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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

Link to most current version:

Date

Revision

No revisions

Existing Resource Sharing Library for Colleges in the Networked Environment

Date

Revision

2024-07-17

  • Section 3.3: updated information about Page 1+ Lending Rule

  • Section 3.4.2: note about mirroring Page 1+ Lending Rule TOU and updated screenshot

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 

  • removed E-mail letters from list of letters to be enabled for resource sharing

  • Added information about the rs_use_addressfrom_letter_param

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

2024-07-17

  • 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

Virtual Resource Sharing Library for Colleges in the Networked Environment

Date

Revision

2024-07-17

  • Section 3.4: updated information about Page 1+ Lending Rule

  • Section 3.4.1: note about mirroring Page 1+ Lending Rule TOU and updated screenshot

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:

  • removed E-mail letters from list of letters to be enabled for resource sharing

  • Added information about the rs_use_addressfrom_letter_param

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

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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