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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

aff_lib_config1.PNG

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

aff_lib_config3.PNG

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

aff_lib_config4.PNG

  • 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

aff_lib_config5.PNG

  • 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

aff_lib_config6.PNG

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

aff_lib_config7.PNG

  • 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

aff_lib_config9.PNG

6. 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

      aff_lib_config10.PNG

      7. 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
          8. 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

                aff_lib_config11.PNG

                  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

                                Create user profile(s)

                                Update letter configuration for pull slip