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- Under Fulfillment Configuration | Physical Fulfillment | Overdue and Lost Loan Profile, set the Library setting to the blank entry for each of your profiles:
Notices are sent based on the item's current library. Unless you have a strong reason to set up separate Overdue and Lost Loan profiles for different libraries, you will ensure that notices are sent for all items within one profile by setting the Library field to the blank entry. In order for notices to be sent for items at a particular Library, the Library must be listed in an Overdue and Lost Loan profile, or this field must be set to the blank entry. You can set up a pop-up message to alert you that the due date for a loan has been shortened due to the user's expiration date. Configure this under Fulfillment Configuration | Configuration Menu | General | Other Settings | and set shortened_due_date_notifications to EMAIL or MESSAGE_EMAIL. View more details on this setting in the online help: Alerts for shortened due dates.
The pop-up alert will look like this:
All of the orders that you place in Alma will use the default acquisitions location that is set for the associated Library as the item's default location. Ensure that this location is set to the most useful default location by navigating to General Configuration | Configuration Menu | Add a Library or Edit Library Information | select the Libraries tab and select Actions | Edit for every Library that you will use for acquisitions in Alma. Ensure that the default location for acquisition is set to a useful location – something like your main book stacks.
- Customize your Fines/Fees Behavior table and set the Manual Creation column to False for any Fine/Fee types that you won't use in Alma. By default, there are about 20 fine types that can be used to manually assign different types of fines in Alma. Because many of these fine types are not actually in use (i.e. 'Locker key', 'Thesis folder'), you can hide these fine types so that they don't appear in the fine type dropdown:
In order to hide irrelevant fine types, navigate to User Management Configuration | Configuration Menu | Patron Charges | Fines/Fees Behavior. In order to hide a fine from the Fee Type menu, click Customize and set the Manual Creation column to False for all fine types you don't want to appear in the above dropdown menu.
You can also request that the fine/fee type description be modified by opening a support ticket with Ex Libris.
Resource Management
- In order for the Repository search results and the Metadata Editor for holdings to display the location name for items instead of only the location code, navigate to Resource Configuration | Configuration Menu | Library/Location Display and select Name or Code + Name:
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