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 Maintanance

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 time 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.

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

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

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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.

Resource Sharing

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

Maps and courier routes

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