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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.  

Due date

Alma is not currently able to accommodate for the delay between when a request is placed and when it is loaned to the patron (how long an item may spend on the hold shelf and in transit) automatically.

Members of the RSWG were able to come up with a work around. We are recommending two steps in the work around for the resource sharing loan lengths being too short:

  1. if you changed the delivery delay in each partner profile to 7, please return the value to 0. Initially this step showed promise. However, it seems there was a change in the July update that makes the problem worse.

  2. be aware that we have made a change to the Page 1+ Lending Resource Sharing Rule’s attached terms of use “Page 1+Lending Rules.” Lending rule due date (NOT the loan rule due date) has had the value changed from 14 exact days to 21 exact days. If you are not attached to the NZ, you will have to make the change yourself.

This change should result in approximately 14 days for the loan to the patron. Approximate because it will actually be [Lending Due Date]-[Shipping Time]-[Hold Shelf Time]=[Loan Due Date].

We have proposed an idea on the idea exchange to prefer the loan due date length unless it exceeds the lending due date. Please consider voting for the idea. https://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/48669257-resource-sharing-loan-due-date

 

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.

  • Loyalist and Seneca Colleges are currently testing adding a NZ search profile through deep search configurations as an option for searching for items and placing resource sharing requests

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