(Post Go-Live) Policies for Resource Sharing Forms

Legend: not started IN PROGRESS STALLED decided

Status	Decided
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	Thumbs up
Priority	High
Due date

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

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

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

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

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

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