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    Importing Resource Sharing Borrowing Requests From an External System

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    To import resource sharing borrowing requests from an external system, you must have the following role:
    • General System Administrator
    This feature enables importing resource sharing borrowing requests from an external system into Alma.
    To import borrowing requests from an external system, configure a Resource Sharing Integration profile in Alma. The borrowing requests are then imported by running the Import resource sharing requests using profile <profile name> job. In order to successfully import requests where the library code differs between Libris and Alma, a library mapping must be completed. For more information, see Mapping Alma Library Codes to External Library Codes for Libris ILL. If the import is done without the library code mapping being defined, the import will fail.
    After requests are imported from the external system, additional processing of the requests (such as sending, receiving, canceling, and so forth) is performed in Alma.
    To configure a resource sharing integration profile:
    1. On the Integration Profile List page (Administration > General Configuration > Configuration Menu > External Systems > Integration Profiles), click Add Integration Profile. The External System page appears. This is the first page of a two page wizard.
      External System Page – Page 1 of Wizard
    2. In the Code field, enter a code for the integration profile.
    3. In the Name field, enter a name for the integration profile.
    4. In the Integration type field, select Resource Sharing Integration from the drop down list.
    5. Optionally, in the Description field, enter a description for the profile.
    6. Click Next. The second page of the wizard appears.
      External System Page – Page 2 of Wizard
      The System field is automatically populated with the name of the external system.
    7. In the Resource sharing library field, select a resource sharing library to which imported requests are to be transferred.
    8. In the System base URL field, enter a URL for the external system.
    9. In the Library code field, enter the code of your library as used by the external system.
    10. Optionally, select the Authentication check box to require authentication from the external system before requests can be imported into Alma.
    11. In the Active field, select Active to activate the profile.
    12. In the Harvest start date field, enter a date according to the granularity specified in the Granularity value. This indicates the date from which borrowing requests are imported into Alma, until the current date. For example, if 2015-04-01 is specified as the Harvest start date, all borrowing requests with a date between April 1, 2015 and the current date are imported by the profile.
    13. In the Schedule field, select a schedule for the import of requests, as follows:
      1. Not scheduled – The import is not scheduled and will not take place
      2. Every day at {TIME} – The import is scheduled to occur every day at a specific time
      3. Every {DOW} at {TIME} – The import is scheduled to take place on a specific day of the week at a specific time
    14. Click Save. The Import resource sharing requests using profile <profile name> job is scheduled according to the value selected in step 13, above. The job can be monitored on the Monitor Jobs page; see Viewing Running Jobs

      After running the Import resource sharing requests using profile <profile name> job, the imported requests appear on the Resource Sharing Borrowing Requests page (Fulfillment > Resource Sharing > Borrowing Requests).
    To monitor the configured resource sharing integration profile:
    1. On the Integration Profile List page (Administration > General Configuration > Configuration Menu > External Systems > Integration Profiles), select Actions > Job History for the configured resource sharing integration profile. The Job History page appears.
      Job History Page
      The page displays the results of the various jobs that have run in Alma.
    2. Select Actions > View for the Import resource sharing requests using profile <profile name> job. The job results appear on the Process Results page.
      Process Results Page
    3. Click Preview records to open the Events Report page and view details on the specific request.
      Events Report Page
    To learn more about creating Locate Profiles and associating them with Partners see the Locate Resource before Sending Borrowing Request video (11:20 mins).
    When a request is imported for Libris, the partners that are attached to the request are found by partner code, regardless of case.