[Wactclc-alma] Item policy questions

[Guidry, Wade]

>> I think it just hasn't been included in things you can update by job, but am I missing something?

No, you aren't missing anything.

>> in the interest of being careful, is there a report of all of the defined input parameters?

There isn't any report you can look at. You would just have to go through your Fulfillment Units and associated TOUs and rules, and see which trigger on item policies.

>> If an item policy is not referenced in any terms of use Input Parameter for any Fulfillment Unit Rule, does that mean it serves no purpose and can be removed from the items that have it and from the item policy table without any problem?

Yes, you can delete those without issue.


In general, because item policies are more difficult to manage, it's always a good idea to avoid them if possible, and rely on location+patron group combos to trigger fulfillment rules whenever possible.

For cases where you currently use an item policy, you can usually just create a new location instead, and move anything with the item policy to the new location.

And each location can have a public display name, in addition to the internal location name. So, items with different internal locations (for fulfillment rule triggering) can still share a common location display name for use in Primo.



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


From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Sally Sheedy
Sent: Wednesday, January 23, 2019 12:21 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Item policy questions

Hi All,

I am doing some clean-up, and have a few questions. I want to remove temporary item policies in a job, but I think I can't. If I go to Information Update/Change Physical Items, I can change the temporary call number (and type) and the alternative call number (and type), but not the temporary item policy. I think it just hasn't been included in things you can update by job, but am I missing something?

By my reckoning, we have seven item policies referred to by any of the Input parameters for all our Fulfillment Unit rules. But we have other item policies in some item records. Of those, some are not even in the Item Policy table. I know it's possible to delete an item policy from the table even when it is referenced by a Fulfillment Unit rule;  in the interest of being careful, is there a report of all of the defined input parameters?

If an item policy is not referenced in any terms of use Input Parameter for any Fulfillment Unit Rule, does that mean it serves no purpose and can be removed from the items that have it and from the item policy table without any problem? I think so, but just want to double check.

The health check points us to the item policies (found in item records) that are missing from the item policy table. I have to add the policies to the table in order to be able to set up a job to clear them out of the items. Getting rid of them seems pretty straight forward and leaving them there has caused confusion -- I've back-burnered this for too long.

Thanks for any insights!

-Sally


Sally Sheedy
Systems Librarian
Whatcom Community College Library
237 West Kellogg Road
Bellingham, WA 98226
360-383-3287  (library 3300, college 3000)
ssheedy at whatcom.edu<mailto:ssheedy at whatcom.edu>
library.whatcom.edu

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