Legend: NOT STARTED IN PROGRESS STALLED DECIDED
Recommendation
Harmonization of Resource Sharing Request Form fields
After reviewing configurations and testing post go-live, 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.
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.
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 |
Form Description | No | No |
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 | No | No | |
Part | No | No | |
Chapter | No | No | |
Source | No | No | |
SeriesTitleNumber | No | No | |
Pages To Photocopy | No | No |
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 | No | 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 | Yes |
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 | |||
Fulfillment and ILL FG sends to ICs and cc’s Discovery FG, and PPC |