Alma Configuration Instructions for AFN & Resource Sharing
Last modified by Alex Fletcher on 2024-11-21, 14:49
Institution Zone configurations
Automated Fulfillment Network (AFN)
ISO Resource Sharing
The term “Resource Sharing” is used in Alma to mean any time your library requests materials from another library and also when your library shares your resources with another library. Technically speaking, this includes AFN requests, Alma to Alma requests, ISO resource sharing requests, and so on.
Email Partner Resource Sharing
There are a number of partners that do not have ISO (or Alma) compatible Resource Sharing available. We have come up with a method of sharing information with those partners using emails to transact. This is built into Alma, but did require some configuration. Our first draft includes using patrons to lend to, and partners to borrow from, but we are testing using partners to lend to, which will require some more letter updates.
General Resource Sharing
Network Zone configurations
Changelog
November 21, 2024
- Added configuration for the new "pitstop" feature and the associated workflow.
November 15, 2024
- Added information on how to disable an automatic rota rule and how to convert an automatic rule to digital only.
November 12, 2024
- Removed conflicting piece of documentation from digitization segment. It was replaced by the false positive configuration update from October 31, 2024.
- Letter update. See Letter configuration changelog for full details.
November 4, 2024
- Added a note about a particular option on the Resource Sharing lending library configuration that didn't work quite as expected. No change was made to the actual configuration.
- Letter update. See Letter configuration changelog for full details.
October 31, 2024
- Adding config for a parameter to stop false positive physical requests being sent when the lending library only has electronic copies available.
- There is a configuration option on the Blank Request Form that allows the hiding of the format choice. This option is the "Specific Chapter or Pages" option. Changes were made to the Format option plus the addition of the other option noted.
September 30, 2024
- Letter update. See Letter configuration changelog for full details.
September 11, 2024
- Adding testing procedure for pickup anywhere process.
- Adding information on how to use CSS to hide locations that you choose to not be used for pickup anywhere.
August 20, 2024
- Converted Letter configuration Word doc to separate XWiki pages. This section is the only sub-section with a dedicated Changelog. All of the changes within the Changelog should be found on the pages about each letter, but the Changelog will give an understanding of the iterative process that was needed to work through the letters.
August 15, 2024
- Discovered that partner push/distribution from NZ does not push two fields. Added caveats section.
July 26, 2024
- Converted ISO configuration Word doc to separate XWiki pages.
- Converted AFN configuration Word doc to separate XWiki pages.
- Converted NZ-AFN configuration Word doc to separate XWiki pages.
- Converted NZ Email partner configuration Word doc to separate XWiki pages.
- Found common sections from both configurations and moved them to General Resource Sharing. This is material that needs to be completed for ALL types of Resource Sharing.
- Added information on allowing physical requesting when electronic resources are available.
- Add information on required borrowing and lending workflow profiles.
- Portions no longer relevant (RACER segments) removed.
- Letters pulled out and moved into the separate Letters config section.
- Primo labels/etc need to be compared to current CFDUX recommendations and then re-created here as a snapshot, referencing the CFDUX documentation as the canonical source.
- Update Configuring Recalls to add four lines (10-13 in Alma, 5-8 in the document) so that certain requests from Alma partners don't spin off an unexpected recall.
- In Configure Resource Sharing Partners, add piece to locally inactivate ISO partner for own IZ to prevent digital requests going there later.
October 26, 2023:
- Added IZ - Configuring an AFN->Digitization workflow
- Added IZ - Digital Fulfillment to non-Alma ISO partner fix
July 18, 2022: Added AFN Policy Configurations
- Added the configuration settings specified in the AFN Configuration Settings policy.
- Added: “IZ – Loan Receipt Letter Configuration”
- Added: “IZ – Return Receipt Letter Configuration”
- Added: “IZ – On Hold Shelf Duration Configuration”
- Added: “IZ - On Hold Reminder Configuration”
- Added: “IZ – Borrowing Activity Letter Configuration”
July 7, 2022: Integrated PICKUP ANYWHERE Configuration into the IZ AFN Configuration Documentation
- Updated: “IZ – Customize the TOU for Physical Item Requesting”
- Removed config for LOCAL PICKUP LOCATIONS, changed to PICKUP ANYWHERE
- Updated: “IZ – Resource Sharing Form Customization”
- Added changes required for PICKUP ANYWHERE (show preferred pickup institution; preferred pickup location)
- Added: “IZ – Customize Your Existing REQUEST TOUs to Permit Pickup Anywhere”
- Added: “IZ – Optional – Change labels in the RESOURCE SHARING REQUEST for”
- Added: “IZ – Optional – Modify the Resource Sharing Request Form Description Field”
June 21, 2021:
- Added: “IZ – Create a GES for Article Requesting via RACER”
- Added: “IZ – Create a Display Logic Rule to Hide the Resource Request Form if the General Electronic Service for RACER – ARTICLE is displaying”
June 9, 2021:
- Added: “IZ – Configure Patron Limits for the AFN – Omni Users Patron Group”
- Added: “IZ – Configure Your IZ to Accept Network Blocks”
June 7, 2021:
- Added: “Modify the Calculated Availability Statement Label” under “IZ – Primo VE (Omni) Label Adjustments”
June 4, 2021:
- Added: “Rename the Resource Sharing Request Form” under “IZ – Primo VE (Omni) Label Adjustments”
June 3, 2021:
- Added: “IZ – RapidILL Schools: How to Hide the Photocopy Option on the Resource Sharing Request Form”
May 29, 2021:
- Corrected: “IZ – Configure the Fulfillment Units to Allow AFN Requests” - the text for LOANING and REQUESTING was switched
- Modified: “IZ – Create Permissions for your Resource Sharing Library” - added a note about setting the role to ACTIVE when adding the permissions
- Modified: “IZ – Resource Sharing Form Customization” - added a note about what to do if you don’t see the PREFERRED LOCAL PICKUP LOCATION, PREFERRED PICKUP INSTITUTION, and PREFERRED PICKUP LOCATION fields on the Resource Sharing Request Form
- Added a new section: “IZ – Configuring Recalls”
May 23, 2021:
- Added: “IZ – Customize Your FUL TRANSIT SLIP Letter to Prominently Feature the Destination Library”
May 20, 2021:
- Added: “IZ – Check to Ensure the IZ FULFILLMENT MEMBERS Mapping Table is Empty”
- Added: “IZ – Customize Your FUL RESOURCE REQUEST SLIP LETTER to Prominently Feature the Requester’s Name”
May 19, 2021:
- Deleted: “IZ – Loans Recall Configuration” as this would disable recalls entirely, for all patron types (even staff)
May 18, 2021:
- Modification to: “IZ – Update Relationships for Resource Sharing Library” to include checking the RELATIONSHIPS between your other libraries/locations
May 17, 2021:
- Moved: “IZ – Linked Account Rules” down under Go-Live
May 16, 2021:
- Added a new section: “IZ – Check Existing Blocks to Ensure they Flow Through the Network” just before the Go Live section
- Updated: “Ensure the “Other Omni Libraries” Facet is Turned on and the Label is Properly Configured” section
May 13, 2021:
- Moved “IZ-CREATE A NEW USER GROUP” and “IZ – Add New User Group to User Record Type User Group Table” up above “IZ – Display Logic Rule: Set Resource Sharing Request to Hidden For All Users”
- Added a new section: “IZ – Display Logic Rules: Hide any Service(s) Which Should not Be Presented To AFN Users”