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• Due date: We are observing that the configurations as is calculate due date based on shipping day. We are still trying to find a combination of settings that accounts for shipping.

• Recalls:  In order to facilitate a no recalls policy when a physical item request is placed for an item that has been loaned through a resource sharing request, the Recalled by Partner and Borrower Recall steps have been disabled in the Page 1+ Borrowing and Page 1+ Lending Workflows distributed from the Network Zone. With these steps removed from the workflow profiles, all behavior will be dictated by the normal operation of TOUs and the Loan Recall Configuration menu, as with any other kind of loan. In testing, we noticed that removing these steps from the workflow profiles preserves the due date for the item. However, renewals for the item could be blocked and the status of the item might not be changed in the borrowing or lending requests lists. Staff will be able to see the status in the history of the request.  

• Resource sharing request and the task widget: We have observed that borrowing and lending requests are not consistently appearing on the task widget without active notes.

• Colleges outside of the networked environment placing requests: Presently, institutions outside of the networked environment do not have access to the catalog of networked institutions. In order for an institution outside of the networked environment to have access to the catalog on a networked institution and place resource sharing requests directly from an item record in Primo VE, both institutions will need to implement deep search configurations for Primo VE. The deep search functionality is currently limited to one institution/search profile. Alternatively, patrons can place requests through the Blank ILL form in Primo VE.

Note: The Active Resource Sharing Request Limit in the Page 1+ Borrowing Rules has been changed to 10 just for testing. This limit will be changed back to 5 after testing.

Cohort One Partners

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