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This page includes notes on changes made to resource sharing configuration instructions from the start of the implementation project until the current date. The most current version of each document can be found on the Project Documentation page: https://clo-collaboration-spaces.atlassian.net/wiki/x/CICTUQ
Getting Started
Existing Resource Sharing Library for Colleges in the Networked Environment
Date | Revision |
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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
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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 Note on rs_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:
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2024-07-17 | |
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 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” |
Existing Resource Sharing Library for Colleges Outside of the Networked Environment
Date | Revision |
|---|
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
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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 Note on rs_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:
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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 in the Networked Environment
Date | Revision |
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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
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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: 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:
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2024-07-17 | |
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: 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) |
Virtual Resource Sharing Library for Colleges Outside of the Networked Environment
Date | Revision |
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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
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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: 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:
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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
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Search Options for Colleges Outside of the Networked Environment
Date | Revision |
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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
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2024-08-02 | Added to Project Documentation page, No revisions |
Marketing and Promotional Material
Date | Revision |
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2024-08-07 | Added to Project Documentation page, No revisions |
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