2024-08-12

• 3.10 Ensure Pick From Shelf Requests Show Up in Your Task widget: removed optional instructions for customizing the value of the rs_auto_request_lending parameter and added reference to section 3.12.1

• 3.12.1 Lending Requests and Tasks Widget: moved instructions for optional configuration to have new lending requests appear on your Tasks widget without active notes by customizing the value of the rs_auto_request_lending parameter from section 3.10

• added 3.12.2 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

• 3.10      Ensure Pick From Shelf Requests Show Up in Your Task widget: added instructions for optional configuration to have new lending requests appear on your Tasks widget without active notes by customizing the value of the rs_auto_request_lending parameter

• 3.12      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

  • Noteonrs_auto_request_lending parameter

• 3.4.2     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

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

• 3.16      Enable and Customize Letters:

  • added note to backup the letter XSL before applying any changes and use example letters for testing

  • added link to Customizing Resource Sharing Letters page in Confluence

2024-07-17

• Section 3.3: updated information about Page 1+ Lending Rule

• Section 3.4.2: note about mirroring Page 1+ Lending Rule TOU and updated screenshot

2024-06-27

3.2.1:  added reference to section 3.16

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

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

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

• Added information about the rs_use_addressfrom_letter_param

3.17: added section 3.17.1 Example of Query to Patron Letter Configuration

3.19 : add 7 days in the Delivery Delay field; option to select New Request Alert

3.23 : 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

3.4.3: instructions to check for/ add a location input parameter for your Loan Rule

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

2024-06-13

3.23: 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”

2024-08-28

• 3.19 Partners: added list of Page 1+ College Names in the RSD

2024-08-12

• 3.11 Ensure Pick From Shelf Requests Show Up in Your Task widget: removed optional instructions for customizing the value of the rs_auto_request_lending parameter and added reference to section 3.13.1

• 3.13.1 Lending Requests and Tasks Widget: moved instructions for optional configuration to have new lending requests appear on your Tasks widget without active notes by customizing the value of the rs_auto_request_lending parameter from section 3.11

• 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

• 3.11      Ensure Pick From Shelf Requests Show Up in Your Task widget: added instructions for optional configuration to have new lending requests appear on your Tasks widget without active notes by customizing the value of the rs_auto_request_lending parameter

• 3.13      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

  • Noteonrs_auto_request_lending parameter

• 3.3.4     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:

  • added note to backup the letter XSL before applying any changes and use example letters for testing

  • added link to Customizing Resource Sharing Letters page in Confluence

2024-07-17

• Section 3.3.2: update Due Date policy in Lending Resource Sharing Rule, updated screenshots of Due Date Policy and Maximum Renew Date Policy details

• Section 3.3.4: note about mirroring Page 1+ Lending Rule TOU

• Section 3.19: added note about creating a partner profile for own institution and making your institution inactive locally

• Section 3.20: 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

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:

  • added note to backup the letter XSL before applying any changes and use example letters for testing

  • added link to Customizing Resource Sharing Letters page in Confluence

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)

2024-08-28

• 3.20 Partners: added list of Page 1+ College Names in the RSD

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:

  • added note to backup the letter XSL before applying any changes and use example letters for testing

  • added link to Customizing Resource Sharing Letters page in Confluence

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

2024-08-28

• 1.1 Purpose and Scope: updated information about configuring deep search for the NZ and recommended approach

• 2.1 List of Material to Review Before Getting Started: updated list of implementation meetings

• 3.1 Configurations for providing access to your catalog to another institution: added note

• 3.2 Configurations to access the catalogue of another institution: added note

• 3.3 Institution Codes and Alma URLs for Page 1+ Colleges Participating in Resource Sharing: added institution code and Alma URL for the NZ

2024-08-02

Added to Project Documentation page, No revisions