[Wactclc-alma] FW: [External] RE: RE: community patron due dates

[Guidry, Wade]

I see. Apologies, Amy, I didn't read the start of the thread well enough :)

Is your break longer than 14 days?

If so, you could use the 'closed library due date management' fulfillment policy to your advantage.

Using that fulfillment policy, you can determine what happens to due date if due date would fall on a date when the library is closed.

The policy can either move the due date earlier, so that the item is due before the library closes. Or, you can use it to move the due date out in the future, so the item is due after the library re-opens.

In your case, you could set the policy so that the due date gets set to the earlier date (before library closes).

Note that the policy would also affect due dates during the regular quarter, when a due date falls on a closed day, like on the weekend.

So, it might be a matter of toggling that policy when you get near to the end of a quarter.

I made that suggestion to Bellevue a few weeks ago, for a similar scenario, and that's the approach they decided to take.


[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299


WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Herman, Amy [mailto:aherman at olympic.edu]
Sent: Tuesday, December 12, 2017 8:49 AM
To: Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Subject: RE: [External] RE: [Wactclc-alma] RE: community patron due dates

Their due date is 14 days after they check out materials.  So wouldn't setting the due date to end of quarter mean they can check out a book for the entire quarter?  We want them to check out books for 14 days, just like everyone else, unless that due date would be after the end of the quarter.

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256



From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Tuesday, December 12, 2017 8:21 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [External] RE: [Wactclc-alma] RE: community patron due dates

The easiest thing is to simply change the applicable TOUs being used for community patrons, and set the due date to your end of quarter due date policies.

Just because community users aren't students doesn't mean that their due date can't be set to end of quarter, the same way as for students.




[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299


WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Herman, Amy
Sent: Monday, December 11, 2017 11:27 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] [External] RE: community patron due dates

Ugh.  Gonna have to get creative!

Could we create a "block" in bulk for all community patrons, that would force a pop up every time they check something out, that reminds our circ desk students to manually change due dates that are going past the end of the quarter?

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337
aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256



From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Whittaker, Shellie
Sent: Monday, December 11, 2017 10:36 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [External] RE: [Wactclc-alma] community patron due dates

Hi Amy,

I don't know of a way to set a "due in three weeks, but no later than the end of the term" type due date other than by setting the user account expiry to the last day of the term.

The following KB article seems to confirm that account expiry date is the only way, and it also describes how use the Bulk Change Due Date functionality to roll back the due date for existing loans (though I know this isn't what you're really looking for).

https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Set_a_%22fixed_due_date%22_for_loans_other_than_%22End_of_Term%22_functionality

Shellie Whittaker
WACTC Library Consortium
shelliew at bigbend.edu<mailto:shelliew at bigbend.edu> | (360) 452-5264

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Herman, Amy
Sent: Monday, December 11, 2017 9:27 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] community patron due dates

Our student accounts all expire on the last day of the quarter and therefore they cannot checkout materials past that date.   However our community patrons are entered as internal patrons and their due date is set manually for 1 year from the day we create their accounts.  Is this why they are able to check out materials past the last day of the quarter?  Is there a way to set a fixed end of quarter due date for them without changing their expiration dates?

My recollection is that the "end of term" date we can set doesn't do what it did in Voyager, which is to make all materials due that day for EVERYONE, but rather is only linked to quarter-long loans.

Amy Herman
Library Faculty | Olympic College
1600 Chester Avenue | Bremerton, WA 98337 aherman at olympic.edu<mailto:aherman at olympic.edu> | 360-475-7256

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