• 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: see issue demonstrated in recordings https://clo-collaboration-spaces.atlassian.net/wiki/spaces/RSIP/pages/1369243679/Humber+-+Discussion+Page?focusedCommentId=1513291777

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

• Conestoga College has addressed this through css to add persistent navigation in their example of an in-link

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

• some colleges have chosen not to limit their search results to physical materials in Primo VE or block requests for electronic materials so that their ILL departments can address the requests with partners outside of Page 1+ or through purchase requests: see Primo VE settings for Resource Sharing (RS) - best practices?; https://clo-collaboration-spaces.atlassian.net/wiki/x/AYAUWw

• Niagara College is unable to submit a Resource Sharing Borrowing Request form in Alma without filling out the Request Costs portion. They are unable to submit the request form in Primo VE - encounter an "Internal Server Error".

• Cambrian College is unable to see resource sharing request option in Primo VE records, blank form gives a “This form cannot be displayed” error message.

• Northern College is unable to select pickup location and submit form

• Ex Libris: there was a known issue involving the Resource Sharing form that they are working on

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.  

• 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

• when the Page 1+ rules distributed from the NZ are edited in an IZ they become managed in the IZ

• for the Page 1+ rules distributed from the NZ appear in your IZ again, you will need to rename the edited rules

• see https://clo-collaboration-spaces.atlassian.net/wiki/x/DwDxWQ

• The rs_hold_shelf_expiration parameter, in combination with the ignore_lender_due_date parameter, determine how hold shelf expiration is calculated for items received for resource sharing borrowing requests. This parameter is not managed in the Network Zone.

• If your parameter is set to due_date, the hold shelf expiry time will match the request due date. If it is set to circ_desk, the expiration date will match the hold shelf configuration for the circulation desk.

• Instructions have been added to the Documentation for how to customize this parameter.

• To ensure that move requests show up in the Pick from Shelf list of the library that owns the item, set the rs_auto_request_lending parameter to false and the Show in Pick from Shelf list setting in the Resource Sharing Request Rule in your Request Pickup Configuration.

• Instructions have been added to the Documentation for how to make these changes.

• Lending requests only appear on the Tasks widget when they require intervention, with active notes attached. Requests with a New request status do not appear on the widget.

• optional configuration to have new lending requests appear on your Tasks widget without active notes as new requests that require manual intervention by customizing the value of the rs_auto_request_lending parameter added to Documentation

• Internal mapping table updated to exclude resource sharing requests from restore job for colleges in the networked environment

• Ex Libris can also enable this in your IZs as well, please let OCLS know if you would like us to open a ticket and/or if you need more information

• ‘SUBMIT_PURCHASE_REQUEST_RS' is now enabled for Fulfillment Services Operator / Fulfillment Services Manager roles for colleges in the networked environment

• Ex Libris can also enable this in your IZs as well, please let OCLS know if you would like us to open a ticket and/or if you need more information

• Previously, when borrowing institution marked an item as lost, the request was changed to lost communicated and no fines and fees were applied to the lost loan. The lender received a message regarding the lost item, and they had to manually send a message with the fines and fees that would be applied to the borrowing institution. The borrowing institution had to manually add the fines and fees to the patron.

• rs_use_tou_for_lost_item parameter was enabled in the NZ so fines and fees will be added automatically to the patron, based on the borrowing library’s Loan TOU

• Instructions were added to Documentation for creating Loan TOU for resource sharing requests

• La Cite College was interested in limiting the pickup location options in their form to the one library working with resource sharing requests

• There is no direct method to achieve what La Cite is asking for. It can be done, but it would require either a) changing the Deliver To relationships between the RS library and the other libraries (not an ideal situation), or b) removing the Hold Shelves from the other libraries (definitely not a realistic option). Or, worded another way, the only way to remove those libraries from the Pickup Location dropdown is to make them ineligible pickup locations; there's no other way to customize the contents of these dropdown menus.

• Alternatively, if the desired outcome is that all incoming RS requests will only be sent to the RS Library's default pickup location, then the simplest solution might be to remove the Pickup Location field from La Cite's RS form. Since a default location is configured, all incoming RS requests will be routed to this location unless a user configured the dropdown menu otherwise. So if the menu is not visible (and a user can't edit it), then every request will use that default pickup location.

• Configuration>Discovery>Display Configuration>Labels>Request options Labels: https://clo-collaboration-spaces.atlassian.net/wiki/x/AYAUWw

• French label translations created by University of Ottawa for OCUL:

• Instructions to be added to Documentation