[Wactclc-alma] Analogies to understand fulfillment units

[Charly Eaton]

Thank you.

On Wed, Jul 11, 2018 at 3:54 PM, Guidry, Wade <WadeG at bigbend.edu> wrote:

> Charly,
>
>
>
> Yes, fulfillment is a bit different conceptually in Alma than in some
> other ILSes.
>
>
>
> The following are definitions, rather than analogies. but this is how I
> think about the main Alma fulfillment concepts.
>
>
>
> *Fulfillment Unit* – A Fulfillment Unit is a set of physical shelf
> locations with similar circulation characteristics (length of time an item
> can be checked out, for example).
>
>
>
> A given physical shelf location can only be in one Fulfillment Unit. And,
> a shelf location must be assigned to a Fulfillment Unit if you want to
> circulate items cataloged to that location.
>
>
>
> Generally, libraries have 5 or 6 Fulfillment Units, each representing a
> broad category of materials, such as Main Stacks, Reserves, Reference, ILL,
> Equipment, Media.
>
>
>
> *Terms of Use (TOU)* – A TOU defines the lending contract between the
> library and the patron for a particular transaction. The TOU consists of a
> bundle of fulfillment policies, defining such individual transaction
> characteristics as length of loan, fine structure (if applicable), whether
> replacement costs can be forgiven, whether the item accepts requests, and
> so on. Those individual characteristics of the transaction are the
> fulfillment policies.
>
>
>
> *Fulfillment Rules* – Fulfillment Rules are defined within each
> Fulfillment Unit, to determine and apply the appropriate TOU to a given
> transaction. For example, a fulfillment rule might be set up to apply a
> particular TOU if a student is checking out a book. And a different
> fulfillment rule would be set up to apply a different TOU if an employee is
> checking out a book.
>
>
>
> Fulfillment Rules are generally set up to trigger based on combinations of
> user groups and shelf locations (STUDENT + Main Stacks, or FACULTY + DVD,
> for example).
>
>
>
>
>
>
>
> Wade Guidry
>
> Library Consortium Services Manager, WACTCLC
>
> wadeg at bigbend.edu
>
> (509) 760-4474
>
>
>
>
>
> *From:* Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] *On
> Behalf Of *Charly Eaton
> *Sent:* Wednesday, July 11, 2018 10:59 AM
> *To:* wactclc-alma at lists.ctc.edu
> *Subject:* [Wactclc-alma] Analogies to understand fulfillment units
>
>
>
> Hi everyone,
>
>
>
> I'm currently taking the Alma certification and am trying to wrap my head
> around fulfillment units, fulfillment unit rules, and TOUs. Does anyone
> have a helpful analogy or simplified way of explaining the relationship
> among these elements?
>
>
>
> -Charly
>
>
>
> --
>
> *Charly Eaton*
>
> *Circulation Services Manager*
>
> *Learning Resources/Library*
>
> *425.640.1447*
>
> *Work Schedule: Monday-Thursday 7:30-6*
>
>


-- 
*C**harly Eaton*
*Circulation Services Manager*
*Learning Resources/Library*
*425.640.1447*
*Work Schedule: Monday-Thursday 7:30-6*
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