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

Borrowing Setup section

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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)

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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.

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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

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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.

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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.

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 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.

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


Revision #5
Created 8 April 2025 17:43:23 by Jackie Saavedra
Updated 7 May 2025 13:57:32 by Jackie Saavedra