuration > Fulfillment > Physical Fulfillment > Terms of Use and Policies

Terms of Use refers to a list of policies that define the institutional services that will be provided or terminated. Terms of Use are assigned to specific Fulfillment Unit Rules.

WRLC-FN Terms of Use

Below are the Terms of Use owned by the Network Zone and affiliated with the WRLC-FN Fulfillment Unit

Loan TOUs

WRLC Faculty Lending

Terms for lending to Faculty in the CLS fulfillment network. This TOU is applied to the WRLC Faculty Lending Loan rule.

Policy Type Policy Name Policy Description
Is Loanable Loanable  Loanable
Is Recallable Recall Allowed  Recall is possible
Due Date CLS - Faculty End-of-term loan for faculty
Requested Item Due Date 14 day limit if request exists Limit new loans to 14 days if another request on the same item
Recall Period 14 Days Recall Period 14 Days Recall Period
Renew Fee No Renewal Fee  Default No Renewal Fee
Lost Item Fine No Lost Item Fine  Default Lost Item fine - per RSAC 10/5/2022
Lost Item Replacement Fee CLS $110 replacement fee Default replacement fee for WRLC-FN Lending TOU 8/20/2018
Lost Item Replacement Fee Refund Ratio 100 Percent Lost Item Refund Default lost item replacement refund
Maximum Fine CLS $25 maximum fine Max fine for WRLC FN Lending TOU 8/20/2018
Overdue Fine CLS no overdue fine Daily overdue fine removed 4/15/2019
Recalled Overdue Fine CLS $5/day recalled item fine Overdue for recalled items for WRLC FN Lending TOU 8/20/2018
Grace Period CLS 39 day grace period. Extension of grace period before Lost Item Fine
Is Renewable Renewable Is item renewable
Maximum Renewal Period No Maximum Renew Period Default Maximum Renewal Period
Closed Library Due Date Management Move Due Time to Next Open Time When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time
Cancelled Recall Due Date Restore to original due date This option will take the due date of the loan before the recall was done on the loan
Overdue Notification Fine Type 1 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 2 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 3 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 4 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 5 No Overdue Fine Default value - No Overdue Fine
Block When Overdue No block when overdue Do not create a block when overdue
Maximum Period for Overdue Block No Maximum Block Period No Maximum Block Period for Block When Overdue
Reloan Limit No Reloan Limit No Reloan Limit
Time frame when loan renewal is allowed No limit Do not limit the time in which renewal is allowed
 
WRLC FN Lending

Terms for lending in the CLS fulfillment network. This TOU is applied to the WRLC FN Lending Loan rule.

Policy Type Policy Name Policy Description
Is Loanable Loanable  Loanable
Is Recallable Recall Allowed  Recall is possible
Due Date 6 wk general loan 6 week general loan
Requested Item Due Date 14 day limit if request exists Limit new loans to 14 days if another request on the same item
Recall Period 14 Days Recall Period 14 Days Recall Period
Renew Fee No Renewal Fee  Default No Renewal Fee
Lost Item Fine No Lost Item Fine  Default Lost Item fine - per RSAC 10/5/2022
Lost Item Replacement Fee CLS $110 replacement fee Default replacement fee for WRLC-FN Lending TOU 8/20/2018
Lost Item Replacement Fee Refund Ratio 100 Percent Lost Item Refund Default lost item replacement refund
Maximum Fine CLS $25 maximum fine Max fine for WRLC FN Lending TOU 8/20/2018
Overdue Fine CLS no overdue fine Daily overdue fine removed 4/15/2019
Recalled Overdue Fine CLS $5/day recalled item fine Overdue for recalled items for WRLC FN Lending TOU 8/20/2018
Grace Period CLS 39 day grace period. Extension of grace period before Lost Item Fine
Is Renewable Renewable Is item renewable
Maximum Renewal Period No Maximum Renew Period Default Maximum Renewal Period
Closed Library Due Date Management Move Due Time to Next Open Time When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time
Cancelled Recall Due Date Restore to original due date This option will take the due date of the loan before the recall was done on the loan
Overdue Notification Fine Type 1 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 2 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 3 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 4 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 5 No Overdue Fine Default value - No Overdue Fine
Block When Overdue No block when overdue Do not create a block when overdue
Maximum Period for Overdue Block No Maximum Block Period No Maximum Block Period for Block When Overdue
Reloan Limit No Reloan Limit No Reloan Limit
Time frame when loan renewal is allowed No limit Do not limit the time in which renewal is allowed
 
WRLC Media Lending

Terms for media loans in the CLS fulfillment network. This TOU is applied to the WRLC Media Lending Loan rule.

Policy Type Policy Name Policy Description
Is Loanable Loanable  Loanable
Is Recallable No Recall Default Recall is not possible
Due Date 1 week media loan 7 day loan period for WRLC media lending TOU
Requested Item Due Date No Requested Due Date Default value - No Requested Item Due Date
Recall Period No Recall Due Date Default Recall Due date - none
Renew Fee No Renewal Fee  Default No Renewal Fee
Lost Item Fine No Lost Item Fine  Default Lost Item fine - per RSAC 10/5/2022
Lost Item Replacement Fee CLS $110 replacement fee Default replacement fee for WRLC-FN Lending TOU 8/20/2018
Lost Item Replacement Fee Refund Ratio 100 Percent Lost Item Refund Default lost item replacement refund
Maximum Fine CLS $25 maximum fine Max fine for WRLC FN Lending TOU 8/20/2018
Overdue Fine CLS $5/day overdue media fine Overdue fine for WRLC FN Media 8/20/2018
Recalled Overdue Fine No Recall Overdue Fine Default Value for recalled overdue fine
Grace Period No Grace Default value for Grace
Is Renewable Not Renewable Item not renewable
Maximum Renewal Period No Maximum Renew Period Default Maximum Renewal Period
Closed Library Due Date Management Move Due Time to Next Open Time When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time
Cancelled Recall Due Date Keep due date No change to the due date
Overdue Notification Fine Type 1 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 2 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 3 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 4 No Overdue Fine Default value - No Overdue Fine
Overdue Notification Fine Type 5 No Overdue Fine Default value - No Overdue Fine
Block When Overdue No block when overdue Do not create a block when overdue
Maximum Period for Overdue Block No Maximum Block Period No Maximum Block Period for Block When Overdue
Reloan Limit No Reloan Limit No Reloan Limit
Time frame when loan renewal is allowed No limit Do not limit the time in which renewal is allowed

Request TOUs

WRLC FN Requesting

Terms for requests in the CLS fulfillment network. This TOU is applied to the WRLC FN Requesting Request rule.

Policy Type Policy Name Policy Description
Is Requestable Requestable  Requestable 
Pickup Locations Pickup At Any Institution  Pickup At Any Institution 
Hold Shelf Period 14 day Hold Shelf (Covid default) Longer hold shelf time due to library restrictions.
Is Digitizable Is Digitizable Default value for Digitizable
Is Requestable for Physical Resource Sharing Requestable for Physical Resource Sharing Requestable for Physical Resource Sharing
Is Requestable for Digital Resource Sharing Requestable for Digital Resource Sharing Requestable for Digital Resource Sharing
Request Priority Medium  Medium 
On Shelf Request Policy Use fulfillment unit definition Use fulfillment unit definition
Personal Delivery Personal Delivery - None Do not deliver items at all
Personal Delivery Fee Personal Delivery Fee - No Fee Personal Delivery is not charged with a fee
Automatically convert to resource sharing Do not convert to resource sharing Do not convert to resource sharing
Digitization Fee per Digitization No Fee Digitization request is not charged with a fee
Digitization Fee per page No Fee Digitization request is not charged with a fee per page

WRLC Media Requesting

Terms for media requests (requestable but not digitizable) in the CLS fulfillment network. This TOU is applied to the WRLC Media Requesting Request rule.

Policy Type Policy Name Policy Description
Is Requestable Requestable  Requestable 
Pickup Locations Pickup At Any Institution  Pickup At Any Institution 
Hold Shelf Period 7 day Hold Shelf Default value for HoldShelfPeriod
Is Digitizable Not Digitizable Not Digitizable
Is Requestable for Physical Resource Sharing Not requestable for Physical Resource Sharing Not requestable for Physical Resource Sharing
Is Requestable for Digital Resource Sharing Not requestable for Digital Resource Sharing Not requestable for Digital Resource Sharing
Request Priority Medium  Medium 
On Shelf Request Policy Use fulfillment unit definition Use fulfillment unit definition
Personal Delivery Personal Delivery - None Do not deliver items at all
Personal Delivery Fee Personal Delivery Fee - No Fee Personal Delivery is not charged with a fee
Automatically convert to resource sharing Do not convert to resource sharing Do not convert to resource sharing
Digitization Fee per Digitization No Fee Digitization request is not charged with a fee
Digitization Fee per page No Fee Digitization request is not charged with a fee per page

WRLC Limited Requesting

Terms for limited requests (digitizable but not requestable) in the CLS fulfillment network. This TOU is applied to the WRLC Limited Requesting Request rule.

Policy Type Policy Name Policy Description
Is Requestable Not Requestable  Default value is not requestable 
Pickup Locations Pickup At Any Institution  Pickup At Any Institution 
Hold Shelf Period 10 day Hold Shelf Default value for HoldShelfPeriod (per RSAC)
Is Digitizable Is Digitizable Default value for Digitizable
Is Requestable for Physical Resource Sharing Not requestable for Physical Resource Sharing Not requestable for Physical Resource Sharing
Is Requestable for Digital Resource Sharing Requestable for Digital Resource Sharing Requestable for Digital Resource Sharing
Request Priority Medium  Medium 
On Shelf Request Policy Use fulfillment unit definition Use fulfillment unit definition
Personal Delivery Personal Delivery - None Do not deliver items at all
Personal Delivery Fee Personal Delivery Fee - No Fee Personal Delivery is not charged with a fee
Automatically convert to resource sharing Do not convert to resource sharing Do not convert to resource sharing
Digitization Fee per Digitization No Fee Digitization request is not charged with a fee
Digitization Fee per page No Fee Digitization request is not charged with a fee per page


CLS/AFN

AFN Institution Zone Configurations

The following Automated Fulfillment Network (AFN) configurations are set in each WRLC Institution Zone. Settings will look slightly different depending on whether the Institution Zone is both a lender and borrower in the WRLC AFN, or if they are only a borrower. For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the Consortial Partners in CLS/AFN page.

 


Resource Sharing Library

Configuration > Configuring drop-down menu = [choose your institution's Main Library] > Fulfillment > Library Management > Library Details

Your resource sharing library is the library where your temporary borrowing and lending locations are housed. For the WRLC AFN, your institution's Main Library is the designated Resource Sharing Library.

Resource Sharing Information section

Borrowing Setup section

afn-iz-1.PNG

Lending Setup section

Please note that the Lending Setup portion of the Resource Sharing section is NOT used by the WRLC AFN. This is because our AFN handles all lending requests as regular hold requests within the owning Institution's IZ; they are NOT considered true lending requests by Alma. For more information, see the Alma Knowledgebase page Automated Fulfillment Network Requests (AFN)

afn-iz-2.PNG

Similarly, the AFN follows the settings in each Institution's Locate Profile to find a matching item, NOT the settings in the Lending Setup section of the Library Details page. This is because our AFN handles all lending requests as regular hold requests within the owning Institution's IZ; they are NOT considered true lending requests by Alma.

afn-iz-3.PNG

For more information, see the Alma Knowledgebase page Configuring Parameters of a Resource Sharing Library


Temporary Resource Sharing Locations

Configuration > Configuring drop-down menu = [choose your institution's Main Library] > Fulfillment > Locations > Physical Locations

afn-iz-2.PNG

For more information, see the Alma Knowledgebase page Configuring Physical Locations


Temp Item Creation Rule

Configuration > Configuring drop-down menu = [choose your institution's Main Library] > Fulfillment >Library Management > Temporary Item Creation Rules

These are rules that dictate what location and item policy are given to temporary item records created by AFN requests.

Capture.PNG

Please note that the length of loans are dictated by TOUs and fulfillment units, NOT the item policy assigned to CLS items

For more information, see the Alma Knowledgebase page Configuring Temporary Item Creation Rules


Fulfillment Units

Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units > Edit Fulfillment Unit > Fulfillment Unit Details tab

Fulfillment Units are one or more physical locations in an institution that follow the same fulfillment policies. Similarly, the Network Zone has a fulfillment unit for WRLC's AFN, that dictates the rules by which items circulate in the fulfillment network.

NZ-managed Fulfillment Units can be applied to institutional Fulfillment Units. The WRLC AFN Fulfillment Unit (named WRLC Fulfillment Network) should be applied to Institutional fulfillment Units that are requestable through the AFN.

afn-iz-4.PNG

 For more information, see the Alma Knowledgebase page Configuring Fulfillment Units


Sending Borrowing Request Rules

Configuration > Fulfillment > Resource Sharing > Sending Borrowing Request Rules

Sending Borrowing Request Rules dictate when a borrowing request is sent automatically to an active partner institution without staff intervention.

afn-iz-5.PNG

For more information, see the Alma Knowledgebase page Configuring Sending Borrowing Request Rules

Peer to Peer Resource Sharing

Instructions and information on how to set up peer-to-peer resource sharing in Alma.

Peer to Peer Resource Sharing

Configuring Peer to Peer Resource Sharing in the IZ

To fully configure peer to peer resource sharing, you will need to configure the following:

All names and descriptions listed in this document are merely suggestions.  You may use whatever names and descriptions work best for your library.

You will need the Fulfillment Administrator and Resource Sharing Partners Manager roles to do this configuration work.  All configuration work should be done at the institution level.

Temporary Resource Sharing Locations

Temporary item records for items borrowed from other libraries will be housed in your temporary borrowing location, and items loaned to other libraries will be temporarily moved to your temporary lending location. 

As a frame of reference, WRLC's AFN / CLS process uses CLSBORR and CLSLEND as your Institution's temporary resource sharing locations.

1. Go to Configuration, select the library you’ve designated as your resource sharing library, and then go to Fulfillment | Locations | Physical Locations. 

2. Click the Add Location link, enter the values in the first row of the table below into the window that opens, and then click the Add Location button.  Repeat that process using the values in the second row of the table.

Code

Name

External Name

Type

Remote Storage

Fulfillment Unit

Call Number Type

Map

BORROWING

Borrowing

Borrowing

Open

leave blank

Select value ending in “_FU”

leave blank

leave blank

LENDING

Lending

Lending

Open

leave blank

Select value ending in “_FU”

leave blank

leave blank

3. Go to Fulfillment | Locations | Physical Locations, click the ellipsis next to your Borrowing location, scroll down to the Physical Location Circulation Desk List section, click the Attach Existing Circulation Desk link, select your resource sharing library’s circulation desk, make sure the Check In, Check Out, and Reshelve boxes are checked, click Attach Existing Circulation Desk, and then click the Save button.  Repeat this process for your Lending location.  

Resource Sharing Library

Your resource sharing library is the library where your temporary borrowing and lending locations are housed.  It is possible to use your main library as your resource sharing library, or you can use the stand-alone resource sharing library that was created by Ex Libris.  If you use the stand-alone resource sharing library, there will be a transit step between your main library and the resource sharing library whenever you receive or return a resource sharing item.  If you use your main library as your resource sharing library, there is no transit step.

As a frame of reference, WRLC's AFN / CLS process uses your institution's Main Library , NOT the resource sharing library created by Ex Libris.

1. Go to Configuration, select the library you want to be your resource sharing library from the Configuring dropdown, and then go to Fulfillment | Library Management | Library Details.

2. Scroll down to the Resource Sharing Information section and make sure the Is Resource Sharing Library box is checked.  Also, make sure your OCLC symbol is listed in the Symbol field.

3. Scroll down to the Borrowing Information section and check the following :

Next, select your temporary borrowing location from the Default Location dropdown (the one you created in the Temporary Resource Sharing Locations section).  Lastly, select the library that you would like to serve as your default pickup location from the Default Pickup Location dropdown.

For libraries participating in WRLC's AFN, please note that the location configured as the default Borrowing location is already set to a CLS location. In order to use a different location for items borrowed from P2P partners, do not change the location in the Borrowing Information section (leave as is), and instead create a Temporary Item Creation rule.

4. Scroll down to the Lending Information section and check the following boxes :

Next, select your temporary lending location from the Default Location dropdown (the one you created in the Temporary Resource Sharing Locations section). 

For libraries participating in WRLC's AFN, please note that location configured as the default Lending location is NEVER used for AFN requests. Lending requests in the AFN are regular hold requests instead. For more information, see the Lending Setup section of the AFN Institution Zone Configurations page.

5. Scroll down to the bottom of the page, check the Locate By Fields box, click the No button, and then check the Title, Author, ISBN/ISSN, System Control Number, and LCCN (010) boxes.

6. Click the Save button.

Resource Sharing Jobs

This job must be running in order for resource sharing requests to automatically move on to the next lender if they’re not filled within the expiry days value listed in the resource sharing partner.

1. Go to Configuration | Fulfillment | General | Fulfillment Jobs Configuration, switch the status of the Expired Resource Sharing Requests job to Active, select Every Day at 02:00 from the Schedule dropdown, and then click the Save button.

Other Resource Sharing Settings

Because the setting below are NOT library specific, they apply to all libraries within an institution. When working with multi-resource sharing libraries in a single institution zone, leave the location and library code information blank, and instead 1) assign specific library and locations via the Lending and Borrowing sections of the Library Information page, and 2) assign a resource sharing library in the patron record.

Setting

Value

ill_item_creation_lib_code

the code for your resource sharing library

ill_item_creation_location_code

the code for your temporary borrowing location

rs_allow_actions_on_scan_in

true

rs_auto_request_lending

true

rs_disable_borrowing_auto_assign

true

rs_disable_lending_auto_assign

true

Workflow profiles

Workflow profiles help determine how resource sharing requests behave.

1. Go to Configuration | Fulfillment | Resource Sharing | Workflow Profiles.

2. Click the Add Workflow Profile link, enter “Peer to Peer Borrowing” into the Workflow Profile field, leave the Type dropdown set to Borrowing, check the boxes listed below, and then click the Add and Close button.

·         Automatic renew, Cancelled By Patron, Cancelled by partner, Cancelled by staff, Conditional, Lender check in, Manual renew, Reject, Renew requested, Request accepted, Will supply

3. Click the Add Workflow Profile link again, enter “Peer to Peer Lending” into the Workflow Profile field, switch the Type dropdown to Lending, check the boxes listed below, and then click the Add and Close button.

·         Borrower recall, Cancel reply, Conditional, Lender check in, Patron renewal, Staff renewal

Resource Sharing Partners

Resource sharing partners allow Alma institutions to send resource sharing requests to each other.

1. From the main Alma screen, go to Fulfillment | Resource Sharing | Partners, click the Community tab, change the search dropdown from Description to Name, and search for the partner, click the ellipsis next to their name, and then click Copy.

2. Click on the Institution tab, click the ellipsis next to the partner's name, and click Edit. 

3. Select the workflow profiles you configured from the Borrowing Workflow and Lending Workflow dropdowns. 

4. Click the Parameters tab, change the Expiry Time (Days) setting to the appropriate number, and then click the Save button.

Item Policy

This Item Policy will be added to the temporary records Alma will create for the items you borrow from SUNY.  This configuration work must be done at the resource sharing library level.

1. Go to Configuration, select your resource sharing library from the Configuring dropdown, and then go to Fulfillment | Physical Fulfillment | Item Policy.

2. Click the Add Row button.  The Item Policy configuration window will open. 

3. Configure the Item Policy as shown in the image below and then click Add Row.  Once the Item Policy configuration window closes, click the Save button. 

Temporary Item Creation Rule

This Temporary Item Creation Rule will add the Item Policy you previously configured to the temporary item records Alma will create for the items you borrow from your peer-to-peer lending institutions.  It will also determine the temporary item record’s location.  This configuration work must be done at the resource sharing library level.

1. Go to Configuration, select your resource sharing library from the Configuring dropdown, and then go to Fulfillment | Library Management | Temporary Item Creation Rules

2. Click the Add Rule button

3. Configure the Temporary Item Creation Rule to have the following input parameters

Name = Resource Sharing Partner

Operator = InList

Value = [List of Resource Sharing Partners]

4. Make sure this rule is positioned at the top of your Temporary Item Creation rules list.

Fulfillment Policies

These fulfillment policies will be used in the Loan and Lending Resource Sharing TOUs you will configure for items borrowed from and loaned to your peer-to-peer lenders.  This configuration work should be done at the institution level.

Please contact your lending partners to determine the values necessary for your fulfillment policies.

1. Go to Configuration, select your institution from the Configuring dropdown, and then go to Fulfillment | Physical Fulfillment | Advanced Policy Configuration.

2. Click the Add Fulfillment Policy button, select the type of policy you would like to configure, configure the relevant policies, and then click the Save button.

Note: If you already have policies configured for these resource sharing partnerships, there’s no need to configure additional policies.  You can use the policies you’ve already configured.

Loan, Borrowing, Resource Sharing, and Lending Resource Sharing TOU's

These TOUs will determine the loan and renewal periods for the items you borrow from and loan to your peer-to-peer partners.  They will also determine which user groups are allowed to submit borrowing requests in Primo.  This configuration work should be done at the institution level.

Please contact your lending partners to determine the values necessary for your fulfillment policies.

1. Go to Configuration, select your institution from the Configuring dropdown, and then go to Fulfillment | Physical Fulfillment | Terms of Use and Policies.

2. Click the Add a Terms of Use button.

3. Click the Loan button and then click the Next button.

4. Select the relevant policies in the table below, click the Next button, and then click the Save button.

5. Click the Add a Terms of Use button again.

6. Click the Lending Resource Sharing button and then click the Next button.

7. Select the relevant policies in the table below, click the Next button, and then click the Save button.

8. Click the Add a Terms of Use button again.

9. Click the Borrowing Resource Sharing button and then click the Next button.

10. Select the relevant policies in the table below, click the Next button, and then click the Save button.

Fulfillment Unit Rules

These fulfillment unit rules will determine which Loan and Lending Resource Sharing TOUs are assigned to the items you borrow from and lend to your peer-to-peer partners.  This configuration work must be done at the resource sharing library level.

1. Go to Configuration, select your resource sharing library from the Configuring dropdown, and then go to Fulfillment | Physical Fulfillment | Fulfillment Units

2. Click the ellipsis next to your resource sharing fulfillment unit and then click Edit.

3. Click the Fulfillment Unit Rules tab, select “Loan” from the Rule Type dropdown, and then click the Add Rule button.

4. Configure the Loan fulfillment unit rule to use your newly created Item Policy, then click the Save button.

5. Make sure the Loan fulfillment unit rule you’ve configured is positioned above any other Loan fulfillment unit rules that could potentially be applied to items borrowed from your peer-to-peer partners and then click the Save button.

6. Click the ellipsis next to your resource sharing fulfillment unit and then click Edit.

7. Click the Fulfillment Unit Rules tab, select “Lending Resource Sharing” from the Rule Type dropdown, and then click the Add Rule button.

8. Configure the Lending Resource Sharing fulfillment unit rule similar to the image below; in the list, add all of your P2P partners. Then click the Save button.

Picture1-lending.png

9. Make sure the Lending Resource Sharing fulfillment unit rule you’ve configured is positioned above any other Lending Resource Sharing fulfillment unit rules that could potentially be applied to items loaned to your peer-to-peer partners and then click the Save button.

10. Click the ellipsis next to your resource sharing fulfillment unit and then click Edit.

11. Click the Fulfillment Unit Rules tab, select “Borrowing Resource Sharing” from the Rule Type dropdown, and then click the Add Rule button.

12. Configure the Borrowing Resource Sharing fulfillment unit rule similar to the image below (when configuring the input parameter, select the user groups you want to be able to submit borrowing requests) and then click the Save button.

Picture3-borrowing.png

13. Make sure the Borrowing Resource Sharing fulfillment unit rule you’ve configured is positioned above any other Borrowing Resource Sharing fulfillment unit rules that could potentially prevent users from submitting borrowing requests.

Rota Template

This Rota Template will determine which peer-to-peer libraries are added to your request rotas.  This configuration work must be done from the main Alma page, not the Configuration page. 

1. Go to Fulfillment | Resource Sharing | Rota Templates

2. Click the Add Template button.

3. Configure the Rota Template and then click the Save and Add Members button.

4. Click the Add Partners button, select your peer-to-peer partners, and then click the Save Button.

Rota Assignment Rule

This Rota Assignment Rule will determine where peer-to-peer libraries will be positioned in your request rotas.  This configuration work should be done at the institution level.

1. Go to Configuration, select your institution from the Configuring dropdown, and then go to Fulfillment | Resource Sharing | Rota Assignment Rules.

2. Click the Add Rule button.

3. Configure the Rota Assignment Rule according to the terms of your lending agreement, and then click the Save button.

4. Make sure the Rota Assignment Rule is positioned at the top of your rota assignment rules list. 

Sending Borrowing Request Rule

This rule will make sure borrowing requests assigned to your peer-to-peer libraries are sent automatically.  This configuration work may not be necessary given how your other Sending Borrowing Request rules are configured.  This configuration work should be done at the institution level.

1. Go to Configuration, select your institution from the Configuring dropdown, and then go to Fulfillment | Resource Sharing | Sending Borrowing Request Rules.

2. Click the Add Rule button.

3. Configure the Sending Borrowing Request rule according to the terms of your lending agreement, and then click the Save button.

Peer to Peer Resource Sharing

Moving P2P partner profiles from the NZ to the IZ (Cancelled)

NOTE: Ex Libris has changed their original assessment of the issue; after some testing, they now believe there is no way to move NZ partner profiles to an individual IZ without disruption of services to patrons. For that reason, WRLC is cancelling this project.
Problem: The NZ-managed partners have the same Codes as the equivalent partners in the RS Directory. This prevents an IZ from downloading the Directory partners until the NZ partners are removed.
Solution: To circumvent this roadblock, new NZ-managed partners will be created as temporary replacements. They will have new, unique codes that will not conflict with those in the directory. This will make the cleanup a longer process, but it prevents any service disruptions to your patrons (as well as with SUNY). 

Phase One

Configuration in the Network Zone

  1. Create the new Replacement Partners in the NZ
    • As I mentioned, the only data that needs to be unique is the Code; make this unique in whatever way you like, as long as it doesn't match the Directory. But all other details within the partners can be identical to the current NZ partners. 
  2. Once they have been created, distribute these Replacement partners to the IZs by running the "Distribute Resource Sharing Configuration" job in the NZ
  3. After which, the IZs should update any/all Rota Templates, replacing the Original NZ partners with the Replacement partners
  4. When the IZs are fully configured to use the Replacement partners, return to the NZ and mark the Original partners as Inactive,
  5. Then Distribute the changes again by running the "Distribute Resource Sharing Configuration" job in the NZ
    • This is just an extra step to ensure that no new requests are created with these Original partners
At this point, all new incoming/outgoing requests will be using the Replacement partners. Since this is the case, you will be free to begin removing the Original partners piece-by-piece from all remaining Active requests. This process will take a while, as any request (Borrowing or Lending) that has one of these Original SUNY partners as the Active partner will need to finish organically, waiting for the patron to return the item and/or ship the item back to the lender. But it's at this point that the cleanup can begin.

Initial Network Zone Cleanup

6. Once you have confirmed that Replacement partners are all working as expected (and I see no reason why they wouldn't), delete the Original partners from the NZ

7. Then distribute the deletion of the original partners by running the "Distribute Resource Sharing Configuration" job in the NZ

8. Wait 24 hours for these changes to be visible in Alma Analytics, then run a Lending and a Borrowing Analytics report (see image below) in the Network Zone; send to participants.

Partner Borrowing & Lending Request Cleanup

A. Clean up Lending Requests
  1. For Lending Requests with the following statuses, nothing needs to be done. We will let the lending workflow run its course until the request finally has a status of Completed
    • Being processed
    • Received by partner
    • Returned by partner
    • Shipped physically
    • Overdue request
  2. Lending Requests with the statuses below still have an "active" status according to Alma. Their status needs to be changed to one that Alma considers Inactive: Request CompletedDeleted, or any of the various Cancelled statuses
    • Expired
    • Locate failed
    • Rejected the borrower request

To change a status manually, follow the steps below in the Lending Requests Task List. Filter your results appropriately, expand the results to show 50 at a time, and you will be able to update requests in batches of 50 (there is no job that can do this in Alma)


B. Cleaning up Borrowing Requests
  1. For Borrowing Requests that A) have the following statuses, and B) the active partner is one of the 4 SUNY schools, nothing needs to be done. We will let the lending workflow run its course until the request finally has a status of Complete
    • Loaned item to patron
    • Physically received by library
    • Ready to be sent
    • Renewed by partner
    • Returned by patron
    • Returned item to partner
    • Shipped physically
  2. For all other borrowing requests, you can complete one of the following workflows:
    1. For Borrowing Requests that A) have the following statuses, and B) the active partner is NOT one of the 4 SUNY schools, we will need to remove the Original SUNY partners from each BR's Rota. Active partners cannot be removed; only Pending and Rejected. This method, though, can only be one manually one request at a time, but allows you to cleanup the SUNY partners from any active BRs
      • Loaned item to patron
      • Lost communicated
      • Physically received by library
      • Ready to be sent
      • Renewed by partner
      • Returned by patron
      • Returned item to partner
      • Shipped physically
    2. For borrowing requests with a status listed below, you can follow the workflow outlined in Cleaning up Lending Requests to change the status of these borrowing requests
      • Expired
      • Exported to third party
      • Rejected by partner
C. Wait until all active lending and borrowing requests (those with items checked out to patrons) have a status of Completed

13. Once one (or more) of the Original partners have been cleaned up from an IZ, run the Distribute job in the NZ once again

This is effectively the entire process. Over time, clean up all of the Original partners as much as possible. As we discussed, a there will be requests that are still actively sharing with one of the SUNY partners, so we'll have to wait for these to finish via normal means. But, the upside is that once these requests finish, they won't need to be cleaned up - they'll be in the Completed status, so no longer active in the system.

Eventually, all traces of the Original SUNY partners will be removed, and they will finally be fully deleted. Once that has occurred, it's time for the next phase. 

Phase Two Cleanup

Then you will follow the remaining steps in Phase One, Initial Network Zone Cleanup and Partner Borrowing & Lending Request Cleanup, this time slowly removing requests associated with the temporary profiles.

Additional Notes:

*The "one IZ at a time, one partner at a time" method is for ease of tracking progress. By focusing on a single partner within a single IZ, you can fully complete the cleanup for that partner, then run the Distribute job to remove them, and then move on to the next partner on the list. But this is far from the only approach to this cleanup; this is just how I would approach the situation were I in your shoes.

In reality, this cleanup can be handled by whatever method is most convenient for you all. You could focus on only Borrowing first, then do Lending second. Or you could work on both at the same time. You could focus on cleaning up one IZ at a time, or you could handle it as one large project for the whole network. Each IZ could be in charge of their own cleanup, performing it as quickly or as slowly as they need, and it wouldn't affect any of the other IZs. 
Peer to Peer Resource Sharing

SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo

Although the policy is for all Peer to Peer configuration to exist in the Institution Zone only, the following partner profiles are configured and managed in the WRLC Network Zone:

If any WRLC institution wishes to make changes to the partner profiles above, please send in a Service Desk ticket at servicedesk@wrlc.org

Background

When the WRLC first started peer to peer lending in Alma, all of the configurations for this workflow were set in the Alma Network Zone; our four original partners were the schools listed above. The policy changed in 2025 to move P2P to be IZ-only, but the only part of configuration we were unable to move were the partner profiles.

This is because partner profiles need a unique code and a unique ISO symbol; our NZ profiles shared an ISO symbol with the partner profiles in the Community tab, so the Community profiles cannot be copied to the IZ. And if the NZ partner profiles were to have different ISO symbols, none of the requests attached to that particular partner profile would work. Moving the partner profiles to the IZ would result in service disruption for patrons.

More information on this issue can be found in Salesforce case #07877638

Peer to Peer Resource Sharing

Adding P2P Partners from the Resource Sharing Directory

Downloading a P2P Partner from the Resource Sharing Directory

To download a new P2P partner and add them to the rota template, follow the instructions below:

  1. In Alma, go to Fulfillment > Resource Sharing > Partners
  2. Choose the Community tab
  3. Search for the relevant partner. In this view, you can search for the partner by Description, Name, Pods I'm Part Of, or Symbol
  4. Once you've found the correct institution, click on the box next to their name to checkmark the profile. Then click Copy on the top right-hand corner OR click on the ellipsis button (...) next to their name, then choose Copy. By copying them to your instance of Alma, you have downloaded both the institution's Partner Profile and Locate Profile.
  5. To add them to the rota, go to Fulfillment > Resource Sharing > Rota Templates
  6. Find the appropriate Rota from the list. Click on the ellipsis button (...), then choose Edit
  7. Choose the Template Members tab
  8. Click + Add Partners on the top right-hand corner. Then search for the relevant partner, and click Add Partners
  9. Then choose the Save button at the top right-hand corner to save the rota template

Add Partner to the Temporary Item Creation Rule

The Temporary Item Creation Rule assigns a specific location and item policy to item records borrowed by your patrons from your P2P libraries. Adding the new partner to the list in the Temporary Item Creation Rule guarantees that items borrowed from your new P2P library will be given the correct location and item policy.

  1. In Alma go to Configuration. Choose your designated Resource Sharing Library (for most WRLC institutions, it is your main library) from the drop down menu, then Fulfillment > Library Management > Temporary Item Creation Rules
  2. Choose the temporary item creation rule that your Library uses for P2P partners. Click on the ellipsis button (...), then choose Edit
  3. Under Input Parameters, edit the Parameter Resource Sharing Partner | In List
  4. Add your new P2P institution to the list, then click Save to save the input parameter
  5. Click Save again to save the entire temporary item creation rule

Add Partner to your P2P Terms of Use (TOU)

  1. In Alma go to Configuration. Choose your designated Resource Sharing Library (for most WRLC institutions, it is your main library) from the drop down menu, then Fulfillment > Physical Location > Fulfillment Units
  2. Choose the Fulfillment Unit your Library uses for P2P from the list. Click on the ellipsis button (...), then choose Edit
  3. Choose the Fulfillment Unit Rules tab. Then choose the Rule Type of Lending Resource Sharing from the drop down menu.
  4. Edit the appropriate rule from the Institution Rules List (for the original participants of the SUNY pilot project, it will be called SUNY Lending
  5. Under Input Parameters, edit the Parameter Resource Sharing Partner | In List
  6. Add your new P2P institution to the list, then click Save to save the input parameter
  7. Click Save again to save the entire fulfillment unit rule
  8. Then click Save again to save the entire fulfillment unit

Review the Partner Profile

It is always best practice to review the information in a recently downloaded partner profile, just to make sure that the correct configurations are in place. Workflows and Expiry times will vary depending on the set agreements between borrowing institutions; you will want to find out what these settings should be before making changes to partner profiles.

  1. In Alma, go to Fulfillment > Resource Sharing > Partners
  2. Find the relevant institution under the Institution tab (this is the tab that automatically appears when first opening this page). Click on the ellipsis button (...), then choose Edit
  3. Under the General Information tab, choose the appropriate Borrowing and Lending Workflows from the drop-down menu. These settings will vary depending on your agreement with the institution.
  4. Under the Parameters tab, make sure the Request Expiry option is correct, as well as the Expiry Time. These settings will vary depending on your agreement with the institution.

A partner's Expiry Time setting determines how long you have to respond to lending requests from that partner.  If a lending request from that partner isn't updated to shipped within the expiry period, the request will be automatically rejected the next time the Expired Resource Sharing Requests job runs (it runs daily at 2:00am).  For instance, if a partner has an Expiry Time setting of 4 days and you receive a request from them on a Monday at 10:00am, the expiry period will end on Friday at 10:00am, and the request will be automatically rejected at 2:00am on Saturday.

   5. Then choose the Save button at the top right-hand corner to save the edited partner profile


Review the Locate Profile

It is also best practice to review the information in a recently downloaded locate profile, just to make sure that the correct configurations are in place. These settings will vary depending on the set agreements between borrowing institutions; you will want to find out what these settings should be before making changes to locate profiles.

  1. In Alma, go to Configuration > Fulfillment > Resource Sharing > Locate Profiles
  2. Find the relevant institution in the list. Click on the ellipsis button (...), then choose Edit
  3. Choose the Locate Profile Parameters tab
  4. Check the settings (for example, Ignore Electronic and Digital Resources) to make sure these are correct. These settings will vary depending on your agreement with the institution.
  5. Then choose the Save button at the top right-hand corner to save the edited locate profile

Check other relevant configurations

  1. Make sure the Expired Resource Sharing Requests job is running daily (especially if you have configured Expiry Time)
    1. Go to Configuration > Fulfillment > General > Fulfillment Jobs Configuration
    2. Check to see that the Expired Resource Sharing Requests is Active and running everyday.
  2. Make sure the Resource Sharing Working Days list includes the days your staff do not process ILL
    1. Go to Configuration > Fulfillment > Resource Sharing > Resource Sharing Working Days
    2.  Add the days of the week your staff do NOT process ILL to the list
    3. Then click Save

Addons

Information on Addons that enhance SCF processing of both physical and digitial requests.

Addons

Alma Digitization Request Addon

RSAC decided that all digitization request be made though ILLiad. To facilitate requests for material held at the SCF, the Alma digitization addon for ILLiad was created. This Addon takes an ILLiad digitiation request and creates an Alma digitization request that is sent to the SCF IZ.

The source code and installation instructions can be found on github here:  Alma_Digitization_Addon.

TO BE COMPLETED.

Addons

Alma Physical Item Request Addon

SCF request processing is transitioning from using emails for items to be sent to fill an ILLiad request for our partners to requests generated in Alma by the Alma_Physical_Addon. This new request path provides for more accountability and documentation. It will also be easier to see when an item is sent to fill a request.

The source code and installation instructions can be found on github here:  Alma_Physical_Addon.

Set up, Installation and Configuration

User/Account Set Up:

You will need to identify or create an ILL user in your Alma instance that will be the requesting patron.  This may be the same or similar to the account used for ILLiad Addon Digitization.  This user must have a Job Category of "ILL Staff", a local user group that is allowed to request items from the SCF.  Make note of the Primary ID as you will need this for Configuration (see below).

Once you have this user created, please forward the Primary ID to WRLC (kilduff@wrlc.org) so that we can make sure a linked account is created in the SCF.  We will also need your return address that will be printed on the slip that will be sent with the item.  This should be the same return address that prints on your ILLiad slip.

Installation:

Download and install the Addon in your ILLiad client. See: Installing the ILLiad Client Addon

Configuration:

Configure these settings in the ILLiad client's 'Manage Addons' form:

(Main ILLiad → Manage Addons → Select “Alma-Physical-Request Addon” )

ILL Staff Addon Instructions

3. Select the WRLC Physical Request plugin tab.

5. The WRLC Physical Request Addon Form

6. You must complete the “WRLC mails item (Y or N)” field.

7. If you did not enter the Item ID and MMS ID in the “Transaction form, then you must do so now.  Be sure that both IDs are correct and one or both are not numbers from the original request.

8. All items will have instructions on the Pull Slip to return the item to the owning library.  (See example below.)

Libraries and Location codes

Partners with Library Names, Pull Slip Codes and Courier Slip Code.

Libraries and Location codes

Delivery locations with Codes

Partners with Library Names, Pull Slip Codes and Courier Slip Code

Institution Name (IZ) Library name Location Code (Pull Slip) Courier Slip Code
American University American University Library AU AU
AU, Washington College of Law Library Pence Law Library AULAW AU-WCL
Catholic University of America Mullen Library CU CU
CUA, Columbus School of Law * Law Library (CU LAW) * CU LAW
University of the District of Columbia Main Library DC DC/UDC
UDC, Law School UDC Law Library DCL ?
Gallaudet University Gallaudet University Library GA GA
George Mason University Libraries Fenwick Library GM GM
  Mason Square Library GMA GM-A
  Mercer Library GMP  
  Law Library GMA GML
Georgetown University Lauinger Library GT, GT-OD GT
  Bioethics Research Library GT-Bioethics (GT)
  Blommer Science Library GTB (GT)
  School of Continuing Studies Library GT-SCS (GT)
  Woodstock Theological Library GT-WTL (GT)
GU, Law Library Georgetown Law Library GTL GTL
George Washington University Gelman Library GW GW
  Eckles Library GWE MTV
  Virginia Science & Technology Campus GWN GW-NVCL
  GW Online-Only Community GWOC (GW)
GWU, Himmelfarb Health Sciences Library Himmelfarb Health Science Library HI HI
GWU, Jacob Burns Law Library Jacob Burns Law Library JB GW-JB
Howard University Founders Library HU HU
  Louis Stokes Health Sciences Library HU-HS HU-HS
  Law Library HUWC HU LAW
Marymount University Reinsch Library MU MU
  Ballston Coakley Library Extension MUB MU-B
Shared storage institution WRLC - Shared Collections Facility WR  
  Trinity Library (for Trinity Patrons) TR TR
Trinity University Washington * Trinity Main (TR) * TR

* Not configured as part of the CLS/AFN Fulfillment Network

Libraries and Location codes

Courier routes

Delivery route Tammy March 2024.png

wrlc user

Patron accounts with the "wrlc user" user group are patron accounts in an IZ that is not their home IZ. These are often referred to as Linked Accounts.

Linked accounts are created when a patron makes a CLS/AFN request that can be filled by a partner.

wrlc user

Updating a patron's linked account.

Patron linked accounts can be updated in several ways.

             Fulfillment  --> Checkout/Checkin  -->  Manage Patron Services  -->  Patron Services page

Affiliate Libraries

How members of affiliate libraries can request items in the SCF IZ or in Primo

Affiliate Libraries

Requesting in Primo

aff_lib1.PNG

aff_lib2.PNG

aff_lib3.PNG

Affiliate Libraries

Requesting in the Shared Collections Facility Alma

aff_lib4.PNG

aff_lib5.PNG

aff_lib6.PNG