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    How to add a Fixed Due Date (e.g. End of Term, Semester, other Event)

    • Product: Alma

    Question

    How to add or edit a fixed Due Date policy (e.g. End of Term, Semester, other Event)?

    This question typically is raised upon new semester, and is triggered by a loan giving unexpected due date. Or, when testing loan due date with the: Fulfillment Configuration Utility

    Answer

    Under the Fulfillment Configuration Menu:

    ADD AN EVENT IN: OPENING HOURS

    1. Go to: Fulfillment Configuration Menu

    2. Depending on your setup, decide if "You are configuring" the Library or Institution level
    3. Add the Event --

    -- Recurrence: we find it better to indicate no recurrence

    -- Fixed date description: give indication, e.g. End of Term May 2017

    -- Date: Due date for this type of loan

    4. Remember to click "Apply Changes"


    LINK THIS EVENT TO THE DUE DATE POLICY IN: ADVANCED POLICY CONFIGURATION

    1. Go to: Fulfillment Configuration Menu

    2. Remember to be currently at the Institution level
    3. Filter "Policy Type" to "Due Date"
    4. Find the existing Policy, or add a new one

    -- Actions > Edit > Make sure the "Value" uses the Event defined above
     

    ENSURE THE LOAN TOU USES THE CORRECT DUE DATE POLICY

    1. Go to: Fulfillment Configuration Menu

    2. Remember to be currently at the Institution level

    3. Filter "Terms of Use" to be of Type "Loan"
    4. View, or Edit, or Add a TOU (loan terms of use) which will enable loan until end of term / semester
    5. The "Due Date" drop-down menu will use the policy defined above
    6. Save if needed

    ENSURE THAT THE "FULFILLMENT UNIT" INCLUDES THIS ITEM LOCATION AND HAS CORRECT LOAN RULES

    1. Go to: Fulfillment Configuration Menu

    2. Remember to be currently at the Institution level

    3. Click: Fulfillment Units

    4. Click the Code for the correct Fulfillment Unit

    >> If in doubt, at any point, check combination of user and item barcode with the : Fulfillment Configuration Utility

    5. If in doubt, double-check that the "Fulfillment Unit Locations" tab includes the item location

    6. Go to: "Fulfillment Unit Rules" tab
    7. Keep the filter of "Rule Type" to stay with: "Loan"
    8. View, Edit or Add a rule that will ensure the preferred due date TOU is in effect (rules are read from top to bottom, looking for match based on User Group, Item Policy, etc.)
    9. Save if needed

    Again, test due date calculation with: Fulfillment Configuration Utility.

     

     

    • Article last edited: 4-JAN-2017