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

 

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 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

• 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 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

• 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

 

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

 

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

• 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

 

9. 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

 

10. 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>