Question

How to change due date to current loans, and apply a fixed due date to all? For example, change all due dates to occur before a holiday break? In this use case, Faculty users already has a rule set for "End of Term" and it is working correctly. 

Answer

Here are several solutions:
 

1. Use the process "Bulk Change Due Dates"
   1. The process is found in: Fulfillment > Advanced Tools > Bulk Change Due Dates
   2. A change of due date will trigger an email to the patron (via the scheduled process "Loans - Due Date Correction after Calendar Change")
   3. For more information, consult: "Changing Loan Date in Bulk"

Note: Be careful and remember to add the “From Due Date” and “To Due Date”.  Otherwise, you may prolong Due Dates for overdue loans!

Note as well: Include the closing time for the date entered, specifically, if it is preferred to have the Due Date at that time. 

2. One Library advises: I also found the extend_due_date_beyond_user_expiry parameter in Customer Parameters and set that, so hopefully, we don't have this issue next year. We can just set the due dates correctly when they check out (or renew) the loan.

3. Change the User expiry date, as a precautionary measure
   1. Alma will shorten the loan and calculate the due date as the close hour of the library before the patron expiration
   2. When loaning or renewing items, the due date will be no later than the user's expiry date
   3. This will not affect manual change of due date.

Additional Information

Read here more about:

Changing Loan Due Dates in Bulk

Add or Modify an "End of Term" Event For a Fixed Due Date in Alma

• Article last edited: 1-AUG-2024