Network Zone Configuration of the CLS/AFN

• NZ Configuration
• 1. Configure Borrowing and Lending workflows
• 2. Create locate profiles
• 3. Create Partners
• Letters managed in the NZ for Physical Item Requests
• Pull Slip (Ful Resource Request Slip Letter)
• On Hold Shelf Letter

NZ Configuration

1. Configure Borrowing and Lending workflows

       Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Workflow Profiles

Note:  Later as part of the configuration for Resource Sharing with SUNY 2 additional profiles were added.  TBD - SUNY, Other cofigurations.

2. Create locate profiles

        Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Locate Profiles

Type is "Fulfillment Network"

3. Create Partners

        Alma ➜ Fulfillment ➜ Resource Sharing ➜ Partners

Letters managed in the NZ for Physical Item Requests

Pull Slip (Ful Resource Request Slip Letter)

The Pull Slip is managed for our partners to provide consistency for the displayed location codes.  These codes are use to direct the physical items to the patron's selected pickup location.

Note:  The SCF's Pull Slip has further modifications to allow the letter to be used for ILLiad physical item requests that come to the SCF via the ILLiad Addon.  Currently, only GW is using the ILLiad Addon for this purpose.  It is not managed in the Network Zone.

On Hold Shelf Letter

The On Hold Shelf Letter is managed in the Network Zone so that specific library instructions can be provided to the patron on when and how material can be picked up.  This is due to the use of the "Owning LIbrary's" On Hold Shelf Letter in the Automated Fulfillment Network(CLS). 

In the case of a patron requesting an item from their own library for pickup, the "Owning Library's" On Hold Shelf Letter is used.

In the case of a P2P or a Rapido request the requesting patron's Library's On Hold Shelf Letter is used.