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Fulfillment Units

  • Each location is assigned to a fulfillment unit.

Fulfillment Unit Rules

  • Fulfillment unit rules are assigned to a fulfillment unit and determine which terms of use policy will be applied to the transaction that follows all of the specified rules.
  • Fulfillment unit rules can be based on the location, user group, item policy, material type and/or process type
  • Separate fulfillment unit rules are created for loans, requests and bookings.

Terms of Use Policies

  • The terms of use policies applied to each set up for fulfillment unit rules determines what the patron is allowed to do with the item (i.e. loanable, requestable, digitizable, etc.)
  • The terms of use policies also determine the fines and fees that are applied to an overdue or lost item
  • Separate terms of use policies are created for loans, requests and bookings.

Overdue and Lost Loan Profiles

  • The overdue and lost loan profiles determine when an items is marked as lost and when overdue fines are applied to a persons account 

Resource Sharing Loan Rules

Navigate to Alma → Fulfillment → Fulfillment Configuration → Configuration Menu. Under "You are configuring" select Resource Sharing Library. Then navigate to Physical Fulfillment → Fulfillment Units → RES_FU → Fulfillment Unit Rules. Under "Rule Type", select "Lending Resource Sharing". This is where you set the loan rule that determines how long an item from Temple is lent to a borrowing library. 



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