[Wactclc-alma] Fulfillment Unit / TOU, etc

[Guidry, Wade]

Colleen,

When you're setting up the rule, if you use 'InList' rather than '=' as the operator, you can select multiple user groups to match against.

Also use *ONLY* User Group and Location as rule inputs.

Do *NOT* use anything else BUT User Group and Location in your rules.

While you technically can add additional fields to rules, that leads to A LOT of DIFFICULTY in troubleshooting and understanding the way your rules are working.

If you find you need a circulation rule that you can't set up using only LOCATION and USER GROUP, that means you just need to create a new location.

Believe me when I say, I (and a lot of others) have the battle scars validating approach to fulfillment rules in Alma. :)


[cid:image001.png at 01D64AF9.B40E3370]

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 McGaughey, Colleen
Sent: Thursday, June 25, 2020 12:37 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Fulfillment Unit / TOU, etc

Hello everyone!

Thank you so much for your help during the call today.

This is what I have attempted to do, but I don't know if I have done it correctly.

I created two separate Fulfillment Units. One for TC (Tutoring Center), and one EL (E-Learning).
Next, I assigned the Fulfillment Unit Location for each.
Next, I applied Fulfillment Unit rules - under the rules, I named the rule something like TC - tablet. It forces you to fill in every field... such as lost replacement fee, and that is still to be determined.

I only seem to be able to apply the rules to one user group. For example, they want to allow the staff tutors and student tutors to check out the tablets, and faculty last, if we have any left. Well, I am only allowed to put in one User Group - I selected Staff, Material Type, Location, and then I can't add a user group for students. Am I missing something.

I am not sure if what I have done so far is correct.

Thanks again for all your help.

Best,
Colleen


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