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titleIN PROGRESS
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titleSTALLED
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label

Status

Status
colourYellowGreen
titleIn ProgressDecided

Scope

TEST-Go-Live

Description

In Primo resource sharing forms, which fields are required, which are optional, and which should be excluded

Decision

Implement the recommendations listed below once the Test environment is delivered to in the institution zones of Alma for the UC Libraries. They were developed by the Interlibrary Loan Sub-Group (Elizabeth Salmon, Kristen Cardoso, Linda Michelle Weinberger, Sarah Houghton, and Jess Waggoner).

Owning group

Fulfillment and ILL FG SILS-FG-FULFILL-L@LISTSERV.UCOP.EDU

Approver

PPC

Stakeholders

R = Fulfillment and ILL FG
A = Fulfillment and ILL FG
C = ILL Sub Group
I = ILL Sub Group, PPC, ICs

Decision-making process

Fist of 5

Priority

High

Due date

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Recommendation

The following configuration recommendations should be completed by local ICs, or Fulfillment FG members that have the correct permissions. Configuration steps and required roles are recorded below for each where appropriate.

Configurations for Institutions to Complete Now

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titleInclude identifier fields (Configuration Instructions Included)

Status
colourRed
titleHigh

Recommendation:
Include identifiers as optional fields, including, for books: OCLC number, ISBN; for articles ISSN, DOI, PMID.

Rationale:

If the user can provide this information, or if it can be prepopulated in the form, locator matching will be improved both in Alma and in WorldShare ILL, and staff may be able to fill article requests using electronic material if they have the DOI or PMID. Requests may be originating in PubMed or WorldCat.

Info

How to Configure:

Privileges needed: General System Administrator or Fulfillment Administrator

Alma Configuration>Discovery>GetIt Configuration>Resource Sharing Request

Scroll down and check the checkbox under the visible column for OCLC number, ISBN for books and ISSN, DOI, PMID for articles

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titleAdd Text to Success Alert (Configuration Directions Included)

Status
colourGreen
titleLow

Recommendation:

Add additional help text to the success box, such as “Success! You will receive an email when your request arrives” (is this a universal thing that would occur after request submission?)


Can users receive an email to confirm successful request placement?


Rationale:

New or infrequent users might not know what to expect when placing an interlibrary loan. Giving additional guidance will increase user confidence.

Info

How to Configure:

Privileges needed: General System Administrator or Fulfillment Administrator

Alma Configuration>Discovery>Display Configuration>Labels

Locate the Request Labels table

Click on the ellipses button to the right and choose Edit

Scroll down to label #53

If the Description field is grayed out and not editable: Click on the ellipses again and choose Customize. Now you will be able to change the wording in the description field.

If a change has already been made to the description field, you can just edit the field without clicking on the ellipses.

Hit the Save button

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titleReorder Location Elements in Request Form (Configuration Directions Included)

Status
colourGreen
titleLow

Recommendation:

Clarify pick up location options on Resource Sharing Request Form; have user select institution before selecting library location

Rationale: 

The differences between Preferred Local Pickup Location and Preferred Pickup Location is unclear.

Info

How to Configure:

Privileges needed: General System Administrator or Fulfillment Administrator

Alma Configuration>Discovery>GetIt Configuration>Resource Sharing Request

Scroll down to the Delivery Fields section

Use the blue arrows on the left-hand side of that section to move the pickup location fields up or down to where you want to place them on the form.

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titlePick-Up Locations Menu

Status
colourRed
titleHigh

Recommendation:
Clean-up the pick-up locations menu so that only options where a patron can truly pick up an item appear. Remove the No Campus (EMPTY and Resource Sharing Library) section entirely.

Rationale:
Users may select a pick up option that is not truly available

Info

There’s not a table for the form to configure the locations, the cleanup is really done by just reviewing your locations and pickup configurations https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Pickup_Locations_list_for_Requests-_how_to_add%2F%2Fremove%2F%2Fmanage_the_selection%3F

Changes to Consider Post Go-live

These suggestions were deemed low priority, and should be investigated post-go-live.

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titleSeparate Request Forms for Materials

Status
colourGreen
titleLow

Recommendation:

Create unique Resource Sharing Request forms for each major content type, Book, Article. Match delivery methods to content, i.e. Book allows for Physical or partial digitization. 


Rationale:

The form currently implies users can request to have full books digitized or photocopied. 

Info

Not sure if this is possible.

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titleConsistent use of second person language

Status
colourGreen
titleLow

Recommendation:

Ensure messages use the same language across the various tasks patrons can complete, using the second person rather than third (i.e., “you” and “your” rather than “the patron”)


Example: Second person point of view (recommended)


Example: Third person point of view (not recommended)


Example: Inconsistent language (not recommended)

Already Handled During Test Phase. No Action Needed.

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titleNon-Circulating Items

Status
colourGreen
titleLow

Recommendation:

If non-circulating items will continue to be exposed through the network scope, make it transparent to users that these materials cannot be shipped and are only available for use within the other UC library by removing the Resource Sharing option.


Ensure correct rules are in place for these non-circulating materials

I can only see that this item is “Not loanable” after I’ve clicked into UC San Diego within the Get It From Other Institutions list


Rationale:

Users will be frustrated if they believe they can request these items when they are actually only available on site.

Info

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titleSuppress Fulfillment Network Links for non-eligible users

Status
colourGreen
titleLow

Recommendation:
Suppress those Fulfillment Network (FN) links for non-eligible users, or if that cannot be done, consider changing the “Get It From Other Institutions” to something like “Available at these institutions’.  

Note: However, the good news is this issue may soon be moot, as a recent decision by the Fulfillment and ILL Functional Group is to only have the AFN in the test environment, and not even offer the FN to anyone. 

Rationale:

The Get it links showing availability from other institutions may also raise false expectations that community users can access items from other UC’s by clicking on links. As shown by arrow B. 

Frustration may be exacerbated for these non-eligible users when clicking on the links (although properly programmed) send them in a circle where nothing happens.  All they get is a back button with nothing basically happening for them.

Info

Since we are using AFN and not FN, there shouldn't be any option for users to request an item from a specific UC.  Additionally, users without AFN privileges receive a No Available Services for This Item message once they sign into Primo. To confirm which user groups an institution has chosen to block, go to Alma Configuration> User Management>Collaborative Networks> Restricted Users

Harmonization of Resource Sharing Request Form fields

We recommend Fulfillment and ILL FG recommends harmonizing the following fields on the resource sharing request form. This form will be used by UC patrons submitting physical item or digitization requests using the AFN (Automated Fulfillment Network). General Sys Admins or Fulfillment Admins can control which fields display for the patron on the resource sharing form using the configuration path below. They can also mark whether fields will be required for the patron to use.

Alma Configuration> Discovery>GetIT Configuration>Resource Sharing Request

Resource Sharing Fields

Mandatory

Visible

Specific Chapter or Pages

No

No

Citation Type

No

Yes

Owner

No

Yes

Book Request

Mandatory

Visible

Description

No

No

Item Availability

No

No

Title

Yes

Yes

Author

No

Yes

Author Initials

No

No

Additional Author

No

No

Specific Edition

No

No

Edition

No

Yes

ISBN

No

Yes

LCC Number

No

No

OCLC Number

No

Yes

Publisher

No

Yes

Publication Date

No

Yes

Place Of Publication

No

No

Volume

Yes

Yes

Needs to be set to Yes for Go-Live while Ex-Libris resolves a Salesforce issue about page numbers information not showing on requests/pickslips. Should be changed to No for mandatory after it’s fixed.

Part

No

No

Chapter

No

Yes

Source

No

No

SeriesTitleNumber

No

No

Pages To Photocopy

No

Yes

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Delivery Fields

Mandatory

Visible

Format

No

Yes

Requested Media

No

No

Alternative Location Address

No

No

Alternative Location E-mail

No

Yes

Preferred Pickup Institution

No

Yes

Preferred Pickup Location

No

Yes

Allow Other Library

No

No

Preferred Local Pickup Location

No

Yes

Not Need After

No

No

Comment

No

Yes

Maximum Fee

No

No

Level Of Service

No

No

Copyrights

No

No

Language

No

No

Willing To Pay

No

No

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Fulfillment and ILL FG and ILL Ops reviews recommendations and votes

6/1/2021

Unanimous fist of 5 vote to approve decision page.

Status
colourGreen
titleDone

Fulfillment and ILL FG sends to ICs and cc’s Discovery FG, and PPC

6/2/2021

Status
colourGreen
titleDone