[Wactclc-alma] Continuation of Loan Limits discussion

[Guidry, Wade]

What Nina said…

https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/050Physical_Fulfillment#fulfillment.workbench_preferences.workbench_preferences

For overriding item limits, you might want to set to ‘override by manager’, if you don’t want just anyone (like workstudy students) overriding limits


  *   Block – The item is blocked and the patron cannot borrow the item.
  *   Override by Manager – The block on the item can be overridden only by a staff member with the Circulation Desk Manager role at the current circulation desk.
  *   Override by Operator – The block on the item can be overridden only by a staff member with the Circulation Desk Manager or Circulation Desk Operator role at the current circulation desk.
  *   Override by All – The block on the item can be overridden by any staff member with either the Circulation Desk Manager, Circulation Desk Operator, or Circulation Desk Operator–Limited role at the current circulation desk.
  *   Override in Another Institution - This option may be used by Fulfillment Network members to configure whether the block may be overridden by staff in another institution if the block happens when the member’s item is being loaned at the circulation desk of another member institution.
  *   Handle Automatically – Specific actions are to be performed by Alma. These actions are specified in the Handler field, and are predefined by Ex Libris. Handler options can be configured only if you select Handle Automatically or one of the Override by options.





Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nina Pitts
Sent: Tuesday, April 17, 2018 12:28 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Continuation of Loan Limits discussion

Hi, Dale,

This is obscure, but I wonder if it will help find what you’re looking for. In Fulfillment configuration, Physical fulfillment, Edit Block preferences, in the Actions column, you can choose whether a block can be overridden by staff who have varying permissions. The challenge is to identify the block description that fits the item. Number 21 (on Peninsula’s list), Patron Loan Limit exceeded, might be what you need?

As in all things Alma, though, I’m not certain what unintended consequences may ensue. ☺

I agree, the discussions this morning were great.

Nina

Nina Pitts
Library Supervisor
Peninsula College Library/Media Center
1502 E. Lauridsen Blvd.
Port Angeles, WA 98362
(360) 417-6274
npitts at pencol.edu<mailto:npitts at pencol.edu>

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Dale Burke
Sent: Tuesday, April 17, 2018 11:47 AM
To: WACTCLC Alma Discussion
Subject: [Wactclc-alma] Continuation of Loan Limits discussion

Hello all,

I was able to set up a loan limit of one item for several material types that we only allow one of.

What I find at Circulation when I attempt to check out the second item is that a message comes up saying that only one of this type of material can be checked out.  But there is also the option to override the message.

My question to Kirsti is do you also see the "override" option, or have you done something in addition that also negates the "override" option?

The discussions this morning were very helpful.

Dale Burke
Technical Services Librarian
[https://docs.google.com/uc?export=download&id=0B16tUjXHMjfkeVd6QnJvakN3WEk&revid=0B16tUjXHMjfkUGVnOUFiNzF6RENiODhNdWZPRmtVb291Zk9JPQ]
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1526
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
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