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Alma – Relais

Alma – Relais. Implementing NCIP Interoperability. Sue Harmer, Manager Application Support. Borrowing workflow. How it works – NCIP Lookup User. How it works. Users place ILL requests via Primo via a menu item link to Relais ILL. Alma – Borrowing Requests List.

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Alma – Relais

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  1. Alma – Relais Implementing NCIP Interoperability Sue Harmer, Manager Application Support

  2. Borrowing workflow

  3. How it works – NCIP Lookup User

  4. How it works • Users place ILL requests via Primo via a menu item link to Relais ILL

  5. Alma – Borrowing Requests List

  6. NCIP Accept Item – Suppressed Brief Bib Record

  7. NCIP Accept Item – Item Record

  8. History shows borrowing request item transactions

  9. Lending workflow

  10. NCIP CheckOut Item • Items supplied to other libraries display as “Checked out”:

  11. NCIP CheckOut Item

  12. NCIP CheckOut Item

  13. Alma - Resource Sharing Lending Requests List

  14. NCIP CheckIn Item

  15. Configuration

  16. Alma - General Configuration – Libraries • Define Deliver To relationships between Resource Sharing Library and other libraries in your institution:

  17. Alma - General Configuration – Physical Locations • Define locations for Resource Sharing:

  18. Alma – General Configuration – NUN Location

  19. Alma – Fulfillment Configuration • Define opening hours and Circulation Desks for Resource Sharing Library • Define fulfilment unit

  20. Alma – Fulfillment Configuration • Define Fulfillment Unit Rules and Terms of Use (TOU)

  21. Alma - Fulfillment Configuration – Resource Sharing • Define Resource Sharing Partners • Define Display Logic Rules (e.g. which patrons can place Resource Sharing Requests) • 3.  User Management configuration / Find and manage users: • a.            Configure User roles / role templates to include Fulfillment, Circk Desk and Request roles for resource Sharing Library • 4. Review Alma and Relais email notifications to users to determine which notices to turn on/off

  22. Alma Discovery interface Display Logic Rules

  23. Alma – User Management Configuration • Configure User roles / role templates to include Resource Sharing Library: • Fulfillment Services Operator / Manager roles • CircDesk Operator / Manager roles • Requests Operator • Physical Inventory Operator roles

  24. Configuration - Primo • Configure RelaisILL links

  25. Configuration - Relais • NCIP server for Alma • Z39.50 target for Alma • Define Alma location descriptions for Relais Z39.50 search of Alma • Define Alma patron status descriptions for NCIP Lookup User

  26. Going forward • Support for NCIP Recall Item service • UNSW Case 47718 Status: Development

  27. Thank you

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