Fulfillment Rules and Settings

• Blocks and Overrides
• Fulfillment Units

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.