# Affiliate Library Configuration
##### 1. Create user group
- Configuration > User Management > User Details > User Groups
- + Add Row
- Choose a code and a description (preferably \[*Affiliate Library\] Patron*)
- Choose ***Add Row***, and then ***Save*** the table
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config1.PNG)
##### 2. Apply user record group to a specific type
- Configuration > User Management > User Details > User Record Type/User Group
- + Add Row
- Choose the user group created in step #1, then choose a record type of ***Staff***, ***Public***, and ***Organization***
- Choose ***Add Row***, and then ***Save*** the table
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config2.PNG)
##### 3. Associate library location with Fulfillment Unit
- Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units
- ***Edit*** the Fulfillment Unit ***Library Delivery Only***
- Choose the ***Fulfillment Unit Locations*** tab
- Attach to the list the location(s) associated with the affiliate library
- ***Save*** the Fulfillment Unit
##### 4. Associate user group with Fulfillment Unit
- Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units
- ***Edit*** the Fulfillment Unit ***Library Delivery Only***
- Choose the ***Fulfillment Unit Rules*** tab
- Choose the Rule Type ***Loan*** from the drop down menu
- Edit the ***Library Delivery Loan*** rule
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config3.PNG)
- Add the user group created in step #1 to the list of User Groups in the Input Parameters
- ***Save*** the Fulfillment Unit
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config4.PNG)
- Go back to the ***Fulfillment Unit Rules*** tab
- Now choose the Rule Type ***Request*** from the drop down menu
- Edit the ***Library Delivery Request*** rule
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config5.PNG)
- Add the user group created in step #1 to the list of User Groups in the Input Parameters
- ***Save*** the Fulfillment Unit
##### 5. Create a restricted search group for Primo VE
- Configuration > Discovery > Search Configuration > Restricted Search Groups
- + Add Restricted Search Group
- Choose a code, a name (preferably \[*Affiliate Library Name\] Affiliate Library*), and a description
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config6.PNG)
- Add the ***Restricted Search Condition*** of:
- Search Index = Location
- Operator = Equals
- Value = all library locations associated with affiliate library
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config7.PNG)
- Add the following ***Allowed Users***:
- Patron Group Rule
- Name = \[Affiliate Library\] Patron Group
- Input Parameter
- Name = User Group
- Operator = "="
- Value = all user groups created in step #1
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config8.PNG)
- - IP Address Rule
- Name = \[Affiliate Library\] IP Address
- Input Parameter
- Name = IP Range
- Operator = "="
- Value = \[IP range of affiliate library\]
- ***Save*** the Restricted Search Group Definition
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config9.PNG)
#####
##### 6. Create a custom local data search scope
- Configuration > Discovery > Search Configuration > Search Profiles
- Choose the ***Custom Local Data Scopes*** tab
- + Add a Custom Scope
- Choose a code and a name
- Then add the following Scope Condition:
- Search Index = Inventory > Location
- Operator = Equals
- Value = Location(s) associated with affiliate library
- ***Add Condition***, then ***Save*** the Custom Scope
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config10.PNG)
##### 7. Create a search profile
- Configuration > Discovery > Search Configuration > Search Profiles
- Choose the ***Search Profiles*** tab
- + Add a Search Profile
- Choose a code and a display name
- Then add the following scope:
- Select Scope Type = Custom (Local Data)
- Select Custom Scope = the custom scope created in step #6
- Click ***Add and close***, then ***Save*** the Custom Search Profile
#####
##### 8. Create a Primo VE view for affiliate library users
- Configuration > Discovery > Display Configuration > Configure Views
- + Add View
- Choose a code and a name
- Choose the following settings as you work through the configuration pages
- ***General*** tab > ***Discovery Network Settings*** section
- Display locations from member institutions = No
- Include member institution physical inventory in facets = Never
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config11.PNG)
- ***Links Menu*** tab
- Only activate the following links
- Library Search
- Collections Discovery (if they have collections in the SCF IZ)
- URL leading to the affiliate library website
- ***Search Profile Slots*** tab
- + Add a Slot
- Choose a code and a name
- Select the search profile created in step #7
- Click Save
- Deactivate all other search slots
- ***Advanced Search Configuration*** tab > ***List of Indexes*** section
- Deactivate all indexes associated with Course Reserves
- Checkmark ***Enable for Basic Search***
- ***Brief Results*** tab > ***Facets*** section
- Deactivate all facets associated with Course Reserves
- ***Manage Customization Package*** tab
- Using Primo Studio, change appearance, logo etc. of Primo to match the colors and logo of the affiliate library
- ***Save*** the new Primo view
##### 9. Create user profile(s)
- When creating user profiles for affiliate libraries, make sure the following fields have the correct values:
- ***General Information*** tab
- Primary ID = work email address
- User Group = user group created in step #1
- Password = create a temporary password for the user, checkmark ***Force password change on next login***
- User Roles (the following are necessary to allow for users to log into the SCF IZ and create requests through Alma)
- Patron
- Circulation Desk Operator - Limited
- Requests Operator
- Physical Inventory Operator - Limited
[](https://alma-documentation-bookstack-stage.azurewebsites.net/uploads/images/gallery/2025-02/aff-lib-config12.PNG)
- - ***Contact Information*** tab
- Add address of affiliate library as the work address
##### 10. Update letter configuration for pull slip
- Configuration > General > Letters > Letters Configuration
- Search for the letter titled ***Ful Resource Request Slip Letter***, choose ***Edit***
- Edit the XSL around line 100 to include the following example
- Click ***Save Draft***
- Click ***Save***
```
[Affiliate Library Name]
```