Outside Partner Configurations

Self Registration and ALA Form

Self Registration enables libraries that are not connected through a Hybrid Pod or ISO connection to provide borrowing access to one another. By allowing partner libraries to create accounts directly in Primo, libraries can support seamless Resource Sharing across unaffiliated institutions—such as those collaborating temporarily or through informal agreements—without requiring full system integration.

Step 1: Add User Groups

Location: Configuration Menu > User Management > User Details > User Groups
Action:

  • Click +Add Row

  • Input Code: ALALibrary

  • Input Description: ALA Library

  • Default Value: No

  • Save the new user group.

Step 2: Map User Group to Record Type

Location: Configuration > User Management > User Details > User Record Type/User Group
Action:

  • Click +Add Row with the following settings:

    • User Group: ALA Library

    • User Record Type: Public

  • Save the mapping.

Step 3: Enable Resource Sharing for ALA Library User Group

Location: Configuration > Configuring: [Your library used for Resource Sharing] > Fulfillment > Physical Fulfillment > Fulfillment Units
Action:

  • Select the Fulfillment Unit used for Resource Sharing

  • Go to the Fulfillment Unit Rules tab

  • For the relevant Rule Type, select Borrowing Resource Sharing

  • Select the ellipsis (...) next to the appropriate rule and choose Edit

  • Ensure the User Group ALA Library is included in the Value table

  • Save the rule

Step 4: Create Display Logic Rules

Location: Configuration > Fulfillment > Discovery Interface Display Logic > Display Logic Rules
Action:

  • Note: Rule 1 will replace any rule currently stopping the Rapido Physical tile from appearing for available items. Please disable the previous rule or edit it to match Rule 1.

  • Click +Add Rule and create the following:

    Rule 1

    • For User From Groups: All User Groups except ALA Library

    • Hide Service: Rapido Physical Offer

    • With: Availability by the Campus

    • With Value: True

    Rule 2

    • Hide Service: Rapido Physical Offer

    • With: Availability by the Campus

    • With Value: False

    Rule 3

    • For User From Groups: ALA Library

    • Hide Service:

      • Rapido Digital Offer

      • Rapido Journal Offer

      • Rapido eBook Offer

  • Save the rules.

Step 5: Enable Self Registration

Location: Discovery > Display Configuration > Configure Views
Action:

  • Select your Primo view and click Edit

  • Go to the General tab

  • Enable Allow Self Registration under the General Attributes section

  • Save the changes to the view

Step 6: Configure the Self Registration Form

Location: Configuration > Resource Sharing > Configuration > Borrower Self Registration
Action:

  • Individual User Group: ALA Library

  • Organizations User Group: ALA Library

  • Create Corresponding Partner: ✅ (checked)

  • Click Self Registration Form Customization to edit the form fields as needed

  • Click Save

Step 7: Update Lending Sets

Location: Rapido > Lending > Print Pull Slips
Action:

  • Go to the Print Pull Slips set to update the filters. If you named your set something else, go to the appropriate set.

  • Activate Include Zero Values in the Facets List

  • Go to Status and check ✅ Will Supply

  • Select Save Changes

Configuration Complete

You have successfully configured Self Registration in Rapido. Users from the designated user group (ALA Library) can now register through Primo, and their access to services is managed according to the rules you've defined.