Study Group Session 87: General Question and Answer, Resource Sharing Office Hours

Session Notes

Resource Sharing Updates, Diana Borges (OCLS), Liana Giovando (OCLS):

Documentation revision history: https://clo-collaboration-spaces.atlassian.net/wiki/x/AoB_WQ
some solution will require configuration changes, please review revision history and known issues notes
Known Issues: https://clo-collaboration-spaces.atlassian.net/wiki/x/BAB0X
Liana sent email last week with prepared sample text prepared by the resource sharing working group that you can use to market and promote resource sharing (Resource Sharing Working Group Update)
Page 1+ Steering Committee working on additional promotional language
now working on integrating resource sharing with colleges outside of the networked environment
moving to sharing with the universities - Durham and Canadore Colleges first, relationship with OCUL OMNI group
could use help to test resource sharing with new partners

Search results for resource sharing requests and requests for electronic materials:

Discussion Forum post from Centennial
- Aimee Jeffrey, Conestoga: please add your own best practices
- Amanda Van Mierlo, Humber: reach out to Lisa or Daniel at Humber if you would like to discuss what they are doing, libaccess@humber.ca
https://clo-collaboration-spaces.atlassian.net/wiki/x/BAB0X
Page 1+ search results can be limited through the search scopes for the New_Discovery_Network search profile, see Documentation
to limit search in Alma:

start with an All Titles search in the Network Zone
narrow your results by the facets on left hand side (E.g. Resource Type: Book – Physical)
select Resource Sharing Request from the more options (…) menu for the title you would like to request. This will take you the Borrowing Request Form.

Amanda: test adding notes to requests

all borrowing requests are being shipped to our campus, which is the address in our system and the requests that are going to our other campus are not being sent there even though we’ve put in a note
test with requests from Fleming and Centennial
adding notes after request is accepted has not been working for Humber
Fleming added note before sending request - visible at the bottom of the request form
Humber can add note to partner when they ship, borrowing library is only seeing the shipping notes
when sending the request to the other library, will need to e-mail them
general messages don’t seem to visible either
adding notes to requests after request has been accepted:
- Joan Hutt, Loyalist: can add a general message?
- Guides: Alma Resource Sharing: Lending Request Processing : If you need to send a message to the borrowing library before you have updated a lending request to shipped, please be sure to use the Conditional function. If you need to send a message to the borrowing library after you update a request to shipped, you can use the General Message function

Katrina Hansen, Centennial: test move request fix for virtual libraries

Joan: does anyone have concerns about the reject request when locate fails setting?

this is enabled in the borrowing setup for the resource sharing library
Joan has disabled it because Loyalist uses the Ful Cancel Request letter for holds; they have set up a patron query letter that they will send out before a cancellation; testing - have not gone through the process of closing a request yet
Amanda: Humber does not use the letter for their own holds, have not enabled this letter; when they get cancel by staff status - manually email back student that they can’t find something through Page 1+ but ILL dept can handle the request outside of Page 1+

Aimee: Address Line 3 in Resource Sharing Shipping Slip Letter

address line 3 was not populating in letter
solution shared on https://clo-collaboration-spaces.atlassian.net/wiki/x/DwDxWQ
Everyone needs to add Line 3
<tr><td><xsl:value-of select="address3"/></td></tr>

Recording