FFILL (Go-Live) Policies for Resource Sharing Forms
Legend: not started IN PROGRESS STALLED decided
Status | Decided |
---|---|
Scope | 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. 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 |
Decision-making process | Fist of 5 |
Priority | High |
Due date | Jun 1, 2021 |
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
Changes to Consider Post Go-live
These suggestions were deemed low priority, and should be investigated post-go-live.
Already Handled During Test Phase. No Action Needed.
Harmonization of Resource Sharing Request Form fields
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 | 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 | No |
|
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 | Yes |
|
Start Page | No | No |
|
End Page | No | No |
|
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. | Done |
Fulfillment and ILL FG sends to ICs and cc’s Discovery FG, and PPC | 6/2/2021 |
| Done |
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