Affiliate Library Configuration in the SCF

1. Create user group

• Configuration > User Management > User Details > User Groups
• + Add Row
• Choose a code and a description (preferably [Affiliate Library] Patron)
• Choose Add Row, and then Save the table

2. Apply user record group to a specific type

• Configuration > User Management > User Details > User Record Type/User Group
• + Add Row
• Choose the user group created in step #1, then choose a record type of Staff, Public, and Organization
• Choose Add Row, and then Save the table

3. Associate library location with Fulfillment Unit

• Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units
• Edit the Fulfillment Unit Affiliate Library
• Choose the Fulfillment Unit Locations tab
• Attach to the list the location(s) associated with the affiliate library
• Save the Fulfillment Unit

4. Associate user group with Fulfillment Unit

• Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units
• Edit the Fulfillment Unit Library Delivery Only
• Choose the Fulfillment Unit Rules tab
• Choose the Rule Type Loan from the drop down menu
• Edit the Library Delivery Loan rule

• Add the user group created in step #1 to the list of User Groups in the Input Parameters
• Save the Fulfillment Unit

• Go back to the Fulfillment Unit Rules tab
• Now choose the Rule Type Request from the drop down menu
• Edit the Library Delivery Request rule

• Add the user group created in step #1 to the list of User Groups in the Input Parameters
• Save the Fulfillment Unit

5. Create Provenance Code for affiliate library items

• Configuration > Resources > General > Provenance Code
• + Add Row
• Choose a code and a description
• Save the Provenance Code table

6. Create a restricted search group for Primo VE

This restricted search group will not allow non-affiliate library users (ex. Trinity users) to view the affiliate library's items in the SCF's instance of Primo.

• Configuration > Discovery > Search Configuration > Restricted Search Groups
• + Add Restricted Search Group
• Choose a code, a name (preferably [Affiliate Library Name] Affiliate Library), and a description

• Add the Restricted Search Condition of:
  • Search Index = Location
  • Operator = Equals
  • Value = all library locations associated with affiliate library

• Add the following Allowed Users:
  • Patron Group Rule
    • Name = [Affiliate Library] Patron Group
    • Input Parameter
      • Name = User Group
      • Operator = "="
      • Value = all user groups created in step #1

• • IP Address Rule
    • Name = [Affiliate Library] IP Address
    • Input Parameter
      • Name = IP Range
      • Operator = "="
      • Value = [IP range of affiliate library]
• Save the Restricted Search Group Definition

7. Create a Hide rom Network definition

This definition will prevent the affiliate library's bibliographic and item records from appearing in the other Primo instances in our Network. 

• Configuration > Discovery > Search Configuration > Hide from Network definitions
• + Add Hide from Network Definition
• Choose a code and a name 
• Then add the following Condition:
  • Search Index = Inventory > Location
  • Operator = Equals
  • Value = Location(s) associated with affiliate library
• Add Condition, then Save the Custom Scope

8. Create a custom local data search scope

• Configuration > Discovery > Search Configuration > Search Profiles
• Choose the Custom Local Data Scopes tab
• + Add a Custom Scope
• Choose a code and a name 
• Then add the following Scope Condition:
  • Search Index = Inventory > Location
  • Operator = Equals
  • Value = Location(s) associated with affiliate library
• Add Condition, then Save the Custom Scope

9. Create a search profile

• Configuration > Discovery > Search Configuration > Search Profiles
• Choose the Search Profiles tab
• + Add a Search Profile
• Choose a code and a display name 
• Then add the following scope:
  • Select Scope Type = Custom (Local Data)
  • Select Custom Scope = the custom scope created in step #6
• Click Add and close, then Save the Custom Search Profile

10. Create a Primo VE view for affiliate library users

• Configuration > Discovery > Display Configuration > Configure Views
• + Add View
• Choose a code and a name
• Choose the following settings as you work through the configuration pages
  • General tab > Discovery Network Settings section
    • Display locations from member institutions = No
    • Include member institution physical inventory in facets = Never

• Links Menu tab
  • Only activate the following links
    • Library Search
    • Collections Discovery (if they have collections in the SCF IZ)
    • URL leading to the affiliate library website
• Search Profile Slots tab
  • + Add a Slot
    • Choose a code and a name
    • Select the search profile created in step #7
    • Click Save
  • Deactivate all other search slots
• Advanced Search Configuration tab > List of Indexes section
  • Deactivate all indexes associated with Course Reserves
  • Checkmark Enable for Basic Search
• Brief Results tab > Facets section
  • Deactivate all facets associated with Course Reserves
• Manage Customization Package tab
  • Using Primo Studio, change appearance, logo etc. of Primo to match the colors and logo of the affiliate library
• Save the new Primo view

11. Create user profile(s)

• When creating user profiles for affiliate libraries, make sure the following fields have the correct values:
  • General Information tab
    • Primary ID = work email address
    • User Group = user group created in step #1
    • Password = create a temporary password for the user, checkmark Force password change on next login
    • User Roles (the following are necessary to allow for users to log into the SCF IZ and create requests through Alma)
      • Patron
      • Circulation Desk Operator - Limited
      • Requests Operator
      • Physical Inventory Operator - Limited

• • Contact Information tab
    • Add address of affiliate library as the work address

12. Update letter configuration for pull slip

• Configuration > General > Letters > Letters Configuration
• Search for the letter titled Ful Resource Request Slip Letter, choose Edit
• Edit the XSL around line 100 to include the following example
• Click Save Draft
• Click Save

<!--   Internal Alma request from affiliate institution [Insert affiliate library here}   -->
<xsl:when test="(notification_data/user_for_printing/user_group='[User Group Code]')">
<font size ="40px;">[Affiliate Library Name]</font>
</xsl:when>