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Existing Resource Sharing Library for Colleges Outside of the Networked Environment

Date

Revision

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:

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

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Virtual Resource Sharing Library for Colleges Outside of the Networked Environment

Date

Revision

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:

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

Search Options for Colleges Outside of the Networked Environment

Date

Revision

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

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