Resource sharing settings control aspects of the ReShare system that relate to the Request and/or Supply apps.
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Setting | Description | Values |
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Host LMS integration | Allows the user to specify their LMS for local integrations. | An option is available for each of the supported host LMS integrations. |
Accept item | When an item is received by the requesting library, ReShare will create a temporary record in the LMS and place a hold for the requesting patron. |
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Borrower check | When a new request is placed, ReShare will look up the patron in the LMS to ensure that they have a valid account. |
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Check in item | When a request is completed, ReShare will check in the item in the LMS. |
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Check in request when returned by patron | When a request is marked returned by patron, ReShare will check in the item in the LMS. |
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Check out item | When a request is filled, ReShare will check out the item in the LMS to an institutional patron account. |
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Host LMS
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item loan policies
These settings allow the user to manually add and/or update host LMS locations, supplying priorities and related directory entries to locations item loan policy codes used by the auto-responder.
Note: Not all LMS return item loan policies as part of their z39.50 holdings response.
Setting | Description | Values |
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Item loan policy | A description of the name of the host LMS |
item loan policy as provided by a Z39.50 auto-responder response. | This field will contain the same value as the |
item loan policy code returned by the Z39.50 auto-responder response when a new |
item loan policy is added to a tenant’s list. This field is editable and the default |
item loan policy can be changed to a more descriptive name if desired. |
Item loan policy code | The name of the host LMS |
item loan policy as returned by a Z39.50 auto-responder response. | This field will contain the exact value returned by the Z39.50 response when a new host LMS |
item loan policy is added to a tenant’s list. Once added to the list by the auto-responder, this field will be non-editable. If a user manually adds a host LMS |
item loan policy to the list, the value entered in this field must exactly match what is returned in the host LMS’s Z39.50 response in order to work. |
Supplying priority
A supplying priority assigned to the location.
The field accepts a free text value. This value must be a number. See the Host LMS locations page for an explanation of supplying priorities.
An empty field (null value) indicates that the host LMS location was newly added to the tenant’s list. The location is considered requestable until updated by a staff user to indicate otherwise.
Related directory entry
A link to a directory entry that represents the host LMS location.
This field is populated via a drop down menu that lists all managed directory entries. See the Host LMS locations page for an explanation of related directory entries.
Shelving override
Indicates whether a shelving location override has been applied to the host LMS location.
A ✔ in this field indicates that a shelving location override has been applied to the host LMS location.
Actions
A control that allows the user to toggle a location to the edit view.
Edit (pencil icon): Allows the priority and related directory fields to be edited.
Save: Saves any changes made to the location.
Cancel: Discards any changes made to the location.
Delete (trash can icon): Allows the shelving location to be removed from the list. If the shelving location is associated with a request, the shelving location will not be deleted but hidden from display. The next time the shelving location is returned by the Z39.50 auto-responder response it will re-display in the list with the same settings it had before it was “hidden”.
Override: (three dots): Allows a shelving location override to be added/removed from the host LMS location.
Host LMS patron profiles
These settings allow the user to manually add and update requesting privileges by patron profile / patron type as returned in the NCIP LookupUser response.
Note: In Release 1.8 the check on patron profile will only occur when staff submit a request on behalf of patron through the Request app. Release 1.9 will support the validation of a patron’s profile / blocking of placing a request when a patron attempts to place a request through discovery (e.g. VuFind).
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Setting
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Description
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Values
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Patron profile
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A description of the name of the host LMS patron profile as provided by the NCIP LookupUser response.
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This field will contain the same value as the patron profile code returned by the NCIP LookupUser response when a new patron profile is added to a tenant’s list. This field is editable and the default code can be changed to a more descriptive name if desired.
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Patron profile code
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The patron profile code as returned by the NCIP LookupUser response.
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This field will contain the exact value returned by the NCIP LookupUser response when a new patron profile is added to a tenant’s list. Once added to the list by the NCIP LookupUser response, this field will be non-editable.
If a user manually adds a patron profile to the list, the value entered in this field must exactly match the code that exists in the host LMS / returned in the NCIP LookupUser response in order to work.
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Can create requests
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Indicates whether patrons with this profile are allowed to place requests in ReShare.
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A ✔ in this field indicates that the patron profile is permitted to place requests in ReShare.
An ✖ in this field indicates that the patron profile is not permitted to place requests in ReShare.
An empty field (null value) indicates that the patron profile was newly added to the tenant’s list. The patron profile is permitted to place requests in ReShare until updated by a staff user to indicate otherwise.
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Actions
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A control that allows the user to toggle a patron profile to the edit view or remove the entry from the list.
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Edit (pencil icon): Allows the Patron profile, and Can create requests fields to be edited.
Save: Saves any changes made to the patron profile.
Cancel: Discards any changes made to the patron profile.
Delete (trash can icon): Allows the patron profile to be removed from the list. If the patron profile is associated with a request, the patron profile will not be deleted but hidden from display. The next time the patron profile is returned by the NCIP LookupUser response it will re-display in the list with the same settings it had before it was “hidden”.
Host LMS shelving locations
These settings allow the user to manually add and/or update supplying priorities to shelving locations used by the auto-responder.
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Setting
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Description
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Values
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Shelving location
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A description of the name of the host LMS shelving location as provided by a Z39.50 auto-responder response.
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This field will contain the same value as the shelving location code returned by the Z39.50 auto-responder response when a new shelving location is added to a tenant’s list. This field is editable and the default code can be changed to a more descriptive name if desired.
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Shelving location code
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The name of the host LMS shelving location as returned by a Z39.50 auto-responder response.
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This field will contain the exact value returned by the Z39.50 response when a new shelving location is added to a tenant’s list. Once added to the list by the auto-responder, this field will be non-editable.
If a user manually adds a shelving location to the list, the value entered in this field must exactly match what is returned in the host LMS’s Z39.50 response in order to work.
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Supplying priority
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A supplying priority assigned to the shelving location.
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The field accepts a free text value. This value must be a number. See the Host LMS locations page for an explanation of supplying priorities.
An empty field (null value) indicates that the shelving location was newly added to the tenant’s list. The shelving location is considered requestable until updated by a staff user to indicate otherwise.
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Actions
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A control that allows the user to toggle a shelving location to the edit view or remove the entry from the list.
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Edit (pencil icon): Allows the priority and related directory fields to be edited.
Save: Saves any changes made to the location.
Cancel: Discards any changes made to the location.
Delete (trash can icon): Allows the shelving location to be removed from the list. If the shelving location is associated with a request, the shelving location will not be deleted but hidden from display. The next time the shelving location is returned by the Z39.50 auto-responder response it will re-display in the list with the same settings it had before it was “hidden”.
Local NCIP settings
These settings provide the information ReShare needs to interact with the local library management system using the NCIP protocol.
Setting
Description
Values
NCIP app profile
The name of a profile configured within the local LMS to identify NCIP parameters specifically to be used for ReShare. The name of this profile will be defined locally and found within your local NCIP settings.
Lendable? | Determines if items with the item loan policy are considered lendable in ReShare | A ✔ in this field indicates that an item loan policy is considered lendable. An ✖ in this field indicates that the item loan policy is not lendable. |
Actions | A control that allows the user to toggle an item loan policy to the edit view or remove the entry from the list. |
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Host LMS locations
These settings allow the user to add and/or update host LMS locations, supplying priorities and related directory entries to locations used by the auto-responder.
Setting | Description | Values |
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Host LMS location | A description of the name of the host LMS location as provided by a Z39.50 auto-responder response. | This field will contain the same value as the local location code returned by the Z39.50 auto-responder response when a new location is added to a tenant’s list. This field is editable and the default location can be changed to a more descriptive name if desired. |
Host LMS location code | The name of the host LMS location as returned by a Z39.50 auto-responder response. | This field will contain the exact value returned by the Z39.50 response when a new host LMS location is added to a tenant’s list. Once added to the list by the auto-responder, this field will be non-editable. If a user manually adds a host LMS location to the list, the value entered in this field must exactly match what is returned in the host LMS’s Z39.50 response in order to work. |
Supplying priority | A supplying priority assigned to the location. | The field accepts a free text value. This value must be a number. See the Host LMS locations page for an explanation of supplying priorities. An empty field (null value) indicates that the host LMS location was newly added to the tenant’s list. The location is considered requestable until updated by a staff user to indicate otherwise. |
Related directory entry | A link to a directory entry that represents the host LMS location. | This field is populated via a drop down menu that lists all managed directory entries. See the Host LMS locations page for an explanation of related directory entries. |
Shelving override | Indicates whether a shelving location override has been applied to the host LMS location. | A ✔ in this field indicates that a shelving location override has been applied to the host LMS location. |
Actions | A control that allows the user to toggle a location to the edit view. |
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Host LMS patron profiles
These settings allow the user to manually add and update requesting privileges by patron profile / patron type as returned in the NCIP LookupUser response.
Note: In Release 1.8 the check on patron profile will only occur when staff submit a request on behalf of patron through the Request app. Release 1.9 will support the validation of a patron’s profile / blocking of placing a request when a patron attempts to place a request through discovery (e.g. VuFind).
Setting | Description | Values |
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Patron profile | A description of the name of the host LMS patron profile as provided by the NCIP LookupUser response. | This field will contain the same value as the patron profile code returned by the NCIP LookupUser response when a new patron profile is added to a tenant’s list. This field is editable and the default code can be changed to a more descriptive name if desired. |
Patron profile code | The patron profile code as returned by the NCIP LookupUser response. | This field will contain the exact value returned by the NCIP LookupUser response when a new patron profile is added to a tenant’s list. Once added to the list by the NCIP LookupUser response, this field will be non-editable. If a user manually adds a patron profile to the list, the value entered in this field must exactly match the code that exists in the host LMS / returned in the NCIP LookupUser response in order to work. |
Can create requests | Indicates whether patrons with this profile are allowed to place requests in ReShare. | A ✔ in this field indicates that the patron profile is permitted to place requests in ReShare. An ✖ in this field indicates that the patron profile is not permitted to place requests in ReShare. An empty field (null value) indicates that the patron profile was newly added to the tenant’s list. The patron profile is permitted to place requests in ReShare until updated by a staff user to indicate otherwise. |
Actions | A control that allows the user to toggle a patron profile to the edit view or remove the entry from the list. |
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Host LMS shelving locations
These settings allow the user to manually add and/or update supplying priorities to shelving locations used by the auto-responder.
Setting | Description | Values |
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Shelving location | A description of the name of the host LMS shelving location as provided by a Z39.50 auto-responder response. | This field will contain the same value as the shelving location code returned by the Z39.50 auto-responder response when a new shelving location is added to a tenant’s list. This field is editable and the default code can be changed to a more descriptive name if desired. |
Shelving location code | The name of the host LMS shelving location as returned by a Z39.50 auto-responder response. | This field will contain the exact value returned by the Z39.50 response when a new shelving location is added to a tenant’s list. Once added to the list by the auto-responder, this field will be non-editable. If a user manually adds a shelving location to the list, the value entered in this field must exactly match what is returned in the host LMS’s Z39.50 response in order to work. |
Supplying priority | A supplying priority assigned to the shelving location. | The field accepts a free text value. This value must be a number. See the Host LMS locations page for an explanation of supplying priorities. An empty field (null value) indicates that the shelving location was newly added to the tenant’s list. The shelving location is considered requestable until updated by a staff user to indicate otherwise. |
Actions | A control that allows the user to toggle a shelving location to the edit view or remove the entry from the list. |
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Local NCIP settings
These settings provide the information ReShare needs to interact with the local library management system using the NCIP protocol.
Setting | Description | Values |
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NCIP app profile | The name of a profile configured within the local LMS to identify NCIP parameters specifically to be used for ReShare. The name of this profile will be defined locally and found within your local NCIP settings. | Free text |
Format we expect the Due Date to be in | This field allows users to specify the format of the due date returned in the CheckoutItem response. Date formats vary by LMS. | [default] yyyy-MM-dd[ ]['T']HH:mm[:ss][.SSS][z][XXX][Z] |
NCIP from agency | A code that defines the sender of an NCIP message. You must configure this within your local NCIP settings. | Free text |
NCIP server address | The address of your local NCIP server. You should be able to get this information from your local NCIP settings or request it from your LMS vendor. | URL |
NCIP to agency | A code that defines the receiver of an NCIP message. You must configure this within your local NCIP settings. | Free text |
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from your LMS vendor. | URL | |
NCIP to agency | A code that defines the receiver of an NCIP message. You must configure this within your local NCIP settings. | Free text |
Use due date received from NCIP | A field that determines if the due date returned from the CheckoutItem response is used as the due date for the request in ReShare. | On Off |
Network
These settings allow users to control time variables for iso18626 messaging across tenants.
Setting | Description | Values | |
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Network | Maximum number of times we attempt to send the message before we error (0 means we just keep retrying) | default = 0 | |
If we hit a network error, number of minutes before we try again | default = 10 | ||
Number of seconds before we give up waiting for a response, after sending a message | default = 30 |
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Other settings
Setting | Description | Values |
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Cancellation reasons | A reason for cancellation can be added by the requester when cancelling the request. The reason for cancellation will be visible to the supplier as a note. ReShare includes a default list of reasons. |
The library can add additional custom reasons to this list. |
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