[Wactclc-alma] Deactivating and/or editing default loan rules

Thu Jan 18 15:04:23 PST 2018

Traci,
This item has a material type of Ipad.  The Reserve fulfillment unit rule that seems to be intended to govern this transaction contains a Material Type input parameter but the list of values does not include Ipad.
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 Traci Taylor
Sent: Thursday, January 18, 2018 2:50 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Deactivating and/or editing default loan rules

I have an iPad that is giving a pop-up message "item is not loanable". Why is the item not loanable? Has something been missed?

[cid:image001.jpg at 01D3906D.9E5B3990]

[cid:image002.jpg at 01D3906D.9E5B3990]

[cid:image003.jpg at 01D3906D.9E5B3990]
[cid:image004.jpg at 01D3906D.9E5B3990]

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Thursday, January 18, 2018 10:51 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Deactivating and/or editing default loan rules

Ø  On that note, is it okay to remove 'reserves' from the default TOU for non-circulating?
The Default TOU is simply the TOU that applies to a transaction if the user/item combo isn't otherwise covered by one of the configured fulfillment rules in a Fulfillment unit. There are no rules for the default TOU. It's a catch-all.
Basically, if Alma determines a transaction isn't covered by one of the rules, then the default TOU applies.
If you have rules in the Reserves fulfillment unit that allow checkouts to all of the kinds of patrons that are allowed to check out reserves, then a default loan TOU with 'not circulatable' will prevent anyone else from checking out reserves.

[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 Traci Taylor
Sent: Thursday, January 18, 2018 9:37 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Deactivating and/or editing default loan rules

Thank you, Wade. So what I would like to happen is that all reserve items can be checked out, except to community uses and interlibrary loan patrons. I have in a fulfillment unit rule that these users cannot checkout reserve items. On that note, is it okay to remove 'reserves' from the default TOU for non-circulating?

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Thursday, January 18, 2018 9:26 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Deactivating and/or editing default loan rules

Just a reminder, but worth remembering...

Having a default circ rule of 'no circulation' helps prevent the unintentional circulation of material.

Typically, anything you want to be able to check out will be covered in the other fulfillment unit rules.

If you set the default circ rule to 'loanable', then anything in a location assigned to that fulfillment unit, that isn't otherwise covered in one of the other fulfillment unit rules, will be able to be checked out.

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 Traci Taylor
Sent: Thursday, January 18, 2018 8:43 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Deactivating and/or editing default loan rules

Good Morning,

I happened upon a default fulfillment unit rule that is inaccurate. The Reserves Fulfillment Unit has a default TOU rule that indicates items are not loanable.
Path: Fulfillment Units>Reserves>Fulfillment Unit Rules>Default Loan Rule>Output Parameters>Default Terms of Use>TOU Details>Default Terms of Use Description>Non-Circulating Default

[cid:image006.jpg at 01D3906D.9E5B3990]

I tried disabling the reserves default loan rule, and I got an error message, "the rule is default and can't deactivated".
Path: Terms of Use and Policies>Default Terms of Use - Loan Non-Circulating>Show Related Fulfillment Rules>Default Loan Rule - Reserves Enabled

[cid:image007.jpg at 01D3906D.9E5B3990]
Is there a way to edit and/or deactivate default loan rules?
Thanks,
Traci

Traci Taylor, MLS
Systems Librarian
Bellingham Technical College
3028 Lindbergh Ave.
Bellingham,WA 98225
Email | ttaylor at btc.edu<mailto:ttaylor at btc.edu>
Phone |360.752.8488

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0002.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 8264 bytes
Desc: image001.jpg
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0012.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.jpg
Type: image/jpeg
Size: 35518 bytes
Desc: image002.jpg
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0013.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.jpg
Type: image/jpeg
Size: 38047 bytes
Desc: image003.jpg
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0014.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.jpg
Type: image/jpeg
Size: 32881 bytes
Desc: image004.jpg
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0015.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 12948 bytes
Desc: image005.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.jpg
Type: image/jpeg
Size: 15497 bytes
Desc: image006.jpg
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0016.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.jpg
Type: image/jpeg
Size: 21648 bytes
Desc: image007.jpg
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20180118/ca0543df/attachment-0017.jpg>