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2024-08-12

  • 3.11      Ensure Pick From Shelf Requests Show Up in Your Task widget: added reference to section 3.13.1

  • added heading 3.13.1 Ensure that move requests show up in Pick from Shelf, New Lending Requests appear on Tasks Widget

  • added 3.13.2 Hold Shelf Expiration for Resource Sharing Borrowing Requests: instructions for changing the value of the rs_hold_shelf_expiration parameter to have hold shelf expiration match the circulation desk configurations rather than the due date for resource sharing requests

2024-08-06

  • 3.13      Customer Parameters:

    • rs_use_tou_for_lost_item parameter has been set to true and distributed from the NZ to have lost item replacement fee from Loan Rule TOU apply automatically to the patron accounts

    • instructions for setting the rs_auto_request_lending parameter to false to ensure that move requests show up in the Pick from Shelf list of the library that owns the item

  • 3.11      Ensure Pick From Shelf Requests Show Up in Your Task widget:

    • Show in Pick from Shelf list: True

    • Note about the rs_auto_request_lending parameter

  • 3.4.1     Creating New TOUs for a Resource Sharing Loan Rule: added instruction to Note to set the Lost Item Replacement Fee to $75 in Loan TOU

  •  3.16      Control Service Display in Primo VE: added information about hiding resource sharing request option for electronic materials using resource types and additional screenshots

  • 3.17      Enable and Customize Letters:

2024-07-17

  • Section 3.4: updated information about Page 1+ Lending Rule

  • Section 3.4.1: note about mirroring Page 1+ Lending Rule TOU and updated screenshot

2024-06-27

3.2.1: added reference to section 3.17

3.11: additional information about the pick from shelf and expiry settings

3.15 moved instructions for enabling Blank ILL labels to section 4.4.1 and added reference to section 4.4.1

3.17:

  • removed E-mail letters from list of letters to be enabled for resource sharing

  • Added information about the rs_use_addressfrom_letter_param

3.18: added section 3.18.1 Example of Query to Patron Letter Configuration

3.24: removed for now as we explore options for placing resource sharing requests between networked and non-networked colleges, given the functional limitations of the deep search configurations

4.4.: added section 4.4.1 Ensure that your Blank ILL Form in Enabled in your Primo VE View

2024-06-13

3.24: Added instructions to configure deep search in Primo VE to enable access to your catalog for colleges outside of the networked environment

4.4: Edited Go-Live instructions to include information about the “all libraries search”

1.4: Clarified that circulation desk operators are required for the virtual resource sharing library (Note that instructions for adding operators are in Section 3.5)

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Date

Revision

2024-08-12

  • 3.12      Ensure Pick From Shelf Requests Show Up in Your Task widget: added reference to section 3.14.1

  • added heading 3.14.1 Ensure that move requests show up in Pick from Shelf, New Lending Requests appear on Tasks Widget

  • added 3.14.2 Hold Shelf Expiration for Resource Sharing Borrowing Requests: instructions for changing the value of the rs_hold_shelf_expiration parameter to have hold shelf expiration match the circulation desk configurations rather than the due date for resource sharing requests

2024-08-06

  • 3.14      Customer Parameters:

    • information on setting rs_use_tou_for_lost_item parameter to true to have lost item replacement fee from Loan Rule TOU apply automatically to the patron accounts

    • instructions for setting the rs_auto_request_lending parameter to false to ensure that move requests show up in the Pick from Shelf list of the library that owns the item

  • 3.12      Ensure Pick From Shelf Requests Show Up in Your Task widget:

    • Show in Pick from Shelf list: True

    • Note about the rs_auto_request_lending parameter

  • 3.4.4     Resource Sharing Loan Rule: added instruction to Note to set the Lost Item Replacement Fee to $75 in Loan TOU

  • 3.17      Control Service Display in Primo VE: added information about hiding resource sharing request option for electronic materials using resource types and additional screenshots

  • 3.18      Enable and Customize Letters:

2024-07-17

  • Section 3.4.2: update Due Date policy in Lending Resource Sharing Rule, updated screenshots of Due Date Policy and Maximum Renew Date Policy details

  • Section 3.4.4: note about mirroring Page 1+ Lending Rule TOU

  • Section 3.20: added note about creating a partner profile for own institution and making your institution inactive locally

  • Section 3.21: allow locate by metadata – this setting is only applicable for partners within the same networked environment see Ex Libris Documentation on Configuring Locate Profiles, updated screenshot

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