CLS/AFN

• 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

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.

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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.

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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 

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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

 

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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

 

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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.

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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 

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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

• • • 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

• • • 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

• • • 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

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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.

 

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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

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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

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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

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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

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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

For more information, see the Alma Knowledgebase page Configuring Sending Borrowing Request Rules