4 - Customize Your Resource Sharing Request Form

This is where you configure which fields appear on the Resource Sharing Request form, and which are mandatory. These can be specified based on the item type.

1. Login to IZ Alma
2. Click Configuration (Gear in the lower left)
3. Click Discovery
4. Under GETIT Configuration, click RESOURCE SHARING REQUEST
   • Resource Sharing Request Fields Section:
     • CitationType: Mandatory and Visible
       • The “CitationType” field is required if you’re presenting your “BLANK RESOURCE SHARING REQUEST FORM” to patrons, otherwise, Omni will automatically know what the citation type is based on the resource metadata for the item the form was presented on (when you click GET IT)
     • Specific Chapter or Pages: Visible
       • This will allow users to select this checkbox. This will automatically set the form to digital format, which allows us to hide the format option, which limits the number of digital requests for full books that will be sent out accidentally.
   • Book Request Section:
     • Tick the following fields to be visible (at minimum… your institution may wish to show more):
       • title, author, volume, part, chapter pages to photocopy
       • Make TITLE mandatory
   • Article Request Section:
     • We recommend checking VISIBLE for the following since patrons will now be able to request parts of physical books in digital format:
       • Article Title
       • Journal Title
       • Author
       • ISSN
       • DOI
       • PMID
       • DOI Auto Fill *REQUIRES ADDITIONAL CONFIGURATION
       • PUBLISHER
       • PMID Auto Fill *REQUIRES ADDITIONAL CONFIGURATION
       • PUBLICATION DATE
       • JOURNAL VOLUME
       • ISSUE
       • PAGES TO PHOTOCOPY
       • START PAGE
       • END PAGE
     • We recommend setting the following to mandatory as well:
       • Article Title
       • Journal Title
       • Publication Date
   • Under Delivery Fields
     • Tick the following to be visible (at minimum… your institution may wish to show more):
       1. Alternative Location E-mail
       2. (For Pickup Anywhere) PREFERRED PICKUP INSTITUTION is set to mandatory, is set to visible and comes first
       3. (For Pickup Anywhere) PREFERRED PICKUP LOCATION is set to mandatory, is set to visible, and comes after PREFERRED PICKUP INSTITUTION and before PREFERRED LOCAL PICKUP LOCATION
       4. Preferred Local Pickup Location is set to mandatory, is set to visible, and comes last after PREFERRED PICKUP LOCATION
          1. If you do not see PREFERRED LOCAL PICKUP LOCATION, PREFERRED PICKUP INSTITUTION, and PREFERRED PICKUP LOCATION, make note of all fields you have selected in this form, and then click the RESTORE button at the top of the page. Now re-customize the form again (you’ll see the three aforementioned fields now).
       5. Ensure the ALLOW OTHER LIBRARY box is UNCHECKED
          1. Basically, if checked, this would allow Alma to automatically choose a different pickup location, in the same library at the same institution, if the patron-selected pickup location is unavailable for some reason. Documentation from Ex Libris.
          2. Example: A patron selects LAKEHEAD Thunder Bay as their pickup location, but Alma notices that the Thunder Bay campus is closed, so it automatically routes the item to the Lakehead Orillia campus.
       6. Comment
       7. Ensure that WILLING TO PAY is NOT checked (we don’t want this visible)
       8. Make the FORMAT field NOT mandatory and NOT visible.
          1. Ensure that the default drop-down with it is EMPTY.
5. Click SAVE in the upper right

For using Pickup Anywhere, the order at the top (as described previously) should be like:

Check out our Documentation for more information about configuring DOI / PMID auto fill.

(Ex Libris Documentation for Configuring the Resource Sharing Request Forms)