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Affiliate Library Configuration

1. Create user group
  • Configuration > User Management > User Details > User Groups
  • + Add Row
  • Choose a code and a description (preferably [Affiliate Library] Patron)
  • Choose Add Row, and then Save the table

aff_lib_config1.PNG

2. Apply user record group to a specific type
  • Configuration > User Management > User Details > User Record Type/User Group
  • + Add Row
  • Choose the user group created in step #1, then choose a record type of Staff, Public, and Organization
  • Choose Add Row, and then Save the table

aff_lib_config2.PNG

3. Associate library location with Fulfillment Unit
  • Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units
  • Edit the Fulfillment Unit Library Delivery Only
  • Choose the Fulfillment Unit Locations tab
  • Attach to the list the location(s) associated with the affiliate library
  • Save the Fulfillment Unit
4. Associate user group with Fulfillment Unit
  • Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units
  • Edit the Fulfillment Unit Library Delivery Only
  • Choose the Fulfillment Unit Rules tab
  • Choose the Rule Type Loan from the drop down menu
  • Edit the Library Delivery Loan rule

aff_lib_config3.PNG

  • Add the user group created in step #1 to the list of User Groups in the Input Parameters
  • Save the Fulfillment Unit

aff_lib_config4.PNG

  • Go back to the Fulfillment Unit Rules tab
  • Now choose the Rule Type Request from the drop down menu
  • Edit the Library Delivery Request rule

aff_lib_config5.PNG

  • Add the user group created in step #1 to the list of User Groups in the Input Parameters
  • Save the Fulfillment Unit

 

5. Create a restricted search group for Primo VE
  • Configuration > Discovery > Search Configuration > Restricted Search Groups
  • + Add Restricted Search Group
  • Choose a code, a name (preferably [Affiliate Library Name] Affiliate Library), and a description

aff_lib_config6.PNG

  • Add the Restricted Search Condition of:
    • Search Index = Location
    • Operator = Equals
    • Value = all library locations associated with affiliate library

aff_lib_config7.PNG

  • Add the following Allowed Users:
    • Patron Group Rule
      • Name = [Affiliate Library] Patron Group
      • Input Parameter
        • Name = User Group
        • Operator = "="
        • Value = all user groups created in step #1

aff_lib_config8.PNG

    • IP Address Rule
      • Name = [Affiliate Library] IP Address
      • Input Parameter
        • Name = IP Range
        • Operator = "="
        • Value = [IP range of affiliate library]
  • Save the Restricted Search Group Definition

aff_lib_config9.PNG

Create custom local data search scope

Create search profile

Create a Primo VE view for affiliate library users

Create user profile(s)

Update letter configuration for pull slip

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