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Affiliate Library Configuration

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

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    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

      aff_lib_config2.PNG

      3. Associate library location with Fulfillment Unit
        Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units Edit the Fulfillment Unit Library Delivery Only 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

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

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              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

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

                 

                5. Create a restricted search group for Primo VE
                  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

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

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                        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

                              aff_lib_config8.PNG

                                  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

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                                      Create custom local data search scope

                                      Create search profile

                                      Create a Primo VE view for affiliate library users

                                      Create user profile(s)

                                      Update letter configuration for pull slip