How do I configure personal delivery for Alma hold and resource sharing requests?
Answer
Alma allows users to request that materials be shipped to either a home or work address if the following conditions are met:
- the user has a home and/or work address listed in their Alma user record
- the pertinent Request or Borrowing Resource Sharing TOU allows for personal delivery
- the circulation desk where the item is being scanned in or received supports personal delivery
Personal delivery can be configured for both hold requests and resource sharing requests. Hold and resource sharing requesting options are configured separately, so it is possible to configure personal delivery for only one request type. To configure personal delivery, you must:
- configure a personal delivery fulfillment policy
- add the personal delivery fulfillment policy to a Request or Borrowing Resource Sharing TOU
- create fulfillment unit rules that applies your personal delivery TOUs
- configure circulation desk(s) to support personal delivery
- edit personal delivery Primo labels
- make sure the Ful Personal Delivery Letter is enabled
- add a shipping label to the Ful Resource Request Slip Letter
In order to do this work, you will need the Fulfillment Administrator (steps 1-4), Discovery Administrator (step 5) and Letter Administrator (step 6-7) roles.
Note: All work on fulfillment policies and TOUs should be done at the institution level, not at the library level. Only borrowing request fulfillment unit rules should be configured at the library level.
For information on how to use Alma's personal delivery functionality, please see https://sunyolis.libanswers.com/faq/339483
Configuring a Personal Delivery Fulfillment Policy
1. Go to Configuration | Fulfillment | Physical Fulfillment | Advanced Policy Configuration
2. Select "Personal Delivery" from the Policy Type dropdown. You should see the following four policies.
- Personal Delivery - All - allows both home delivery and office delivery
- Personal Delivery - Home - allows delivery to home addresses only
- Personal Delivery - Office - allows delivery to office delivery only
- Personal Delivery - None - personal delivery not allowed
These are the only four Personal Delivery policies that can be configured. If a policy you need is missing, click the Add Fulfillment Policy link to create the policy you need. For more information on creating fulfillment policies, please see https://sunyolis.libanswers.com/faq/298416
Adding a Personal Delivery Fulfillment Policy to a Request and Borrowing Resource Sharing TOUs
Request TOUs are used to determine whether a user can select personal delivery for a hold request, and Borrowing Resource Sharing TOUs are used to determine whether a user can select personal delivery for a resource sharing request. Both should be configured at the institution level.
1. Go to Configuration | Fulfillment | Physical Fulfillment | Terms of Use and Policies.
2. Select either "Request" or "Borrowing Resource Sharing" from the Terms of Use Type dropdown, click the ellipsis next to the TOU you'd like to edit, and then click the Edit link. Once the TOU opens, select the desired personal delivery policy from the Personal Delivery dropdown, click the Next button, and then click the Save button. You can also configure a new TOUs for personal delivery if necessary. For more information on configuring TOUs, please see https://sunyolis.libanswers.com/faq/298510
Create a Fulfillment Unit Rule to apply your Personal Delivery TOU
Request fulfillment unit rules are used to apply personal delivery request TOUs. Those must be configured in each of your fulfillment units separately at the institution level. Borrowing Resource Sharing fulfillment unit rules are used to apply borrowing resource sharing TOUs. Those must be configured in your resource sharing fulfillment unit at the resource sharing library level, not the institution level.
Creating a Request Fulfillemnt Unit Rule
1. Go to Configuration | Fulfillment | Physical Fulfillment | Fulfillment Units
2. Click the ellipsis next to the Fulfillment Unit you wish to edit and then click the Edit link.
3. Click the Fulfillment Unit Rule tab and then select "Request" from the Rule Type dropdown. A list of that fulfillment unit's request fulfillment unit rules will then appear. To edit an existing fulfillment unit rule so it will apply your personal delivery request TOU, click the ellipsis next to that rule, click Edit, select your personal delivery request TOU from the Terms of Use dropdown in the Output Parameter section, and then click Save. To create a new fulfillment unit rule, click the Add Rule link, enter a name for the rule into the Name field, click the Add Parameter link to configure an Input Parameter, select your personal delivery request TOU from the Terms of Use dropdown in the Output Parameter section, and then click Save. For more information on configuring fulfillment unit rules, please see https://sunyolis.libanswers.com/faq/301855
Creating a Borrowing Resource Sharing Fulfillment Unit Rule
1. Go to Configuration and select your resource sharing library from the Configuring dropdown.
2. Go to Fulfillment | Physical Fulfillment | Fulfillment Units
3. Click the ellipsis next to your Resource Sharing fulfillment unit and then click Edit.
4. Click the Fulfillment Unit Rule tab and then select "Borrowing Resource Sharing" from the Rule Type dropdown. A list of borrowing resource sharing fulfillment unit rules will then appear. To edit an existing fulfillment unit rule so it will apply your personal delivery borrowing resource sharing TOU, click the ellipsis next to that rule, click Edit, select your personal delivery borrowing resource sharing TOU from the Terms of Use dropdown in the Output Parameter section, and then click Save. To create a new fulfillment unit rule, click the Add Rule link, enter a name for the rule into the Name field, click the Add Parameter link to configure an Input Parameter, select your personal delivery borrowing resource sharing TOU from the Terms of Use dropdown in the Output Parameter section, and then click Save. For more information on configuring fulfillment unit rules, please see https://sunyolis.libanswers.com/faq/301855
Configuring a Circulation Desk to Support Personal Delivery
1. Go to Configuration and select the library containing the circulation desk you'd like to configure to support personal delivery.
2. Go to Fulfillment | Library Management | Circulation Desks
3. Click the ellipsis next to the circulation desk you;d like to configure to support personal delivery and then click the Edit link.
4. Check the Supports Personal Delivery box and then click Save.
Editing Personal Delivery Fulfillment Labels
1. Go to Configuration | Discovery | Display Configuration | Labels
2. Scroll down to the ViewIt Labels table (#81), click the ellipsis next to that table, and then click Customize.
3. Edit the following table values and then click the Customize button.
- personal_delivery (#124)
- personal_delivery.home_address (#125)
- personal_delivery.work_address (#126)
Enable the Ful Personal Delivery Letter
1. Go to Configuration | General | Letters | Letter Configuration.
2. Scroll down to the Ful Personal Delivery Letter, make sure the enabled button is in the enabled (to the right) position, and then click the Save button.
Add a Shipping Label to the Ful Resource Request Slip Letter
If you would to add a personal delivery shipping label to the Ful Resource Request Slip Letter, you can add the following code to that letter's XSL template. Please be sure to edit the code so it includes your library's return address. For more information on editing letters, please see https://sunyolis.libanswers.com/faq/277717
<xsl:choose>
<xsl:when test="notification_data/destination='Home Delivery'" >
<table cellspacing="0" cellpadding="0" border="1">
<tr><td style="font-size:9px;width:350px">Return To:<br></br>
<center>RETURN ADDRESS 1</center>
<center>RETURN ADDRESS 2</center>
<center>RETURN ADDRESS 3</center>
<center>RETURN ADDRESS 4</center>
<br></br>
</td></tr>
<tr><td style="font-size:18px;width:350px"><font size="1">Ship To:</font><br></br>
<center><b><xsl:value-of select="notification_data/user_for_printing/first_name"/> <xsl:value-of select="notification_data/user_for_printing/last_name"/></b></center>
<center><b><xsl:value-of select="substring-before (substring-after (notification_data/request/delivery_address,' '),' ')"/></b></center>
<center><b><xsl:value-of select="substring-after (notification_data/request/delivery_address, substring-before (substring-after (notification_data/request/delivery_address,' '),' '))"/></b></center>
<!-- <center><b><xsl:value-of select="notification_data/request/delivery_address" /></b></center> -->
<br></br>
</td></tr>
</table>
</xsl:when>
<xsl:otherwise>
<tr></tr>
</xsl:otherwise>
</xsl:choose>
<xsl:choose>
<xsl:when test="notification_data/destination='Office Delivery'" >
<table cellspacing="0" cellpadding="0" border="1">
<tr><td style="font-size:9px;width:350px">Return To:<br></br>
<center>RETURN ADDRESS 1</center>
<center>RETURN ADDRESS 2</center>
<center>RETURN ADDRESS 3</center>
<center>RETURN ADDRESS 4</center>
<br></br>
</td></tr>
<tr><td style="font-size:18px;width:350px"><font size="1">Ship To:</font><br></br>
<center><b><xsl:value-of select="notification_data/user_for_printing/first_name"/> <xsl:value-of select="notification_data/user_for_printing/last_name"/></b></center>
<center><b><xsl:value-of select="substring-before (substring-after (notification_data/request/delivery_address,' '),' ')"/></b></center>
<center><b><xsl:value-of select="substring-after (notification_data/request/delivery_address, substring-before (substring-after (notification_data/request/delivery_address,' '),' '))"/></b></center>
<!-- <center><b><! xsl:value-of select="notification_data/request/delivery_address" /></b></center> -->
<br></br>
</td></tr>
</table>
</xsl:when>
<xsl:otherwise>
<tr></tr>
</xsl:otherwise>
</xsl:choose>