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Page Properties
label

Status

Status
colourYellowGreen
titlein progressDecided

Scope

Post 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 in the institution zones of Alma for the UC Libraries.

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 5Thumbs up

Priority

High

Due date

Recommendation

...

Article Request

Mandatory

Visible

Description

No

No

Article Title

Yes

Yes

Journal Title

Yes

Yes

Author

No

Yes

Author Initials

No

No

Additional Author

No

No

ISSN

No

Yes

LCC Number

No

No

OCLC Number

No

Yes

DOI

No

Yes

DOI Auto Fill

No

No

PMID

No

Yes

Publisher

No

Yes

PMID Auto Fill

No

No

Place Of Publication

NoNo

Yes

Publication Date

No

Yes

Journal 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.

Issue

No

Yes

Chapter

No

No

Source

No

No

SeriesTitleNumber

No

No

Pages To Photocopy

No

No

Start Page

No

Yes

End Page

No

Yes

Delivery Fields

Mandatory

Visible

Format

No

No

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

Yes

NoYes

Language

No

No

Willing To Pay

No

No

Generic Field

No

No

Change to Article Label on Request Form

We recommend changing the Article label on the request form to say “Article or Chapter”.

Configuration Path: Discovery> Labels> Resource Sharing Labels->almaResourceSharing.article

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Fulfillment and ILL FG and ILL Ops reviews recommendations and votes

8/19/2021

  • ILL Ops gave their input on adjustments

  • Unanimous thumbs up approval for adjustments to the forms.

Done

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