Alright, so I'm not going to use too many slides, and we'll talk through this in Alma, for the most part, but I think that there are some things that perhaps I can explain a little bit with text and kind of showing the relationship between
Your normal or your, your regular fulfillment units and your resource sharing fulfillment units.
We just kept getting a lot of questions about how do these to
play together. And you know what can I change what can I not change. So that's what I'm going to try to go over today. And then, you know, when we're done. If there's any additional things about resource sharing that we want to talk about. I can do that to my best to the best of my ability.
So go ahead and get started.
So lots of acronyms. And the first time I heard a lot of these. It was kind of made me giggle especially when
I heard. So they actually risk consultants talking about toes so
You use some acronyms throughout, but I'll explain them a few times. So first, or fulfillment unit rules toes. Terms of Use F use or foods.
What we call them and then there's libraries and institutions. So you can kind of make up some sort of a, you know, a fun way like lions and tigers and bears Alma for
Fulfillment configuration terminology. So I'll go over a lot of this and try to explain it in the clearest terms that I possibly can.
Um, but if you, you know, if I say anything. And you're like, I'm still not understanding or that didn't make sense. Feel free to unmute yourself or chat and I can, you know, try to explain it in a different way.
So generally fulfillment units are where all of your where the vast majority of your circulation policies are gathered together.
And connected up with locations. So pretty much fulfillment units are where Alma connects your policies. So your fulfillment, or in other terms circulation policies that connections to two locations.
You could have dozens of fulfillment units if you wanted to, if you wanted to.
Really get creative and adventurous. You could have a single fulfillment unit and connect all of your locations and you know you can do it, do it that way.
And in addition to fulfillment unit rules. There are lots of other things with contained within them. The the
Piece of the fulfillment unit that creates the most granularity. I think is fulfillment unit rules which we'll talk about throughout and then fulfillment unit rules apply. Terms of Use
Which are kind of the policy foundation that gets applied in in these fulfilling. It's in a variety of different scenarios. So
It's very, very different than how all how Allah dealt with circulation policies where it was very much based on the item and you know you needed a lot of, you know, very specific things tied to specific item types or item policies and Alma is very different in that way.
You can have multiple locations attached to a fulfillment unit but a location can only be attached to one fulfillment unit so
It's not like you could attach it to multiple fulfillment units and slice it and dice it, it can only be attached to one. And if you take it off of one or if you put it on one you have to take it off of another just won't let you do that.
So this is kind of the main building block of Alma circulation configuration is the fulfillment unit. And it's really meant to have lots of interchangeable parts so
It's created a fulfillment unit is created or the infrastructure OMA is created, where they really want you to take one term of terms of use and apply it in four or five different fulfillment rules to make your overall configuration easier so
Any questions on that. So I'm fulfillment units.
All right.
So in our December training mega Drake, you know, use this slide and I think talk through fulfillment and it's pretty well.
And this was, you know, just a kind of a good way to kind of say this is a fulfillment unit houses, lots of terms of use, or many terms of use, which are gathering together more policies. So it's really more of a web
Or kind of a you know a big group container.
And then, you know, any sort of straightforward thing where you can say this is the policy in these fulfillment units. It's all situational contextual with different groupings of parts that could exist in many different areas.
So as we were doing the configuration forums for campuses. We tried to make this what we knew would be a pretty
A pretty big change into something that was relatively easy to understand and we you know we tried to make it pretty straightforward and how we're using fulfillment. So I'll talk a little bit about our Sunni instance in just a second.
So what we'll talk about today, especially as we talk about how to deflect different things in from from lending and resource sharing
The, the real engine or the, you know, the main kind of gear in fulfillment units is the fulfillment unit rule and you can have a lot of them or you can have a few of them. It's all based on how how you know how much you want to slice and dice your, your
Your circulation configuration.
Every single campus has fulfillment unit rules. There's no campus that does not have a family unit rules.
And then fulfillment unit rules, they're created so that you can use multiple input parameters and take those situations.
And I'm not going to talk about this too long. I'll show it to you in all my so hopefully it will make a little bit more sense in context. So you take multiple criteria or parameters and then if any of those parameters are met.
You can
Then a terms of terms of use is is is applied, and it's kind of a top to bottom process where the first fulfillment unit rule that matches the circulation.
Activity. The first one that's Matt gets applied. So the order of fulfillment unit rules, really, really matters and kind of the whole process and Alma is
You know, a request comes in or loan comes in and almost says I need to check the fulfillment unit for this location and then it will go into the fulfillment unit rule and check for
You know, to see if it finds a match or for the situation where the data that is coming in, either from a resource sharing request or
You know, a patron comes in and wants to borrow something and then it's going to take these parameters, it will check for them. And then the first one that it meets in it applies to you that that fulfillment unit rule is pointing to gets applied.
And then iterate through the entire list of fulfillment unit rules and it finds no fulfillment unit rules, it will apply the default terms of use for that for filming unit.
That makes sense or not. Not much sense. I will walk through and then Alma as well but
You know, it's kind of good to talk through the free to unmute yourself and ask questions or chat if you want me to go over anything
Alright.
So toes or terms of use.
You know, I'd like to say that they're kind of the unseen foundational thing that provides balance to
The circulation CONFIGURATION AT HOME AND I'VE laughing at my, my bad analogy of, you know, a toe, but whatever. I guess you have to suffer that humor.
So you'll see them in your terms of use in Alma in your configuration. And then you can see them in the context of fulfillment unit rules and they're really the foundation of what gets applied to the specific fulfillment and this includes resource sharing context.
You can take one toe and apply it 10 times you can take one toe and apply it once to one fulfillment unit rule.
I think you know the creators of Alma would say, well, we really intended for you to take one to you and apply it, you know, as many times is this relevant. So, you certainly could create a lot of duplicate to use, if that makes more sense to you.
Or if you know you have a to you that you want to apply in different scenarios you certainly could do that.
In in generally in general. They're just a bundle of policies that that get applied when there's you know when when
The fulfillment unit and the fulfillment unit rules say, Hey, I have a scenario where you know my configuration tells me that I need to apply this terms of use.
And there are four types of to you types as well. So there's a loan to you type a request to you type a booking type and then resource sharing types.
And just know that you might not need to create it to you. And I'll talk a little bit about that when we talk about a deflection that you might already have something that works for you and you don't need to create something new.
So in Sunni the fulfillment unit situation is pretty much like this.
So certainly, if you're a campus that really dug into your, your, your configuration of your fulfillment units or circulation, you might have something different, but this is what I think at least 50 and probably more like 55 campuses have
Where you would have for fulfillment units that are at the institutional level and then one at the library level.
So the institutional level. These are your main circulating or your circulating collection or your, you know, the things that you have in your in your library so
We created one that was your regular or circulating collection one for clothes stacks one for reserves and one for short, long and then the only library fulfillment unit that most of you have, you know, some of you might have created one
You know, in addition to achieve some some end, but most of you will have only one library specific fulfillment unit and that is your resource sharing fulfill me unit so
Because it would add wouldn't have added an additional transiting step your resource sharing library is for most campuses, your main library.
So, you know, for the for most people, your, you know, what is your main library is your resource sharing library.
So this is where you know I had a lot of confusion and I had to ask. Ask actually verse, like what am I not understanding here. Why am I not getting this and you know they had a couple good simple explanations and I was like, Oh, alright. I get it now, but it is confusing.
So your institution level fulfillment unit that's going to govern govern all of your requesting including resource sharing requesting and
How things happen is the institution level typically gets applied first because it's a hierarchical system with a fulfillment units and then your resource sharing fulfillment unit.
Is really set up to govern the temporary location that you're borrowing and lending items go to when they're part of a resource sharing activity. So it's kind of one of those things where
You can have a, you know, even if you don't want a 16 week
Loan policy for your normal operations. It's okay to have that in your resource sharing because it's only governing
Resource Sharing activities. It doesn't have a larger effect unless you want it to, you know, unless you want to do your fulfillment units at the institution level to sync up
Any questions on that.
So most of you have for for the institution level one of the one at the library level.
And the question I asked over and over again, and many people have asked me since and it's a valid question. I would you know that's a question I asked.
Is why can't I just add my what I want for my resource sharing policies or how to deflect things, how to, you know, adjust what I want to give my borrowing.
You know what I want to do for for resource sharing in my
In my resource sharing fulfillment unit and it it really would make some sense to think about it that way but Alma is made to do a lot of different types of
Resource Sharing walking borrowing, etc. So in that regard, having the things separate and having resource sharing be kind of a temporary location that that items go into does make doesn't make a fair amount of sense to separate them out.
So,
What's in your fulfillment unit and fulfillment unit rules and policies, that's only going to apply in this kind of trends transitory status that things go to when when they're in a resource sharing activity.
So if it's something where you're getting a request from another library or
You know, another part of the resource sharing workflow.
The important part is that that whether that can be requested at all that that comes from the fulfillment unit at the institution level because that has
The to you, that would be applied to those locations and until they until an item becomes a resource sharing request and goes into this transitory
Status. It's just something sitting on your shelf in your circulating collection that needs to, you know, the almost system needs to know, hey, can this be borrow or not.
All right.
Oops.
So I wanted to kind of explain this out in kind of a flow chart of how an income coming resource sharing request from another library in lending how things get parsed out
So there's an incoming resourcing request from all of you know another Alma coming in through the network zone.
The hits your alma and there's a process called locate so locate happens, it runs through your system and says,
What are the fulfillment unit that you know what location is this that is this in and then it applies the fulfillment unit and then from the fulfillment unit that's at your institution level it
It will then apply the fulfillment unit rules that that you know the first one that matches will will will go forward. So
You know, let's say that there's a an incoming resourcing request for a book that is in your, you know, your super high circulating teaching collection that you don't want it to go out in resource sharing. So you want to deflect it
What the what. All I would do is it would go through until it found the first to the first fulfillment unit rule that matched and then it would apply it.
So if it had a fulfillment unit rule that said there was no resource sharing requesting allowed
If it hit that. First, it would reject it and it would send it back to send that back to information back to the other Omen say this isn't available rejected request if it finds a fulfillment unit rule first that
It says yes, this is request double then it's going to say, hey, I'm okay to be requested via interlibrary loan or resource sharing
And then it's going to bump it into your lending request and then you can process it from there. So that's really the major you know workflow of, you know how it goes. If there's no fulfillment unit rules that get applied, then it's going to go down to your default
Request terms of use and say, can I be requested via resource sharing
Any questions about that.
So a lot of the can you or can't you for the resource sharing it's happening at the institutional fulfillment unit level.
Or all of it, I guess. Pretty much any questions.
So I'm going to go in and show you how to create a lending deflection and Alma I created an FAQ that you can download from this link and go at it.
Basic processes, since the, you know, since you're requesting ability is happening at the institution level a deflection has to be at the institutional level and you're filming unit rules need to be one that would be deflected would be one that would
You know, be hit before another fulfillment unit rule would be found that that that met the parameters and said, Yes, I'm requested.
So you want to just add in any parameters that you want to include and then that could be something like a location material type a variety of other things we did as much as we possibly could and
configuring your resource sharing for you.
And from for many cases, you probably don't need to do any adjusting. But we've received so many questions that we figured we kind of talked through it and you can do the troubleshooting yourself and additional configuration.
So yeah, man. I got just a few more slides. You want me to continue on with this and then get into Alma or kind of dive into Alma and contextualize
Fulfillment unit rules.
Alright so finish up, and then we'll spend the rest of the time in Houma so I wanted to just, I get a lot of questions that are
Can I do this and Alma. And my response usually is well yes you could do that. An Alma, but that would be going against policies. So, you know, please don't do that.
So I'm going to say what you can technically change. So what the technology or the functionality will allow you to change from a fulfillment unit configuration.
From for resource sharing and then I'll say this is kind of a policy thing in the next slide.
So from the resource sharing fulfillment unit configuration. You can change the length of the loan period for for loans for your, your, your, your resource sharing items, both on the lending and borrowing side, you can do that. There's nothing stopping
You can also change what locations material types. All those things are considered short or long loan periods for lending technically you can do that. There's nothing stopping
You can, you know, from a borrowing standpoint, you can say these patron types can or cannot use resource sharing
And then you can also do things like pickup location choice renewals maximum total loan period, all those things you can govern from the risk resource sharing fulfillment unit configuration.
So this is what I would say that you can change from a fulfillment unit configuration that is from a policy standpoint, so
The length of the loan period and renewals all those things for your borrowing. So for patrons that are yours I you know I think that's something that
There's nothing in the SLC policy that says you have to, as an institution,
Decide to always give your patrons 16 weeks or 30 days if it's a short loan. So I think that, you know,
At least my reading is if you wanted to change your loan period for borrowing to a
end of semester because that's just how you do things at your institution, then that's up to you. You know, we can talk through
Kind of where you would do that. You can change pickup locations and you can change the patron types that can and cannot you can adjust any locations or material types that should be shorter long loan.
And just wanted to kind of remind you that now, we've talked about what you can change via the policy standpoint to just remind you that here is the policy and I'll go over just kind of the high notes of it.
So for general circulating collections 16 weeks for for everyone and then only faculty and grads would get renewals
And then if it's media and other protected circulating collections 30 days with one renewal no recalls and less the item is needed for Course Reserves. The thought is that, you know, most consortium resource sharing
You don't want to do recalls. You just want to request it from another institution.
That's, you know, I think standard practice that most consortium have accepted had been doing for, you know, a decade.
Um, and then campuses.
Are also encouraged to add as many collections to the network zone as possible to enable the broadest collection possible for Sunni
So that's I think the spirit and the wording of the policy, the link is there where you can
Where you can you know figure this out yourself in and read through it yourself as well. So Lauren asked, How do we handle when undergraduate records expire at the end of a semester.
So you just need to, you know, check to to see about your settings in Alma if you're
If you have your fulfillment settings. And I think that's at a broader level to
Allow
To to allow loan periods that are that are past the expiry date. I think that's a config that is turned on for most campuses where it will truncate it at the expiry date for an undergraduate.
Or whoever would be expired. So you know if if you have an undergraduate and they would get 16 weeks and they're going to expire in eight weeks and alone gets shortened to eight weeks by your
By your
Your main level configuration.
So gentlemen I'll, I'll show you how to turn off lending.
In just a minute. It's pretty easy. You do it from the library.
Alright, so we'll get into all
Everybody see my alma, I'm assuming, yes.
Okay.
So when you use Polly to if anybody wants to look at. There's I happy to use yours for demo.
So I'm going into configuration. So your fulfillment units are in your alma configuration you need either general administrator or fulfillment administrator to mess with these
Ed.
So the main thing you want to look at is, where are you at, so the configuring
I think most campuses. We've either edited or recommended that they edit. If your library and your institution or name the exact same thing but
You know, if not you should probably do that at some point. So I'm going to do the fulfillment units that are at the institution level first just to show you where they're at. So it's going to be in fulfillment.
And then it's going to be physical fulfillment fulfillment units you could search for fulfillment units here if you wanted to.
Click on them. And as I showed in the slide.
Almost all soon. These are going to have for regular reserves short loan closed stacks.
So,
Let me just show you the clothes. That's one first and kind of explain a few concepts here.
So again, you see the fulfillment unit details here. And then you would also look at the locations that are connected to your fulfillment to that fulfillment unit.
So, you know, if you wanted to say, Well, I don't want my special collections stuff going up VO resource sharing, then just check what fulfillment unit. It's in
Or if he said I really don't want reference materials going up via interlibrary loan or resource sharing check what fulfillment unit, it's in. So then
After you look at the locations. You want to look at the fulfillment unit rules and as we talked about earlier, there's four types.
And because I'm not in a resource sharing library. I'm only seeing three if you know I'm in a resource sharing library. I'm going to see an additional fulfillment unit rule.
But for the most part, and just general circulating ones, you're going to see three different types of rules. So the loan rule that's going to give you the loan period renewal, stuff like that. And I'll just show you how a fulfillment unit world looks. I'll do an edit.
And you can see that there is, you know, these input parameters that you can say
If the user or the operator of the or if the user user group is a student, I want to apply this terms of use and then you can
Click on the terms of use and see what it gives them for a loan because this is a loan fulfillment unit rule. And this says no, don't loan it to them.
You know, they're not responsible enough to borrow Special Collections material. And if you, you know, lent Special Collections materials to your graduate students, you could apply a different
Terms of Use by adding a fulfillment unit rule here. That said, if the user group is graduate student, give them a different terms of use.
So once all the once all the fulfillment unit rules are kind of cycle through then you know if there's no matches than it fits the default terms of use for this fulfillment unit.
And in this case it is 16 weeks students close stacks, which means no, not for alone and you know variety of other things that you know go with it.
That generally makes sense for filming units with me unit rules.
Alright, so I'm going to show you why you probably don't need to worry too much about resource sharing lending deflections is that, you know, if you look in your, your fulfillment units and you looked at look at the request fulfillment unit rules.
And this is, you know, the request fulfillment unit rules. This is where
The parameter. And I'm just going to show you the default request rule and the to you.
If you look here is requested for physical resource sharing. And so it's nice because it's misspelled and the configuration, whatever.
It says not not request table for physical resource sharing. So what you would want to do is just take a quick look at your request fulfillment unit rules.
And see first what your default request rule is, does it allow physical request resource sharing requests. If the answer's no. Then you need to go look at
Then you then need to go look at the fulfillment unit rules to see, are any of these filming unit rules going to override my default rule that says no.
To physical resource sharing requests. So you just want to take a quick look through all of these, see if any of them applied to us that
Allowed physical resource sharing
I'm going to show you. It's pretty quick to do because you can, you know, take a quick look at the output. And if you look at one
And you know that that output of the terms of use doesn't allow physical resource sharing. You don't even need to click into the rest of these. You can just, you know, go down and take a look.
And just make sure that they all they all match. In this case, we have outputs of different terms of use. So you want to make sure there's no faculty that that doesn't allow them to
To put in a physical resource sharing request. Nope, doesn't
Then you want to go back and you want to do this for each one.
I don't need to make you watch me do that over and over again. So in this case you can see that
And I've looked at these there's no physical resource sharing requesting in any of these to use that are outputs for these rules.
And the default rule doesn't allow physical resource sharing requesting. So any of the fulfillment unit locations that are applied in this fulfillment unit. You don't need to deflect or do anything with them to
Make sure that they aren't requested via resource sharing because that's already done for it.
Does that make sense.
And if you're one of the guided path campuses unless you've changed something yourself. So I would you know I don't want to assume that no one has changed it.
Your clothes stacks and your reserves at a minimum should should not allow physical resource sharing requesting, and I believe that your that your
default rules for the sea for the short loan also will not allow for resource sharing or requesting, but let me just verify that real quickly.
Yeah, so I'm looking at the fulfillment rules for requesting
Let's do one week students
Okay, so, yeah, I'm glad I looked. It's been a while since I've looked physically at the so
That the two that you might want to put
Resource Sharing lending deflections on our regular in short loan close to x and reserves, we just put in every scenario, no to physical resource sharing requesting unless you've changed it.
So,
I'll show you just generally how to do that. I'll do it from the regular
Which is going to house. Many of the locations, it's probably going to be the broadest one for many of the campuses, just check to see what locations you have in here. And in this case we have circulating collection manga cetera et cetera. And then we have fulfillment you that rules.
And
What I want to do is to say, you know, do I need to create a target. First one to be on request as far as a fulfillment unit rule. And then you want to
Put a default request to really look at it to see is there already something in this fulfillment unit that is deflecting what I want
And you also, you know, want to look at just generally the rest of the fulfillment unit to see how your rule is going to affect the rest of it because
You know, the bad thing about fulfillment unit rules is that you can do a fair amount of configuration damage and not really know it. If you put in
You know, very, very minimal input parameters.
Or make it, you know, overly broad that you could end up deflecting your entire circulating collection and not know it.
So just be very careful about how this kind of interact. So I had a test deflection. You know, there's a 16 week students regular that you can see
The to you. If you look at it, the one that's being applied is requested for physical resource sharing. So, and then I want to look at that rule.
And I want to say.
You know, let's take a look and edit it, just so I can see it. And the. It's a pretty limited input parameter, you know, it's pretty you know pretty broad that all it has to, you know, matches that user group of students and then it'll apply in terms of use. So what that saying to me is that
What I probably want to do is if I'm going to put in a deflection. I want to move it before this 16 weeks student and
And then to
You know, in it. So, it applies. Before that, I guess, more generous fulfilling rule. So in general, when we were talking with Libra. So the advice they gave us was
You know, put the more restrictive ones up at the top, and then, you know, allow the the the broader, more, you know, kind of more open fulfilling, you know, rules to be on the bottom. Because otherwise I'm more
Of an open for filming in a rule that allows you know generous sharing requesting etc that might get applied first
That makes sense. It's kind of a tough one to apply. So let me do this. So I'll put in AD rule.
And I'll call this demo test RS deflection
We're live.
And then you want to add some parameters. Right.
So,
You would then want to say, what are the parameters that I want to apply. So let's say you have a location that you want it to stay in that fulfillment unit.
Because you want it to have all the other policies that the fulfillment unit. But this one, you don't want to allow to be lent via
Resource Sharing
That you know you don't want to move it out of this otherwise perfectly good fulfillment even
Let's take that as a scenario. So it will do location.
In will say you either do enlist or if you wanted to be precise, you could do equals and then you would have to narrow down. And let's say that
That the faculty
bought these teaching collection books. And they're like, you know, one of the one of the caveats of them giving you this money was that they said
We don't want these leaving the library unless they're for our students or faculty. That's just say that's the scenario. Hopefully they're not doing that. But whatever teaching collection. So then I would add a parameter to say
Only if it's in that teaching collection apply this terms of use. So you'd want to make sure that you have a Terms of Use that would
That would not allow
real physical resource sharing requesting. So I believe that default terms of use and you can check the to you details. Um, it says no, not requested for physical resource sharing so I applied that I save it.
And then what I want to do. It's on the bottom right now. So if I left it how it is, it's quite likely when a resource sharing request came in, it would iterate through these and it would hit one of them. And then I would say, yes, I can be lend to the resource share
So what I want to do is I want to bump it up, keep bumping it up.
Until
It is above any of the more inclusive or generous.
Resource Sharing
Ones, and then you just have to say.
And that's all you have to do.
Any questions on that.
Alright, I've got about 20 minutes I'm gonna
Just want to make sure before I get off of that, as far as the lending deflection. Any questions about that or how institutional fulfillment units govern. You know what, what impact they have on recessionary
For the most part it is are they requested or not they were or are they not requested.
Okay.
So I'm now going to go into the library. So I was at the institution or I'm at the institution now and I'm going to go into the library.
And so this is where I'm in the library. It should be your main library that is your resource sharing library.
And I would just select fulfillment units.
And you will still see all of these institution level fulfillment units.
And
Just know that that means that they're
populating down into that library, but they're governed at the institution. So you wouldn't even be able to edit them, you'd be able to view them here, but the one that is owned by the library.
Is the resource sharing. So this is the one that I'm going to edit.
For the most part, we used your alma code and then MN underscore su or I don't know any better way to just always sound bad. If you is in fulfillment unit right
That would be how you would tell what's your resource sharing. We put the description of resource sharing that people could have added that if they, you know, if they chose to
So I'm going to edit this and then show you kind of what the locations are that are governed by these fulfillment unit.
By this fulfilling in it and you will see that it is these two and this should have a code and then an underscore and then Bo AR or LSD, which are these temporary locations that your resource sharing stuff goes into when it's borrowed are linked.
So these are the two locations and only those two locations are our
Kind of our handled by this, we're filming unit.
So next what we want to do is we want to look into fulfillment unit rules.
You know, you could look at to us and other things. But I think it shows you most how your how your circulation or whatever configuration or fulfillment configuration is working by looking at the fulfillment and Google's because that's, in essence, where the rubber hits the road.
So you can see that we now have the for loan the four rules high x five, if you consider it resource sharing borrowing and lending, you know, different, but for the most part, these are the ones so
The loan and the loan and request, those are, you know, the loan. One is really the one that that matters the most. Because that's the one that is going to handle
What your patrons get as far as long periods, they're requesting it really doesn't make much of a difference. So I wouldn't worry about. And then the borrowing and the borrowing and lending resource sharing those are, you know, also important.
You know policies as well.
So you can look at the parameters that we have set for those fulfillment unit rules. So, because according to the policy, faculty, staff and graduate students get
renewals where students, you know, undergraduate students do not get renewals we had to create to fulfillment unit rules that pointed to two different to use for
Borrowing resource sharing policies. So I'll just show you kind of what goes into this. We did our very, very best if we had questions we reached out to you to say like
I'm not sure what this patron. What this user group means can you tell me whether it should be a faculty staff grad or undergraduate
But for the most part it's pretty self explanatory. So in this case, if I take a look at this and edit it. I'm not going to actually edit it, but I'm just going to view it, it says user group enlist faculty, staff, apply this item policy or or it has this item policy.
Apply this terms of use and the terms of use is 112 days 16 weeks and then it allows for
renewals somewhere.
Is renewable renewable. Yes, Max. Max period. So up to three that's that's the policy 448 days.
If you look at the fulfillment unit rules have
No renewals for these students. So this is
You know if and we left this open because we didn't need to put in further restrictions to say, call me do this for students because we were weeding out the others.
By doing the long loan and then the rest. We just need to do no renewals and it applies a fulfillment unit. It says 112 days and then no renewal.
So,
Here is where if you said you know what 16 weeks. My students can't handle that it's going to be, it's going to be, you know, craziness for them like they're never going to get things back, you could go in and say,
You know, do I want to get faculty 16 weeks but gifs students
You know, under this RS long, low know renewals give them something slightly different. Give them 90 days, give them two weeks. This would be where you would change it and the fulfillment units for resource sharing and fulfilling your rules under the law.
Makes sense.
So this would be where I would see you would do most of your most of your
You know, changes in configuration because, you know, again, this is where you would
You know, be able to tell you know tell the system. This is what are you know this is what we want to give our students for a long period.
And then let me see for borrowing resource sharing this would be the other thing that you might want to look at. And this is really to say who doesn't doesn't have
A who doesn't doesn't have the ability to use resource sharing
I'm sorry, so
If they're not, then it would be not not allowed, and alumni community borrowers all these patrons, it would say no.
So if it you know if if nothing matched with the borrowing allowed. I think we need to move that up.
The borrowing not allowed, we get we get applied so so you can move up, move it down but borrowing allowed, it's going to say, you know,
What, you know, what do you want to allow for your
What types of patrons to open the borrowing, sorry. Say that
So some other things that you can do. And this is another one where I just want to be clear, I will show you how it's possible. Technically, but in this filming unit rule, you could do lending resource sharing and you could go in and give a short loan due date.
And let's see.
Me do some checking here so
I'm, um,
Yeah. So Joe asked when multiple input parameters are present, or they applied as an end.
An end or an OR. I think you can tell it what one to do. So let's put
Me.
So I think it depends on what you're doing. So let's edit this one.
So you're talking about this.
Ad parameter
So in here, you can say, and or
Good question. Let me just take through this, um,
Thank you. Heidi. I was I was, I was going to ask you that.
I think that it is
An order or because it's going to try to find a
Well, let me let me look into that. Before I before I answer definitively whether it's an Android or when you put in multiple parameters.
Because that's a, that's a good question.
So,
I think I know the answer but I not 110% sure on that.
So the item policy so HEIDI WAS SAYING, because I was looking around at
A lending resource sharing and then you were saying, and the item policy RS long loan is coming from the lending side.
Did you want to can you unmute yourself and let me know what you're talking about that.
Yes, so the
It, it was in regards to it being an end. So it was a user group and the item policy and the item policy says resource sharing long, long because it's coming from here.
So blending item is coming in.
With either the long loan or a short loan in the short loan you know is attached Liga media type material type the item policy is helping to define what local policies happen so it's it's
Item policy and this user group when they come in, they then get this to you.
Was where I was going with that. Right.
So you could go in and change your lending loan periods, but that's something that you don't. I mean, you can give it a different to you for
For loans.
For, you know, the lending resource sharing, but that's something that
Isn't isn't a, you know, part of its a policy issue, not a, not a technical issue. So I would say, you know, that would be something don't necessarily change it.
To make it 10 weeks versus 16 weeks.
You could go in and change which ones are considered long loans and short loans and this is you know exactly how you do it is in lending resource sharing. If you wanted to say.
I'll just say
Lending short loan rule past
You could add a parameter and say,
Oh yeah, no, this is not it. This is what you were talking about. They're coming in from the institution level right I
Know you're in the right area. I was
Referring to right where you were and the differentiation is the short loans are attached to, like, whether or not it's a DVD. So it's a list of material types. So, people might want to review that because it's quite, quite a list.
Yeah. And is that that's the rule type
Lending
Lending yeah
Sure loan.
Okay, sorry. Yeah, it's weird that if you have more if you have more values, it doesn't always display them well so
Here's where what HEIDI WAS TALKING ABOUT. And thanks for
clarifying that always kind of like, I know where that is. But, so these are the things that would up you know the material types are what is governing what is in at least currently what is considered a short loan so you can add parameters.
You know, I don't think you can do a location because again.
You only have these two. So you can't say an entire location can be long and sure it can only be an operator here. So, is it something that is in, in this case it's the item policy that we're talking about that will then we'll hit these
But it could be, you know, just, it's pretty much your, your limited time and policy is what you can do for that.
Um,
So, yeah. So Joe. Joe last long and short loan period seem to be differently to plant material type. I'd like to mix in some locations as well. This is where the and or comes in. Oh, yeah. And then you were saying you can't you
Heidi and I or, you know, Heidi and I really were like, we, we did a lot of investigation on this and i mean i think this is something where it would be nice to point to the location but
It's not quite that it's it's it doesn't work that way.
Because a lot of the things on a fulfillment unit level are are at the at the institution where you could have locations attached to a and in this case.
The only location that you can provide it. Are these temporary lending locations. So you're really only stuck with these item policies and we just grabbed the ones with
We just grabbed the ones that looked like, you know, media or short loans, which is what the shortlist was supposed to be.
Um, yeah. Oh. Thanks, Tim for verifying that they are applied as an and that's what I thought they were. But I'm thanks for flying
Thanks for replying that so
Just the
Background of that is if you have a rule. In this case, I don't know if this one to know one two
Um,
Yeah, let's say I we're going to
Add a
Let me edit this one.
We're going to add something here to put in another input parameter, if there were two here, it would be in it would have to meet both criteria would have to be you know this if you wanted to say student and
You know material type cd that it would have to be both a student and a CD that met those criteria.
So, Renee. And sorry, Carolyn, I have not forgotten your question, I will answer it briefly in just a second. I added a couple of exceptions to the item policy exceptions.
Under resource sharing in the configuration, all these do anything and or does it have to be done via to us. Um, can you tell me what you what you mean by that you added so you added them here.
In the in this and
My went to the configuration menu.
Under resource sharing
Got it. So you went into Yep, that's a good question.
So you went into resource sharing and you did item policy exceptions. Right here. Right.
Yep. Cool.
So I thought you meant. So this is another way. I'm done. I didn't talk about it much, because I'm assuming most campuses aren't heavily using item policies.
You would have to go in and create these to be
You know, for it to for it to work. So let's say that I wanted to say, you know, I want to make an exception for one week reserve. Right. That seems legit.
That I want it to be, you know, neither one of them into, you know, resource sharing can happen.
For us, you know, the fulfillment unit is already saying like reserves don't don't lend them anyway. But most campuses unless you've gone in and added item policies, you probably don't have these attached to any items.
Because the item policies that came into your own system were from item process statuses in all an Alice
But the item policies aren't actually added two items that makes sense. So it looks like you have item policies, but you don't you only have the config for them, you don't actually have them added to item policy that items.
Okay.
Does anybody have a better way to explain like the falseness of item policies and
So short answer is yes, it would do something if you went in and put item policies on items. But in my mind.
Unless you have item policy like scenarios, you're better off going from a fulfillment unit and putting a rule because you can do that at a location level, whereas item policies, you have to
You have to
You know, apply those to the actual lightens
But I know I'm late. So what I want to do is just show. Um, let's see. It's in libraries. I want to show where you can turn yourself off for lending because darlin asked about it and it is under library.
always forget this. It's under General
Alright.
Let's see. So then we do general and then
Libraries. So add or edit library information and
Then you can get to your, your resource sharing library, which is your main library.
And then
This is where your resources, some additional resources and configuration. Please do not change your symbol that will break it.
This maps back to network sound stuff.
I've seen some responses of campuses saying why is this failing.
It's because some campuses have gone in and put their OCLC symbol here that will just make it fail.
So please leave it as it is. If you've made a change, let us know.
But what you would want to do if you were going to become Temporarily, temporarily
Inactive for lending is you would
Hit this marker right here. And then you could also
I believe there's a date range. So, you know, please put date ranges, because you might forget to turn it back on. And it's not like you would necessarily know that that it's this rejecting
So that's, that's exactly how you do it.
Alright any questions. Sorry, I went long, but it's a lot of stuff to talk about
Any questions.
Hopefully this clarified it rather than made it make it muddier
When she kind of get the whole rigmarole of how other
You know, connected together. It's a little easier to understand.
All right. Anything else
Thanks everybody for your time. I'll stop the recording.
And
First I'll stop my share and stop the recording.