• Colleges can address this partially through Display Logic Rules that hide specific resource types (see sections and by limiting the New_Discovery_Network search profile to physical materials (see sections ;

• some colleges have noticed that requests can still be placed if patrons access the resource from databases outside of Primo VE, through related resources link, bypassing the DLRs: see https://clo-collaboration-spaces.atlassian.net/wiki/spaces/RSIP/pages/1369243679/Humber+-+Discussion+Page?focusedCommentId=1513291777; (at approximately 41 minutes); Resource sharing appearing when clicking on "Check for fulltext" in EBSCO databases

• Humber Colleges has suggested addressing this through the link resolvers for each database: https://clo-collaboration-spaces.atlassian.net/wiki/x/AYAUWw ; https://clo-collaboration-spaces.atlassian.net/wiki/x/AYB7XQ

• OCLS has an Ex Libris support case open regarding this issue

• requests for electronic resources should be automatically cancelled in Alma (“cancelled by staff” status) and patrons will receive the Ful Cancel Request letter

• for now, colleges have chosen to address these requests by redirecting them to their ILL departments to locate the resources with other partners, sending queries or direct e-mails to users, customizations of their RS Request Form, and using Libwizard form (subscription) or Google Forms (free) for ILL requests for these records: see Primo VE settings for Resource Sharing (RS) - best practices?; https://clo-collaboration-spaces.atlassian.net/wiki/x/AYAUWw ; Resource sharing appearing when clicking on "Check for fulltext" in EBSCO databases; Add a Libwizard ILL form to the Primo VE full record (can also add a Google Form instead of Libwizard)

• Loyalist College has been testing disabling Cancel Request on Locate Failure in their borrowing setup because it was sending the request cancellation letter very quickly to patrons and Loyalist is not ready to disable the letter

• They found that:

  • Borrowing requests with a 'locate failed' status remained in their active borrowing requests and they could review and place the request externally. The Requester does not receive a Request cancelled letter. They are satisfied with this functionality.

  • However, the request with "locate failed" status was only showing a "View" option and Cancel is not available in the row action menu.  Staff can click on the specific request and select "change status" under the ellipsis (...) action menu. It allows them to select "change status" and "Cancelled by staff > Reason: Failed to locate potential suppliers".  However, the job does not make any changes (0 or 1 changes applied).

  • They can also "remove the request" and monitor the "failed to locate" requests in analytics.

Issue was resolved: Loyalist was able to cancel a few "locate failed" requests and is happy with this setting for Loyalist.

• See: https://clo-collaboration-spaces.atlassian.net/wiki/x/AQAVXw

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/050Resource_Sharing/020Borrowing_Requests/030Managing_Resource_Sharing_Borrowing_Requests