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So hi everyone slogan here again for session two I'm signed in as Heidi today as the Sunni MSP project and today we're going to talk about item policies and locations. So this is going to be a lot of fun.
It's a little dense, but I have some graphics that will hopefully help
And this is important to understand before we move into talking about circulation.
So for today's agenda. We're going to start with some questions and answers from last time. Then we're going to talk about fulfillment units physical locations to us, which stands for terms of use.
Fulfillment unit rules and item policies. So this is, like I said, it's not the most exciting thing you're going to do all day but it is pretty necessary for us to understand how circulation works and Alma, and maybe why circulation doesn't work sometimes
So going to questions and answers from session one, there's a question about configuring homepage widgets and there was no documentation that I could find that makes that easy to do.
And so having people log into Alma and helping them set up their homepage. If you have a specific layout. You want to use as something that you'll need to integrate into your local training.
And for roles we did confirm the to manage users. You will need user manager or user administrator, one of those two roles will allow you to add roles to other people.
So the basics of Alma and how fulfillment works. We're going to shift gears and get started.
It is a location based system. And that's a really big conceptual thing to think about.
And what it means is that items that are near each other's should usually circulate. Similarly, and I say, usually because there's ways to do everything.
But in most libraries. There's a main collection and those books all circulate the same way.
And then there's a video collection and the majority of those videos all circulate the same way and then you have a reserves collection.
That circulates a different way and maybe a couple different ways. But generally, your items that are near each other's should circulate. Similarly, usually
And I say usually again because of those item level policies that can be used for exceptions.
So the way Alma sort of breaks that down. Is this hierarchy of fulfillment units. And then in each fulfillment unit you have a bunch of different locations.
Inside those locations you have your items.
So hopefully when we get to the graphics and a couple slides. That'll make sense. So fulfillment unit.
And this is hard. This was really hard. It took me quite a bit of reading and thinking. And finally, drawing a diagram to help you to help me figure it out.
So it's locations of the same type, independent of their actual location and so three that are sort of baked into all ma are the ideas of main stacks reserves and media.
And those are types of collections that you're likely to have regardless of which library there in which physical library. They're in
And so fulfillment unit is the unit, sort of, of decision making in fulfillment. And I know that's a very circular definition. Hopefully this graphical help
So in this graphic. First, we have our institution at the top. And that's going to be your campus.
And inside your institution, you have different types of libraries.
And I just made up that, you know, we would have a main library a satellite library and then maybe a downtown campus because I know there's a couple Sudanese that have downtown campus.
And inside those libraries, you may have different collections. This is loosely modeled off of Brockport with some additions.
So at the main library, you have a main collection or reserves collection and immediate collection. That's great.
Your Saturday late library doesn't have a media collection, but it is a special collection area.
And then you got this downtown campus and all they do is reserve. It's a very small operation. They just have some books on reserves.
So when you're talking about fulfillment units. I've color coded them here. So your main collection in the main library and your main collection of the satellite library probably circulate the same way.
And for this institution, they do. So that's one fulfillment unit, sort of, regardless of location.
Then you've got your reserves all three places have reserved. So that's going to be another type of fulfillment unit.
And then you have the outliers of media and your special collections and Special Collections Online might actually just call limited
Okay, I'm gonna let that sink in for a minute.
So here's a screenshot from our fulfillment unit List of Brockport with the different types we have, they're all owned by the institution.
And we added in an equipment fulfillment unit because that's one of the different types of things we have, it's a different area and tech tools things generally circulate one of two different ways.
So we have again our media regular reserves limited limited is the vocabulary that all my users for in library use only.
And we named ours equipment for our tech tools collection. So in that collection we have laptops iPads Chromebooks phone cords USB card readers HDMI cables just a bunch of different equipment that actually circulates quite a lot. And we wanted to put it in a separate so Sylvia you that
There any questions on fulfillment unit so far.
So physical locations.
Of physical location is an area within a library library being an almost specific term here.
And a location cannot be deleted. If there's inventory associated with it.
And modifying a physical location may have a lot of implications for everywhere else. And Alma
So make sure that you properly do coordinate changes that you're going to make
The reason I included two and three here is not because fulfillment. People are necessarily day to day fulfillment. People are going to be messing with locations.
But it's more for you to have in the back of your mind. If you know some changes happening in your library and you've been to a staff meeting where they talked about
Setting up locations, a little differently. And then all of a sudden, something's not working just right. You know, it might have something to do with a physical location being modified
And so now I'm going to talk about how to add a physical location and then I'll hop over to Alma and show you
So what you're going to do is you're going to make sure your scope to to your library and your configuration menu. So you're going to have to have. I think it's a fulfillment administrator role for this.
Or your general server your general systems administrator can do this and you're going to scope to the library and then you're going to navigate to the physical locations and add a location.
And the screen is over here on the right, but now I'm going to jump over to Alma, and I decided to do a Google presentation so that you don't have to watch me switch screens seven times during the presentation. So if I go over here and I go into my configuration menu.
And right now I'm configured to the institution level. This is my scope. It's a change that to Drake library and then under fulfillment. I can see my physical locations.
And this is where my physical locations. These codes should sort of look familiar, the sort of like five letter code that is the location codes that we used in all f
Ed. So there's a pretty synonymous translation between physical locations and collection codes that they sort of just work that way.
And so BK is our collection code for books top floor. And if I click on it, it's going to show you the name
If it's an open, closed, remote storage or unavailable collection.
If I wanted to change and have it show a different external name, I can do that. Which fulfillment unit, it goes with
And so I have my in library use only my media regular Course Reserves and tech tools. I'm going to keep that with regular because it's our regular collection.
If I have a map, I can put it here. And remember, if I wanted help on this page, I can go up to my help, and I can jump over and I can say, what does it mean by map.
So we let this load.
And I scroll down
And it's not really telling me a lot about maps here so that I would need to Google and
Figure something else out over there. If I did want to know about remote storage facilities. The documentation does provide a nice link over and if you have a remote storage facility, you could see how to set that all up over here. And what that might look like.
I do need to add in the physical location Circulation Desk lists of because it's important for checking in and checking out things
locations are tied to a circulation desk so I need to make sure that all of my locations are attached to the appropriate circulation desk. Now, the vast majority of studios only have one circulation desk in their library and it's going to be really easy to attach to it.
But if we had multiple libraries like here at Brockport we have our METRO CENTER library.
If we didn't want to physically move the book back and forth. We would need to make sure that both circulation desks could check in, check out and re shelf.
For the main collection, otherwise we would have to go through a shipping process that you'll see sort of tomorrow when we were when we go through that.
And it's just really important to make sure that you have your circulation desk attached otherwise no one will be able to check out your stuff. And I don't think any of us want that.
I wanted to add a new location I could add it and here's this the box that pops up again. I am by type if it's remote storage which fulfillment unit. It's tied to the call number type. So you choose library congress and that a map that I could add in. If I wanted
So that is the physical locations list.
And go back to all the hair.
So we've already covered these two bullet points of this sort of think of your physical codes like collection your physical locations like collection codes, they're more granular and they do have to be attached to the circulation desk going to go back a slide.
And I forgot to talk about the fact that multiple locations can have this same external name here.
And so that can be really important if you need to name them differently because of fulfillment unit rules which we'll get to in a minute, but you want them to display the same and primo. So if you had
If you had collections. Enter filed and you wanted some of them don't circulate. Some of them do circulate
And are some are in library use only some are not. And you somehow decided to enter file them. I'm sure someone's doing that.
Um, you can set them up so that in the back end, the physical location, the collection code is different, but the external name shown to public, the public users is exactly the same. So it looks like they're just it's all one big happy collection.
So that's sort of the background and how it works. Conceptually, now we're going to get into the super fun differences between fulfillment unit rules and terms of use and feel free to stop and ask questions, because this is super confusing until it clicks.
So terms of use.
Terms of Use decide how things circulate. That's all they do. They are independent of who they are independent of what they just talk about how the patron is allowed to use the item.
So you're going to have a bunch of different sets of Terms of Use that you'll set up and they're generic. It's the fulfillment unit rules that really come into play to teach you sort of which to decide which to you gets applied.
And so you've probably all seen charts like this before, stuff like this was in the video I sent out
And this is sort of a F van chart. And so these are fulfillment unit roles and the default here is, you know, no loan. This isn't going to get loaned it all at the top. That's your first one not default. Sorry, that was a slip up
And so that rule will have parameters. If those parameters are met, the output is the terms of use. So what we see a number two is that it's a 16 week undergraduate students regular rule.
And that's just the name of the rule, the name of the rule could be blue smurf. But it would be really hard to understand what that role was doing if you used names like blue smart, but the rule name itself doesn't actually dictate any of the rules.
But because this is named this way I can tell that the parameters inside probably say that
If the patron is an undergraduate. Let this item circulate for 16 weeks. Let this item in this fulfillment unit circulate to 16 weeks.
And then the next rule is if this one is a fact, if this person is a faculty or graduate student. And this is part of the regular collection. Let it circulate for 16 weeks.
And then if it's a guest 28 days community 14 days. Now if almost going through these rules and it's going through these five. And we'll say these five are the only five and it goes. Nope, nope, nope, nope, nope, for some reason, my patron doesn't match any of these
Then the default rule comes into play.
And the default rule will say here says it's for a one minute circulation. If you set that up. You shouldn't set it up that way. It's probably 16 weeks we'll go look at it in a minute.
That will take over. And that's what will happen.
What's nice about the fulfillment unit rules. As you can see, the output the terms of use right in this column.
A and you can see who updated it so you know sort of who to blame. And so I would know if all of a sudden we had a policy change and it was 24 weeks for factoring graduate student, I could pick on Ken and say, hey, can we got to update that one.
And so let's look at some fulfillment unit rules.
Quickly. And so I'm going to jump over here and I'm going to go into my configuration. And I'm going to go into my fulfillment units. And this is where I see by fulfillment units. And I'm going to go into my regular fulfillment unit.
And here's the code that set up.
And I'm going to skip over two locations and you can see here, all the collections that are part of the regular fulfillment unit.
And then over here and my third tab. I have my fulfillment unit roles.
And my role won't let me enable or disable them.
Right now, but I can see them.
And so I can click on this, no loan and see what happens.
And this is an item policy. And so in here I can see that if the item policy is one of these item policies, it automatically will reject the loan.
And my terms of use is down here, my output parameter. There's a handy little button right here that I can click and it will show me. This is my Terms of Use that I set up.
And my terms of us has lots of different options that can be set. So my terms of use. First of all, decide if it's Loanable
What the due date would be
A
If there's a recall period or renew fee last item replacement fees, what the maximum fine could be a if it can be renewed
So you really have a lot of different options here that you can deal with and you can decide. And you can say, you know, is this going to block when it's overdue. Am I going to just block the whole patrons account if this is overdue.
And is there a reload limit. So this is my no loan one so that's probably not going to make a lot of sense. So let's go and look at the 16 week undergraduate regular
So what's going to happen here is always going to come in and look at my patron and my patron if my patron is an undergraduate student
Is going to apply these terms of use and Alma goes top down. And so you want your more granular settings, the higher up in the list.
And so this is the list. I'm talking about. So I want to have something that's more granular at the top and so students because if it catches students, it's going to say undergraduate students 16 weeks ago done if I move number two up to number one.
That's going to be a problem because no one is going to know that.
The it's the no loans are not going to get tagged at all. It's not ever going to get to that if an undergraduate comes up to the desk. Does that make sense.
Can y'all use the chat.
So, likewise, I see. So only undergrads will be able to learn in this case, no. So I'm glad you asked that question. So because the there's the graduate, the faculty and graduate down here.
This decides what's going to happen, number two in the list only decides what's going to happen for undergraduate unit students. So if a faculty member comes up.
A almost going to go through and say does this Terms of Use does the do the input parameters here deal with a faculty member
No, they don't. So skip on to the next.
So it's going to look at this one and say, does this work, is this a faculty member know I'm only dealing with undergraduate students and rec students
Then it's going to look at the third one and it's going to say, well, is this a faculty member yes faculty. So now I'm going to give them this terms of use.
And it's going to do that. And then it's done. It's going to stop looking at the rest of the table.
So if I had my no loan at the bottom of the list, and we're in a test environment and I can't move it around, because I don't have that privilege.
But if my have no loan were at the bottom of the list. If any of the things above it can be satisfied, it would never block the low
Because the no loan would be way too far down and it would sit here and go through undergraduate student fine. Nope, doesn't count skip it.
Faculty member faculty member, it counts use this one, it almost would not care that there were rules further down that said don't long this item. So you have to put that at the top.
That explanation help
Okay.
So yes, Louise exceptions. Always go at the top.
The most important exceptions go higher up.
And so I'll fair to say we, I mentioned the importance of having no loan at the top of the default rule at the bottom. Another common rules to consider traps to watch out for.
Just knowing how it's going to process may is the trap that you could fall into. So you want things at the top that are going to be your exceptions.
Of and from there. It should be fine if you just have your regular groups at the bottom, because as long as you're not doing something like marking patrons as full undergraduate students and faculty, staff, which you can't because it's a drop down of you should be fine.
Yes, Mary Beth, so no loans for us. Those are items. So that's this role look and say, so these item policies to a 5050 254 and I'm going to write those down so that I can talk about those. When we get to item policies and I could show you where those are going to show up.
And so
So does the system check when the item is checked out to the patron. Yes. Amy Yes, at the point of circulation. That's when the fulfillment rules sort of kick in.
Because then it knows who your person is and when you go to scan the barcode. It's going to look to see which collection.
This which physical location, the barcode is in and that it's going to sort of look at the fulfillment unit for that location. And it's going to pop over to this rule screen and it's going to go down the rules based on where you've put that book.
Or physical item I shouldn't just say book.
So let's hop back to Alma
In terms of use of I did show this. But we've gotten. I've got another screenshot here just to show you what it looks like a word to the wise.
Name your terms of use consistently and easily enough to identify from the name field because sometimes that's what you're going to see. And so if we're looking at the physical locations List of or we're looking at the fulfillment unit rules and we want to see the terms of use.
And I knew it was too soon to go away.
I'm looking at my fulfillment units. And so we'll look at media. This time I look at my fulfillment unit rules and I click on one
This is the name
And so I want to make sure that my name here in my Terms of Use details is enough is clear enough for me to understand when I'm choosing it as an output parameter
So how do these things work together. And here's what we're getting into a fun chart that actually bris developed and I was really glad I could just sort of take it and it sort of helped me explain how to explain it to you.
Okay, there's a lot of arrows and a lot of boxes on the screen.
So we're going to walk through it as sort of a little bit of a review.
So you've got policies that setup that setup sort of your terms of use for how the thing is going to work.
And to have those policy types of our if the thing is Loanable can't go out to the patron and what's your due date.
Each one of those are going to turn into terms of use.
So you're going to have a terms of use for every combination of policies.
So you can have a really long list and that's fine.
And like renewable would be another policy type. So you could have a Terms of Use that says yes, it can go out. It's a one week loan, but it's not renewable and so you'd have a Terms of Use that states that
So Ben, if we look at the directions of the arrows. So it's sort of the middle is where the arrow stop on both sides here.
So then we look at the physical locations at the bottom. And that could be your different collections that are part of a fulfillment unit. So like OpenStack so regular
And then one once an item is part of the fulfillment unit. And so you have your item that's tagged by fulfillment unit. Your, your patron hands it to you, and you've already swiped their ID and you go to scan the barcode.
What's going to happen there is the rules and the fulfillment unit are going to go through and decide which of the terms of use get applied.
And almost going to do that automatically. It's going to hand it, it's going to tell the patron what the due date is it's going to send them an email.
And you're going to see it on the checkout screen. More on that tomorrow and everyone goes off and lives a happy life with their item that has the appropriate terms of use.
The patron knows what they can do with it. You know how long the patrons expected to have it and when they're expected to return it back. And what's going to happen and we all move on, like we do in library land right now.
Questions on this slide, I'm going to pause for a minute.
Okay, I was make sure I count a little longer, because I know typing can take longer than just raising a hand and asking a question.
So when I was putting this presentation together. I was sitting there going, wait. But how can you check how can I check before it gets to the point of having to check out to a patron. What can I do in the in my prepping stages when I'm trying to learn this system to figure it out.
There's this thing called the fulfillment Configuration Utility
And this is where you enter in your patron and your item barcode and it's going to tell you everything that you need to know about that particular loan.
And so I want to show this to you because it will make hopefully it'll make sense when you sort of see what's happening here.
So I'm in Alma
And I'm going to go to my fulfillment menu and it's under my advanced tools fulfillment Configuration Utility
I'm going to go over to our primo and grab a barcode.
I could also search and all my if I wanted to, I want to just sort of show you primo little bit. And so I'm here and I've limited it to the library catalog.
And I decided that, you know, I want to see what this piece of media is going to look like.
And it tells me that it's on the shelf and there's my barcode.
Okay.
And from there, I'm going to, I'm going to pop that into my barcode field and that didn't work, but we're gonna pull
I'm gonna pull it up in all along, because I can more easily. Grab it.
So I'm going to open a new tab of Alma
Like and bounce back and forth. And I am going to search my physical titles.
By keywords for
Harry Potter and the Chamber of Secrets. The movie.
And I'm looking down here.
And we're going to say, I want this one. I go into physical to see what it is. And then I can click on items to see my specific items and I can get a barcode.
And it says item is in place, which means it's on the shelf. So I have my barcode.
And then I am going to look up myself.
And then I'm going to click OK.
So this is where it's going to do the whole bit of work and it's going to say, you know, the fulfillment units and is media.
And if I click on media it's going to point me over to that fulfillment unit of the fulfillment unit rule that got applied was 16 weeks.
faculty and graduate media, which is good because I am a graduate. I am a faculty member
The terms of use, they got to play out plied was faculty graduate students media 16 weeks. If I click on the terms of use.
It's going to show me everything, but this was also right below with my terms of use. And so I can see here's here, the rules and so it's Loanable can't recall it goes out for 16 weeks.
There's no requested item due date.
There is no recall due date. There's no fee to renew. There is no fee for a last item.
Of there is a fee for a replacement
The refund is 100% if I, if it's lost in that I find it.
A there's no maximum fine overdue fines. No, because it Brock where we don't charge fines of there's no recall no grace. It is renewable, it can be maximum renewed for a year.
If the library is closed, move it to the end of the next Open Day.
So almost smart like that it will know
And then we've got more here don't block when this item is overdue.
There's no maximum period for an overdue block. So if it were lockable it will stay on there forever endeavor. And then I can reload this have as many times as I want.
So that's what happens there.
However, if I go into fulfillment configuration. And I did. I just needed to put in another person.
And I look at my test patron.
And I hit Enter, and it did not like that.
And I paste this in
This is where we know that
David Duke is an undergraduate. So he got the 30 days undergraduate student media fulfillment rule, which resulted in a four week loan on the media.
And again,
Like, well we're going there was a question. So if you discover a problem. What's the easiest way to get to where you fix it. Those were not editable.
Right. They were not editable for me. And so the. It depends on what you notice the problem being
Of it is a fulfillment unit rule, you're going to have to talk to somebody who can edit fulfillment unit rules.
Of and you can always override a due date at the point of checkout. So if you just happen to know it's wrong and you just want to override it right then to hand it to the patron.
That's what you would do at least that's what I would do is just override it. Get it to the patron, they would have the item. They needed almost still knows who has it, and then it can be fixed later.
So Alfred is saying it would be interesting to see the to use for other libraries to if people would be interested in sharing
Up. Why don't you create a message on the message board and base camp and see if people want to share what they're doing there. That would be a really good way to sort of see what people's Terms of Use look like
And it would sort of keep things all in base camp and give people a reason to go there.
Great.
And Louise. Thank you for the copying the barcode. Yeah, I had problems I failed it up, I would like to blame my 16 month old at home for being tired today. He decided that at one o'clock he was going to be up, so we were all up.
But thank you I will definitely use that going forward.
Okay, so back to our slides.
So item level policies.
So item policies create exception rules within the fulfillment unit rules so that a specific item.
In a certain location will circulate differently than typical items stored in that location. So really wordy way of saying it's something you can put on a specific item to make it circulate differently.
And so how do you configure them again through fulfillment and only fulfillment administrator can do this. And so I was playing around with my role. So let's see if I have fulfillment administrator
If not, I'll add it, and then log out and log back on. So I'm going to go over to my configuration menu.
And I'm going to go to fulfillment and I'm at my institution and I have item policy.
Of any and this is where I can sort of see my item policies.
And I noticed earlier we had an item policy exception for some numbers. And I don't see those in this list. So, and I
Don't click back that's bad. Remember how I said let's look and see what set up for our institution.
For item policies and this is really big. So I'm now scoped back to the institution.
And so now I'm going to look at my item policies here and I can see my institution level item policies here and I don't see my own 250 52 and 54
So I'm guessing that that means something happened since our migration form was filled out and we started playing with things.
And especially since I see that these were all updated by Ken and there's nothing by actually verse implementation here.
So that's something that we would need to clean up on our end
But this is where I can say three hours in library use just for that one item or this is a semester long loan and we have a one minute test just to see what would happen with overdue stuff we don't actually ever circulate something for a minute, and then we have a full know well
And you can add a row if you need to, you can also import if you really wanted to, if you're a spreadsheets type person.
And so in there. I could match it.
Up so I don't know what our
Are those remind me of Alice codes have to lock down circulation. And so I always going to see what those lined up to and I'm guessing that that's probably we're going to change that at Brockport to just be if the item. If the item policy says no loan.
So we're going to move away from the numbers and closer to the no lo
And actually, to the new new no lo
And he is feeling better, he's just getting over a double ear infection like kids do.
So here's the fun thing that I had to figure out was how do I actually apply an item level policy.
And this is more of a cataloguing thing.
Um, and so it's not something that we do a lot in fulfillment, but we may need to do it so
I need to search for the item and then go to the physical tabs and go to the items and click the barcode so
I've done that already. Once with Harry Potter.
And if I wanted to change for Harry Potter here. I click on the barcode and then I can see right here the item policy.
And this is where I could see that our numbers didn't move over quite right. And so when we do our second migration, we know more about how to do it. So not listed means it's not in the list. So if I wanted to set this up as a four hours in library use I could do that and click safe.
And now we know that when I look at this item.
We're gonna, I'm going to refresh the screen.
Because hopefully
We're going to be able to see what it did here.
And it's just going to show me that it's here and I'm going to click and hold down and then copy. And I think I actually edited a different
One.
Have to bring that up. Yep. It was the second one. So primo is not going to show me how long it can circulate for I'm gonna have to look into that for configuration. But if I do take this one that I just changed.
So we're over here and it's now a four hour and I grabbed my barcode.
And I jump to my fulfillment Configuration Utility
And I looked at myself.
And I paste in my barcode.
It's still going to give me the 16 weeks which it's always fun when you try this and it works. And then you try it now. And it doesn't have. And it tells me my due date.
So let me go back into my physical item I probably have to hit Save.
There we go. Save as important
And so let's go again.
And it's not telling you that. So Shannon. Do you have any idea since you're on.
What might be at play here.
I'm off the top of my head. I don't, um,
Yeah, just
Tough to kind of look through with that. So what's that, what's this specific issue.
So I'm trying to update my item policy.
For her
To say that this is a four hour item. Right. What I'm trying to test in the fulfillment Configuration Utility. It's still not letting it go out for those four hours it's applying the regular fulfillment unit role.
Yeah, so do you have the item policy setup.
Because
Item policies came over from Alice, but they're just kind of empty containers because of item process statuses.
Okay, though. So you actually do need to go into create item policy.
You need to kind of create the policies behind them.
Okay.
And I'm not sure if that's the case, there. But I would say that have have any campus unless you've gone into create additional policies linked up behind those item policies then really, they're just kind of empty container.
Okay.
And Joe was saying, you know, needs to be added to the facility and rule. So it's just like, you know, my general comment is, you need to do.
A fair amount of additional configuration to set up the final policies and that's why I'm suggesting that most people don't use it and policies, but to to just use the to use and fulfillment rules.
Okay.
So we would. So a better way to do this would be to make a separate location that had the same that had the right terms of use applied to it.
So that if that item circulated that way for due dates and Coursers it does work a little differently. So, have no fear that of course reserves will still work since that's where most people do the short due dates.
So I will post board to the base camp. Following up on this.
I'm just making quick no
Okay.
And that's sort of where we end today, uh, is with item policies that aren't quite working yet for us, but I will get that figured out
So what questions do we have
And I'm going to quick go back and undo my barcode change on that item.
Here.
And I'm just going to clear it out.
And it's fine.
I was just thinking, Joe. Joe it but they have you
Have you set up item policies that you would be willing to demo on the spot. I hate to put you on the spot but sounds like you may have actually configured this
If you want to be on the spot that's okay too.
There anything anyone would like me to go back over again.
Because we have the time.
Okay, I forgot to mention at the start of our session that there has been a slight change in schedule it has been emailed out to everyone through base camp.
But next Tuesday's session on fulfillment configuration. And the really in depth stuff has been moved to Monday and Tuesday will be resource sharing configuration and then Wednesday we'll have our last session for fulfillment.
So the schedule and base camp is up to date and correct. I will always send out announcements with connection information for what's happening that week. And that'll come It'll probably come Friday. This week for Monday next week.
And I've already set up what y'all need to do between now and next or tomorrow morning when we meet again to talk about like actually doing circulation.
Which
Is a the presentations done you have it. We're gonna go over it all tomorrow.
Logan, I
I just logged into because I know a lot of campuses have it set up fulfillment unit rules with item policies, I can just show that in Buffalo states environment, unless they're like vehemently. No, don't do that.
You want to stop sharing and I can just share what john was talking about. Yep. Alright, cool. I'll share my screen.
So what what Joe was mentioning is is you know if you have any item policies that you've configured. You then would have to put them in the
Fulfillment unit rules for them to actually be applied. So here, this is from Buffalo states open stacks and you'll see if I edit this that they have the item policy as an inclusion. So if you see here, they're saying name item policy if it's one of these
Then apply this terms of use for this item policy. So, um,
You know, you do need to set up more configuration to make item policies happen so that it can, you know, just be moved through this
As well. So I didn't policy are those are another one of those input parameters from for the rules. So if you're going to set up and use an item policy, you have to go and do that extra work of setting up
As well so that applies to stop share
Yeah, so
For Brock, or when we saw that in use with the number codes we would need to change that to one of the item policies for that to take precedent.
And so if I had added the for our loan is a fulfillment unit rule of at the top, it would have checked that first and said, Okay, yep, there's the policy. It's on that. We're good. Check it out for four hours.
So Michael last game. There's no olive analogous way them policy applied to an individual item, even though it appears to be when you're cataloging, you can Michael and it's not useless. You just also have to have those input rules as part of your fulfillment unit.
And so when you set up those
Item policies they need to be in the fulfillment unit rules tab so that they actually get applied because the fulfillment unit rule goes through that list. And if it doesn't see
That if it doesn't know to look at the item policy, it won't
Does that make sense.
Yeah, and I think Logan, it's even more confusing and really you can't do this until after cut over
Because more of those item processes status item process statuses will come again and cut over if if you wipe them out.
Is that those item processes process statuses. That's really tough for me to say, Come over as
Item policies in it does make it confusing as you're going in and touching item records etc that it will give you all of the same names as you had
An Alma or an Alice. So I would say that would be clean up. I would suggest some time after go live is if you don't plan on using item policies go wipe them out of your system so that it doesn't look like you're doing something to the item that you're not actually doing.
And most of the time, you know, the item process statuses that you had in the item policies that you hadn't
Come over from Allah for probably something that you are doing through fulfillment units. Anyway, or fulfillment. You fools.
Thank you Shannon
Okay, so that's our session for today.
Hopefully, you have a better understanding of what goes on behind the scenes that might cause some snacks when we actually deal with circulation.
And you've got some tools to help understand the background processes.
If you want to continue the conversation, feel free to post messages on the message.