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To implement that proposed solution, each institution must configure the supplier of last resort in their Alma resource sharing system. The instructions for doing this are as follows.

Prerequisites

The following steps need to be performed by a high-level administrator.

1. Configure allowed emails

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As the email will be sent from the Resource Sharing Library, the library must be configured with an email address to send from. For example: resource-sharing@ucla.edu

3. Grant permissions to fulfillment administrator

The person configuring the resource sharing system will require the following roles:

  • Fulfillment Administrator, IZ scope

  • Fulfillment Services Manager, Resource Sharing Library scope

  • Resource Sharing Partners Manager, IZ scope

  • User Manager, IZ scope

Configure resource sharing partner

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

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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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