[Wactclc-alma] Fulfillment Unit / TOU, etc

Fri Jun 26 08:14:56 PDT 2020

I can't test to see if the other Fulfillment Unit; ToU and Fulfillment Unit Rules are set up right for the TC - Tutoring Center - Tablet, because the tablets still need to be cataloged.

Also, I went to look up the Fulfillment Unit Rules for "Equip" and noticed that there are multiple entries for each user group.

[cid:adf5f042-6046-4aa0-ba61-ac7daf98c806]

I also noticed that Item Policy is a parameter that can be added. When would someone use the Item Policy?

Thanks!
Collen
________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Guidry, Wade <WadeG at bigbend.edu>
Sent: Thursday, June 25, 2020 10:01 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Fulfillment Unit / TOU, etc

If it’s on loan, I would just wait to update the item until it comes back.

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 6:49 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Fulfillment Unit / TOU, etc

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

I did not try to check out the item. The item is on loan to a faculty member.

________________________________

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> on behalf of Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Thursday, June 25, 2020 5:51 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Fulfillment Unit / TOU, etc

Did you do a test checkout or something on it?

I would just do a return item on it first, to get it checked back in, and then edit it.

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<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of McGaughey, Colleen
Sent: Thursday, June 25, 2020 4:12 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Fulfillment Unit / TOU, etc

CAUTION: Originated outside our network. Do not click links or open attachments unless you validate the sender.

I removed the Material Type and am now only using User Group and Location.

I went through the Terms of Use on our 28 days loans to see how we had those set up, and matched some of the options, as I am pretty sure that will be the same parameters for the full quarter loans.

The Chromebooks are already cataloged, so I went into one of the items to change the permanent location to EL. The Temporary Location was set to Yes - with the temporary location being CPTC equipment. I tried to change the temporary location to NO and clicked on Save - and I get the following pop-up.

[cid:image001.png at 01D64B3C.1EBAD510]

I also ran the Fulfillment configuration utility

[cid:image002.png at 01D64B3C.1EBAD510]

I figure that I am getting this result, as the temporary location is set to CPTC Equipment. The only equipment that we have that normally checks out for one day is webcams, and headphones.

At this point, I am not sure what I have done right, and what I need to fix. Any and all help is much appreciated.

All the best,

Colleen McGaughey

Clover Park Technical College.

________________________________

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> on behalf of Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Thursday, June 25, 2020 2:05 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Fulfillment Unit / TOU, etc

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:image003.png at 01D64B3C.1EBAD510]

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<mailto: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<mailto: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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