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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...
Physical item request that originated as an ILLiad physical item request
ILLIad Physical Item Requests through Alma The SCF will start to transition to filling ILLiad physical item requests through Alma. Currently these requests are made via email. These new requests can be identified as ILLiad requests using the pull slip. ...
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"
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 semeste...
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 wil...
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 t...
Delivery locations with Codes
Courier routes
Consortial Partners in CLS/AFN
Lending and Borrowing Partners These partners are configured in the ROTA for the "Consortium Book Borrowing" American University - 01WRLC_AMU Catholic University of America - 01WRLC_CAA Gallaudet University - 01WRLC_GAL George Mason University - 01WRLC...
3. Create Partners
Alma ➜ Fulfillment ➜ Resource Sharing ➜ Partners
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. Notes: The SCF's Pull Slip has further modifications to allow th...
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. The original format of the letter only provided instructions from the owning library. These...
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 le...
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 Fulfi...
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 le...
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 Fulfi...
Updating a patron's linked account.
Patron linked accounts can be updated in several ways. If a patron renews an item on loan from partner institution, the patron's expiry date will automatically be updated to match the expiry date at the home institution. If a patron requests a new item fro...
Update Rota Template Members
After the refresh, the Rota Template has the full compliment of partners for Consortium Book Borrowing (CLS-Physical) template. Members that do not have an IZ Sandbox need to be removed for the Rota to work properly. Currently, the members should be AU, DC, ...
Update the Resource Sharing Partners for the PSB
The Resource Sharing partners that are template members will need to have their URL parameter updated. Fulfillment --> Resource Sharing --> Partners Find the partners that are in the updated Rota Template. Select edit. Select the Parameters t...