[Wactclc-alma] Fulfillment Unit / TOU, etc

Fri Jun 26 15:44:50 PDT 2020

Colleen,

I just checked, your location configuration looks correct. Good job.

The library only has one circ desk configured, so the circ desk for all your locations will always been the default circ desk.

The holdings configuration (accession placement and call number type) just tells Alma how the holdings (call numbers) in that location should be sorted.

Since equipment typically does not use Dewey or LC call numbers, setting accession to 'none' and call number type to 'other scheme' is recommended.

The Fulfillment Unit name is just a name, don't overthink it. You can label it however you want.

And your Fulfillment Unit rules look good. Except there are two of them, with the same conditions for each (location = TC, user group = Faculty, Staff, Student).

But each rule has a different Term of Use: Tutoring Center - Tablet Loan, and the other is Full Quarter Checkout Period.

The rules in a Fulfillment Unit get processed from the top down at the circ desk. As soon as Alma finds a rule that matches the transaction, it uses that term of use and doesn't look further.

Since the conditions on your rules are the same, the top rule will always be the one processed.

So, delete whichever rule is redundant, and leave the other one. (It looks like they both use the end-of-quarter due date).

After that, you should be ready to go with your first fulfillment unit / rule / term of use. Congratulations :)

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: Friday, June 26, 2020 11:49 AM
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 have been working on setting up the Fulfillment Unit, Rules and Terms of Use for the Tutoring Centering (TC).

I don't know if what I have done is correct, or if I am just creating more of a mess.

Step 1: Physical Location added at the Library level

I was recently told that I need to add a circulation desk, and holdings configurations. I added a circ desk, but I don't know if I did that correctly. I don't know what I am supposed to do under the holdings configuration area.

[cid:image004.png at 01D64BCE.9064CE40]

Step 2 Fulfillment unit added at the Institution level

I just have the FU titled TC - I am wondering if this should be more specific, such as TC - Tablet. It seems that FU Location just seems to be selecting the Physical location that was set up in Step 1.

[cid:image005.png at 01D64BCE.9064CE40]

I got rather lost on the FU Rules

[cid:image006.png at 01D64BCE.9064CE40]

Step 3 Terms of Use and Policies

[cid:image007.png at 01D64BCE.9064CE40]

[cid:image008.png at 01D64BCE.9064CE40]

Setting up this area has been confusing. I don't know input for a lot of the of the fields. I ended up reviewing what we had set up for a 28 day loan period and copying some of the field information from there. For example, line 2, is recallable is set to recalled allowed in the 28 day loan ToU. Not sure about line 8 - Lost Item Replacement Fee being set to Lost TC and EL replacement fee. I don't know where that came from. I know that I didn't set up any Lost Item Replacement fees for TC & EL.

I am confused as to when a new ToU needs to be created, by different types of material?

When do Item policies come in to play? When should an item policy be created.

I think I have touched on all the steps involved. Please be sure to let me know if I am missing something. It sure would be helpful to have a step by step guide that would walk someone through this process.

As a side note, I have never worked in an environment that needs SO much hands on configuration by the end user! It seems ridiculous to me that a person should have to go through this many steps, just to set up the ability to check out new types of materials.

Have a great weekend!
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 McGaughey, Colleen <Colleen.McGaughey at cptc.edu<mailto:Colleen.McGaughey at cptc.edu>>
Sent: Friday, June 26, 2020 8:14 AM
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

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:image009.png at 01D64BCE.9064CE40]

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<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 10:01 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

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<mailto: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<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 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:image010.png at 01D64BCE.9064CE40]

I also ran the Fulfillment configuration utility

[cid:image011.png at 01D64BCE.9064CE40]

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:image012.png at 01D64BCE.9064CE40]

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

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0002.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.png
Type: image/png
Size: 82060 bytes
Desc: image004.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0018.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 31129 bytes
Desc: image005.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0019.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.png
Type: image/png
Size: 66124 bytes
Desc: image006.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0020.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.png
Type: image/png
Size: 61966 bytes
Desc: image007.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0021.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image008.png
Type: image/png
Size: 116585 bytes
Desc: image008.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0022.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image009.png
Type: image/png
Size: 21006 bytes
Desc: image009.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0023.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image010.png
Type: image/png
Size: 34807 bytes
Desc: image010.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0024.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image011.png
Type: image/png
Size: 43147 bytes
Desc: image011.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0025.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image012.png
Type: image/png
Size: 16246 bytes
Desc: image012.png
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200626/0c927358/attachment-0026.png>