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Several solutions for accomplishing the integration were considered, and two were tested during the Vanguard phase. The first solution to be tested was an General Electronic Service that allowed patrons to request items directly through VDX. This solution had critical shortcomings from both a UX and a workflow perspective (see below).
The alternative preferred solution (IVEA), which has now been adopted, enables integration of the Alma resource sharing system with VDX, which provides should provide superior patron experience and staff workflow. In this solution all Alma resource sharing requests are first submitted to UC institutions using the Alma Automated Fulfillment Network. Requests that are not filled by UC institutions are then automatically sent to VDX without staff intervention. In VDX, all borrowing requests are automatically sent to WorldShare ILL (unless they are flagged for borrowing staff review).
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Configuring the Supplier of Last Resort
To implement that proposed supplier of last resort solution, each institution must configure the supplier of last resort in their Alma resource sharing system. The instructions for doing this are as follows.
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During the test phase, outgoing emails are blocked unless they are explicitly added to the Alma Allowed Emails list. High-level administrator permissions are required for this. The following emails must be added to the Allowed Emails list to enable the supplier of last resort to send an email to the mailbox where it will be processed:
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1. In the General Information tab, set:
Code to : WSILL.
Name to : WSILL
Profile Type to : NCIP
System Type to : ILLiad
Average Supply Time to : 5
Supports Borrowing to : checked.
Status to : Active.
Borrowing Workflow to : NZ Borrowing.
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2. Contact Information tab
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On the parameters tab, set:
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 later change to ucill@cdlib.org)
Create fee using to : Ignore message.
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Set Up Rota Template
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In the General information tab, set:
Code to : ILLiad.
Name to : ILLiad Rota Template.
Type to : Non Ordered.
Status to : Active.
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2. Template Members tab
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In this step, add the rota assignment rule that enables Alma resource sharing to include the WSILL rota template when constructing the rota. Start by choosing Configure → Fulfillment → Rota Assignment Rules (under Resource Sharing). Then click + Add Rule.
Set the following:
Name to : ILLiad
Description to: ILLiad as last resort.
Add the following input parameter:
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Add the following output parameter:
Rota Templates: ILLiad
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The ILLiad rota assignment rule should be active, and it should be the last rule on the list:
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Select Configure → Fulfillment → Sending Borrowing Request Rules (under Resource Sharing), then, under Institution Rules List, click + Add Rule.
Set the following:
Name to : IZ Level.
Description to : IZ level send borrowing request rule.
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