Knowledge Base

In order for unfilled Alma requests to be automatically exported to your ILL system, there are several things that need to be in place:

1. Your patrons in ILLiad must use the EMPLID as the username. (This is the patron's identifier in Alma. It's the match point that places the requests on behalf of the correct patron in the ILL system.) This is done by the campus in collaboration with OCLC (if your ILL system is hosted by the vendor). This is also a good opportunity to switch your ILLiad authentication system to CUNY Login.
2. Alma needs to be configured to recognize your ILL system. (This is handled by OLS but the instructions are included below.)
3. The ILL system needs to configured to accept requests from Alma and place them in the appropriate queue. Instructions are included below.

User Configuration

See the FAQ entry: My library wants to use CUNY Login for ILLiad authentication. How do we make that happen?

Alma Configuration

The configuration work in Alma is handled by OLS. To add your ILL system as the resource sharing partner of last resort, open a ticket with OLS by writing to support@cuny-ols.libanswers.com.

ILLiad Resource Sharing Partner

Go to Fulfillment > "Resource Sharing": Partners and then click the Add Partner button.

Click the General Information tab and enter the following values:

In the Parameters tab, enter the following values:

Rota Template

1. Navigate to Fulfillment > "Resource Sharing": Rota Templates.
2. Click ⊕ Add Template.
3. Enter the following values:
   • Code: ILLiad
   • Name: ILLiad
   • Type: Non Ordered
   • Status: Active
4. Click Save and Add Members.
5. Click + Add Partners and click into the text field to look up "ILLiad." Tick the checkbox and click Select. Click Add Partners.
6. Click Save.

Rota Assignment Rule

1. Navigate to Configuration > Fulfillment > "Resource Sharing": Rota Assignment Rules and click the Add Rule button under "Institution Rules List."
2. Under "Rota Assignment Rules," enter ILLiad Fallback in the Name field.
3. Under "Input Parameters," click the Add Parameter button, select the values listed below, and then click the Add Parameter button.
   • Name: Requested Format
   • Operator: =
   • Value: Physical
4. Under "Output Parameters," click the Select from a list link in the "Rota Templates" field, check the box next to the ILLiad rota, and click the Select button.
5. Click the Save button.
6. If setting up ahead of time and the library is not ready for ILLiad to be the default resource sharing partner, disable the "ILLiad Fallback" rule:
   

ILLiad Configuration

In ILLiad, create a new routing rule for Alma requests:

Then, create a custom queue for the newly created routing rule:

In the ILLiad Customization Manager under System > Custom Queues > CustomQueues:

1. Click on the New Record button.
2. Enter the following values:
   1. QueueName: Request Imported from Alma
   2. ProcessType: Borrowing
   3. NVTGC: ILL
3. Click the Save button.