Fulfillment Rules and Settings

Fulfillment Units

Each location is assigned to a fulfillment unit. The fulfillment unit has a very important setting called "On Shelf Request Policy". This policy determines A) if an item in this Fulfillment Unit is requestable and B) From where is can be requested/picked up.

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.