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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

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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 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

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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

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      • 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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    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
         
        6.8. 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

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        7.9. 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
         
        8.10. 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

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        • 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

         

        9.11. 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

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

         

        10.12. 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>