1. Alma Fulfillment Policies, Rules, and Terms of Use Orbis Cascade Alliance Summer Meeting July 9, 2014 Doris Munson Eastern Washington University

2. Agenda Alma Advanced Policies are used in Terms of Use, which are used in Fulfillment Unit Rules, which are in Fulfillment Units How Alma TOUs, Advanced Policies, Locations, and Item Policies relate to Alma Fulfillment Unit Rules

3. Fulfillment Configuration Menu* *You’ll get access to this menu after Certification Training

4. Terms of Use = Millennium Loan Rule

5. Terms of Use (TOU) Terms of Use (TOU) do not do anything by themselves – you can have a TOU that is not used anywhere Terms of Use are applied in Fulfillment Unit Rules This presentation focuses on Loan TOUs, with some mention of Requesting TOUs There are also TOUs for Booking, User Registration, Lending Resource Sharing, and Borrowing Resource Sharing

6. Example of a Loan Terms of Use

7. The drop down menus display the Advanced Policies available. Create an Advanced Policy if what you need is not shown.

8. Creating a Loan Terms of Use

9. Select the type of TOU you want to create

10. Give the TOU a name, select what policy to use from the drop down menus for each line, then click “Next and Save”

11. Once a TOU is created, you can Edit, View, or Delete it If you edit a TOU, the changes show up immediately in the Fulfillment Unit Rules where the TOU is used

12. You’ll probably need to create at least two Request TOUs – Requestable and Non-requestable

13. Example of a Request TOU that allows requesting

14. Example of a Request TOU that does not allow requesting

15. Advanced Policies There are Advanced Policies for Due Dates, Overdue Fines, Lost Item Replacement Fees, Grace Periods, Pickup Locations, etc. An Advanced Policy can be used in multiple TOUs Create an Advanced Policy for every variation Example: different fines for different types of items Helps standardize what is used because they become drop down menu choices in TOUs

16. If you edit a policy, the change shows up immediately in any TOUs where the policy is used The change is also reflected immediately in any Fulfillment Unit Rule that uses a TOU with the changed policy

17. Select Advanced Policies from Fulfillment Configuration menu

18. Policy Type drop down to filter for different Advanced Policies Good idea to select the policy type you want to work with

19. Example: Add an Overdue Fine Policy

21. Give the policy a name Policy description is optional Value Type = Other Value is in Dollars Unit of Measurement – what days/hours to calculate the fine for

22. The new policy has been added to the list

23. Item Policy

24. Item Policies Millennium equivalent is Item Type Unlike Millennium, the item policy is optional in the Alma item record Item policies can be used in Fulfillment Unit Rules but are not required Decide if the item policy is really necessary in order to create the Fulfillment Rule At EWU, the location code is preferred in the Location Unit Rule Item policy is used for exceptions

25. A Quick Overview of Locations Locations are places where physical library materials, collections, or distinct ‘areas’ of material reside Each location has a “location code” Examples: Reference, Periodicals, New Materials, Videos, Special Collections Linked to circulation desks and fulfillment units

26. Location code or Item Policy? Some libraries put materials that circulate differently next to each other on the shelves – Example: library-use-only materials with circulating books – Example: 2 hour and 3 hour reserve materials Two ways to handle the above, with advantages and disadvantages to each – Use item policies for the items that do not circulate or circulate differently – Put the items in different location codes

27. Item Policies – Warning! Circulation and Cataloging need to agree on how and when item policies will be used Don’t assume that Cataloging will decide to put an item policy in every item record example: when receiving serials, you have to close the record and reopen it to add an item policy, which is extra work for staff

28. Fulfillment Units Where Locations, TOUs, Item Policies, and Patron Types come together

29. Fulfillment Units A Fulfillment Unit can have one or many locations A location can be in only one Fulfillment Unit Fulfillment Units group locations by how they circulate Do not mix library-use-only/non-circulating rules with circulating rules Primo display issues if you mix the two There are times you have to – EWU Riverpoint Library Periodicals is an example

30. The Actions Button allows you to edit a Fulfillment Unit

31. Fulfillment Unit Details is where you can change the Name and set the On Shelf Request Policy

32. Fulfillment Unit Locations tab You can move locations from one unit to another (Attach existing location button) Attach New Location button to create a location Attach the location to the correct Circ Desks

33. Fulfillment Unit Rules tab – where you tell Alma how items in the Fulfillment Unit locations can be requested, circulated, or booked

34. Fulfillment Unit Rules Are read from top to bottom Put most specific at the top, most general at the bottom Each Fulfillment Unit can have different default loan and request rules Do not put circulating items in a library- use-only Fulfillment Unit or you will have display problems

35. Fulfillment Unit Rules, cont. Input parameters tell Alma what to look at to see if the rule applies can be any combination of user group, item policy, location, material type, process type, or job category You do not have to add an input parameter Output parameter is a Terms of Use Fulfillment Unit Rules only apply to locations in that Fulfillment Unit

36. To Add a Fulfillment Unit Rule Ex: Library Use Only items in the main collection 1.Select Rule Type 2.Click Add Rule Button

37. Give the rule a Name Description is optional

38. Select which Input Parameters you want to use

39. Things to know about Input Parameters The InList operator uses “OR” and lets you choose multiple options for a parameter from the Value drop down list Use the button to select non-adjacent items Example: Faculty OR Students Click Add Parameter button after selecting values You can use any combination of Input Parameters Multiple Input Parameters use the “AND” operator All Input Parameters must be true for the rule to apply

40. In this case, we added Item Policy = Library Use Only

41. After entering the input parameters, select which TOU (Output Parameter) to apply to the rule

42. The Library Use Only TOU was selected Do NOT click Add Terms of Use button! It will prompt you to create a new TOU Click on TOU Details button to see if you’ve chosen the correct TOU

43. Click Save to finish creating the new rule

44. The new rule was moved to the top of the list so it will be applied first

45. Loan Rules for Equipment at EWU All use an Item Policy as an Input Parameter

46. Request Rule for Equipment at EWU (non-requestable)

47. EWU has one Fulfillment Unit that mixes library use only and circulating material Riverpoint campus circulates the current periodical issues but not the bound issues JFK does not circulate any periodicals

48. Guest login Display in Primo for a Non- circulating JFK Periodical

49. Guest login Display in Primo for a Non-circulating Riverpoint Library Bound Periodical

50. If the library mixes non-circulating with circulating materials, one way to get around the Primo display issue is to require patrons to login right away Some Alliance libraries require their patrons to login right away; guests choose the guest login option Some Alliance libraries default to the guest account and only require patrons to login when they want to view their records or use a service, such as placing a hold

51. After you get access to Fulfillment Configuration  Decide how you want to use item policies  Look at your Fulfillment Units Create Fulfillment Units as necessary Create or edit Fulfillment Unit Rules as needed Create TOUs and Advanced Policies as needed

52. Troubleshooting Fulfillment Unit Rules Is the location in the correct Fulfillment Unit? Check the Input Parameters If using item policies, does the item have the correct item policy? (Migration issues) Is the item getting caught by an earlier rule’s input parameters? You may need to move the rule up in the list. Is the rule using the correct TOU? Is the TOU set up correctly? Why do you want to do it? Was it originally a work around?

53. Doris Munson Eastern Washington University dmunson@ewu.edu