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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

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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

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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

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

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  • 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

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  • 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

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

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  • 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

6. Create a custom local data search scope
  • Configuration > Discovery > Search Configuration > Search Profiles
  • Choose the Custom Local Data Scopes tab
  • + Add a Custom Scope
  • Choose a code and a name 
  • Then add the following Scope Condition:
    • Search Index = Inventory > Location
    • Operator = Equals
    • Value = Location(s) associated with affiliate library
  • Add Condition, then Save the Custom Scope

aff_lib_config10.PNG

7. Create a search profile
  • Configuration > Discovery > Search Configuration > Search Profiles
  • Choose the Search Profiles tab
  • + Add a Search Profile
  • Choose a code and a display name 
  • Then add the following scope:
    • Select Scope Type = Custom (Local Data)
    • Select Custom Scope = the custom scope created in step #6
  • Click Add and close, then Save the Custom Search Profile
8. Create a Primo VE view for affiliate library users
  • Configuration > Discovery > Display Configuration > Configure Views
  • + Add View
  • Choose a code and a name
  • Choose the following settings as you work through the configuration pages
    • General tab > Discovery Network Settings section
      • Display locations from member institutions = No
      • Include member institution physical inventory in facets = Never

aff_lib_config11.PNG

  • Links Menu tab
    • Only activate the following links
      • Library Search
      • Collections Discovery (if they have collections in the SCF IZ)
      • URL leading to the affiliate library website
  • Search Profile Slots tab
    • + Add a Slot
      • Choose a code and a name
      • Select the search profile created in step #7
      • Click Save
    • Deactivate all other search slots
  • Advanced Search Configuration tab > List of Indexes section
    • Deactivate all indexes associated with Course Reserves
    • Checkmark Enable for Basic Search
  • Brief Results tab > Facets section
    • Deactivate all facets associated with Course Reserves
  • Manage Customization Package tab
    • Using Primo Studio, change appearance, logo etc. of Primo to match the colors and logo of the affiliate library
  • Save the new Primo view

Create user profile(s)

Update letter configuration for pull slip

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