How can I turn off Alma letters for ILLiad borrowing loan requests?
Answer
When a borrowing loan is imported into Alma from ILLiad via the borrowing NCIP addon, Alma sends the following letters:
- FulHoldShelfRequestSlipLetter (printed to the circulation desk printer)
- FulPlaceOnHoldShelfLetter (sent to the patron)
You can prevent Alma from sending either or both of these letters when a borrowing loan is imported from ILLiad by inserting a terminate clause into the XSL of the letter that is activated only when the item policy code is RS_ILLiad_Loan. Please note that creating the RS ILLiad Loan policy will also require changes to temporary item creation and borrowing resource sharing fulfillment unit rules for borrowing loans being imported from ILLiad.
1. Create an item policy, temporary item creation rule, and a borrowing resource sharing fulfillment unit rule for ILLiad borrowing loan requests. For instructions, please see https://sunyolis.libanswers.com/faq/285842
2. Go to Configuration | General | General Configuration | Customize Letters.
3. Click the ellipsis next to either the FulPlaceOnHoldShelfLetter (letter #83) or FulHoldShelfRequestSlipLetter (letter #96) and then click the Customize button.
4. Insert the following code into the Content field just above the start of the letter body. You may need to click and drag the lower right corner of the Content field to expand it.
<table cellspacing="0" cellpadding="5" border="0">
<tr><td><xsl:for-each select="notification_data">
<xsl:if test="phys_item_display/available_items/available_item/item_policy='RS_ILLiad_Loan'">
<xsl:message terminate="yes">item policy is RS_ILLiad_Loan </xsl:message></xsl:if></xsl:for-each></td></tr>
</table>
4. Click the Customize button.
