Customizing Resource Sharing Letters

The RSWG is working on instructions for customizing resource sharing letters, but these might be helpful if folks want to get started.

Note: Please backup the letter XSL before applying any changes and use example letters for testing. See Ex Libris Documentation https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters#Using_Example_Letters_for_Testing

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

Customizations to fix postal codes in Resource Sharing Shipping Slip and Resource Sharing Return Slip letters

• Travis Winwood’s suggestion for Postal Code fix for letters: https://clo-collaboration-spaces.atlassian.net/wiki/display/DFT/customcontent/list/ac%3Aquestions-answers-for-confluence%3Aquestion?ac.questions-answers-for-confluence.path=/questions/1484488727

• Daniel’s suggestion for customizing the addresses for the Resource Sharing Return Slip and Resource Sharing Shipping Slip: https://clo-collaboration-spaces.atlassian.net/wiki/spaces/RSIP/pages/1369243679/Humber+-+Discussion+Page?focusedCommentId=1483177996

• Conestoga College customizations:

  • Resource Sharing Return Slip: (modification at line 97)

  • Resource Sharing Shipping Slip: (modification at line 81)

Customizations to change Dear Sir/Madam greeting in Query to Patron, Resource Sharing Request Confirmation Letter, On Hold Shelf Letter from Conestoga College

• senderReceiver in Components Configuration (Configuration > select your institution from the Configuring drop-down menu at the top > General > Letters > Components Configuration):

• mainReason in Components Configuration (Configuration > select your institution from the Configuring drop-down menu at the top > General > Letters > Components Configuration):

• Resource Sharing Request Confirmation Letter: (modification at line 30)

Example of Query to Patron Letter Configuration

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/RSIP/pages/1368621064/Project+Documentation#Resource-Sharing---Configuring-an-Existing-Resource-Sharing-Library-for-Colleges-in-the-Networked-Environment-%E2%80%93-Instructions s. 3.17.1

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/RSIP/pages/1368621064/Project+Documentation#Resource-Sharing---Configuring-an-Existing-Resource-Sharing-Library-for-Colleges-Outside-of-the-Networked-Environment-%E2%80%93-Instructions s. 3.18.1

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/RSIP/pages/1368621064/Project+Documentation#Resource-Sharing---Configuring-a-Virtual-Resource-Sharing-Library-for-Colleges-in-the-Networked-Environment-%E2%80%93-Instructions s. 3.18.1

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/RSIP/pages/1368621064/Project+Documentation#Resource-Sharing---Configuring-a-Virtual-Resource-Sharing-Library-for-Colleges-Outside-of-the-Networked-Environment-%E2%80%93-Instructions s. 3.19.1

Letter customization examples from other institutions:

• OMNI Resource Sharing Return Slip:

• OMNI Resource Sharing Shipping Slip:

• SUNY Resource Sharing Letter Customization: https://sunyolis.libanswers.com/faq/267414