Preparation for Testing

1. Ensure that you have the correct roles for performing resource sharing activities in Alma: You will need the roles of Fulfillment Services Operator or Fulfillment Services Manager role, scoped to your resource sharing library. Please refer to the configuration documentation if you need to add these roles.

2. Prior to testing, implement the configurations for Go Live included in the configuration documentation:

• Make your resource sharing library active for borrowing and lending

• If you have deactivated it, enable the Requestable for Resource Sharing Rule

• If you have deactivated them, enable your Rota Assignment Rules

• If you have added display logic rules that hide resource sharing requests in your Primo VE, disable these for testing

**Ensure that you make borrowing and lending inactive in your library configuration immediately following your testing.

3. Identify at least 3 items that you have made available for resource sharing requests that you will be able to use for testing. We recommend that your partner should not also have a copy of that title.

Testing

Members of each cohort have been paired into testing partners based on rota. See the cohort partner tables below.

We recommend that you begin testing with your partner by replicating the demonstration shared in our previous meetings. A recording is available here:https://clo-collaboration-spaces.atlassian.net/wiki/x/AYCiVg (Minute 22:35).

The borrowing library demonstration included:

• making a request (both methods),

• sending the request to a partner,

• “receiving the shipment”,

• checking out to a patron,

• and returning the item/”shipping the item back.”

The lending library demonstration included:

• pick from shelf,

• “shipping the item,”

• and receiving the returned item.

Additionally you may want to practice sending a “general message” so that you can see what that looks like.

Other optional tests:

• Cancelling a request

• Rejecting a request as the borrowing library

• Rejecting a request as the lending library

• Placing a hold on the item

• Renews

• Renews when there is a second hold on the item

• Any other tests that you would like to run

Note: The Active Resource Sharing Request Limit in the Page 1+ Borrowing Rules has been changed to 10 just for testing. This limit will be changed back to 5 after testing.

Cohort One Partners

Cohort Two Partners

Cohort 3 Partners

Discussion Pages

Use your college discussion page to ask questions of the RSWG members, help keep track of trouble shooting, and track issues.