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  • test@iastest.org

  • ucill@cdlib.org

  • resourcesharinghelp@cdlib.org

2. Email address for resource sharing library

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To set up the resource sharing partner that will represent WorldShare ILL, first select Fulfillment → Partners, then click + Add Partner.

Fill out the forms as described below, then click Save.

1. In the General Information tab, set:

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  • User identifier type to Primary Identifier

  • Enable service for guest user to No.

  • Disable service when to Never.

  • Loan period to 180 days.

  • Request pushing method to Link.

  • Broker system NCIP URL to http://na07.alma.exlibrisgroup.com/view/NCIPServlet

  • Default library owner to Resource Sharing Library.

  • Request Item Bibliographic record ID type to OCLC Number.

  • Check Out Item Default location to Borrowing Resource Sharing Requests.

  • Check Out Item Default item policy to your institution's default item policy.

  • Accept Item Default location to Borrowing Resource Sharing Requests.

  • Accept Item Default pickup library to your institution’s default pickup library.

  • Lookup user Require Authentication to No.

  • Export to third party to Using email.

  • Export email address to test@iastest.org. (Temporarily – this will soon later change to ucill@cdlib.org)

  • Create fee using to Ignore message.

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Set Up Rota Template

In this step we set up a rota template, which allows the WSILL partner to be added to a rota. Start by choosing Fulfillment → Rota Templates, then click + Add Template.

Fill in the forms as described below, then click Save.

In the General information tab, set:

  1. Code to ILLiad.

  2. Name to ILLiad Rota Template.

  3. Type to Non Ordered.

  4. Status to Active.

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In the Template Members tab, click + Add Partners, then add the WSILL partner to the template.

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Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Fulfillment and ILL FG

FG discussed how the Vanguard decision worked out, and what way forward would be best for testing during the Test Phase of SILs (Vanguard) Decide how to integrate an ILL broker with Alma

Since GES proved successful in Vanguard, the group initially favored setting it up again in Test while also attempting to set up and test the alternative solution (the Illiad VDX Email Adapter) during the test phase.

This decision page was created.

Status
colourGreen
titleDone

Fulfillment and ILL FG

Group reviews and votes. Unanimous support for setting up GES and attempting to set up the alternative solution (the Illiad VDX Email Adapter) during the test phase. This ensures that if the alternative solution does not work, we still have the GES option to fall back on for Implementation.

Decision will be sent to Discovery FG, PPC, and ICs to inform.

Status
colourGreen
titleDone