AFN/CLS related tasks
Tasks to be performed by all to maintain CLS performance.
Faculty Due Date Maintenance
Each IZ that participates in consortial lending will need to maintain this date on their calendars.
Faculty Due Dates
Each IZ that participates in consortial lending needs to maintain the fixed due date on their calendars for patrons in "wrlc user" user group with the "WRLC Faculty" job category. This is done 3 time a year so that Faculty can have loans that last the semester. The dates are changed about 6 weeks prior to the expiration of the current due date.
The designated due dates are January 31st for the Fall semester, May 31st for the Spring semester, and September 30th for the Summer sessions.
The dates are changed on the following schedule:
January 31 due date is set on about August 15th.
May 31st due date is set on about December 15th.
September 30th due date is set on about April 15th.
Procedure: Update the Faculty Due Date
The following procedure assumes that the "End of Term WRLC Faculty" date is configured at and inherited from the Institution's Calendar. All Libraries under the IZ that have this date on their calendar will be updated by the procedure below.
If you do not have this date configured on the Institution Calendar, you will need to select the individual Libraries that have this date and update them individually following the same basic procedure except at the Library level.
Go To: Alma --> Configuration --> General --> Libraries --> Add a Library or Edit Library Information
Select the Calendar Management tab. Click on the ellipsis to Edit the "End of Term WRLC Faculty" date. Select Edit.
Click on the calendar button on the right. Select the new "End of Term WRLC Faculty" date. Then Save.
After saving, make sure that you "Apply Changes"!
You will be notified once you submitted the job to apply the changes.
The "End of Term WRLC Faculty" date is now updated.
Procedure: Update the Faculty Due Date
The following procedure assumes that the "End of Term WRLC Faculty" date is configured at and inherited from the Institution's Calendar. All Libraries under the IZ that have this date on their calendar will be updated by the procedure below.
If you do not have this date configured on the Institution Calendar, you will need to select the individual Libraries that have this date and update them individually following the same basic procedure except at the Library level.
Go To: Alma --> Configuration --> General --> Libraries --> Add a Library or Edit Library Information
Select the Calendar Management tab. Click on the ellipsis to Edit the "End of Term WRLC Faculty" date. Select Edit.
Click on the calendar button on the right. Select the new "End of Term WRLC Faculty" date. Then Save.
After saving, make sure that you "Apply Changes"!
You will be notified once you submitted the job to apply the changes.
The "End of Term WRLC Faculty" date is now updated.
Standard Opening Hours Maintenance
Each IZ will at some point (less than every 3 years) need to update their Standard Opening Hours.
Standard Opening Hours - impact on yours and partner's patron's due dates
A library's Standard Opening Hours along with other events in their calendar can affect item due dates and renewal dates. It is good practice to review the Standard Opening Hours each semester when you may be adding specific events, exceptions or holidays.
A library's Standard Opening Hours are always set at the library level. (They do not "inherit" from the institutional calendar.) The "Valid from" date to the "Valid to" date is set to 3 years. If the "Valid to" date is approaching, this can shorten due dates for items that would otherwise get a much longer loan period.
The procedure to update the "Valid to" dates in your library's calendar is fairly simple. You must have the role of Fulfillment Administrator (or General Administrator).
Procedure: Update the Standard Opening Hours
The following procedure assumes that you have the role of Fulfillment Administrator (or General Administrator) and you have selected a valid Library from the top of the Configuration page.
Go To: Alma --> Configuration --> Fulfillment --> Library Management --> Opening Hours
Find the calendar entries of type "Standard opening hours". (You can arrange the record types alphabetically by clicking on the Record type column header.) Select the ellipsis at the right of the first entry.
Select Edit on the first Standard opening hours entry.
Select Save. This will automatically update the "from" and “to” date. (You do not need to make any changes.)
Repeat this for the remaining 6 Standard Opening Hours entries.
As with all calendar updates, "Apply Changes"!
