Self Registration Partner

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.

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.

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.

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

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

  • For User From Groups: ALA Library

  • 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.

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

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

Location: Configuration Menu > General > Letters > Letters Configuration
Action:

• Search for Ful Outgoing Email Letter

• Click the Letter Name to open it

• In the XSL section, click the ellipsis (...) and select Shared XSLs

• Select CSU Template - Ful Outgoing Email Letter

• Click Labels to open the Labels window

• Scroll to the label with code addressFrom and click the ellipsis (...)

• Select Customize

• In the Description field, add the email address you want the letter to come from

• Click Save to save the Label

• Click Save to save the Letter

Location: Alma > Fulfillment > Resource Sharing > Partners
Note: Partners made using the Self Registration Form are set to Email Partner by default. If you want a pre-filled ALA Form to accompany the request email, you will need to change the Partner to an ALA Email Partner each time a new Partner is created.
Action:

• Search for the partner you want to update

• Click the Partner Name to open it

• In the General Information tab, change the Profile Type to ALA Email

• Click Save

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

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.