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: Re: Humber - Discussion Page | Comment

• Conestoga College customizations:

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

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

Customization to fix address line 3 not populating the Resource Sharing Shipping Slip Letter

1. Go to Configuration >General > Letter Configuration > Resource Sharing Shipping Slip Letter

2. Scroll down the XSL script to the section for “notification_data/partner_shipping_info_list/partner_shipping_info”

3. Add code between address 2 and address 4. See below image.

4. <tr><td><xsl:value-of select="address3"/></td></tr>

Open

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

• Project Documentation: Physical Resource Sharing | Resource Sharing Configuring an Existing Resource Sharing Library for College... s. 3.17.1

• Project Documentation: Physical Resource Sharing | Resource Sharing Configuring an Existing Resource Sharing Library for College... s. 3.18.1

• Project Documentation: Physical Resource Sharing | Resource Sharing Configuring a Virtual Resource Sharing Library for Colleges ... s. 3.18.1

• Project Documentation: Physical Resource Sharing | Resource Sharing Configuring a Virtual Resource Sharing Library for Colleges ... s. 3.19.1

Letter customization examples from other institutions:

• OMNI Resource Sharing Return Slip:

Open

• OMNI Resource Sharing Shipping Slip:

Open

• SUNY Resource Sharing Letter Customization: Is there a central repository for sharing customized letters? - FAQs