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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.</div>
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Also, I went to look up the Fulfillment Unit Rules for "Equip" and noticed that there are multiple entries for each user group.</div>
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I also noticed that Item Policy is a parameter that can be added. When would someone use the Item Policy?</div>
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Thanks!</div>
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Collen<br>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> Wactclc-alma <wactclc-alma-bounces@lists.ctc.edu> on behalf of Guidry, Wade <WadeG@bigbend.edu><br>
<b>Sent:</b> Thursday, June 25, 2020 10:01 PM<br>
<b>To:</b> WACTCLC Alma Discussion <wactclc-alma@lists.ctc.edu><br>
<b>Subject:</b> Re: [Wactclc-alma] Fulfillment Unit / TOU, etc</font>
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<p class="x_MsoNormal">If it’s on loan, I would just wait to update the item until it comes back.</p>
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<p class="x_MsoNormal">Wade Guidry</p>
<p class="x_MsoNormal">Library Consortium Services Manager, WACTCLC</p>
<p class="x_MsoNormal"><a href="mailto:wadeg@bigbend.edu"><span style="color:#0563C1">wadeg@bigbend.edu</span></a></p>
<p class="x_MsoNormal">(509) 760-4474</p>
<p class="x_MsoNormal"><a href="http://www.wactclc.org"><span style="color:#0563C1">http://www.wactclc.org</span></a></p>
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<p class="x_MsoNormal"><b>From:</b> Wactclc-alma <wactclc-alma-bounces@lists.ctc.edu>
<b>On Behalf Of </b>McGaughey, Colleen<br>
<b>Sent:</b> Thursday, June 25, 2020 6:49 PM<br>
<b>To:</b> WACTCLC Alma Discussion <wactclc-alma@lists.ctc.edu><br>
<b>Subject:</b> Re: [Wactclc-alma] Fulfillment Unit / TOU, etc</p>
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<p class="x_MsoNormal"><b><span style="color:#A57D03">CAUTION:</span></b><span style="color:black"> Originated outside our network. Do not click links or open attachments unless you validate the sender.</span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black">I did not try to check out the item. The item is on loan to a faculty member.
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<p class="x_MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> Wactclc-alma <<a href="mailto:wactclc-alma-bounces@lists.ctc.edu">wactclc-alma-bounces@lists.ctc.edu</a>> on behalf of Guidry, Wade <<a href="mailto:WadeG@bigbend.edu">WadeG@bigbend.edu</a>><br>
<b>Sent:</b> Thursday, June 25, 2020 5:51 PM<br>
<b>To:</b> WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>><br>
<b>Subject:</b> Re: [Wactclc-alma] Fulfillment Unit / TOU, etc</span> </p>
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<p class="x_xmsonormal">Did you do a test checkout or something on it?</p>
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<p class="x_xmsonormal">I would just do a return item on it first, to get it checked back in, and then edit it.</p>
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<p class="x_xmsonormal">Wade Guidry</p>
<p class="x_xmsonormal">Library Consortium Services Manager, WACTCLC</p>
<p class="x_xmsonormal"><a href="mailto:wadeg@bigbend.edu"><span style="color:#0563C1">wadeg@bigbend.edu</span></a></p>
<p class="x_xmsonormal">(509) 760-4474</p>
<p class="x_xmsonormal"><a href="http://www.wactclc.org"><span style="color:#0563C1">http://www.wactclc.org</span></a></p>
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<p class="x_xmsonormal"><b>From:</b> Wactclc-alma <<a href="mailto:wactclc-alma-bounces@lists.ctc.edu">wactclc-alma-bounces@lists.ctc.edu</a>>
<b>On Behalf Of </b>McGaughey, Colleen<br>
<b>Sent:</b> Thursday, June 25, 2020 4:12 PM<br>
<b>To:</b> WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>><br>
<b>Subject:</b> Re: [Wactclc-alma] Fulfillment Unit / TOU, etc</p>
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<p class="x_xmsonormal"><b><span style="color:#A57D03">CAUTION:</span></b><span style="color:black"> Originated outside our network. Do not click links or open attachments unless you validate the sender.</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">I removed the Material Type and am now only using User Group and Location.</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">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.</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">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.</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">I also ran the Fulfillment configuration utility</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black"><img border="0" width="636" height="232" id="x_x__x005f_x0000_i1026" style="width:6.625in; height:2.4166in" data-outlook-trace="F:1|T:1" src="cid:image002.png@01D64B3C.1EBAD510"></span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">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.</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">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.</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">All the best,</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">Colleen McGaughey</span></p>
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<p class="x_xmsonormal"><span style="font-size:12.0pt; color:black">Clover Park Technical College.</span></p>
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<p class="x_xmsonormal"><b><span style="color:black">From:</span></b><span style="color:black"> Wactclc-alma <<a href="mailto:wactclc-alma-bounces@lists.ctc.edu">wactclc-alma-bounces@lists.ctc.edu</a>> on behalf of Guidry, Wade <<a href="mailto:WadeG@bigbend.edu">WadeG@bigbend.edu</a>><br>
<b>Sent:</b> Thursday, June 25, 2020 2:05 PM<br>
<b>To:</b> WACTCLC Alma Discussion <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>><br>
<b>Subject:</b> Re: [Wactclc-alma] Fulfillment Unit / TOU, etc</span> </p>
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<p class="x_xxmsonormal">Colleen,</p>
<p class="x_xxmsonormal"> </p>
<p class="x_xxmsonormal">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.</p>
<p class="x_xxmsonormal"> </p>
<p class="x_xxmsonormal">Also use *<b>ONLY</b>* <u>User Group</u> and <u>Location</u> as rule inputs.</p>
<p class="x_xxmsonormal"> </p>
<p class="x_xxmsonormal">Do *<b>NOT</b>* use anything else BUT User Group and Location in your rules.</p>
<p class="x_xxmsonormal"> </p>
<p class="x_xxmsonormal">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.</p>
<p class="x_xxmsonormal"> </p>
<p class="x_xxmsonormal">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.</p>
<p class="x_xxmsonormal"> </p>
<p class="x_xxmsonormal">Believe me when I say, I (and a lot of others) have the battle scars validating approach to fulfillment rules in Alma.
<span style="font-family:Wingdings">J</span></p>
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<p class="x_xxmsonormal"><img border="0" width="879" height="283" id="x_x_x_Picture_x0020_1" style="width:9.1562in; height:2.9479in" data-outlook-trace="F:1|T:1" src="cid:image003.png@01D64B3C.1EBAD510"></p>
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<p class="x_xxmsonormal"> </p>
<p class="x_xxmsonormal">Wade Guidry</p>
<p class="x_xxmsonormal">Library Consortium Services Manager, WACTCLC</p>
<p class="x_xxmsonormal"><a href="mailto:wadeg@bigbend.edu"><span style="color:#0563C1">wadeg@bigbend.edu</span></a></p>
<p class="x_xxmsonormal">(509) 760-4474</p>
<p class="x_xxmsonormal"><a href="http://www.wactclc.org"><span style="color:#0563C1">http://www.wactclc.org</span></a></p>
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<p class="x_xxmsonormal"><b>From:</b> Wactclc-alma <<a href="mailto:wactclc-alma-bounces@lists.ctc.edu">wactclc-alma-bounces@lists.ctc.edu</a>>
<b>On Behalf Of </b>McGaughey, Colleen<br>
<b>Sent:</b> Thursday, June 25, 2020 12:37 PM<br>
<b>To:</b> 'WACTCLC Alma Discussion' <<a href="mailto:wactclc-alma@lists.ctc.edu">wactclc-alma@lists.ctc.edu</a>><br>
<b>Subject:</b> [Wactclc-alma] Fulfillment Unit / TOU, etc</p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">Hello everyone!</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">Thank you so much for your help during the call today.</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">This is what I have attempted to do, but I don't know if I have done it correctly.</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">I created two separate Fulfillment Units. One for TC (Tutoring Center), and one EL (E-Learning).</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">Next, I assigned the Fulfillment Unit Location for each.</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">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. </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">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.
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">I am not sure if what I have done so far is correct.</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">Thanks again for all your help.</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">Best,</span></p>
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<p class="x_xxmsonormal"><span style="font-size:12.0pt; color:black">Colleen</span></p>
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