CLS/AFN
Common policies and task related to consortial lending and borrowing.
- Faculty Due Date Maintenance
- Consortial Partners in CLS/AFN
- Standard Opening Hours - impact on yours and partner's patron's due dates
- Procedure: Update the Standard Opening Hours
- Discharging CLS Hold Shelf Items
- Expired Hold Shelf Audit Workflow
- Weekly Request Status Exception Report
- AFN Network Zone Configurations
- AFN Institution Zone Configurations
- Display Logic Rules for the AFN/CLS Request Form in Primo
Faculty Due Date Maintenance
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 times 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.
Consortial Partners in CLS/AFN
Lending and Borrowing Partners
These partners are configured in the ROTA for the "Consortium Book Borrowing"
- American University - 01WRLC_AMU
- Catholic University of America - 01WRLC_CAA
- Gallaudet University - 01WRLC_GAL
- George Mason University - 01WRLC_GML
- Georgetown University - 01WRLC_GUNIV
- George Washington University - 01WRLC_GWA
- Howard University - 01WRLC_HOW
- Marymount University - 01WRLC_MAR
- University of the District of Columbia - 01 WRLC_DOC
- Washington Research Library Consortium (SCF) - 01WRLC_SCF
Borrowing Partners*
- American University, Washington College of Law - 01WRLC_AMULAW
- Catholic University of America, Columbus School of Law - 01WRLC_CUALAW
- Georgetown University Law Center - 01WRLC_GUNIVLAW
- George Washington University School of Medicine and Health (Himmelfarb Health Sciences Library) - 01WRLC_GWAHLTH
- George Washington University Law School (Jacob Burns Law Library) - 01WRLC_GWALAW
- University of the District of Columbia, David A. Clarke School of Law - 01WRLC_DOCLAW
- Trinity Washington University - 01WRLC_TRN
*Borrowing partners do not lend via CLS although they may lend via ILL requests and other methods.
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"!
Discharging CLS Hold Shelf Items
Expired Hold Shelf Audit Workflow
Weekly Request Status Exception Report
The Weekly Request Status Exception report reflects requests that have stalled in the rota the previous week. It is an opportunity to see what material is outstanding and reach out to the library staff at the IZ where the request is waiting. This report is run weekly at 6am on Monday and can be configured to be sent directly to a preferred email.
Once you contact the library staff where the request is stalled, they can then investigate why it has not been fulfilled and, if the item is not available, cancel the request so that it can be moved along the rota to the next IZ where the item is available.
AFN Network Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in the WRLC Network Zone. Most of the settings are visible (and not editable) in the Institution Zones; the only one that is not visible in the Institution Zone is the Institutions Relations configuration.
Locate Profiles
Configuration > Fulfillment > Resource Sharing > Locate Profiles
For the WRLC AFN, a locate profile defines how the AFN searches a particular institution's catalog. Locate Profiles are associated with a specific resource sharing partner profile.
- Alma Network is NOT checked. This is to allow the search against each institution's local catalog, instead of only searching records linked to the NZ.
- Check item availability checks whether an item is available in the institution. If it is not, the institution will not be added to the rota for the request
- Allow locate by metadata locates an item based on the metadata listed below; a match is successful if any field listed below matches the bib record. This option allows borrowers that share an NZ to create requests for records not linked to the NZ. It also allows hold requests to be converted to AFN requests
- ISBN / ISSN
- System Control Number
- Title
- LCCN
For more information, see the Alma Knowledgebase page Configuring Locate Profiles.
Workflow Profiles
Configuration > Fulfillment > Resource Sharing > Workflow Profiles
Workflows control the actions that can be performed on the borrowing and lending request task lists for the defined partner; Workflow Profiles are associated with a specific resource sharing partner profile.
There is one workflow each for borrowing and lending. Below are the borrowing and lending configurations for the WRLC AFN
CLS Borrowing RS
CLS Lending RS
For more information, see the Alma Knowledgebase page Configuring Workflow Profiles
Institutions Relations
Configuration > General > Network Groups > Institutions Relations
Please note that this configuration is NOT viewable in the Institution Zone.
These relation configurations determine if items belonging to an institution can be checked out/in or delivered to other institutions.
- From: the institution whose fulfillment network behavior is configured
- To: the institution(s) who participate in the fulfillment process; in the case of the WRLC, the value All signifies all Institution Zones in the WRLC NZ
- Circulate For is checked; this specific institution can check out and check in items belonging to all of the other institutions
- Deliver To is checked; this specific institution can send its own items to all of the other institutions for pick up.
For more information, see the Alma Knowledgebase page Configuring Pick Up Anywhere/Return Anywhere
Resource Sharing Partners
Fulfillment > Resource Sharing > Partners
Partner profiles define the types of request and communication sent to a specific institution. The profile also defines the Locate Profile and the Workflow Profiles for an institution.
For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the Consortial Partners in CLS/AFN page.
Typical Partner Profile for a Borrowing AND Lending WRLC Institution
- Profile Type equals Fulfillment Network to signify the AFN
- Locate Profile specifies the Locate Profile (how Alma searches their catalog for a matching item) that should be used for this institution.
- Supports Borrowing / Lending is checkmarked for the WRLC Institutions that lend and borrow in the AFN
- Borrowing / Lending Workflow specifies the Workflow Profile (actions that can be performed on the borrowing and lending request task lists for the defined partner) that is used for borrowing and/or lending in the AFN
For a full list for all WRLC partners that both borrow and lend in the AFN, see the Consortial Partners in CLS/AFN page.
Typical Partner Profile for a Borrowing ONLY WRLC Institution
- Profile Type equals Fulfillment Network to signify the AFN
- Locate Profile specifies the Locate Profile (how Alma searches their catalog for a matching item) that should be used for this institution.
- Supports Borrowing is checkmarked for the WRLC Institutions that ONLY borrow from other AFN partners (they do not lend their own materials to other partners)
- Borrowing Workflow specifies the Workflow Profile (actions that can be performed on the borrowing and lending request task lists for the defined partner) that is used for borrowing in the AFN
For a full list for all WRLC partners that only borrow in the AFN, see the Consortial Partners in CLS/AFN page.
Borrowing only partners do not lend via CLS although they may lend via ILL requests and other methods.
For more information, see the Alma Knowledgebase page Configuring a Resource Sharing Partner
Rota Templates
Fulfillment > Resource Sharing > Rota Templates
A rota template specifies the list of partners that are queried to see if a particular borrowing request can be fulfilled. The rota template for the WRLC AFN (named CLS-Physical) only lists the institutions in the WRLC that lend items in the AFN (for a full list of lending institutions in the WRLC, see the Consortial Partners in CLS/AFN page); this rota is a non-ordered template, meaning requests are sent to partners in a random order.
For more information, see the Alma Knowledgebase page Configuring Rota Templates page.
Rota Assignment Rules
Configuration > Fulfillment > Resource Sharing > Rota Assignment Rules > CLS Book Borrowing
Rota Assignments assigns rules to a specific Rota template. The rule assigned to the CLS-Physical rota template is that the request requires a physical format.
For more information, see the Alma Knowledgebase page Configuring Rota Assignment Rules
Fulfillment Unit
Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units
The Fulfillment Unit named WRLC Fulfillment Network (code WRLC_FN) sets the rules by which items circulate in the fulfillment network. This NZ-managed Fulfilment unit is applied to the each Institution's Fulfillment Unit for items requestable and loanable via the WRLC AFN. For more information on IZ Fulfillment Units, see the AFN Insitution Zone Configurations - Fulfillment Units section.
WRLC-FN Fulfillment Unit Details
- On shelf Request Policy = Request for pickup anywhere regardless of availability
The above settings means all pickup locations that are allowed according to the Pickup Locations policy are available, regardless of whether the item is on the shelf
WRLC-FN Fulfillment Unit Rules
Loan rule type
WRLC Faculty Lending
-
-
- IF the patron's profile has 1) a user group of wrlc user, and 2) a job category of WRLC Faculty, AND the item is a material type of Issue, Book, or Music Score, THEN the Terms of Use applied to the loan is WRLC Faculty Lending TOU
-
WRLC FN Lending
-
-
- IF the patron's profile has a user group of wrlc user AND the item has a material type of Issue, Book, or Music Score, THEN the Terms of Use applied to the loan is WRLC FN Lending TOU
-
WRLC Media Lending
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-
- IF the patron's profile has a user group of wrlc user AND the item has a material type of Other, Audio cassette, Audiobook, Blu-Ray, Blu-Ray And DVD, CD-ROM, Compact Disc, DAT (Digital Audio Tape), DVD, DVD-ROM, Video Disk, Video Recording, Video Recording (Other), or Video Cassette, THEN the Terms of Use applied to the loan is WRLC Media Lending TOU
-
Request rule type
WRLC FN Requesting
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-
- IF the patron's profile has a user group of wrlc user AND the item has a material type of Issue, Book, or Music Score, THEN the Terms of Use applied to the request is WRLC FN Requesting TOU
-
WRLC Media Requesting
-
-
- IF the patron's profile has a user group of wrlc user AND the item has a material type of Other, Audio cassette, Audiobook, Blu-Ray, Blu-Ray And DVD, CD-ROM, Compact Disc, DAT (Digital Audio Tape), DVD, DVD-ROM, Video Disk, Video Recording, Video Recording (Other), or Video Cassette, THEN the Terms of Use applied to the request is WRLC Media Requesting TOU
-
WRLC Limited Requesting
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- IF the patron's profile has a user group of wrlc user AND the item has a material type of Book, Bound Issue, Issue, or Microfilm, THEN the Terms of Use applied to the request is WRLC Limited Requesting TOU
-
For more information, see the Alma Knowledgebase page Configuring Fulfillment Units
Terms of Use
Configuration > Fulfillment > Physical Fulfillment > Terms of Use and Policies
Terms of Use refers to a list of policies that define the institutional services that will be provided or terminated. Terms of Use are assigned to specific Fulfillment Unit Rules.
WRLC-FN Terms of Use
Below are the Terms of Use owned by the Network Zone and affiliated with the WRLC-FN Fulfillment Unit
Loan TOUs
WRLC Faculty Lending
Terms for lending to Faculty in the CLS fulfillment network. This TOU is applied to the WRLC Faculty Lending Loan rule.
| Policy Type | Policy Name | Policy Description |
| Is Loanable | Loanable | Loanable |
| Is Recallable | Recall Allowed | Recall is possible |
| Due Date | CLS - Faculty | End-of-term loan for faculty |
| Requested Item Due Date | 14 day limit if request exists | Limit new loans to 14 days if another request on the same item |
| Recall Period | 14 Days Recall Period | 14 Days Recall Period |
| Renew Fee | No Renewal Fee | Default No Renewal Fee |
| Lost Item Fine | No Lost Item Fine | Default Lost Item fine - per RSAC 10/5/2022 |
| Lost Item Replacement Fee | CLS $110 replacement fee | Default replacement fee for WRLC-FN Lending TOU 8/20/2018 |
| Lost Item Replacement Fee Refund Ratio | 100 Percent Lost Item Refund | Default lost item replacement refund |
| Maximum Fine | CLS $25 maximum fine | Max fine for WRLC FN Lending TOU 8/20/2018 |
| Overdue Fine | CLS no overdue fine | Daily overdue fine removed 4/15/2019 |
| Recalled Overdue Fine | CLS $5/day recalled item fine | Overdue for recalled items for WRLC FN Lending TOU 8/20/2018 |
| Grace Period | CLS 39 day grace period. | Extension of grace period before Lost Item Fine |
| Is Renewable | Renewable | Is item renewable |
| Maximum Renewal Period | No Maximum Renew Period | Default Maximum Renewal Period |
| Closed Library Due Date Management | Move Due Time to Next Open Time | When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time |
| Cancelled Recall Due Date | Restore to original due date | This option will take the due date of the loan before the recall was done on the loan |
| Overdue Notification Fine Type 1 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 2 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 3 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 4 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 5 | No Overdue Fine | Default value - No Overdue Fine |
| Block When Overdue | No block when overdue | Do not create a block when overdue |
| Maximum Period for Overdue Block | No Maximum Block Period | No Maximum Block Period for Block When Overdue |
| Reloan Limit | No Reloan Limit | No Reloan Limit |
| Time frame when loan renewal is allowed | No limit | Do not limit the time in which renewal is allowed |
WRLC FN Lending
Terms for lending in the CLS fulfillment network. This TOU is applied to the WRLC FN Lending Loan rule.
| Policy Type | Policy Name | Policy Description |
| Is Loanable | Loanable | Loanable |
| Is Recallable | Recall Allowed | Recall is possible |
| Due Date | 6 wk general loan | 6 week general loan |
| Requested Item Due Date | 14 day limit if request exists | Limit new loans to 14 days if another request on the same item |
| Recall Period | 14 Days Recall Period | 14 Days Recall Period |
| Renew Fee | No Renewal Fee | Default No Renewal Fee |
| Lost Item Fine | No Lost Item Fine | Default Lost Item fine - per RSAC 10/5/2022 |
| Lost Item Replacement Fee | CLS $110 replacement fee | Default replacement fee for WRLC-FN Lending TOU 8/20/2018 |
| Lost Item Replacement Fee Refund Ratio | 100 Percent Lost Item Refund | Default lost item replacement refund |
| Maximum Fine | CLS $25 maximum fine | Max fine for WRLC FN Lending TOU 8/20/2018 |
| Overdue Fine | CLS no overdue fine | Daily overdue fine removed 4/15/2019 |
| Recalled Overdue Fine | CLS $5/day recalled item fine | Overdue for recalled items for WRLC FN Lending TOU 8/20/2018 |
| Grace Period | CLS 39 day grace period. | Extension of grace period before Lost Item Fine |
| Is Renewable | Renewable | Is item renewable |
| Maximum Renewal Period | No Maximum Renew Period | Default Maximum Renewal Period |
| Closed Library Due Date Management | Move Due Time to Next Open Time | When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time |
| Cancelled Recall Due Date | Restore to original due date | This option will take the due date of the loan before the recall was done on the loan |
| Overdue Notification Fine Type 1 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 2 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 3 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 4 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 5 | No Overdue Fine | Default value - No Overdue Fine |
| Block When Overdue | No block when overdue | Do not create a block when overdue |
| Maximum Period for Overdue Block | No Maximum Block Period | No Maximum Block Period for Block When Overdue |
| Reloan Limit | No Reloan Limit | No Reloan Limit |
| Time frame when loan renewal is allowed | No limit | Do not limit the time in which renewal is allowed |
WRLC Media Lending
Terms for media loans in the CLS fulfillment network. This TOU is applied to the WRLC Media Lending Loan rule.
| Policy Type | Policy Name | Policy Description |
| Is Loanable | Loanable | Loanable |
| Is Recallable | No Recall | Default Recall is not possible |
| Due Date | 1 week media loan | 7 day loan period for WRLC media lending TOU |
| Requested Item Due Date | No Requested Due Date | Default value - No Requested Item Due Date |
| Recall Period | No Recall Due Date | Default Recall Due date - none |
| Renew Fee | No Renewal Fee | Default No Renewal Fee |
| Lost Item Fine | No Lost Item Fine | Default Lost Item fine - per RSAC 10/5/2022 |
| Lost Item Replacement Fee | CLS $110 replacement fee | Default replacement fee for WRLC-FN Lending TOU 8/20/2018 |
| Lost Item Replacement Fee Refund Ratio | 100 Percent Lost Item Refund | Default lost item replacement refund |
| Maximum Fine | CLS $25 maximum fine | Max fine for WRLC FN Lending TOU 8/20/2018 |
| Overdue Fine | CLS $5/day overdue media fine | Overdue fine for WRLC FN Media 8/20/2018 |
| Recalled Overdue Fine | No Recall Overdue Fine | Default Value for recalled overdue fine |
| Grace Period | No Grace | Default value for Grace |
| Is Renewable | Not Renewable | Item not renewable |
| Maximum Renewal Period | No Maximum Renew Period | Default Maximum Renewal Period |
| Closed Library Due Date Management | Move Due Time to Next Open Time | When the Library will close before the Due Time of a short loan, lengthen the due time to the Library's next opening time |
| Cancelled Recall Due Date | Keep due date | No change to the due date |
| Overdue Notification Fine Type 1 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 2 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 3 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 4 | No Overdue Fine | Default value - No Overdue Fine |
| Overdue Notification Fine Type 5 | No Overdue Fine | Default value - No Overdue Fine |
| Block When Overdue | No block when overdue | Do not create a block when overdue |
| Maximum Period for Overdue Block | No Maximum Block Period | No Maximum Block Period for Block When Overdue |
| Reloan Limit | No Reloan Limit | No Reloan Limit |
| Time frame when loan renewal is allowed | No limit | Do not limit the time in which renewal is allowed |
Request TOUs
WRLC FN Requesting
Terms for requests in the CLS fulfillment network. This TOU is applied to the WRLC FN Requesting Request rule.
| Policy Type | Policy Name | Policy Description |
| Is Requestable | Requestable | Requestable |
| Pickup Locations | Pickup At Any Institution | Pickup At Any Institution |
| Hold Shelf Period | 14 day Hold Shelf (Covid default) | Longer hold shelf time due to library restrictions. |
| Is Digitizable | Is Digitizable | Default value for Digitizable |
| Is Requestable for Physical Resource Sharing | Requestable for Physical Resource Sharing | Requestable for Physical Resource Sharing |
| Is Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing |
| Request Priority | Medium | Medium |
| On Shelf Request Policy | Use fulfillment unit definition | Use fulfillment unit definition |
| Personal Delivery | Personal Delivery - None | Do not deliver items at all |
| Personal Delivery Fee | Personal Delivery Fee - No Fee | Personal Delivery is not charged with a fee |
| Automatically convert to resource sharing | Do not convert to resource sharing | Do not convert to resource sharing |
| Digitization Fee per Digitization | No Fee | Digitization request is not charged with a fee |
| Digitization Fee per page | No Fee | Digitization request is not charged with a fee per page |
WRLC Media Requesting
Terms for media requests (requestable but not digitizable) in the CLS fulfillment network. This TOU is applied to the WRLC Media Requesting Request rule.
| Policy Type | Policy Name | Policy Description |
| Is Requestable | Requestable | Requestable |
| Pickup Locations | Pickup At Any Institution | Pickup At Any Institution |
| Hold Shelf Period | 7 day Hold Shelf | Default value for HoldShelfPeriod |
| Is Digitizable | Not Digitizable | Not Digitizable |
| Is Requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing |
| Is Requestable for Digital Resource Sharing | Not requestable for Digital Resource Sharing | Not requestable for Digital Resource Sharing |
| Request Priority | Medium | Medium |
| On Shelf Request Policy | Use fulfillment unit definition | Use fulfillment unit definition |
| Personal Delivery | Personal Delivery - None | Do not deliver items at all |
| Personal Delivery Fee | Personal Delivery Fee - No Fee | Personal Delivery is not charged with a fee |
| Automatically convert to resource sharing | Do not convert to resource sharing | Do not convert to resource sharing |
| Digitization Fee per Digitization | No Fee | Digitization request is not charged with a fee |
| Digitization Fee per page | No Fee | Digitization request is not charged with a fee per page |
WRLC Limited Requesting
Terms for limited requests (digitizable but not requestable) in the CLS fulfillment network. This TOU is applied to the WRLC Limited Requesting Request rule.
| Policy Type | Policy Name | Policy Description |
| Is Requestable | Not Requestable | Default value is not requestable |
| Pickup Locations | Pickup At Any Institution | Pickup At Any Institution |
| Hold Shelf Period | 10 day Hold Shelf | Default value for HoldShelfPeriod (per RSAC) |
| Is Digitizable | Is Digitizable | Default value for Digitizable |
| Is Requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing | Not requestable for Physical Resource Sharing |
| Is Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing | Requestable for Digital Resource Sharing |
| Request Priority | Medium | Medium |
| On Shelf Request Policy | Use fulfillment unit definition | Use fulfillment unit definition |
| Personal Delivery | Personal Delivery - None | Do not deliver items at all |
| Personal Delivery Fee | Personal Delivery Fee - No Fee | Personal Delivery is not charged with a fee |
| Automatically convert to resource sharing | Do not convert to resource sharing | Do not convert to resource sharing |
| Digitization Fee per Digitization | No Fee | Digitization request is not charged with a fee |
| Digitization Fee per page | No Fee | Digitization request is not charged with a fee per page |
AFN Institution Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in each WRLC Institution Zone. Settings will look slightly different depending on whether the Institution Zone is both a lender and borrower in the WRLC AFN, or if they are only a borrower. For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the Consortial Partners in CLS/AFN page.
Resource Sharing Library
Configuration > Configuring drop-down menu = [choose your institution's Main Library] > Fulfillment > Library Management > Library Details
Your resource sharing library is the library where your temporary borrowing and lending locations are housed. For the WRLC AFN, your institution's Main Library is the designated Resource Sharing Library.
Resource Sharing Information section
- Is Resource Sharing Library = Yes
- Itemless = No
- Symbol = [ISO symbol]
Borrowing Setup section
- Cancel request on locate failure = Yes
- Automatically activate locate profile = Yes
- Temporarily inactive for borrowing = No
- This can be switched to Yes for a specific period of time, for example if the Library is closed
- Default location = CLS Borrowing Library
- Default pickup location = [Institution's Library]
- Extend due date when renew requested = No
Lending Setup section
Please note that the Lending Setup portion of the Resource Sharing section is NOT used by the WRLC AFN. This is because our AFN handles all lending requests as regular hold requests within the owning Institution's IZ; they are NOT considered true lending requests by Alma. For more information, see the Alma Knowledgebase page Automated Fulfillment Network Requests (AFN)
Similarly, the AFN follows the settings in each Institution's Locate Profile to find a matching item, NOT the settings in the Lending Setup section of the Library Details page. This is because our AFN handles all lending requests as regular hold requests within the owning Institution's IZ; they are NOT considered true lending requests by Alma.
For more information, see the Alma Knowledgebase page Configuring Parameters of a Resource Sharing Library
Temporary Resource Sharing Locations
Configuration > Configuring drop-down menu = [choose your institution's Main Library] > Fulfillment > Locations > Physical Locations
- CLSBORR (CLS Borrowing Library location)
- Item records for AFN items borrowed from other libraries will be given the temporary borrowing location CLSBORR.
- IZs that only borrow in the WRLC AFN will only have the CLSBORR location configured in their IZ. For a list of all partner profiles in the WRLC AFN, as well as their borrowing and lending preferences, see the Consortial Partners in CLS/AFN page.
- CLSLEND (CLS Lending Library location)
- Although there is a location named CLSLEND, it is NOT used in the AFN workflow. Items lent out via AFN will have a status of Loan, but will not be given a temporary location. Meanwhile, items lent out in either Peer 2 Peer or Rapido requests are given the CLSLEND temporary location.
For more information, see the Alma Knowledgebase page Configuring Physical Locations
Temp Item Creation Rule
Configuration > Configuring drop-down menu = [choose your institution's Main Library] > Fulfillment >Library Management > Temporary Item Creation Rules
These are rules that dictate what location and item policy are given to temporary item records created by AFN requests.
- Rule Name = Temporary item rule
- Location = CLSBORR
- Item Policy = 4 week loan
Please note that the length of loans are dictated by TOUs and fulfillment units, NOT the item policy assigned to CLS items
For more information, see the Alma Knowledgebase page Configuring Temporary Item Creation Rules
Fulfillment Units
Configuration > Fulfillment > Physical Fulfillment > Fulfillment Units > Edit Fulfillment Unit > Fulfillment Unit Details tab
Fulfillment Units are one or more physical locations in an institution that follow the same fulfillment policies. Similarly, the Network Zone has a fulfillment unit for WRLC's AFN, that dictates the rules by which items circulate in the fulfillment network.
NZ-managed Fulfillment Units can be applied to institutional Fulfillment Units. The WRLC AFN Fulfillment Unit (named WRLC Fulfillment Network) should be applied to Institutional fulfillment Units that are requestable through the AFN.
- On Shelf Request Policy = Request for pickup anywhere regardless of availability
- Use Rules from Network Fulfillment Unit = WRLC Fulfillment Network
- Choose the WRLC Fulfillment Unit from the drop-down menu if the institutional Fulfillment Unit is requestable through the AFN
- If the Fulfillment Unit is NOT requestable through the AFN, choose a non-requestable option for the On Shelf Request Policy and leave this field blank
For more information, see the Alma Knowledgebase page Configuring Fulfillment Units
Sending Borrowing Request Rules
Configuration > Fulfillment > Resource Sharing > Sending Borrowing Request Rules
Sending Borrowing Request Rules dictate when a borrowing request is sent automatically to an active partner institution without staff intervention.
- CLS Sending Request
- Input Parameters
- Name = Partner
- Operator = In List
- Value = American University, Catholic University, Gallaudet University, George Mason University, George Washington University, Georgetown University, Howard University, Marymount University, Shared Collection Facility, University of DC
- Output Parameters
- Send Request = True
- Input Parameters
For more information, see the Alma Knowledgebase page Configuring Sending Borrowing Request Rules
Display Logic Rules for the AFN/CLS Request Form in Primo
The Display Logic Rules configuration page determines when and for whom various Primo links appear for patrons, including the link to the CLS Request Form; this is referred to as the Resource Sharing Request.
The pathfinder to display logic rules: Configuration> Fulfillment> Discovery Interface Display Logic> Display Logic Rules
In general, WRLC libraries are allowed to make in-house decisions and independently configure their own Display Logic Rules. However, below are some helpful configuration rules for the CLS Request Form
Hide the CLS Request Link from specific user groups
This rule will hide the CLS Request link (referred to as the Resource Sharing Request on this configuration page) from view for patrons whose accounts have a specific user group. This is a helpful if specific users are not allowed to place CLS requests (for example, alumni).
- For user from groups : list of all user groups
- hide service : Resource Sharing Request
Hide the CLS Request Link when your Institution's copy is available for a Hold Request
This rule will hide the CLS Request link (referred to as the Resource Sharing Request on this configuration page) from view when the following conditions are met:
- Your institution has a copy of this title
- Your institution's copy has a status of Available
- The patron is allowed to place a Hold on your institution's copy
This is helpful when you only want CLS requests to be placed for items your institution does not have already available to a patron.
- hide service : Resource Sharing Request
- with : Availability by the institution
- with value : True
- if service exists : Hold Request
For more information about Display Logic Rules, see the Configuring Display Logic Rules page on the Alma Knowledgebase