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    Linking Users in Collaborative Networks

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    Configuring Linked Account Rules

    To configure linked account rules, you must have one of the following roles:
    • Circulation Desk Manager (logged into a circulation desk)
    • Circulation Desk Operator (logged into a circulation desk)
    • User or General Administrator (to configure walk-in patron account rules).
    Linked account rules enable you to configure a group to which walk-in patrons are assigned. Walk-in patrons are patrons that belong to another institution but are part of a fulfillment network and therefore have access to the current institution.
    You can configure an expiration date for the patron, either as an absolute date or as a date relative to the patron’s expiration date in the source institution. You can also configure an absolute purge date or a purge date relative to the patron’s expiration date.
    You configure linked account rules on the Linked Account Rules page (Administration > User Management Configuration > Configuration Menu > Collaborative Networks > Linked Account Rules).
    Linked Account Rules Page – Rules List
    You can perform the following actions on this page:
    • Add a linked account rule (see To add a linked account rules for a walk-in patron: below)
    • Edit a linked account rule (Actions > Edit)
    • Duplicate a linked account rule (Actions > Duplicate and edit the relevant fields)
    • Delete a linked account rule (Actions > Delete)
    • Edit the default linked account rule (click Edit in the Default Rule section)
    To add a linked account rules for a walk-in patron:
    1. On the Linked Account Rules page, click Add Rule. The Linked Account Rules page appears.
      Linked Account Rules Page
    2. Enter the name of the rule in the Name field.
    3. Enter a description of the rule in the Description field.
    4. In the Input Parameters section, select Source Institution (the institution with which the walk-in patron is associated) in the Name field and select an operator and value for the parameter.
      For example: Source Institution = Eastern State
      The institutions displayed in the Value drop down list include institutions that are part of a collaborative network, as well as institutions that are part of a fulfillment network.
    5. In the Output Parameters section, select a user group to which the walk-in patron will be assigned and optionally, an absolute or relative expiration date and/or purge date for the patron. For example, you may select Master’s student as the user group and a purge date of May 13, 2015.
      In the Resource Sharing Library field, select a resource sharing library to be assigned to any new linked user that is created when a walk-in loan is performed.
    6. Click Save. The rule is added to the list of rules on the Linked Account Rules page.
      Rules are considered in the order in which they are listed on this page. The first rule whose criteria are met by the walk-in patron is applied to the patron. If no rule’s criteria are met, the default rule takes effect.

    Configuring Restricted User Groups

    To configure restricted users, you must have one of the following roles:
    • Circulation Desk Manager (logged into a circulation desk)
    • Circulation Desk Operator (logged into a circulation desk)
    • User or General Administrator (to configure restricted user groups).
    You can configure certain user groups to be hidden from other institutions in a fulfillment network. When searching for a walk-in patron from a linked institution, if the patron’s user group in the home institution has been configured as belonging to an unexposed group, the patron does not appear in the user search. As a result, the patron cannot receive walk-in services at linked institutions. In this way, you can effectively restrict the borrowing privileges of certain patrons, such as guests or visitors to the home institution.
    To add a restricted user group:
    1. Go to the Configure Restricted User Groups page of the home institution (Administration > User Management Configuration > Configuration Menu > Collaborative Networks > Restricted Users).
    2. In the Quick Add section, select the desired user group from the dropdown, add a description, and click Add Row. Repeat the procedure for any additional user groups.
    3. Click Customize.

    Configuring Linked Account Shared Fields

    To configure linked account shared fields, you must have one of the following roles:
    • Circulation Desk Manager (logged into a circulation desk)
    • Circulation Desk Operator (logged into a circulation desk)
    • User or General Administrator (to configure restricted user groups).
    When a new linked user is created, the originating institution defines which user attributes may be shared with the target institution. Only attributes configured with Shared set to True will be copied to the new linked user. Fields that have Shared set to False will receive a blank field at the target institution. Existing users that were created with more details will retain their data.
    To configure linked account shared fields:
    1. Go to the Linked Account Shared Field page of the source institution (Administration > User Management Configuration > Configuration Menu > Collaborative Networks > Linked Account Shared Fields).

    Linked Account Shared Fields.png

    Linked Account Shared Fields
    1. Next to each field name, select the desired sharing status from the dropdown.
    2. Click Customize.