Document status

DRAFT

Area covered

Systems

Lead Author

Micah Jeffries (Unlicensed)

Co-authors

Christian Ward

Background

In order for the Plugin to match the ILLiad patron request with the corresponding Alma patron account, there needs to be a match point between both systems. Not all campuses will use the “Primary ID” nor will they necessarily use the "username" from ILLiad.

Best practice recommendations

For those campuses who have a different arrangement of identifiers, each will need to modify the IDS_NCIP_Client.lua file--in the Addon folder of your Illiad client software--with the ILLiad data field that holds the unique patron identifier that will match the unique Alma patron identifier.

Procedures in Alma

Open the .lua file in a text editor and navigate to the function calls listed in the chart below.

Use the approximate line number to locate the statement, local user = GetFieldValue("Transaction", "username"). Change the variable "username" to the ILLiad field name that contains the unique identifier that needs to be passed to Alma. 

Function Call

Line Number (approx)

buildAcceptItem()

282

buildCheckInItemBorrowing() 

375

buildCheckInItemLending()

426

For example, if you set up ILLiad to hold a social security number(ssn) in the patron account, you would make the following edits to the .lua file:

1. In buildAcceptItem(), Change the following call: local user = GetFieldValue("Transaction", "username"); TO local user = GetFieldValue("Transaction", "ssn");  
2. In buildCheckInItemBorrowing()  Change the following call: local user = GetFieldValue("Transaction", "username"); TO local user = GetFieldValue("Transaction", "ssn");
3. In buildCheckInItemLending() Change the following call: local user = GetFieldValue("Transaction", "username"); TO local user = GetFieldValue("Transaction", "ssn");

Action log

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Created initial draft of the procedure.

Micah Jeffries (Unlicensed)

 

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