Study Group Session 85: General Question and Answer, Resource Sharing Office Hours
- Diana Borges
Session Notes
Rebecca Pearson, Lambton and Aimee Jeffrey, Conestoga: Resource Sharing TOU Update
Page 1+ Lending Rule has been updated to 3 weeks and redistributed from the NZ: travel time and hold shelf time built into the due date; loan may not actually be 14 days days
Travis Winwood, Algonquin - Renewals: when a patron requests a renewal, they would get a 3 week loan renewal?
Rebecca:
there are 2 steps to a renewal: patron requests renewal, staff forwards renewal request to partner
when staff submit the renew request to the partner, the default populated will be 3 weeks, but can build it into workflow to only request 2 additional weeks from your partner
do not recommend adding time to the renewal, because if you accidentally renew past the maximum renew date, that request will be rejected automatically
Erin Williams, Fanshawe: are all of these changes coming from the NZ or do we need to make changes to local configurations?
Rebecca:
lending TOU have been updated and redistributed from the NZ
if you don’t agree with this change, can create a different lending TOU in your IZ, please don’t edit the NZ TOU
Liana Giovando, OCLS: Clarification re lending policies:
colleges all have flexibility to determine how long their own material can be leant for, but as the borrowing library, can’t ask for a period longer than the lending library has allowed their materials to go out for
can make a special relationship with that library and set you up separately with different TOUs
We will be creating an Idea Exchange Proposal for Ex Libris to address this behaviour and will ask everyone to vote for it
Other RS Idea Exchange proposals to vote for:
Diana Borges, OCLS: Other changes made in the NZ
Active Resource Sharing Request Limit reverted to 5
Seneca added as a partner and to the GTA Rota Template
Kimberly Daigneau, St Clair: addressFrom labels for resource sharing letters
I've set our preferred library address in the "addressFrom" label for all the resource-sharing letters. Additionally, we have the rs_use_addressfrom_param marked as true. Is it acceptable to have both set this way, or will including the address in the letter labels override or conflict with the rs_use_addressfrom_param setting?
For resource sharing letters, the From: address contains the library's preferred email address, if this address is configured. If the address is not configured, the letters use ILL@exlibrisgroup.com as the From address. In addition, some letters may be sent from either the letter configuration from the addressFrom or the preferred e-mail address set up in the library information page for your resource sharing library, based on the value of the rs_use_addressfrom_letter_param. The letters affected by this parameter include the Ful Incoming Slip Letter, Query To Patron Letter, Resource Sharing Request Confirmation Letter, Resource Sharing Return Slip Letter, Resource Sharing Shipping Slip Letter. For a full list, please refer to the Ex Libris documentation.
Letters are getting caught in their , spam filter
Aimee Jeffrey, Conestoga
Conestoga kept the original Ex Libris group e-mail in the addressfrom label (just changed it to indicate it was a Conestoga library e-mail)
did not change the label the preferred e-mail address
then added own internal e-mail in their cc label
needs to come from Ex Libris e-mail because otherwise the spam filter thinks it’s junk
Rebecca Pearson, Lambton
your choice whether to add cc or work with IT to get the proper ILL e-mail working
Lambton was able to work with their IT to get their proper library e-mail to work without using the cc label/patrons using Reply All
Erin Williams: Fanshawe will be slightly delayed with soft launch
hoping to be ready for soft launch next week
Kimberly: has everyone set up query to patron letter?
there are 30 types you can set up
do you need it?
Aimee:
totally optional
Conestoga has chosen 6 types
can just use the 1 general type and then add specific notes to it
Rebecca Pearson
those 30 types are set on a different page, becomes a drop down list so when sending the letters, you only have the types you have chosen; by default you have type 1 set up
Configuration > Select your Institution from the Configuring drop-down menu at the top > Fulfillment > Resource Sharing > Patron Query Types
Erin: have any of the draft staff workflows been updated?
Aimee: no, they are pretty much done in terms of generalized instructions
Rebecca: the renew section will be something to update
Amanda Van Mierlo, Humber: was the issue with the addresses in the Resource Sharing Shipping Slip fixed?
XML code solutions recommended:
Travis' recommendation in the Page 1+ Community Discussion Forum: 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 recommendation in the Humber College Discussion page: Re: Humber - Discussion Page | Comment
code worked for Humber
seems like you can just use line 1, 2, 3 of the address instead of the province field, so anyone who doesn’t want to edit the XML code can use that
SUNY Letter Customization:
Is there a central repository for sharing customized letters? - FAQs
Amanda: has anyone else opted into being an early tester for the new user interface?
Humber will opt into being an early adopter
Erin:
also keeping an eye on that
Fanshawe has not opted in for early testing
optional feature rollout in November, by February rolling out for everyone
Liana:
Stacey and Jennifer from OCLS opting in for Sandbox that OCLS has access to and would like to work with Humber on it
Liana: Who is still working on RS configurations or ready?
Fanshawe - configs done, just working on staff workflow and documentation; all settings left enabled from testing but marked as testing and no requests have come through yet
4 attendees have gone through the final steps
take opportunity to practice between now and the fall
Diana: converting RS requests to PR, or PR to RS
For the convert a RS request to a PR, that should be possible, but Ex Libris looking into where the option gets turned on so that it displays in the dropdown list for the borrowing request.
For the PR convert to RS request would be an enhancement request.
Colleges can use Display Logic Rules to control whether the RS request option appears in records for electronic resources e.g.
Discussion forum post from Centennial: https://clo-collaboration-spaces.atlassian.net/wiki/display/DFT/customcontent/list/ac%3Aquestions-answers-for-confluence%3Aquestion?ac.questions-answers-for-confluence.path=/questions/1475182601
Rebecca Pearson: access to EBSCO ebooks purchased through Rialto in Primo VE
eresource service set up
view it section is showing up in the Primo VE records
service is activated from the vendor’s perspective, title is accessible from the database
when click on view online, takes patron to database page with a message that the record could not be found - database page authenticated
portfolios are active
this is the collection that EBSCO set up for Rialto orders to go into, but they did not set up a service for this collection so Rebecca started setting up the service
Lambton purchased 2 titles and just the titles were showing up in Primo VE, no access
EBooks managed by the NZ work fine
Terri Duff, Fleming:
had something happen for them with Rialto, EBSCO admin login
Do you have jobs running for the new orders?
Erin and Terri: follow up with Rialto through chat or submit a case
Travis and Brenda Desjardins, St Lawrence will send Rebecca screenshots of their set up for these EBooks
Liana: RS meetings
another RS check in meeting on July 23, 11 a.m. - 12 p.m.
eventually will start rolling out a communications plan for promoting resource sharing with patrons in the fall, will start discussing this at the meeting next week and then leave time for questions
Recording
