Partner configuration
Two partners - BorrowDirect and TRLNDirect
BorrowDirect: https://duke.reshare.indexdata.com - borrower requests start with NCD-
TRLNDirect: https://duke.reshare.indexdata.com - borrower requests start with DUKE-
Using Resource Sharing Library as default
Means items go in transit to all pickup locations - at Perkins, they have to be scanned in a second time
Borrowing and Lending workflow
Defined in Configuration > Fulfillment > Workflow profiles
Controls what staff can and can’t do with requests once they are in Alma - e.g., whether requests can be cancelled, reactivated, indicated as lost by borrowing library, etc.
Four profiles exist - 2 for borrowing and lending, each for TRLNDirect and BorrowDirect - lending and borrowing are same, but choose to separate them in case we wanted to have different behavior later on
Configuration was done with Michael Edwards. Would be the place to look if a resource sharing function wasn’t available to staff in Alma and you weren’t sure why
Role configuration
Any staff that are in ReShare, also need Alma role profiles that give them “Fulfillment operator” roles, scoped to the resource sharing library.
Troubleshooting
Item is received successfully for a Duke borrower, but pickup location is Resource Sharing Library and cannot be changed
Happens when the pickup location in ReShare is a library in Alma where there is no hold shelf - e.g., LILLY
The item is received, Alma tries to put it in transit to the library with no hold shelf, it can’t do it, so it chooses the default pickup location instead, which is the Resource Sharing Library
Options to fix are to manually contact patron / tell them to pick up at another location, or to cancel the ReShare request and redo it with another pickup location'
Intent is to evaluate the configuration of the partner / default desk when we have the premium sandbox to figure out if it can change to Perkins or some other library.