Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Overview

  1. Change the due date policy for CSU+ borrowing requests (for due date assigned at checkout)

  2. Change the due date policy for CSU+ lending requests (for due date assigned when item is shipped)

...

Find a borrowing request in your “Borrowing Requests” queue (Fulfillment > Resource Sharing > Borrowing Requests) and note the barcode and requestor name. Enter this information into the Fulfillment Configuration Utility (Fulfillment > Advanced Tools > Fulfillment Configuration Utility) . Under “Fulfillment Attributes” note the name of your Terms of Use Name.

...

2. Add a new due date policy to the TOU. Go to the Alma Configuration menu and select your resource sharing library (usually your main library). Then go to Fulfillment > Physical Fulfillment > Terms of Use and Policies. Locate the TOU you found in the previous step and select “Edit”Actions > Edit. Under “Due Date”, select “Add Policy”. See screenshot for values to enter. Save the new policy and select Next until changes are saved.

...

1. To locate the name of the TOU that should be changed, go to the Alma Configuration menu and select your resource sharing library again (usually your main library). Then go to Fulfillment > Physical Fulfillment > Fulfillment Units. Choose your resource sharing fulfillment unit > Actions > Edit. Note: Your resource sharing fulfillment unit will usually have your main library as the owner and typically ends with “FU”.

...

3. Add a new due date policy to the TOU. Go to the Alma Configuration menu and select your resource sharing library (usually your main library). Then go to Fulfillment > Physical Fulfillment > Terms of Use and Policies. Locate the lending TOU you found in the previous step and select “Edit”Actions > Edit. Under “Due Date”, select “Add Policy”. See screenshot for values to enter. Save the new policy and select Next until changes are saved.

...