How do I set up ILLiad as the resource sharing partner of last resort in Alma?
In order for unfilled Alma requests to be automatically exported to your ILL system, there are several things that need to be in place:
- 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.
- Alma needs to be configured to recognize your ILL system. (This is handled by OLS but the instructions are included below.)
- 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.
Go to Fulfillment > "Resource Sharing": Partners and then click the Add Partner button.
Click the General Information tab and enter the following values:
| Field | Value |
|---|---|
| Code | ILL |
| Profile Type | NCIP |
| System Type | ILLiad |
| Name | ILLiad Requests |
| Status | Active |
| Supports | Checked |
| Supports Lending | Checked |
| Workflow | ILLiad |
| Lending Workflow | ILLiadLending |
In the Parameters tab, enter the following values:
| Field | Value |
|---|---|
| General Information - User Identifier Type | Primary Identifier |
| General Information - Request Pushing Method | Link |
| General Information - Default library owner | library designated as Resource Sharing Library |
| Request Item - Bibliographic record ID type | OCLC Number |
| Check-Out Item - Default location | Lending |
| Check-Out Item - Default item policy | RS ILL Loan |
| Accept Item - Default location | Borrowing |
| Accept Item - Automatic receive | Checked |
| Accept Item - Default pickup library | library you've designated as your Resource Sharing Library |
| Accept Item - Receive Desk | Default Circulation Desk |
| Export to Third Party - Export to third party |
If you wish to configure Alma to export unfilled requests to ILLiad, please see this section of this FAQ. |
ILLiad Configuration
In ILLiad, create a new routing rule for Alma requests:
| Field | Value |
|---|---|
| RuleNo | 0 |
| RuleActive | Yes |
| Process Type | Borrowing |
| Transaction Status | Awaiting Request Processing |
| MatchString | t.CitedIn LIKE '01CUNY%' and (t.LendingString = '' or t.LendingString is NULL) |
| NewProcessType | Borrowing |
| NewTransactionStatus | Request Imported from Alma |
| Description |
Create a special/custom queue for the new routing rule:
https://support.atlas-sys.com/hc/en-us/articles/360011808954-Creating-Custom-Queues