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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

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.
  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
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